WEX Inc.
WEX- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001309108
In the last 90 days, WEX Inc. insiders filed 0 open-market purchases and 7 sales; 416 institutions reported holding it in 13F filings for Q2 2026, worth $5.61B in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in WEX Inc. as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 356
- −3 vs. Q1 2022
- Shares held
- 44.0M
- +136.0K (+0.3%) vs. Q1 2022
- Total value
- $6.85B
- −$974.9M (−12.5%) vs. Q1 2022
- New holders
- 41
- 115 more added
- Sold out
- 44
- 122 more reduced
9 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WEX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 416 | $5.61B |
| Q1 2026 | 434 | $5.92B |
| Q4 2025 | 428 | $5.73B |
| Q3 2025 | 392 | $5.95B |
| Q2 2025 | 386 | $5.60B |
| Q1 2025 | 422 | $6.18B |
| Q4 2024 | 431 | $7.06B |
| Q3 2024 | 434 | $8.83B |
| Q2 2024 | 442 | $7.28B |
| Q1 2024 | 421 | $9.92B |
| Q4 2023 | 418 | $8.16B |
| Q3 2023 | 412 | $7.88B |
| Q2 2023 | 408 | $7.69B |
| Q1 2023 | 405 | $7.88B |
| Q4 2022 | 366 | $7.10B |
| Q3 2022 | 354 | $5.61B |
| Q2 2022 | 356 | $6.85B |
| Q1 2022 | 368 | $7.90B |
| Q4 2021 | 345 | $6.17B |
| Q3 2021 | 337 | $7.93B |
| Q2 2021 | 352 | $8.78B |
| Q1 2021 | 362 | $9.48B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gyon Technologies Capital Management, LP | 4,664 | $726.0K | 0.20% | +4,664 | New |
| Stableford Capital II LLC | 4,352 | $723.0K | 0.33% | −90−2.0% | Reduced |
| Occudo Quantitative Strategies LP | 4,278 | $665.0K | 0.05% | −1,213−22.1% | Reduced |
| Russell Investments Group, Ltd. | 4,145 | $648.0K | 0.00% | +2,514+154.1% | Added |
| Securian Asset Management, Inc | 4,082 | $635.0K | 0.02% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 4,004 | $623.0K | 0.04% | +4+0.1% | Added |
| Cna Financial Corp | 3,848 | $599.0K | 0.21% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,787 | $589.0K | 0.01% | +493+15.0% | Added |
| Crossmark Global Holdings, Inc. | 3,735 | $581.0K | 0.02% | −120−3.1% | Reduced |
| First Manhattan Co | 3,478 | $541.0K | 0.00% | 00.0% | Unchanged |
| AtonRa Partners | 3,449 | $537.0K | 0.49% | +3,449 | New |
| Maryland State Retirement & Pension System | 3,367 | $524.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,226 | $501.0K | 0.00% | +358+12.5% | Added |
| Shell Asset Management Co | 3,111 | $484.0K | 0.01% | +4+0.1% | Added |
| Tower Research Capital LLC (TRC) | 3,093 | $481.0K | 0.01% | −6,208−66.7% | Reduced |
| Pictet Asset Management SA | 2,992 | $465.0K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 2,894 | $450.0K | 0.01% | −2−0.1% | Reduced |
| Verition Fund Management LLC | 2,868 | $446.0K | 0.01% | +2,868 | New |
| Echo Street Capital Management LLC | 2,857 | $444.0K | 0.00% | −4,212−59.6% | Reduced |
| Susquehanna International Group, LLP | 2,754 | $428.0K | 0.00% | +2,754 | New |
| Eukles Asset Management | 2,711 | $422.0K | 0.27% | +18+0.7% | Added |
| Gsa Capital Partners LLP | 2,700 | $420.0K | 0.06% | −2,799−50.9% | Reduced |
| Baird Financial Group, Inc. | 2,690 | $419.0K | 0.00% | +11+0.4% | Added |
| Procyon Private Wealth Partners, LLC | 2,623 | $408.0K | 0.09% | 00.0% | Unchanged |
| ProShare Advisors LLC | 2,607 | $405.0K | 0.00% | −1,020−28.1% | Reduced |
| Welch & Forbes LLC | 2,525 | $393.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,510 | $390.0K | 0.00% | −69−2.7% | Reduced |
| Wilkinson Global Asset Management LLC | 2,450 | $381.0K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 2,445 | $380.0K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 2,410 | $374.0K | 0.00% | +2,410 | New |
| HighTower Advisors, LLC | 2,379 | $372.0K | 0.00% | +18+0.8% | Added |
| PEAK6 Investments LLC | 2,218 | $371.1K | 0.01% | −8,762−79.8% | Reduced |
| Yarbrough Capital, LLC | 2,318 | $361.0K | 0.03% | −483−17.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,169 | $361.0K | 0.15% | +2,169 | New |
| Snowden Capital Advisors LLC | 2,308 | $359.0K | 0.02% | +112+5.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,257 | $351.0K | 0.00% | −129−5.4% | Reduced |
| Convergence Investment Partners, LLC | 2,254 | $351.0K | 0.21% | +2,254 | New |
| Belpointe Asset Management LLC | 2,250 | $350.0K | 0.02% | −50−2.2% | Reduced |
| First Republic Investment Management, Inc. | 2,219 | $345.0K | 0.00% | −1,160−34.3% | Reduced |
| Ballentine Partners, LLC | 2,202 | $343.0K | 0.01% | −75−3.3% | Reduced |
| Whittier Trust Co | 2,197 | $342.0K | 0.01% | −25−1.1% | Reduced |
| Moody Aldrich Partners LLC | 2,124 | $330.0K | 0.06% | −21−1.0% | Reduced |
| Hirtle Callaghan & Co LLC | 2,100 | $327.0K | 0.02% | −501−19.3% | Reduced |
| Coldstream Capital Management Inc | 2,099 | $327.0K | 0.01% | +121+6.1% | Added |
| Schechter Investment Advisors, LLC | 2,104 | $327.0K | 0.03% | +2,104 | New |
| AlphaCrest Capital Management LLC | 1,961 | $305.0K | 0.01% | +1,961 | New |
| Woodmont Investment Counsel LLC | 1,925 | $299.0K | 0.04% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 1,947 | $298.0K | 0.01% | +181+10.2% | Added |
| Pinebridge Investments, L.P. | 1,877 | $292.0K | 0.00% | −42,742−95.8% | Reduced |
| Cornerstone Investment Partners, LLC | 1,865 | $290.0K | 0.02% | +420+29.1% | Added |
| Profund Advisors LLC | 1,860 | $289.0K | 0.02% | −579−23.7% | Reduced |
| Coury Firm Asset Management LLC | 1,850 | $288.0K | 0.38% | 00.0% | Unchanged |
| M&T Bank Corp | 1,851 | $288.0K | 0.00% | +338+22.3% | Added |
| Cadent Capital Advisors, LLC | 1,819 | $283.0K | 0.17% | 00.0% | Unchanged |
| Tortoise Index Solutions, LLC | 1,768 | $275.0K | 0.05% | +86+5.1% | Added |
| Raymond James Trust N.A. | 1,758 | $273.0K | 0.01% | +318+22.1% | Added |
| Chicago Capital, LLC | 1,728 | $269.0K | 0.01% | −40−2.3% | Reduced |
| Fox Run Management, L.L.C. | 1,701 | $265.0K | 0.13% | −2,573−60.2% | Reduced |
| Truist Financial Corp | 1,694 | $263.0K | 0.00% | +538+46.5% | Added |
| CIBC Asset Management Inc | 1,655 | $257.0K | 0.00% | −121−6.8% | Reduced |
| CWM Advisors, LLC | 1,650 | $257.0K | 0.03% | +3+0.2% | Added |
| C M Bidwell & Associates Ltd | 1,560 | $243.0K | 0.19% | −195−11.1% | Reduced |
| Apollon Wealth Management, LLC | 1,551 | $241.0K | 0.02% | −1,263−44.9% | Reduced |
| Panagora Asset Management Inc | 1,520 | $236.0K | 0.00% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,516 | $236.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 1,472 | $229.0K | 0.00% | −18−1.2% | Reduced |
| American Century Companies Inc | 1,459 | $227.0K | 0.00% | +1,459 | New |
| Chicago Trust Co NA | 1,455 | $226.0K | 0.06% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,446 | $225.0K | 0.00% | −488−25.2% | Reduced |
| Mercer Global Advisors Inc | 1,440 | $224.0K | 0.00% | +1,440 | New |
| Raymond James Financial Services Advisors, Inc. | 1,411 | $219.0K | 0.00% | +1,411 | New |
| XTX Topco Ltd | 1,407 | $219.0K | 0.09% | +1,407 | New |
| Keybank National Association | 1,401 | $218.0K | 0.00% | −635−31.2% | Reduced |
| Stifel Financial Corp | 1,401 | $218.0K | 0.00% | +1,401 | New |
| NorthCrest Asset Manangement, LLC | 1,399 | $218.0K | 0.01% | +1,399 | New |
| CenterBook Partners LP | 1,362 | $212.0K | 0.05% | +1,362 | New |
| Transcend Wealth Collective, LLC | 1,354 | $211.0K | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 1,325 | $206.0K | 0.01% | −58−4.2% | Reduced |
| Harvest Fund Management Co., Ltd | 1,326 | $206.0K | 0.06% | 00.0% | Unchanged |
| Toroso Investments, LLC | 1,291 | $201.0K | 0.01% | +1,291 | New |
| Meeder Asset Management Inc | 1,043 | $163.0K | 0.01% | +922+762.0% | Added |
| Lazard Asset Management LLC | 964 | $149.0K | 0.00% | +713+284.1% | Added |
| Wakefield Asset Management LLLP | 824 | $128.0K | 0.05% | +824 | New |
| Aquatic Capital Management LLC | 800 | $124.0K | 0.04% | +800 | New |
| Clearstead Advisors, LLC | 700 | $109.0K | 0.01% | −2,749−79.7% | Reduced |
| DekaBank Deutsche Girozentrale | 700 | $108.0K | 0.00% | +700 | New |
| First Horizon Advisors, Inc. | 576 | $89.0K | 0.00% | −124−17.7% | Reduced |
| IFP Advisors, Inc | 348 | $88.0K | 0.00% | −500−59.0% | Reduced |
| Column Capital Advisors, LLC | 523 | $81.0K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 500 | $77.8K | 0.00% | −3−0.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 450 | $70.0K | 0.04% | −300−40.0% | Reduced |
| Okabena Investment Services Inc | 435 | $68.0K | 0.03% | +47+12.1% | Added |
| Proequities, Inc. | 413 | $64.0K | 0.01% | −57−12.1% | Reduced |
| American Portfolios Advisors | 390 | $60.7K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 380 | $59.0K | 0.01% | +380 | New |
| MUFG Americas Holdings Corp | 373 | $58.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 348 | $54.0K | 0.01% | −2−0.6% | Reduced |
| Cribstone Capital Management, LLC | 300 | $47.0K | 0.03% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 268 | $42.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 263 | $41.0K | 0.01% | 00.0% | Unchanged |