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, Q3 2022
Institutional positions in WEX Inc. as of Sep 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
- 354
- 0 vs. Q2 2022
- Shares held
- 44.1M
- +108.4K (+0.2%) vs. Q2 2022
- Total value
- $5.61B
- −$1.24B (−18.1%) vs. Q2 2022
- New holders
- 48
- 112 more added
- Sold out
- 48
- 134 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,249,619 | $539.4M | 0.02% | −36,559−0.9% | Reduced |
| BlackRock Inc. | 3,937,562 | $499.8M | 0.02% | −34,948−0.9% | Reduced |
| Janus Henderson Group PLC | 3,815,113 | $484.3M | 0.36% | +164,396+4.5% | Added |
| Wellington Management Group LLP | 3,317,002 | $421.1M | 0.09% | −369,327−10.0% | Reduced |
| Impactive Capital LP | 2,156,986 | $273.8M | 14.28% | +28,189+1.3% | Added |
| Par Capital Management Inc | 1,850,000 | $234.8M | 8.71% | +42,700+2.4% | Added |
| Atlanta Capital Management Co L L C | 1,644,877 | $208.8M | 0.93% | −1,501−0.1% | Reduced |
| JPMorgan Chase & Co | 1,288,394 | $163.5M | 0.03% | −69,520−5.1% | Reduced |
| State Street Corp | 1,184,549 | $150.4M | 0.01% | +967+0.1% | Added |
| Primecap Management Co | 1,093,400 | $138.8M | 0.13% | −56,900−4.9% | Reduced |
| Neuberger Berman Group LLC | 818,992 | $104.0M | 0.11% | −22,869−2.7% | Reduced |
| Millennium Management LLC | 732,837 | $93.0M | 0.12% | +338,591+85.9% | Added |
| Bessemer Group Inc | 705,726 | $89.6M | 0.23% | −4,310−0.6% | Reduced |
| Bank of America Corp | 695,103 | $88.2M | 0.01% | +110,771+19.0% | Added |
| Geode Capital Management, LLC | 680,040 | $86.3M | 0.01% | +110,231+19.3% | Added |
| Anomaly Capital Management, LP | 581,088 | $73.8M | 3.97% | +8,696+1.5% | Added |
| Warburg Pincus LLC | 577,254 | $73.3M | 4.81% | 00.0% | Unchanged |
| FMR LLC | 573,708 | $72.8M | 0.01% | −22,781−3.8% | Reduced |
| Brown Advisory Inc | 557,456 | $70.8M | 0.14% | +2,603+0.5% | Added |
| Jennison Associates LLC | 490,765 | $62.3M | 0.06% | +73,000+17.5% | Added |
| Morgan Stanley | 465,599 | $59.1M | 0.01% | −36,108−7.2% | Reduced |
| Norges Bank | 440,047 | $55.9M | 0.01% | −11,892−2.6% | Reduced |
| Bank of New York Mellon Corp | 434,824 | $55.2M | 0.01% | −150,860−25.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 425,836 | $54.1M | 0.70% | +38,439+9.9% | Added |
| Federated Hermes, Inc. | 419,378 | $53.2M | 0.16% | −117,158−21.8% | Reduced |
| Ameriprise Financial Inc | 378,143 | $49.6M | 0.02% | −14,097−3.6% | Reduced |
| Rockefeller Capital Management L.P. | 389,676 | $49.5M | 0.26% | −323,118−45.3% | Reduced |
| Stephens Investment Management Group LLC | 359,222 | $45.6M | 0.86% | −40,054−10.0% | Reduced |
| Northern Trust Corp | 348,124 | $44.2M | 0.01% | −7,224−2.0% | Reduced |
| Nuveen Asset Management, LLC | 340,739 | $43.3M | 0.02% | +1,427+0.4% | Added |
| Charles Schwab Investment Management Inc | 318,427 | $40.4M | 0.01% | +610+0.2% | Added |
| Dimensional Fund Advisors LP | 296,079 | $37.6M | 0.01% | +21,278+7.7% | Added |
| Bamco Inc | 275,300 | $34.9M | 0.11% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 254,000 | $33.2M | 2.48% | +24,000+10.4% | Added |
| Loomis Sayles & Co L P | 253,795 | $32.2M | 0.07% | +96,244+61.1% | Added |
| Massachusetts Financial Services Co | 251,376 | $31.9M | 0.01% | −2,739−1.1% | Reduced |
| Citadel Advisors LLC | 250,569 | $31.8M | 0.04% | +138,399+123.4% | Added |
| Goldman Sachs Group Inc | 245,806 | $31.2M | 0.01% | −34,566−12.3% | Reduced |
| Holocene Advisors, LP | 227,423 | $28.9M | 0.19% | −3,939−1.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 222,832 | $28.3M | 0.04% | +210,828+1,756.3% | Added |
| River Road Asset Management, LLC | 198,910 | $25.3M | 0.38% | +198,910 | New |
| Maple Rock Capital Partners Inc. | 188,800 | $24.0M | 2.22% | −14,400−7.1% | Reduced |
| Principal Financial Group Inc | 172,446 | $21.9M | 0.02% | −5,762−3.2% | Reduced |
| Incline Global Management LLC | 160,281 | $20.3M | 5.68% | +11,102+7.4% | Added |
| Blair William & Co | 157,889 | $20.0M | 0.09% | −10,509−6.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 148,362 | $18.8M | 0.04% | −56,719−27.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 139,108 | $17.7M | 0.31% | −2,350−1.7% | Reduced |
| Rhumbline Advisers | 138,728 | $17.6M | 0.03% | +485+0.4% | Added |
| State of Wisconsin Investment Board | 137,664 | $17.5M | 0.06% | −12,052−8.0% | Reduced |
| New South Capital Management Inc | 130,090 | $16.5M | 0.80% | +5,735+4.6% | Added |
| Wells Fargo & Company | 122,089 | $15.5M | 0.01% | −7,056−5.5% | Reduced |
| Invenomic Capital Management LP | 108,484 | $13.8M | 1.19% | +108,484 | New |
| Swiss National Bank | 106,726 | $13.5M | 0.01% | +1,100+1.0% | Added |
| WCM Investment Management, LLC | 98,182 | $12.8M | 0.05% | +2,591+2.7% | Added |
| New York State Common Retirement Fund | 100,263 | $12.7M | 0.02% | −10,435−9.4% | Reduced |
| California Public Employees Retirement System | 98,433 | $12.5M | 0.01% | +16,626+20.3% | Added |
| Lord, Abbett & Co. LLC | 97,119 | $12.3M | 0.05% | −104,444−51.8% | Reduced |
| Price T Rowe Associates Inc | 97,026 | $12.3M | 0.00% | +647+0.7% | Added |
| AQR Capital Management LLC | 89,660 | $11.4M | 0.03% | +17,606+24.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 87,960 | $11.2M | 0.05% | +87,960 | New |
| Hill City Capital, LP | 85,000 | $10.8M | 2.16% | +3,000+3.7% | Added |
| Jacobs Levy Equity Management, Inc | 80,666 | $10.2M | 0.08% | +13,333+19.8% | Added |
| Balyasny Asset Management LLC | 80,471 | $10.2M | 0.04% | −33,307−29.3% | Reduced |
| Royal Bank of Canada | 74,819 | $9.50M | 0.00% | −66,979−47.2% | Reduced |
| Thrivent Financial for Lutherans | 73,704 | $9.36M | 0.03% | −59−0.1% | Reduced |
| Twinbeech Capital LP | 73,165 | $9.29M | 0.25% | +73,165 | New |
| First Trust Advisors LP | 72,182 | $9.16M | 0.01% | +23,533+48.4% | Added |
| Thompson Siegel & Walmsley LLC | 69,965 | $8.88M | 0.15% | +7,248+11.6% | Added |
| American International Group, Inc. | 69,874 | $8.87M | 0.06% | −4,625−6.2% | Reduced |
| Alliancebernstein L.P. | 68,077 | $8.64M | 0.00% | −1,577−2.3% | Reduced |
| UBS Asset Management Americas Inc | 67,698 | $8.59M | 0.00% | −11,249−14.2% | Reduced |
| ClariVest Asset Management LLC | 66,857 | $8.49M | 0.41% | +5,540+9.0% | Added |
| Invesco Ltd. | 66,033 | $8.38M | 0.00% | −415−0.6% | Reduced |
| Retirement Systems of Alabama | 65,832 | $8.36M | 0.04% | −1,435−2.1% | Reduced |
| Legal & General Group Plc | 65,385 | $8.30M | 0.00% | −1,547−2.3% | Reduced |
| Bridgewater Associates, LP | 62,897 | $7.98M | 0.04% | −12,048−16.1% | Reduced |
| ETF Managers Group, LLC | 62,806 | $7.97M | 0.26% | −152−0.2% | Reduced |
| AXA S.A. | 61,442 | $7.80M | 0.03% | −18,265−22.9% | Reduced |
| California State Teachers Retirement System | 59,282 | $7.53M | 0.01% | −1,610−2.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 58,704 | $7.45M | 0.09% | +58,704 | New |
| Peregrine Capital Management LLC | 58,222 | $7.39M | 0.24% | −3,221−5.2% | Reduced |
| New York State Teachers Retirement System | 57,045 | $7.24M | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 54,492 | $6.92M | 0.02% | −82,084−60.1% | Reduced |
| Credit Suisse AG | 53,922 | $6.84M | 0.01% | +112+0.2% | Added |
| Cambiar Investors LLC | 52,124 | $6.62M | 0.33% | −15,743−23.2% | Reduced |
| Cubist Systematic Strategies, LLC | 49,725 | $6.31M | 0.05% | +36,490+275.7% | Added |
| Raymond James & Associates | 47,313 | $6.01M | 0.01% | +29,272+162.3% | Added |
| State Board of Administration of Florida Retirement System | 47,279 | $6.00M | 0.02% | −1,310−2.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 47,125 | $5.98M | 0.10% | +47,125 | New |
| Stephens Inc | 45,212 | $5.74M | 0.12% | +1,011+2.3% | Added |
| TimesSquare Capital Management, LLC | 43,680 | $5.54M | 0.08% | +19,980+84.3% | Added |
| Hawk Ridge Capital Management LP | 41,300 | $5.24M | 0.33% | +41,300 | New |
| Frontier Capital Management Co LLC | 40,647 | $5.16M | 0.06% | −217−0.5% | Reduced |
| Manufacturers Life Insurance Company, The | 40,562 | $5.15M | 0.00% | −1,874−4.4% | Reduced |
| SEI Investments Co | 40,170 | $5.10M | 0.01% | +1,918+5.0% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 36,290 | $4.61M | 0.61% | −60−0.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 36,200 | $4.59M | 0.02% | +1,000+2.8% | Added |
| Bank of Nova Scotia | 35,971 | $4.57M | 0.01% | +3,189+9.7% | Added |
| Wisconsin Capital Management LLC | 35,883 | $4.55M | 3.56% | −1,424−3.8% | Reduced |
| Mutual of America Capital Management LLC | 35,496 | $4.51M | 0.06% | −2,122−5.6% | Reduced |