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 |
|---|---|---|---|---|---|
| Jackson Creek Investment Advisors LLC | 2,053 | $261.0K | 0.12% | −116−5.3% | Reduced |
| Atria Wealth Solutions, Inc. | 2,068 | $263.0K | 0.00% | +2,068 | New |
| Cambridge Investment Research Advisors, Inc. | 2,087 | $265.0K | 0.00% | −170−7.5% | Reduced |
| Moody Aldrich Partners LLC | 2,120 | $269.0K | 0.06% | −4−0.2% | Reduced |
| Mirabella Financial Services LLP | 2,074 | $271.0K | 0.03% | +2,074 | New |
| Whittier Trust Co | 2,197 | $279.0K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,202 | $280.0K | 0.01% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,237 | $284.0K | 0.01% | +2,237 | New |
| Mariner, LLC | 2,303 | $292.0K | 0.00% | +2,303 | New |
| Yarbrough Capital, LLC | 2,318 | $294.0K | 0.02% | 00.0% | Unchanged |
| Ergoteles LLC | 2,313 | $294.0K | 0.01% | +2,313 | New |
| First Republic Investment Management, Inc. | 2,324 | $295.0K | 0.00% | +105+4.7% | Added |
| Shelton Capital Management | 2,364 | $300.0K | 0.01% | −81−3.3% | Reduced |
| Virtu Financial LLC | 2,366 | $300.0K | 0.03% | +2,366 | New |
| Allspring Global Investments Holdings, LLC | 2,382 | $302.0K | 0.00% | −3,011−55.8% | Reduced |
| Cornerstone Investment Partners, LLC | 2,380 | $302.0K | 0.02% | +515+27.6% | Added |
| Prana Capital Management, LP | 2,396 | $304.0K | 0.02% | −4,693−66.2% | Reduced |
| Raymond James Trust N.A. | 2,425 | $308.0K | 0.01% | +667+37.9% | Added |
| Wilkinson Global Asset Management LLC | 2,450 | $311.0K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,454 | $311.0K | 0.01% | +146+6.3% | Added |
| Commonwealth Equity Services, LLC | 2,460 | $312.0K | 0.00% | −50−2.0% | Reduced |
| Shell Asset Management Co | 2,463 | $313.0K | 0.01% | −648−20.8% | Reduced |
| ProShare Advisors LLC | 2,537 | $321.0K | 0.00% | −70−2.7% | Reduced |
| Welch & Forbes LLC | 2,525 | $321.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 2,546 | $323.0K | 0.00% | +167+7.0% | Added |
| Procyon Private Wealth Partners, LLC | 2,623 | $333.0K | 0.08% | 00.0% | Unchanged |
| Eukles Asset Management | 2,705 | $343.0K | 0.22% | −6−0.2% | Reduced |
| TownSquare Capital, LLC | 2,894 | $367.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,985 | $379.0K | 0.02% | +2,985 | New |
| Pictet Asset Management SA | 2,992 | $380.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,012 | $382.0K | 0.01% | +144+5.0% | Added |
| Two Sigma Securities, LLC | 3,102 | $394.0K | 0.06% | +3,102 | New |
| Dynamic Technology Lab Private Ltd | 3,100 | $394.0K | 0.04% | +3,100 | New |
| Beck Bode, LLC | 3,133 | $398.0K | 0.09% | +3,133 | New |
| AtonRa Partners | 3,335 | $423.0K | 0.42% | −114−3.3% | Reduced |
| Advisor Group Holdings, Inc. | 3,457 | $438.0K | 0.00% | +231+7.2% | Added |
| First Manhattan Co | 3,478 | $441.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 3,617 | $459.0K | 0.00% | +2,158+147.9% | Added |
| Sompo Asset Management Co., Ltd. | 3,640 | $462.0K | 0.12% | −1,050−22.4% | Reduced |
| Cna Financial Corp | 3,639 | $462.0K | 0.18% | −209−5.4% | Reduced |
| Commerce Bank | 3,712 | $471.0K | 0.00% | +1,302+54.0% | Added |
| Crossmark Global Holdings, Inc. | 3,731 | $474.0K | 0.01% | −4−0.1% | Reduced |
| SG Americas Securities, LLC | 3,841 | $488.0K | 0.01% | −1,368−26.3% | Reduced |
| Exencial Wealth Advisors, LLC | 4,003 | $508.0K | 0.03% | −10.0% | Reduced |
| AlphaCrest Capital Management LLC | 4,016 | $510.0K | 0.03% | +2,055+104.8% | Added |
| Securian Asset Management, Inc | 4,082 | $518.0K | 0.02% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 4,139 | $525.0K | 0.12% | −1,851−30.9% | Reduced |
| Gsa Capital Partners LLP | 4,520 | $574.0K | 0.08% | +1,820+67.4% | Added |
| JustInvest LLC | 4,572 | $580.0K | 0.03% | −736−13.9% | Reduced |
| PDT Partners, LLC | 4,890 | $621.0K | 0.09% | −907−15.6% | Reduced |
| Montag & Caldwell, LLC | 5,121 | $650.0K | 0.10% | +48+0.9% | Added |
| Man Group plc | 5,290 | $672.0K | 0.00% | – | – |
| Pathstone Family Office, LLC | 5,437 | $690.2K | 0.01% | +519+10.6% | Added |
| Johnson Investment Counsel Inc | 5,539 | $703.0K | 0.01% | +169+3.1% | Added |
| UBS Group AG | 5,697 | $723.0K | 0.00% | −8,648−60.3% | Reduced |
| Handelsbanken Fonder AB | 5,744 | $729.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,871 | $745.0K | 0.00% | −2,735−31.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,871 | $745.0K | 0.00% | +469+8.7% | Added |
| Public Employees Retirement Association of Colorado | 5,899 | $749.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 4,794 | $752.0K | 0.00% | −3,882−44.7% | Reduced |
| The PNC Financial Services Group, Inc. | 6,098 | $775.0K | 0.00% | −469−7.1% | Reduced |
| Zions Bancorporation, N.A. | 6,121 | $777.0K | 0.08% | +4+0.1% | Added |
| State of Alaska, Department of Revenue | 6,139 | $779.0K | 0.01% | −325−5.0% | Reduced |
| Quantinno Capital Management LP | 6,166 | $783.0K | 0.10% | +568+10.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 6,245 | $793.0K | 0.01% | −2,441−28.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 6,300 | $800.0K | 0.23% | −1,700−21.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,380 | $810.0K | 0.02% | −1,151−15.3% | Reduced |
| AREX Capital Management, LP | 7,000 | $889.0K | 0.59% | +7,000 | New |
| Jump Financial, LLC | 7,008 | $889.0K | 0.03% | +7,008 | New |
| Cornercap Investment Counsel Inc | 7,031 | $893.0K | 0.17% | +588+9.1% | Added |
| New Mexico Educational Retirement Board | 7,100 | $901.0K | 0.05% | 00.0% | Unchanged |
| STRS Ohio | 7,226 | $917.0K | 0.00% | +1,395+23.9% | Added |
| Captrust Financial Advisors | 7,259 | $921.0K | 0.01% | +5,813+402.0% | Added |
| Paradigm Asset Management Co LLC | 7,380 | $936.8K | 0.31% | −100−1.3% | Reduced |
| Daiwa Securities Group Inc. | 7,418 | $942.0K | 0.01% | +144+2.0% | Added |
| Bullseye Asset Management LLC | 7,525 | $955.0K | 0.55% | −99−1.3% | Reduced |
| Sepio Capital, LP | 7,580 | $962.0K | 0.10% | −715−8.6% | Reduced |
| Utah Retirement Systems | 7,922 | $1.01M | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 8,341 | $1.06M | 0.02% | −262−3.0% | Reduced |
| Connectus Wealth, LLC | 8,435 | $1.07M | 0.02% | +8,435 | New |
| US Bancorp | 8,564 | $1.09M | 0.00% | −1,222−12.5% | Reduced |
| Virginia Retirement Systems Et Al | 8,700 | $1.10M | 0.01% | +8,700 | New |
| Prudential Financial Inc | 8,832 | $1.12M | 0.00% | 00.0% | Unchanged |
| Bowling Portfolio Management LLC | 8,985 | $1.14M | 0.31% | +8,985 | New |
| Natixis | 9,000 | $1.14M | 0.01% | −52,035−85.3% | Reduced |
| Keeley-Teton Advisors, LLC | 9,028 | $1.15M | 0.16% | −221−2.4% | Reduced |
| Squarepoint Ops LLC | 9,187 | $1.17M | 0.01% | −12,107−56.9% | Reduced |
| Pendal Group Limited | 9,307 | $1.18M | 0.01% | −208−2.2% | Reduced |
| Envestnet Asset Management Inc | 9,338 | $1.19M | 0.00% | +1,227+15.1% | Added |
| Eaton Vance Management | 9,670 | $1.23M | 0.00% | −24−0.2% | Reduced |
| Prospera Financial Services Inc | 9,699 | $1.23M | 0.06% | −175−1.8% | Reduced |
| Victory Capital Management Inc | 9,759 | $1.24M | 0.00% | −851−8.0% | Reduced |
| Banc Funds Co LLC | 9,955 | $1.26M | 0.12% | 00.0% | Unchanged |
| Bessemer Securities LLC | 10,117 | $1.28M | 0.46% | 00.0% | Unchanged |
| AGF Investments LLC | 10,626 | $1.35M | 0.12% | +4,452+72.1% | Added |
| Logan Capital Management Inc | 10,859 | $1.38M | 0.08% | −49−0.4% | Reduced |
| State of Michigan Retirement System | 11,175 | $1.42M | 0.01% | −300−2.6% | Reduced |
| Tower Research Capital LLC (TRC) | 11,362 | $1.44M | 0.02% | +8,269+267.3% | Added |
| Susquehanna International Group, LLP | 11,692 | $1.48M | 0.00% | +8,938+324.5% | Added |
| Louisiana State Employees Retirement System | 11,800 | $1.50M | 0.04% | 00.0% | Unchanged |