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 |
|---|---|---|---|---|---|
| WCM Investment Management, LLC | 98,182 | $12.8M | 0.05% | +2,591+2.7% | Added |
| Swiss National Bank | 106,726 | $13.5M | 0.01% | +1,100+1.0% | Added |
| Invenomic Capital Management LP | 108,484 | $13.8M | 1.19% | +108,484 | New |
| Wells Fargo & Company | 122,089 | $15.5M | 0.01% | −7,056−5.5% | Reduced |
| New South Capital Management Inc | 130,090 | $16.5M | 0.80% | +5,735+4.6% | Added |
| State of Wisconsin Investment Board | 137,664 | $17.5M | 0.06% | −12,052−8.0% | Reduced |
| Rhumbline Advisers | 138,728 | $17.6M | 0.03% | +485+0.4% | Added |
| Williams Jones Wealth Management, LLC. | 139,108 | $17.7M | 0.31% | −2,350−1.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 148,362 | $18.8M | 0.04% | −56,719−27.7% | Reduced |
| Blair William & Co | 157,889 | $20.0M | 0.09% | −10,509−6.2% | Reduced |
| Incline Global Management LLC | 160,281 | $20.3M | 5.68% | +11,102+7.4% | Added |
| Principal Financial Group Inc | 172,446 | $21.9M | 0.02% | −5,762−3.2% | Reduced |
| Maple Rock Capital Partners Inc. | 188,800 | $24.0M | 2.22% | −14,400−7.1% | Reduced |
| River Road Asset Management, LLC | 198,910 | $25.3M | 0.38% | +198,910 | New |
| Arrowstreet Capital, Limited Partnership | 222,832 | $28.3M | 0.04% | +210,828+1,756.3% | Added |
| Holocene Advisors, LP | 227,423 | $28.9M | 0.19% | −3,939−1.7% | Reduced |
| Goldman Sachs Group Inc | 245,806 | $31.2M | 0.01% | −34,566−12.3% | Reduced |
| Citadel Advisors LLC | 250,569 | $31.8M | 0.04% | +138,399+123.4% | Added |
| Massachusetts Financial Services Co | 251,376 | $31.9M | 0.01% | −2,739−1.1% | Reduced |
| Loomis Sayles & Co L P | 253,795 | $32.2M | 0.07% | +96,244+61.1% | Added |
| Premier Fund Managers Ltd | 254,000 | $33.2M | 2.48% | +24,000+10.4% | Added |
| Bamco Inc | 275,300 | $34.9M | 0.11% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 296,079 | $37.6M | 0.01% | +21,278+7.7% | Added |
| Charles Schwab Investment Management Inc | 318,427 | $40.4M | 0.01% | +610+0.2% | Added |
| Nuveen Asset Management, LLC | 340,739 | $43.3M | 0.02% | +1,427+0.4% | Added |
| Northern Trust Corp | 348,124 | $44.2M | 0.01% | −7,224−2.0% | Reduced |
| Stephens Investment Management Group LLC | 359,222 | $45.6M | 0.86% | −40,054−10.0% | Reduced |
| Rockefeller Capital Management L.P. | 389,676 | $49.5M | 0.26% | −323,118−45.3% | Reduced |
| Ameriprise Financial Inc | 378,143 | $49.6M | 0.02% | −14,097−3.6% | Reduced |
| Federated Hermes, Inc. | 419,378 | $53.2M | 0.16% | −117,158−21.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 425,836 | $54.1M | 0.70% | +38,439+9.9% | Added |
| Bank of New York Mellon Corp | 434,824 | $55.2M | 0.01% | −150,860−25.8% | Reduced |
| Norges Bank | 440,047 | $55.9M | 0.01% | −11,892−2.6% | Reduced |
| Morgan Stanley | 465,599 | $59.1M | 0.01% | −36,108−7.2% | Reduced |
| Jennison Associates LLC | 490,765 | $62.3M | 0.06% | +73,000+17.5% | Added |
| Brown Advisory Inc | 557,456 | $70.8M | 0.14% | +2,603+0.5% | Added |
| FMR LLC | 573,708 | $72.8M | 0.01% | −22,781−3.8% | Reduced |
| Warburg Pincus LLC | 577,254 | $73.3M | 4.81% | 00.0% | Unchanged |
| Anomaly Capital Management, LP | 581,088 | $73.8M | 3.97% | +8,696+1.5% | Added |
| Geode Capital Management, LLC | 680,040 | $86.3M | 0.01% | +110,231+19.3% | Added |
| Bank of America Corp | 695,103 | $88.2M | 0.01% | +110,771+19.0% | Added |
| Bessemer Group Inc | 705,726 | $89.6M | 0.23% | −4,310−0.6% | Reduced |
| Millennium Management LLC | 732,837 | $93.0M | 0.12% | +338,591+85.9% | Added |
| Neuberger Berman Group LLC | 818,992 | $104.0M | 0.11% | −22,869−2.7% | Reduced |
| Primecap Management Co | 1,093,400 | $138.8M | 0.13% | −56,900−4.9% | Reduced |
| State Street Corp | 1,184,549 | $150.4M | 0.01% | +967+0.1% | Added |
| JPMorgan Chase & Co | 1,288,394 | $163.5M | 0.03% | −69,520−5.1% | Reduced |
| Atlanta Capital Management Co L L C | 1,644,877 | $208.8M | 0.93% | −1,501−0.1% | Reduced |
| Par Capital Management Inc | 1,850,000 | $234.8M | 8.71% | +42,700+2.4% | Added |
| Impactive Capital LP | 2,156,986 | $273.8M | 14.28% | +28,189+1.3% | Added |
| Wellington Management Group LLP | 3,317,002 | $421.1M | 0.09% | −369,327−10.0% | Reduced |
| Janus Henderson Group PLC | 3,815,113 | $484.3M | 0.36% | +164,396+4.5% | Added |
| BlackRock Inc. | 3,937,562 | $499.8M | 0.02% | −34,948−0.9% | Reduced |
| Vanguard Group Inc | 4,249,619 | $539.4M | 0.02% | −36,559−0.9% | Reduced |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −110,571−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −71,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −65,111−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −40,603−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −33,655−100.0% | Sold out |
| Crestwood Capital Management, L.P. | 0 | $0 | 0.00% | −25,870−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −22,800−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −9,603−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −6,430−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,866−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −4,664−100.0% | Sold out |
| Stableford Capital II LLC | 0 | $0 | 0.00% | −4,352−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,278−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,787−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −3,367−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −2,690−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,218−100.0% | Sold out |
| Hirtle Callaghan & Co LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −2,104−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −1,947−100.0% | Sold out |
| Tortoise Index Solutions, LLC | 0 | $0 | 0.00% | −1,768−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,701−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −1,520−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −1,472−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −1,455−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,407−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −1,401−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −1,401−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −1,399−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −1,362−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −1,354−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −1,325−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −824−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −13−100.0% | Sold out |