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 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 5,539 | $703.0K | 0.01% | +169+3.1% | Added |
| Pathstone Family Office, LLC | 5,437 | $690.2K | 0.01% | +519+10.6% | Added |
| Man Group plc | 5,290 | $672.0K | 0.00% | – | – |
| Montag & Caldwell, LLC | 5,121 | $650.0K | 0.10% | +48+0.9% | Added |
| PDT Partners, LLC | 4,890 | $621.0K | 0.09% | −907−15.6% | Reduced |
| JustInvest LLC | 4,572 | $580.0K | 0.03% | −736−13.9% | Reduced |
| Gsa Capital Partners LLP | 4,520 | $574.0K | 0.08% | +1,820+67.4% | Added |
| Davy Global Fund Management Ltd | 4,139 | $525.0K | 0.12% | −1,851−30.9% | Reduced |
| Securian Asset Management, Inc | 4,082 | $518.0K | 0.02% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 4,016 | $510.0K | 0.03% | +2,055+104.8% | Added |
| Exencial Wealth Advisors, LLC | 4,003 | $508.0K | 0.03% | −10.0% | Reduced |
| SG Americas Securities, LLC | 3,841 | $488.0K | 0.01% | −1,368−26.3% | Reduced |
| Crossmark Global Holdings, Inc. | 3,731 | $474.0K | 0.01% | −4−0.1% | Reduced |
| Commerce Bank | 3,712 | $471.0K | 0.00% | +1,302+54.0% | 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 |
| American Century Companies Inc | 3,617 | $459.0K | 0.00% | +2,158+147.9% | Added |
| First Manhattan Co | 3,478 | $441.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,457 | $438.0K | 0.00% | +231+7.2% | Added |
| AtonRa Partners | 3,335 | $423.0K | 0.42% | −114−3.3% | Reduced |
| Beck Bode, LLC | 3,133 | $398.0K | 0.09% | +3,133 | New |
| 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 |
| Verition Fund Management LLC | 3,012 | $382.0K | 0.01% | +144+5.0% | Added |
| Pictet Asset Management SA | 2,992 | $380.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,985 | $379.0K | 0.02% | +2,985 | New |
| TownSquare Capital, LLC | 2,894 | $367.0K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 2,705 | $343.0K | 0.22% | −6−0.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,623 | $333.0K | 0.08% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 2,546 | $323.0K | 0.00% | +167+7.0% | Added |
| 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 |
| Shell Asset Management Co | 2,463 | $313.0K | 0.01% | −648−20.8% | Reduced |
| Commonwealth Equity Services, LLC | 2,460 | $312.0K | 0.00% | −50−2.0% | Reduced |
| 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 |
| Raymond James Trust N.A. | 2,425 | $308.0K | 0.01% | +667+37.9% | Added |
| Prana Capital Management, LP | 2,396 | $304.0K | 0.02% | −4,693−66.2% | Reduced |
| 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 |
| 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 |
| First Republic Investment Management, Inc. | 2,324 | $295.0K | 0.00% | +105+4.7% | Added |
| Yarbrough Capital, LLC | 2,318 | $294.0K | 0.02% | 00.0% | Unchanged |
| Ergoteles LLC | 2,313 | $294.0K | 0.01% | +2,313 | New |
| Mariner, LLC | 2,303 | $292.0K | 0.00% | +2,303 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,237 | $284.0K | 0.01% | +2,237 | New |
| Ballentine Partners, LLC | 2,202 | $280.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 2,197 | $279.0K | 0.01% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,074 | $271.0K | 0.03% | +2,074 | New |
| Moody Aldrich Partners LLC | 2,120 | $269.0K | 0.06% | −4−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,087 | $265.0K | 0.00% | −170−7.5% | Reduced |
| Atria Wealth Solutions, Inc. | 2,068 | $263.0K | 0.00% | +2,068 | New |
| Jackson Creek Investment Advisors LLC | 2,053 | $261.0K | 0.12% | −116−5.3% | Reduced |
| Boothbay Fund Management, LLC | 1,977 | $251.0K | 0.01% | +1,977 | New |
| Convergence Investment Partners, LLC | 1,963 | $249.0K | 0.16% | −291−12.9% | Reduced |
| Belpointe Asset Management LLC | 1,958 | $249.0K | 0.02% | −292−13.0% | Reduced |
| Toroso Investments, LLC | 1,960 | $249.0K | 0.01% | +669+51.8% | Added |
| Truist Financial Corp | 1,942 | $247.0K | 0.00% | +248+14.6% | Added |
| Woodmont Investment Counsel LLC | 1,925 | $244.0K | 0.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,909 | $242.0K | 0.03% | +259+15.7% | Added |
| Pinebridge Investments, L.P. | 1,877 | $238.0K | 0.00% | 00.0% | Unchanged |
| Coury Firm Asset Management LLC | 1,850 | $235.0K | 0.35% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,819 | $231.0K | 0.14% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,798 | $228.2K | 0.00% | −3,144−63.6% | Reduced |
| Apollon Wealth Management, LLC | 1,798 | $228.0K | 0.02% | +247+15.9% | Added |
| Pacer Advisors, Inc. | 1,782 | $226.0K | 0.00% | +1,782 | New |
| Watershed Asset Management, L.L.C. | 1,774 | $225.0K | 0.29% | +1,774 | New |
| D. E. Shaw & Co., Inc. | 1,737 | $220.0K | 0.00% | +1,737 | New |
| Teza Capital Management LLC | 1,732 | $220.0K | 0.05% | +1,732 | New |
| Chicago Capital, LLC | 1,728 | $219.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 1,729 | $219.0K | 0.00% | +318+22.5% | Added |
| Profund Advisors LLC | 1,682 | $214.0K | 0.02% | −178−9.6% | Reduced |
| M&T Bank Corp | 1,684 | $212.0K | 0.00% | −167−9.0% | Reduced |
| CIBC Asset Management Inc | 1,655 | $210.0K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,628 | $207.0K | 0.01% | +1,628 | New |
| Quantamental Technologies LLC | 1,581 | $201.0K | 0.08% | +1,581 | New |
| C M Bidwell & Associates Ltd | 1,561 | $198.0K | 0.16% | +1+0.1% | Added |
| Boit C F David | 1,540 | $195.0K | 0.16% | +1,540 | New |
| Harvest Fund Management Co., Ltd | 1,326 | $169.0K | 0.05% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 884 | $115.0K | 0.00% | +184+26.3% | Added |
| Northwestern Mutual Wealth Management Co | 871 | $111.0K | 0.00% | +621+248.4% | Added |
| Counterpoint Mutual Funds LLC | 864 | $110.0K | 0.27% | +864 | New |
| Itau Unibanco Holding S.A. | 715 | $91.0K | 0.00% | +715 | New |
| IFP Advisors, Inc | 355 | $90.0K | 0.00% | +7+2.0% | Added |
| Atlantic Trust, LLC | 700 | $89.0K | 0.03% | +700 | New |
| Proequities, Inc. | 553 | $70.0K | 0.01% | +140+33.9% | Added |
| Ossiam | 535 | $68.0K | 0.00% | +535 | New |
| Lazard Asset Management LLC | 527 | $66.0K | 0.00% | −437−45.3% | Reduced |
| Column Capital Advisors, LLC | 523 | $66.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 482 | $61.2K | 0.00% | −18−3.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 450 | $57.0K | 0.03% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 435 | $55.0K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 380 | $48.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 350 | $44.4K | 0.00% | −40−10.3% | Reduced |
| Wipfli Financial Advisors LLC, | 340 | $43.0K | 0.00% | +340 | New |
| Ellevest, Inc. | 323 | $41.0K | 0.00% | −25−7.2% | Reduced |
| Covestor Ltd | 304 | $39.0K | 0.03% | +247+433.3% | Added |
| Cribstone Capital Management, LLC | 300 | $38.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 265 | $34.0K | 0.00% | +132+99.2% | Added |