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 |
|---|---|---|---|---|---|
| Fred Alger Management, LLC | 266 | $34.0K | 0.00% | +266 | New |
| Creative Financial Designs Inc | 263 | $33.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 249 | $32.0K | 0.00% | −327−56.8% | Reduced |
| CVA Family Office, LLC | 250 | $32.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 209 | $27.0K | 0.00% | −46−18.0% | Reduced |
| Dougherty Wealth Advisers LLC | 214 | $27.0K | 0.05% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 181 | $24.0K | 0.00% | +11+6.5% | Added |
| Global Retirement Partners, LLC | 149 | $24.0K | 0.00% | +84+129.2% | Added |
| Solstein Capital, LLC | 179 | $23.0K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 172 | $22.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 171 | $22.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 170 | $21.6K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 168 | $21.0K | 0.00% | −64−27.6% | Reduced |
| Spire Wealth Management | 142 | $18.0K | 0.00% | −3−2.1% | Reduced |
| AdvisorNet Financial, Inc | 132 | $17.0K | 0.00% | −11−7.7% | Reduced |
| Signaturefd, LLC | 131 | $17.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 123 | $16.0K | 0.00% | −27−18.0% | Reduced |
| Quadrant Capital Group LLC | 127 | $16.0K | 0.00% | −1−0.8% | Reduced |
| Quent Capital, LLC | 126 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 99 | $13.0K | 0.00% | −14−12.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 103 | $13.0K | 0.00% | +23+28.7% | Added |
| Brown Brothers Harriman & Co | 93 | $12.0K | 0.00% | +93 | New |
| Lindbrook Capital, LLC | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 85 | $11.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 74 | $9.00K | 0.00% | −969−92.9% | Reduced |
| Smithfield Trust Co | 67 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 61 | $9.00K | 0.00% | +57+1,425.0% | Added |
| Albion Financial Group | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 49 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 66 | $8.00K | 0.00% | +23+53.5% | Added |
| Glassman Wealth Services | 51 | $6.00K | 0.00% | +2+4.1% | Added |
| Parkside Financial Bank & Trust | 30 | $4.00K | 0.00% | +2+7.1% | Added |
| Bell Investment Advisors, Inc | 31 | $4.00K | 0.00% | +4+14.8% | Added |
| MUFG Americas Holdings Corp | 24 | $3.00K | 0.00% | −349−93.6% | Reduced |
| Earnest Partners LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $3.00K | 0.00% | +21 | New |
| Sutton Wealth Advisors Inc. | 22 | $2.79K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 17 | $2.00K | 0.00% | +3+21.4% | Added |
| JFS Wealth Advisors, LLC | 12 | $2.00K | 0.00% | +4+50.0% | Added |
| Huntington National Bank | 9 | $1.00K | 0.00% | −25−73.5% | Reduced |
| Financial Management Professionals, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 11 | $1.00K | 0.00% | +7+175.0% | Added |
| BDO Wealth Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 8 | $1.00K | 0.00% | +1+14.3% | Added |
| Rosenberg Matthew Hamilton | 5 | $1.00K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 3 | $381 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | −2−66.7% | Reduced |
| Macroview Investment Management LLC | 2 | $0 | 0.00% | +2 | New |
| TCI Wealth Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| 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 |