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, Q4 2022
Institutional positions in WEX Inc. as of Dec 31, 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
- 366
- +19 vs. Q3 2022
- Shares held
- 43.4M
- +923.7K (+2.2%) vs. Q3 2022
- Total value
- $7.10B
- +$1.71B (+31.6%) vs. Q3 2022
- New holders
- 58
- 119 more added
- Sold out
- 39
- 129 more reduced
7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,223,755 | $691.2M | 0.02% | −25,864−0.6% | Reduced |
| BlackRock Inc. | 4,003,725 | $655.2M | 0.02% | +66,163+1.7% | Added |
| Janus Henderson Group PLC | 3,827,186 | $626.3M | 0.45% | +12,073+0.3% | Added |
| Wellington Management Group LLP | 3,432,178 | $561.7M | 0.11% | +115,176+3.5% | Added |
| Impactive Capital LP | 2,239,663 | $366.5M | 16.78% | +82,677+3.8% | Added |
| Morgan Stanley | 2,059,893 | $337.1M | 0.04% | +1,594,294+342.4% | Added |
| Par Capital Management Inc | 1,856,200 | $303.8M | 10.93% | +6,200+0.3% | Added |
| JPMorgan Chase & Co | 1,297,572 | $212.3M | 0.03% | +9,178+0.7% | Added |
| State Street Corp | 1,177,745 | $192.7M | 0.01% | −6,804−0.6% | Reduced |
| Primecap Management Co | 848,030 | $138.8M | 0.13% | −245,370−22.4% | Reduced |
| Neuberger Berman Group LLC | 808,391 | $132.3M | 0.13% | −10,601−1.3% | Reduced |
| Bank of America Corp | 708,072 | $115.9M | 0.01% | +12,969+1.9% | Added |
| Geode Capital Management, LLC | 685,852 | $112.2M | 0.02% | +5,812+0.9% | Added |
| Bessemer Group Inc | 683,379 | $111.8M | 0.27% | −22,347−3.2% | Reduced |
| Brown Advisory Inc | 627,832 | $102.7M | 0.19% | +70,376+12.6% | Added |
| Warburg Pincus LLC | 577,254 | $94.5M | 5.84% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 575,302 | $94.1M | 1.16% | +149,466+35.1% | Added |
| Jennison Associates LLC | 572,014 | $93.6M | 0.10% | +81,249+16.6% | Added |
| River Road Asset Management, LLC | 559,209 | $91.5M | 1.25% | +360,299+181.1% | Added |
| FMR LLC | 459,620 | $75.2M | 0.01% | −114,088−19.9% | Reduced |
| Norges Bank | 446,493 | $73.1M | 0.02% | +6,446+1.5% | Added |
| Bank of New York Mellon Corp | 428,403 | $70.1M | 0.02% | −6,421−1.5% | Reduced |
| Federated Hermes, Inc. | 377,515 | $61.8M | 0.17% | −41,863−10.0% | Reduced |
| Ameriprise Financial Inc | 375,358 | $61.4M | 0.02% | −2,785−0.7% | Reduced |
| Millennium Management LLC | 361,396 | $59.1M | 0.07% | −371,441−50.7% | Reduced |
| Stephens Investment Management Group LLC | 358,683 | $58.6M | 1.06% | −539−0.2% | Reduced |
| Northern Trust Corp | 348,048 | $57.0M | 0.01% | −760.0% | Reduced |
| Nuveen Asset Management, LLC | 327,300 | $53.6M | 0.02% | −13,439−3.9% | Reduced |
| Charles Schwab Investment Management Inc | 320,850 | $52.5M | 0.02% | +2,423+0.8% | Added |
| Dimensional Fund Advisors LP | 302,075 | $49.4M | 0.02% | +5,996+2.0% | Added |
| Arrowstreet Capital, Limited Partnership | 293,903 | $48.1M | 0.07% | +71,071+31.9% | Added |
| Massachusetts Financial Services Co | 289,265 | $47.3M | 0.02% | +37,889+15.1% | Added |
| TimesSquare Capital Management, LLC | 288,710 | $47.2M | 0.67% | +245,030+561.0% | Added |
| Loomis Sayles & Co L P | 284,557 | $46.6M | 0.09% | +30,762+12.1% | Added |
| Bamco Inc | 275,300 | $45.1M | 0.15% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 258,800 | $42.4M | 0.21% | −130,876−33.6% | Reduced |
| Premier Fund Managers Ltd | 254,000 | $41.5M | 1.62% | 00.0% | Unchanged |
| Anomaly Capital Management, LP | 247,600 | $40.5M | 1.83% | −333,488−57.4% | Reduced |
| Goldman Sachs Group Inc | 230,998 | $37.8M | 0.01% | −14,808−6.0% | Reduced |
| Maple Rock Capital Partners Inc. | 188,800 | $30.9M | 4.55% | 00.0% | Unchanged |
| Principal Financial Group Inc | 172,054 | $28.2M | 0.02% | −392−0.2% | Reduced |
| Blair William & Co | 153,806 | $25.2M | 0.11% | −4,083−2.6% | Reduced |
| Pacer Advisors, Inc. | 153,216 | $25.1M | 0.13% | +151,434+8,498.0% | Added |
| State of Wisconsin Investment Board | 143,574 | $23.5M | 0.08% | +5,910+4.3% | Added |
| Rhumbline Advisers | 138,782 | $22.7M | 0.03% | +540.0% | Added |
| Williams Jones Wealth Management, LLC. | 135,115 | $22.1M | 0.37% | −3,993−2.9% | Reduced |
| New South Capital Management Inc | 129,923 | $21.3M | 0.98% | −167−0.1% | Reduced |
| AQR Capital Management LLC | 129,767 | $21.1M | 0.05% | +40,107+44.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 126,346 | $20.7M | 0.04% | −22,016−14.8% | Reduced |
| Wells Fargo & Company | 118,722 | $19.4M | 0.01% | −3,367−2.8% | Reduced |
| Incline Global Management LLC | 116,296 | $19.0M | 7.03% | −43,985−27.4% | Reduced |
| Raymond James & Associates | 113,407 | $18.6M | 0.02% | +66,094+139.7% | Added |
| Holocene Advisors, LP | 112,940 | $18.5M | 0.11% | −114,483−50.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 106,830 | $17.5M | 0.07% | +18,870+21.5% | Added |
| Swiss National Bank | 106,726 | $17.5M | 0.01% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 102,909 | $16.8M | 1.22% | −5,575−5.1% | Reduced |
| California Public Employees Retirement System | 102,654 | $16.8M | 0.01% | +4,221+4.3% | Added |
| WCM Investment Management, LLC | 95,807 | $15.7M | 0.05% | −2,375−2.4% | Reduced |
| Price T Rowe Associates Inc | 94,007 | $15.4M | 0.00% | −3,019−3.1% | Reduced |
| Hill City Capital, LP | 85,000 | $13.9M | 2.42% | 00.0% | Unchanged |
| Invesco Ltd. | 81,500 | $13.3M | 0.00% | +15,467+23.4% | Added |
| Jacobs Levy Equity Management, Inc | 77,047 | $12.6M | 0.09% | −3,619−4.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 76,352 | $12.5M | 0.20% | +6,387+9.1% | Added |
| UBS Asset Management Americas Inc | 73,280 | $12.0M | 0.01% | +5,582+8.2% | Added |
| Legal & General Group Plc | 69,258 | $11.3M | 0.00% | +3,873+5.9% | Added |
| American International Group, Inc. | 68,051 | $11.1M | 0.08% | −1,823−2.6% | Reduced |
| Alliancebernstein L.P. | 67,568 | $11.1M | 0.00% | −509−0.7% | Reduced |
| Credit Suisse AG | 67,115 | $11.0M | 0.01% | +13,193+24.5% | Added |
| Teachers Retirement System of the State of Kentucky | 66,405 | $10.9M | 0.11% | +7,701+13.1% | Added |
| ClariVest Asset Management LLC | 65,585 | $10.7M | 0.52% | −1,272−1.9% | Reduced |
| Retirement Systems of Alabama | 65,457 | $10.7M | 0.05% | −375−0.6% | Reduced |
| Royal Bank of Canada | 61,226 | $10.0M | 0.00% | −13,593−18.2% | Reduced |
| California State Teachers Retirement System | 59,014 | $9.66M | 0.02% | −268−0.5% | Reduced |
| New York State Common Retirement Fund | 57,766 | $9.45M | 0.01% | −42,497−42.4% | Reduced |
| AXA S.A. | 57,576 | $9.42M | 0.03% | −3,866−6.3% | Reduced |
| New York State Teachers Retirement System | 56,945 | $9.32M | 0.02% | −100−0.2% | Reduced |
| Peregrine Capital Management LLC | 56,512 | $9.25M | 0.29% | −1,710−2.9% | Reduced |
| Westfield Capital Management Co LP | 56,061 | $9.17M | 0.07% | +56,061 | New |
| UBS Group AG | 54,892 | $8.98M | 0.00% | +49,195+863.5% | Added |
| ETF Managers Group, LLC | 52,378 | $8.57M | 0.40% | −10,428−16.6% | Reduced |
| Cambiar Investors LLC | 51,464 | $8.42M | 0.38% | −660−1.3% | Reduced |
| State Board of Administration of Florida Retirement System | 47,409 | $7.76M | 0.02% | +130+0.3% | Added |
| Stephens Inc | 45,217 | $7.40M | 0.15% | +50.0% | Added |
| State of Tennessee, Treasury Department | 42,569 | $6.97M | 0.03% | +10,000+30.7% | Added |
| Frontier Capital Management Co LLC | 40,529 | $6.63M | 0.07% | −118−0.3% | Reduced |
| Manufacturers Life Insurance Company, The | 38,684 | $6.33M | 0.00% | −1,878−4.6% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 36,170 | $5.92M | 0.72% | −120−0.3% | Reduced |
| Mutual of America Capital Management LLC | 35,824 | $5.86M | 0.07% | +328+0.9% | Added |
| Great West Life Assurance Co | 35,530 | $5.82M | 0.02% | +5,179+17.1% | Added |
| Susquehanna Fundamental Investments, LLC | 35,188 | $5.76M | 0.10% | −11,937−25.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 34,881 | $5.71M | 0.01% | +32,499+1,364.4% | Added |
| Wisconsin Capital Management LLC | 33,985 | $5.56M | 4.22% | −1,898−5.3% | Reduced |
| Amalgamated Bank | 33,259 | $5.44M | 0.05% | +144+0.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 32,500 | $5.32M | 0.23% | +4,000+14.0% | Added |
| Comerica Bank | 29,979 | $5.31M | 0.04% | +4,677+18.5% | Added |
| SEI Investments Co | 32,303 | $5.29M | 0.01% | −7,867−19.6% | Reduced |
| Canada Pension Plan Investment Board | 31,670 | $5.18M | 0.01% | +13,300+72.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 30,000 | $4.91M | 0.02% | −6,200−17.1% | Reduced |
| Texas Permanent School Fund | 29,307 | $4.80M | 0.07% | −2,466−7.8% | Reduced |
| Russell Investments Group, Ltd. | 28,967 | $4.74M | 0.01% | +7,047+32.1% | Added |