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 |
|---|---|---|---|---|---|
| Boit C F David | 1,540 | $252.0K | 0.18% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,550 | $253.7K | 0.01% | +1,550 | New |
| Biltmore Family Office, LLC | 1,571 | $257.1K | 0.05% | +1,571 | New |
| M&T Bank Corp | 1,579 | $258.1K | 0.00% | −105−6.2% | Reduced |
| Profund Advisors LLC | 1,607 | $263.0K | 0.02% | −75−4.5% | Reduced |
| Woodmont Investment Counsel LLC | 1,625 | $265.9K | 0.03% | −300−15.6% | Reduced |
| Cerity Partners LLC | 1,633 | $267.2K | 0.00% | +1,633 | New |
| BNP Paribas Arbitrage, SA | 1,656 | $271.0K | 0.00% | −142−7.9% | Reduced |
| Susquehanna International Group, LLP | 1,693 | $277.1K | 0.00% | −9,999−85.5% | Reduced |
| Watershed Asset Management, L.L.C. | 1,710 | $279.8K | 0.35% | −64−3.6% | Reduced |
| Chicago Capital, LLC | 1,728 | $282.8K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,728 | $282.8K | 0.01% | +1,728 | New |
| CWM Advisors, LLC | 1,729 | $282.9K | 0.04% | −180−9.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,800 | $295.0K | 0.00% | +1,800 | New |
| Apollon Wealth Management, LLC | 1,804 | $295.2K | 0.02% | +6+0.3% | Added |
| SG Americas Securities, LLC | 1,815 | $297.0K | 0.00% | −2,026−52.7% | Reduced |
| Cadent Capital Advisors, LLC | 1,819 | $297.7K | 0.18% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 1,821 | $298.0K | 0.00% | +92+5.3% | Added |
| Coury Firm Asset Management LLC | 1,850 | $302.8K | 0.45% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,974 | $323.0K | 0.02% | +16+0.8% | Added |
| Jackson Creek Investment Advisors LLC | 2,017 | $330.0K | 0.15% | −36−1.8% | Reduced |
| Bayesian Capital Management, LP | 2,030 | $332.2K | 0.05% | +2,030 | New |
| Shell Asset Management Co | 2,047 | $335.0K | 0.01% | −416−16.9% | Reduced |
| Cna Financial Corp | 2,065 | $337.9K | 0.21% | −1,574−43.3% | Reduced |
| Atria Wealth Solutions, Inc. | 2,065 | $337.9K | 0.01% | −3−0.1% | Reduced |
| Toroso Investments, LLC | 2,080 | $340.0K | 0.01% | +120+6.1% | Added |
| Moody Aldrich Partners LLC | 2,097 | $343.2K | 0.07% | −23−1.1% | Reduced |
| HRT Financial LP | 2,106 | $344.0K | 0.00% | +2,106 | New |
| CenterBook Partners LP | 2,160 | $353.5K | 0.06% | +2,160 | New |
| Whittier Trust Co | 2,197 | $359.5K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,199 | $359.9K | 0.01% | −3−0.1% | Reduced |
| Shelton Capital Management | 2,262 | $370.2K | 0.04% | −102−4.3% | Reduced |
| Commonwealth Equity Services, LLC | 2,308 | $377.0K | 0.00% | −152−6.2% | Reduced |
| Yarbrough Capital, LLC | 2,318 | $379.3K | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 2,321 | $379.8K | 0.00% | −248,248−99.1% | Reduced |
| Raymond James Trust N.A. | 2,342 | $383.0K | 0.01% | −83−3.4% | Reduced |
| JustInvest LLC | 2,362 | $386.5K | 0.02% | −2,210−48.3% | Reduced |
| Wilkinson Global Asset Management LLC | 2,450 | $400.9K | 0.03% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 2,494 | $408.1K | 0.00% | +2,494 | New |
| Acadian Asset Management LLC | 2,503 | $409.0K | 0.00% | −13,430−84.3% | Reduced |
| Mariner, LLC | 2,521 | $413.0K | 0.00% | +218+9.5% | Added |
| Welch & Forbes LLC | 2,525 | $413.2K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 2,570 | $419.0K | 0.00% | +24+0.9% | Added |
| D. E. Shaw & Co., Inc. | 2,600 | $425.5K | 0.00% | +863+49.7% | Added |
| SYSTM Wealth Solutions LLC | 2,655 | $434.5K | 0.05% | +2,655 | New |
| Cambridge Investment Research Advisors, Inc. | 2,658 | $435.0K | 0.00% | +571+27.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,676 | $437.9K | 0.01% | +439+19.6% | Added |
| Eukles Asset Management | 2,716 | $444.0K | 0.26% | +11+0.4% | Added |
| AtonRa Partners | 2,768 | $453.0K | 0.58% | −567−17.0% | Reduced |
| Meeder Asset Management Inc | 2,787 | $456.1K | 0.04% | +2,713+3,666.2% | Added |
| ProShare Advisors LLC | 2,837 | $464.3K | 0.00% | +300+11.8% | Added |
| Jefferies Financial Group Inc. | 2,905 | $475.4K | 0.01% | +2,905 | New |
| Cornerstone Investment Partners, LLC | 2,925 | $478.7K | 0.03% | +545+22.9% | Added |
| Procyon Private Wealth Partners, LLC | 2,931 | $479.7K | 0.09% | +308+11.7% | Added |
| TownSquare Capital, LLC | 2,945 | $481.9K | 0.01% | +51+1.8% | Added |
| Truist Financial Corp | 3,016 | $493.6K | 0.00% | +1,074+55.3% | Added |
| First Republic Investment Management, Inc. | 3,106 | $508.3K | 0.00% | +782+33.6% | Added |
| First Trust Advisors LP | 3,281 | $536.9K | 0.00% | −68,901−95.5% | Reduced |
| Quadrature Capital Ltd | 3,307 | $541.1K | 0.02% | +3,307 | New |
| Maryland State Retirement & Pension System | 3,367 | $551.0K | 0.02% | +3,367 | New |
| Man Group plc | 3,383 | $553.6K | 0.00% | −1,907−36.0% | Reduced |
| First Manhattan Co | 3,501 | $572.9K | 0.00% | +23+0.7% | Added |
| Commerce Bank | 3,662 | $599.3K | 0.00% | −50−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 3,871 | $633.3K | 0.00% | +414+12.0% | Added |
| Securian Asset Management, Inc | 3,982 | $651.7K | 0.02% | −100−2.4% | Reduced |
| Exencial Wealth Advisors, LLC | 4,005 | $655.4K | 0.04% | +20.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,034 | $660.2K | 0.02% | −2,346−36.8% | Reduced |
| Davy Global Fund Management Ltd | 4,115 | $673.4K | 0.14% | −24−0.6% | Reduced |
| Pinebridge Investments, L.P. | 4,154 | $679.8K | 0.01% | +2,277+121.3% | Added |
| Axxcess Wealth Management, LLC | 4,283 | $700.9K | 0.06% | +4,283 | New |
| Seelaus Asset Management LLC | 4,290 | $702.0K | 0.53% | +4,290 | New |
| Montag & Caldwell, LLC | 4,328 | $708.3K | 0.10% | −793−15.5% | Reduced |
| Crossmark Global Holdings, Inc. | 4,418 | $723.0K | 0.02% | +687+18.4% | Added |
| Dynamic Technology Lab Private Ltd | 4,690 | $768.0K | 0.08% | +1,590+51.3% | Added |
| Pictet Asset Management SA | 4,928 | $806.0K | 0.00% | +1,936+64.7% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 5,300 | $867.0K | 0.26% | −1,000−15.9% | Reduced |
| Two Sigma Investments, LP | 5,400 | $883.7K | 0.00% | +5,400 | New |
| Pathstone Family Office, LLC | 5,896 | $887.8K | 0.02% | +459+8.4% | Added |
| Johnson Investment Counsel Inc | 5,452 | $892.2K | 0.01% | −87−1.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,693 | $931.7K | 0.00% | −178−3.0% | Reduced |
| Handelsbanken Fonder AB | 5,744 | $940.0K | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 5,779 | $945.7K | 0.11% | +5,779 | New |
| Public Employees Retirement Association of Colorado | 5,899 | $965.0K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 6,041 | $988.6K | 0.05% | −17,890−74.8% | Reduced |
| State of Alaska, Department of Revenue | 6,104 | $998.0K | 0.01% | −35−0.6% | Reduced |
| J. Goldman & Co LP | 6,239 | $1.02M | 0.07% | +6,239 | New |
| Bank of Montreal | 6,191 | $1.02M | 0.00% | +1,397+29.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,306 | $1.03M | 0.01% | +435+7.4% | Added |
| American Century Companies Inc | 6,443 | $1.05M | 0.00% | +2,826+78.1% | Added |
| Centiva Capital, LP | 6,466 | $1.06M | 0.09% | +6,466 | New |
| The PNC Financial Services Group, Inc. | 6,754 | $1.11M | 0.00% | +656+10.8% | Added |
| Cubist Systematic Strategies, LLC | 6,897 | $1.13M | 0.01% | −42,828−86.1% | Reduced |
| Cornercap Investment Counsel Inc | 7,031 | $1.15M | 0.20% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 7,100 | $1.16M | 0.06% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 7,118 | $1.17M | 0.03% | −22,964−76.3% | Reduced |
| Zions Bancorporation, N.A. | 7,219 | $1.18M | 0.09% | +1,098+17.9% | Added |
| Captrust Financial Advisors | 7,309 | $1.20M | 0.01% | +50+0.7% | Added |
| Sepio Capital, LP | 7,410 | $1.21M | 0.10% | −170−2.2% | Reduced |
| Daiwa Securities Group Inc. | 7,447 | $1.22M | 0.01% | +29+0.4% | Added |
| Bullseye Asset Management LLC | 7,525 | $1.23M | 0.67% | 00.0% | Unchanged |