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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 7,722 | $1.26M | 0.02% | −200−2.5% | Reduced |
| Versor Investments LP | 7,887 | $1.29M | 0.11% | −8,848−52.9% | Reduced |
| Donoghue Forlines LLC | 7,934 | $1.30M | 0.46% | +7,934 | New |
| STRS Ohio | 7,977 | $1.30M | 0.01% | +751+10.4% | Added |
| Keeley-Teton Advisors, LLC | 8,228 | $1.35M | 0.17% | −800−8.9% | Reduced |
| US Bancorp | 8,332 | $1.36M | 0.00% | −232−2.7% | Reduced |
| Prudential Financial Inc | 8,802 | $1.44M | 0.00% | −30−0.3% | Reduced |
| Xponance, Inc. | 8,952 | $1.46M | 0.02% | +611+7.3% | Added |
| Victory Capital Management Inc | 9,028 | $1.48M | 0.00% | −731−7.5% | Reduced |
| Connectus Wealth, LLC | 9,138 | $1.50M | 0.04% | +703+8.3% | Added |
| Pendal Group Limited | 9,228 | $1.51M | 0.01% | −79−0.8% | Reduced |
| Banc Funds Co LLC | 9,955 | $1.63M | 0.14% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 9,984 | $1.63M | 0.00% | +9,984 | New |
| Bessemer Securities LLC | 10,117 | $1.66M | 0.74% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,121 | $1.66M | 0.00% | +783+8.4% | Added |
| Logan Capital Management Inc | 10,253 | $1.68M | 0.09% | −606−5.6% | Reduced |
| Balyasny Asset Management LLC | 10,466 | $1.71M | 0.01% | −70,005−87.0% | Reduced |
| CI Private Wealth, LLC | 11,000 | $1.80M | 0.01% | +11,000 | New |
| State of Michigan Retirement System | 11,075 | $1.81M | 0.01% | −100−0.9% | Reduced |
| Louisiana State Employees Retirement System | 11,700 | $1.92M | 0.05% | −100−0.8% | Reduced |
| Trexquant Investment LP | 11,775 | $1.93M | 0.05% | −1,661−12.4% | Reduced |
| Macquarie Group Ltd | 11,871 | $1.94M | 0.00% | −4,076−25.6% | Reduced |
| Verdence Capital Advisors LLC | 12,053 | $1.97M | 0.24% | +12,053 | New |
| Henshaw Capital LLC | 12,378 | $2.03M | 0.13% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,464 | $2.04M | 0.02% | +238+1.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 12,626 | $2.07M | 0.04% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 12,827 | $2.10M | 0.03% | −45−0.3% | Reduced |
| Ensign Peak Advisors, Inc | 12,833 | $2.10M | 0.00% | −2,600−16.8% | Reduced |
| GHP Investment Advisors, Inc. | 13,641 | $2.23M | 0.15% | +29+0.2% | Added |
| Virginia Retirement Systems Et Al | 14,200 | $2.32M | 0.02% | +5,500+63.2% | Added |
| Fisher Asset Management, LLC | 14,532 | $2.38M | 0.00% | +14,532 | New |
| Quantinno Capital Management LP | 14,567 | $2.38M | 0.18% | +8,401+136.2% | Added |
| Voya Investment Management LLC | 14,612 | $2.39M | 0.00% | −189−1.3% | Reduced |
| LPL Financial LLC | 15,201 | $2.47M | 0.00% | +2,326+18.1% | Added |
| Teacher Retirement System of Texas | 15,205 | $2.49M | 0.02% | −338−2.2% | Reduced |
| Two Sigma Advisers, LP | 15,400 | $2.52M | 0.01% | +1,500+10.8% | Added |
| Spinnaker Trust | 15,470 | $2.53M | 0.20% | −150−1.0% | Reduced |
| Formula Growth Ltd | 16,700 | $2.73M | 0.80% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 17,129 | $2.80M | 0.02% | +1,947+12.8% | Added |
| Creative Planning | 17,611 | $2.88M | 0.00% | +17,611 | New |
| Martin & Co Inc | 17,701 | $2.90M | 0.76% | +458+2.7% | Added |
| Citigroup Inc | 17,757 | $2.91M | 0.00% | −2,466−12.2% | Reduced |
| Eagle Asset Management Inc | 18,682 | $3.02M | 0.02% | −9,218−33.0% | Reduced |
| Treasurer of the State of North Carolina | 18,895 | $3.09M | 0.02% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 19,191 | $3.14M | 0.02% | −43,706−69.5% | Reduced |
| Ameritas Investment Partners, Inc. | 18,260 | $3.18M | 0.13% | +1,600+9.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,611 | $3.21M | 0.03% | +2,097+12.0% | Added |
| Natixis Advisors, L.P. | 19,838 | $3.25M | 0.01% | +238+1.2% | Added |
| Beck Bode, LLC | 20,229 | $3.31M | 0.74% | +17,096+545.7% | Added |
| Squarepoint Ops LLC | 21,358 | $3.50M | 0.03% | +12,171+132.5% | Added |
| South Dakota Investment Council | 21,715 | $3.55M | 0.08% | −429−1.9% | Reduced |
| Yousif Capital Management, LLC | 22,557 | $3.69M | 0.05% | +16+0.1% | Added |
| Oak Ridge Investments LLC | 22,895 | $3.75M | 0.56% | −8,124−26.2% | Reduced |
| Nisa Investment Advisors, LLC | 23,163 | $3.79M | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 23,879 | $3.91M | 0.02% | −660−2.7% | Reduced |
| Thrivent Financial for Lutherans | 24,233 | $3.97M | 0.01% | −49,471−67.1% | Reduced |
| Gotham Asset Management, LLC | 24,392 | $3.99M | 0.11% | +6,171+33.9% | Added |
| Deutsche Bank AG | 25,010 | $4.09M | 0.00% | +1,827+7.9% | Added |
| State of New Jersey Common Pension Fund D | 25,084 | $4.10M | 0.02% | 00.0% | Unchanged |
| Bath Savings Trust Co | 26,739 | $4.38M | 0.56% | +625+2.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 26,992 | $4.42M | 0.26% | +26,992 | New |
| Long Road Investment Counsel, LLC | 27,214 | $4.45M | 2.21% | +105+0.4% | Added |
| HM Payson & Co | 27,862 | $4.56M | 0.11% | +7,018+33.7% | Added |
| Barclays PLC | 27,952 | $4.57M | 0.00% | −4,034−12.6% | Reduced |
| AREX Capital Management, LP | 28,500 | $4.66M | 2.81% | +21,500+307.1% | Added |
| MetLife Investment Management | 28,699 | $4.70M | 0.04% | −993−3.3% | Reduced |
| Russell Investments Group, Ltd. | 28,967 | $4.74M | 0.01% | +7,047+32.1% | Added |
| Texas Permanent School Fund | 29,307 | $4.80M | 0.07% | −2,466−7.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 30,000 | $4.91M | 0.02% | −6,200−17.1% | Reduced |
| Canada Pension Plan Investment Board | 31,670 | $5.18M | 0.01% | +13,300+72.4% | Added |
| SEI Investments Co | 32,303 | $5.29M | 0.01% | −7,867−19.6% | Reduced |
| Comerica Bank | 29,979 | $5.31M | 0.04% | +4,677+18.5% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 32,500 | $5.32M | 0.23% | +4,000+14.0% | Added |
| Amalgamated Bank | 33,259 | $5.44M | 0.05% | +144+0.4% | Added |
| Wisconsin Capital Management LLC | 33,985 | $5.56M | 4.22% | −1,898−5.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 34,881 | $5.71M | 0.01% | +32,499+1,364.4% | Added |
| Susquehanna Fundamental Investments, LLC | 35,188 | $5.76M | 0.10% | −11,937−25.3% | Reduced |
| Great West Life Assurance Co | 35,530 | $5.82M | 0.02% | +5,179+17.1% | Added |
| Mutual of America Capital Management LLC | 35,824 | $5.86M | 0.07% | +328+0.9% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 36,170 | $5.92M | 0.72% | −120−0.3% | Reduced |
| Manufacturers Life Insurance Company, The | 38,684 | $6.33M | 0.00% | −1,878−4.6% | Reduced |
| Frontier Capital Management Co LLC | 40,529 | $6.63M | 0.07% | −118−0.3% | Reduced |
| State of Tennessee, Treasury Department | 42,569 | $6.97M | 0.03% | +10,000+30.7% | Added |
| Stephens Inc | 45,217 | $7.40M | 0.15% | +50.0% | Added |
| State Board of Administration of Florida Retirement System | 47,409 | $7.76M | 0.02% | +130+0.3% | Added |
| Cambiar Investors LLC | 51,464 | $8.42M | 0.38% | −660−1.3% | Reduced |
| ETF Managers Group, LLC | 52,378 | $8.57M | 0.40% | −10,428−16.6% | Reduced |
| UBS Group AG | 54,892 | $8.98M | 0.00% | +49,195+863.5% | Added |
| Westfield Capital Management Co LP | 56,061 | $9.17M | 0.07% | +56,061 | New |
| Peregrine Capital Management LLC | 56,512 | $9.25M | 0.29% | −1,710−2.9% | Reduced |
| New York State Teachers Retirement System | 56,945 | $9.32M | 0.02% | −100−0.2% | Reduced |
| AXA S.A. | 57,576 | $9.42M | 0.03% | −3,866−6.3% | Reduced |
| New York State Common Retirement Fund | 57,766 | $9.45M | 0.01% | −42,497−42.4% | Reduced |
| California State Teachers Retirement System | 59,014 | $9.66M | 0.02% | −268−0.5% | Reduced |
| Royal Bank of Canada | 61,226 | $10.0M | 0.00% | −13,593−18.2% | Reduced |
| Retirement Systems of Alabama | 65,457 | $10.7M | 0.05% | −375−0.6% | Reduced |
| ClariVest Asset Management LLC | 65,585 | $10.7M | 0.52% | −1,272−1.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 66,405 | $10.9M | 0.11% | +7,701+13.1% | Added |
| Credit Suisse AG | 67,115 | $11.0M | 0.01% | +13,193+24.5% | Added |
| Alliancebernstein L.P. | 67,568 | $11.1M | 0.00% | −509−0.7% | Reduced |