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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 68,051 | $11.1M | 0.08% | −1,823−2.6% | Reduced |
| Legal & General Group Plc | 69,258 | $11.3M | 0.00% | +3,873+5.9% | Added |
| UBS Asset Management Americas Inc | 73,280 | $12.0M | 0.01% | +5,582+8.2% | Added |
| Thompson Siegel & Walmsley LLC | 76,352 | $12.5M | 0.20% | +6,387+9.1% | Added |
| Jacobs Levy Equity Management, Inc | 77,047 | $12.6M | 0.09% | −3,619−4.5% | Reduced |
| Invesco Ltd. | 81,500 | $13.3M | 0.00% | +15,467+23.4% | Added |
| Hill City Capital, LP | 85,000 | $13.9M | 2.42% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 94,007 | $15.4M | 0.00% | −3,019−3.1% | Reduced |
| WCM Investment Management, LLC | 95,807 | $15.7M | 0.05% | −2,375−2.4% | Reduced |
| California Public Employees Retirement System | 102,654 | $16.8M | 0.01% | +4,221+4.3% | Added |
| Invenomic Capital Management LP | 102,909 | $16.8M | 1.22% | −5,575−5.1% | Reduced |
| Swiss National Bank | 106,726 | $17.5M | 0.01% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 106,830 | $17.5M | 0.07% | +18,870+21.5% | Added |
| Holocene Advisors, LP | 112,940 | $18.5M | 0.11% | −114,483−50.3% | Reduced |
| Raymond James & Associates | 113,407 | $18.6M | 0.02% | +66,094+139.7% | Added |
| Incline Global Management LLC | 116,296 | $19.0M | 7.03% | −43,985−27.4% | Reduced |
| Wells Fargo & Company | 118,722 | $19.4M | 0.01% | −3,367−2.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 126,346 | $20.7M | 0.04% | −22,016−14.8% | Reduced |
| AQR Capital Management LLC | 129,767 | $21.1M | 0.05% | +40,107+44.7% | Added |
| New South Capital Management Inc | 129,923 | $21.3M | 0.98% | −167−0.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 135,115 | $22.1M | 0.37% | −3,993−2.9% | Reduced |
| Rhumbline Advisers | 138,782 | $22.7M | 0.03% | +540.0% | Added |
| State of Wisconsin Investment Board | 143,574 | $23.5M | 0.08% | +5,910+4.3% | Added |
| Pacer Advisors, Inc. | 153,216 | $25.1M | 0.13% | +151,434+8,498.0% | Added |
| Blair William & Co | 153,806 | $25.2M | 0.11% | −4,083−2.6% | Reduced |
| Principal Financial Group Inc | 172,054 | $28.2M | 0.02% | −392−0.2% | Reduced |
| Maple Rock Capital Partners Inc. | 188,800 | $30.9M | 4.55% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 230,998 | $37.8M | 0.01% | −14,808−6.0% | Reduced |
| Anomaly Capital Management, LP | 247,600 | $40.5M | 1.83% | −333,488−57.4% | Reduced |
| Premier Fund Managers Ltd | 254,000 | $41.5M | 1.62% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 258,800 | $42.4M | 0.21% | −130,876−33.6% | Reduced |
| Bamco Inc | 275,300 | $45.1M | 0.15% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 284,557 | $46.6M | 0.09% | +30,762+12.1% | Added |
| TimesSquare Capital Management, LLC | 288,710 | $47.2M | 0.67% | +245,030+561.0% | Added |
| Massachusetts Financial Services Co | 289,265 | $47.3M | 0.02% | +37,889+15.1% | Added |
| Arrowstreet Capital, Limited Partnership | 293,903 | $48.1M | 0.07% | +71,071+31.9% | Added |
| Dimensional Fund Advisors LP | 302,075 | $49.4M | 0.02% | +5,996+2.0% | Added |
| Charles Schwab Investment Management Inc | 320,850 | $52.5M | 0.02% | +2,423+0.8% | Added |
| Nuveen Asset Management, LLC | 327,300 | $53.6M | 0.02% | −13,439−3.9% | Reduced |
| Northern Trust Corp | 348,048 | $57.0M | 0.01% | −760.0% | Reduced |
| Stephens Investment Management Group LLC | 358,683 | $58.6M | 1.06% | −539−0.2% | Reduced |
| Millennium Management LLC | 361,396 | $59.1M | 0.07% | −371,441−50.7% | Reduced |
| Ameriprise Financial Inc | 375,358 | $61.4M | 0.02% | −2,785−0.7% | Reduced |
| Federated Hermes, Inc. | 377,515 | $61.8M | 0.17% | −41,863−10.0% | Reduced |
| Bank of New York Mellon Corp | 428,403 | $70.1M | 0.02% | −6,421−1.5% | Reduced |
| Norges Bank | 446,493 | $73.1M | 0.02% | +6,446+1.5% | Added |
| FMR LLC | 459,620 | $75.2M | 0.01% | −114,088−19.9% | Reduced |
| River Road Asset Management, LLC | 559,209 | $91.5M | 1.25% | +360,299+181.1% | Added |
| Jennison Associates LLC | 572,014 | $93.6M | 0.10% | +81,249+16.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 575,302 | $94.1M | 1.16% | +149,466+35.1% | Added |
| Warburg Pincus LLC | 577,254 | $94.5M | 5.84% | 00.0% | Unchanged |
| Brown Advisory Inc | 627,832 | $102.7M | 0.19% | +70,376+12.6% | Added |
| Bessemer Group Inc | 683,379 | $111.8M | 0.27% | −22,347−3.2% | Reduced |
| Geode Capital Management, LLC | 685,852 | $112.2M | 0.02% | +5,812+0.9% | Added |
| Bank of America Corp | 708,072 | $115.9M | 0.01% | +12,969+1.9% | Added |
| Neuberger Berman Group LLC | 808,391 | $132.3M | 0.13% | −10,601−1.3% | Reduced |
| Primecap Management Co | 848,030 | $138.8M | 0.13% | −245,370−22.4% | Reduced |
| State Street Corp | 1,177,745 | $192.7M | 0.01% | −6,804−0.6% | Reduced |
| JPMorgan Chase & Co | 1,297,572 | $212.3M | 0.03% | +9,178+0.7% | Added |
| Par Capital Management Inc | 1,856,200 | $303.8M | 10.93% | +6,200+0.3% | Added |
| Morgan Stanley | 2,059,893 | $337.1M | 0.04% | +1,594,294+342.4% | Added |
| Impactive Capital LP | 2,239,663 | $366.5M | 16.78% | +82,677+3.8% | Added |
| Wellington Management Group LLP | 3,432,178 | $561.7M | 0.11% | +115,176+3.5% | Added |
| Janus Henderson Group PLC | 3,827,186 | $626.3M | 0.45% | +12,073+0.3% | Added |
| BlackRock Inc. | 4,003,725 | $655.2M | 0.02% | +66,163+1.7% | Added |
| Vanguard Group Inc | 4,223,755 | $691.2M | 0.02% | −25,864−0.6% | Reduced |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −97,119−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −73,165−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −54,492−100.0% | Sold out |
| Hawk Ridge Capital Management LP | 0 | $0 | 0.00% | −41,300−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −35,971−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −32,416−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −29,337−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −27,820−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −21,917−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,121−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −12,905−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −9,699−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,008−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −6,245−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −4,890−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,520−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −4,016−100.0% | Sold out |
| Sompo Asset Management Co., Ltd. | 0 | $0 | 0.00% | −3,640−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,012−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,985−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −2,454−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −2,396−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,366−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −2,313−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,074−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,977−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −1,963−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −1,655−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −1,628−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −1,581−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −864−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −715−100.0% | Sold out |