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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 28,699 | $4.70M | 0.04% | −993−3.3% | Reduced |
| AREX Capital Management, LP | 28,500 | $4.66M | 2.81% | +21,500+307.1% | Added |
| Barclays PLC | 27,952 | $4.57M | 0.00% | −4,034−12.6% | Reduced |
| HM Payson & Co | 27,862 | $4.56M | 0.11% | +7,018+33.7% | Added |
| Long Road Investment Counsel, LLC | 27,214 | $4.45M | 2.21% | +105+0.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 26,992 | $4.42M | 0.26% | +26,992 | New |
| Bath Savings Trust Co | 26,739 | $4.38M | 0.56% | +625+2.4% | Added |
| State of New Jersey Common Pension Fund D | 25,084 | $4.10M | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 25,010 | $4.09M | 0.00% | +1,827+7.9% | Added |
| Gotham Asset Management, LLC | 24,392 | $3.99M | 0.11% | +6,171+33.9% | Added |
| Thrivent Financial for Lutherans | 24,233 | $3.97M | 0.01% | −49,471−67.1% | Reduced |
| Public Employees Retirement System of Ohio | 23,879 | $3.91M | 0.02% | −660−2.7% | Reduced |
| Nisa Investment Advisors, LLC | 23,163 | $3.79M | 0.03% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 22,895 | $3.75M | 0.56% | −8,124−26.2% | Reduced |
| Yousif Capital Management, LLC | 22,557 | $3.69M | 0.05% | +16+0.1% | Added |
| South Dakota Investment Council | 21,715 | $3.55M | 0.08% | −429−1.9% | Reduced |
| Squarepoint Ops LLC | 21,358 | $3.50M | 0.03% | +12,171+132.5% | Added |
| Beck Bode, LLC | 20,229 | $3.31M | 0.74% | +17,096+545.7% | Added |
| Natixis Advisors, L.P. | 19,838 | $3.25M | 0.01% | +238+1.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,611 | $3.21M | 0.03% | +2,097+12.0% | Added |
| Ameritas Investment Partners, Inc. | 18,260 | $3.18M | 0.13% | +1,600+9.6% | Added |
| Bridgewater Associates, LP | 19,191 | $3.14M | 0.02% | −43,706−69.5% | Reduced |
| Treasurer of the State of North Carolina | 18,895 | $3.09M | 0.02% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 18,682 | $3.02M | 0.02% | −9,218−33.0% | Reduced |
| Citigroup Inc | 17,757 | $2.91M | 0.00% | −2,466−12.2% | Reduced |
| Martin & Co Inc | 17,701 | $2.90M | 0.76% | +458+2.7% | Added |
| Creative Planning | 17,611 | $2.88M | 0.00% | +17,611 | New |
| Qube Research & Technologies Ltd | 17,129 | $2.80M | 0.02% | +1,947+12.8% | Added |
| Formula Growth Ltd | 16,700 | $2.73M | 0.80% | 00.0% | Unchanged |
| Spinnaker Trust | 15,470 | $2.53M | 0.20% | −150−1.0% | Reduced |
| Two Sigma Advisers, LP | 15,400 | $2.52M | 0.01% | +1,500+10.8% | Added |
| Teacher Retirement System of Texas | 15,205 | $2.49M | 0.02% | −338−2.2% | Reduced |
| LPL Financial LLC | 15,201 | $2.47M | 0.00% | +2,326+18.1% | Added |
| Voya Investment Management LLC | 14,612 | $2.39M | 0.00% | −189−1.3% | Reduced |
| Quantinno Capital Management LP | 14,567 | $2.38M | 0.18% | +8,401+136.2% | Added |
| Fisher Asset Management, LLC | 14,532 | $2.38M | 0.00% | +14,532 | New |
| Virginia Retirement Systems Et Al | 14,200 | $2.32M | 0.02% | +5,500+63.2% | Added |
| GHP Investment Advisors, Inc. | 13,641 | $2.23M | 0.15% | +29+0.2% | Added |
| Ensign Peak Advisors, Inc | 12,833 | $2.10M | 0.00% | −2,600−16.8% | Reduced |
| Oregon Public Employees Retirement Fund | 12,827 | $2.10M | 0.03% | −45−0.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 12,626 | $2.07M | 0.04% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,464 | $2.04M | 0.02% | +238+1.9% | Added |
| Henshaw Capital LLC | 12,378 | $2.03M | 0.13% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 12,053 | $1.97M | 0.24% | +12,053 | New |
| Macquarie Group Ltd | 11,871 | $1.94M | 0.00% | −4,076−25.6% | Reduced |
| Trexquant Investment LP | 11,775 | $1.93M | 0.05% | −1,661−12.4% | Reduced |
| Louisiana State Employees Retirement System | 11,700 | $1.92M | 0.05% | −100−0.8% | Reduced |
| State of Michigan Retirement System | 11,075 | $1.81M | 0.01% | −100−0.9% | Reduced |
| CI Private Wealth, LLC | 11,000 | $1.80M | 0.01% | +11,000 | New |
| Balyasny Asset Management LLC | 10,466 | $1.71M | 0.01% | −70,005−87.0% | Reduced |
| Logan Capital Management Inc | 10,253 | $1.68M | 0.09% | −606−5.6% | Reduced |
| Envestnet Asset Management Inc | 10,121 | $1.66M | 0.00% | +783+8.4% | Added |
| Bessemer Securities LLC | 10,117 | $1.66M | 0.74% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 9,984 | $1.63M | 0.00% | +9,984 | New |
| Banc Funds Co LLC | 9,955 | $1.63M | 0.14% | 00.0% | Unchanged |
| Pendal Group Limited | 9,228 | $1.51M | 0.01% | −79−0.8% | Reduced |
| Connectus Wealth, LLC | 9,138 | $1.50M | 0.04% | +703+8.3% | Added |
| Victory Capital Management Inc | 9,028 | $1.48M | 0.00% | −731−7.5% | Reduced |
| Xponance, Inc. | 8,952 | $1.46M | 0.02% | +611+7.3% | Added |
| Prudential Financial Inc | 8,802 | $1.44M | 0.00% | −30−0.3% | Reduced |
| US Bancorp | 8,332 | $1.36M | 0.00% | −232−2.7% | Reduced |
| Keeley-Teton Advisors, LLC | 8,228 | $1.35M | 0.17% | −800−8.9% | Reduced |
| STRS Ohio | 7,977 | $1.30M | 0.01% | +751+10.4% | Added |
| Donoghue Forlines LLC | 7,934 | $1.30M | 0.46% | +7,934 | New |
| Versor Investments LP | 7,887 | $1.29M | 0.11% | −8,848−52.9% | Reduced |
| Utah Retirement Systems | 7,722 | $1.26M | 0.02% | −200−2.5% | Reduced |
| Bullseye Asset Management LLC | 7,525 | $1.23M | 0.67% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 7,447 | $1.22M | 0.01% | +29+0.4% | Added |
| Sepio Capital, LP | 7,410 | $1.21M | 0.10% | −170−2.2% | Reduced |
| Captrust Financial Advisors | 7,309 | $1.20M | 0.01% | +50+0.7% | Added |
| Zions Bancorporation, N.A. | 7,219 | $1.18M | 0.09% | +1,098+17.9% | Added |
| Tudor Investment Corp Et Al | 7,118 | $1.17M | 0.03% | −22,964−76.3% | Reduced |
| New Mexico Educational Retirement Board | 7,100 | $1.16M | 0.06% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 7,031 | $1.15M | 0.20% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 6,897 | $1.13M | 0.01% | −42,828−86.1% | Reduced |
| The PNC Financial Services Group, Inc. | 6,754 | $1.11M | 0.00% | +656+10.8% | Added |
| Centiva Capital, LP | 6,466 | $1.06M | 0.09% | +6,466 | New |
| American Century Companies Inc | 6,443 | $1.05M | 0.00% | +2,826+78.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,306 | $1.03M | 0.01% | +435+7.4% | Added |
| Bank of Montreal | 6,191 | $1.02M | 0.00% | +1,397+29.1% | Added |
| J. Goldman & Co LP | 6,239 | $1.02M | 0.07% | +6,239 | New |
| State of Alaska, Department of Revenue | 6,104 | $998.0K | 0.01% | −35−0.6% | Reduced |
| Algert Global LLC | 6,041 | $988.6K | 0.05% | −17,890−74.8% | Reduced |
| Public Employees Retirement Association of Colorado | 5,899 | $965.0K | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 5,779 | $945.7K | 0.11% | +5,779 | New |
| Handelsbanken Fonder AB | 5,744 | $940.0K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,693 | $931.7K | 0.00% | −178−3.0% | Reduced |
| Johnson Investment Counsel Inc | 5,452 | $892.2K | 0.01% | −87−1.6% | Reduced |
| Pathstone Family Office, LLC | 5,896 | $887.8K | 0.02% | +459+8.4% | Added |
| Two Sigma Investments, LP | 5,400 | $883.7K | 0.00% | +5,400 | New |
| Psagot Value Holdings Ltd. / (Israel) | 5,300 | $867.0K | 0.26% | −1,000−15.9% | Reduced |
| Pictet Asset Management SA | 4,928 | $806.0K | 0.00% | +1,936+64.7% | Added |
| Dynamic Technology Lab Private Ltd | 4,690 | $768.0K | 0.08% | +1,590+51.3% | Added |
| Crossmark Global Holdings, Inc. | 4,418 | $723.0K | 0.02% | +687+18.4% | Added |
| Montag & Caldwell, LLC | 4,328 | $708.3K | 0.10% | −793−15.5% | Reduced |
| Seelaus Asset Management LLC | 4,290 | $702.0K | 0.53% | +4,290 | New |
| Axxcess Wealth Management, LLC | 4,283 | $700.9K | 0.06% | +4,283 | New |
| Pinebridge Investments, L.P. | 4,154 | $679.8K | 0.01% | +2,277+121.3% | Added |
| Davy Global Fund Management Ltd | 4,115 | $673.4K | 0.14% | −24−0.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,034 | $660.2K | 0.02% | −2,346−36.8% | Reduced |