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 |
|---|---|---|---|---|---|
| Exencial Wealth Advisors, LLC | 4,005 | $655.4K | 0.04% | +20.0% | Added |
| Securian Asset Management, Inc | 3,982 | $651.7K | 0.02% | −100−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,871 | $633.3K | 0.00% | +414+12.0% | Added |
| Commerce Bank | 3,662 | $599.3K | 0.00% | −50−1.3% | Reduced |
| First Manhattan Co | 3,501 | $572.9K | 0.00% | +23+0.7% | Added |
| Man Group plc | 3,383 | $553.6K | 0.00% | −1,907−36.0% | Reduced |
| Maryland State Retirement & Pension System | 3,367 | $551.0K | 0.02% | +3,367 | New |
| Quadrature Capital Ltd | 3,307 | $541.1K | 0.02% | +3,307 | New |
| First Trust Advisors LP | 3,281 | $536.9K | 0.00% | −68,901−95.5% | Reduced |
| First Republic Investment Management, Inc. | 3,106 | $508.3K | 0.00% | +782+33.6% | Added |
| Truist Financial Corp | 3,016 | $493.6K | 0.00% | +1,074+55.3% | Added |
| TownSquare Capital, LLC | 2,945 | $481.9K | 0.01% | +51+1.8% | Added |
| Procyon Private Wealth Partners, LLC | 2,931 | $479.7K | 0.09% | +308+11.7% | Added |
| Cornerstone Investment Partners, LLC | 2,925 | $478.7K | 0.03% | +545+22.9% | Added |
| Jefferies Financial Group Inc. | 2,905 | $475.4K | 0.01% | +2,905 | New |
| ProShare Advisors LLC | 2,837 | $464.3K | 0.00% | +300+11.8% | Added |
| Meeder Asset Management Inc | 2,787 | $456.1K | 0.04% | +2,713+3,666.2% | Added |
| AtonRa Partners | 2,768 | $453.0K | 0.58% | −567−17.0% | Reduced |
| Eukles Asset Management | 2,716 | $444.0K | 0.26% | +11+0.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,676 | $437.9K | 0.01% | +439+19.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,658 | $435.0K | 0.00% | +571+27.4% | Added |
| SYSTM Wealth Solutions LLC | 2,655 | $434.5K | 0.05% | +2,655 | New |
| D. E. Shaw & Co., Inc. | 2,600 | $425.5K | 0.00% | +863+49.7% | Added |
| HighTower Advisors, LLC | 2,570 | $419.0K | 0.00% | +24+0.9% | Added |
| Welch & Forbes LLC | 2,525 | $413.2K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 2,521 | $413.0K | 0.00% | +218+9.5% | Added |
| Acadian Asset Management LLC | 2,503 | $409.0K | 0.00% | −13,430−84.3% | Reduced |
| Guggenheim Capital LLC | 2,494 | $408.1K | 0.00% | +2,494 | New |
| Wilkinson Global Asset Management LLC | 2,450 | $400.9K | 0.03% | 00.0% | Unchanged |
| JustInvest LLC | 2,362 | $386.5K | 0.02% | −2,210−48.3% | Reduced |
| Raymond James Trust N.A. | 2,342 | $383.0K | 0.01% | −83−3.4% | Reduced |
| Citadel Advisors LLC | 2,321 | $379.8K | 0.00% | −248,248−99.1% | Reduced |
| Yarbrough Capital, LLC | 2,318 | $379.3K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,308 | $377.0K | 0.00% | −152−6.2% | Reduced |
| Shelton Capital Management | 2,262 | $370.2K | 0.04% | −102−4.3% | Reduced |
| Ballentine Partners, LLC | 2,199 | $359.9K | 0.01% | −3−0.1% | Reduced |
| Whittier Trust Co | 2,197 | $359.5K | 0.01% | 00.0% | Unchanged |
| CenterBook Partners LP | 2,160 | $353.5K | 0.06% | +2,160 | New |
| HRT Financial LP | 2,106 | $344.0K | 0.00% | +2,106 | New |
| Moody Aldrich Partners LLC | 2,097 | $343.2K | 0.07% | −23−1.1% | Reduced |
| Toroso Investments, LLC | 2,080 | $340.0K | 0.01% | +120+6.1% | Added |
| 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 |
| Shell Asset Management Co | 2,047 | $335.0K | 0.01% | −416−16.9% | Reduced |
| Bayesian Capital Management, LP | 2,030 | $332.2K | 0.05% | +2,030 | New |
| Jackson Creek Investment Advisors LLC | 2,017 | $330.0K | 0.15% | −36−1.8% | Reduced |
| Belpointe Asset Management LLC | 1,974 | $323.0K | 0.02% | +16+0.8% | Added |
| Coury Firm Asset Management LLC | 1,850 | $302.8K | 0.45% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 1,821 | $298.0K | 0.00% | +92+5.3% | Added |
| Cadent Capital Advisors, LLC | 1,819 | $297.7K | 0.18% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,815 | $297.0K | 0.00% | −2,026−52.7% | Reduced |
| Apollon Wealth Management, LLC | 1,804 | $295.2K | 0.02% | +6+0.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 1,800 | $295.0K | 0.00% | +1,800 | New |
| CWM Advisors, LLC | 1,729 | $282.9K | 0.04% | −180−9.4% | 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 |
| Watershed Asset Management, L.L.C. | 1,710 | $279.8K | 0.35% | −64−3.6% | Reduced |
| Susquehanna International Group, LLP | 1,693 | $277.1K | 0.00% | −9,999−85.5% | Reduced |
| BNP Paribas Arbitrage, SA | 1,656 | $271.0K | 0.00% | −142−7.9% | Reduced |
| Cerity Partners LLC | 1,633 | $267.2K | 0.00% | +1,633 | New |
| Woodmont Investment Counsel LLC | 1,625 | $265.9K | 0.03% | −300−15.6% | Reduced |
| Profund Advisors LLC | 1,607 | $263.0K | 0.02% | −75−4.5% | Reduced |
| M&T Bank Corp | 1,579 | $258.1K | 0.00% | −105−6.2% | Reduced |
| Biltmore Family Office, LLC | 1,571 | $257.1K | 0.05% | +1,571 | New |
| Evercore Wealth Management, LLC | 1,550 | $253.7K | 0.01% | +1,550 | New |
| Boit C F David | 1,540 | $252.0K | 0.18% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 1,557 | $251.0K | 0.00% | +1,557 | New |
| Panagora Asset Management Inc | 1,520 | $248.7K | 0.00% | +1,520 | New |
| C M Bidwell & Associates Ltd | 1,507 | $246.6K | 0.19% | −54−3.5% | Reduced |
| SageView Advisory Group, LLC | 1,398 | $228.8K | 0.02% | +1,398 | New |
| Alterna Wealth Management, Inc | 1,383 | $226.3K | 0.25% | +1,383 | New |
| Spears Abacus Advisors LLC | 1,330 | $217.7K | 0.02% | +1,330 | New |
| Harvest Fund Management Co., Ltd | 1,326 | $217.0K | 0.06% | 00.0% | Unchanged |
| Teza Capital Management LLC | 1,316 | $215.4K | 0.04% | −416−24.0% | Reduced |
| Two Sigma Securities, LLC | 1,311 | $214.5K | 0.03% | −1,791−57.7% | Reduced |
| Bridgefront Capital, LLC | 1,276 | $208.8K | 0.15% | +1,276 | New |
| Pearl River Capital, LLC | 1,275 | $208.7K | 0.04% | +1,275 | New |
| Ethic Inc. | 1,256 | $205.5K | 0.01% | +1,256 | New |
| Oppenheimer Asset Management Inc. | 1,245 | $203.7K | 0.00% | +1,245 | New |
| CenterStar Asset Management, LLC | – | $198.0K | 0.37% | – | New |
| Truvestments Capital LLC | 1,043 | $170.7K | 0.10% | +1,043 | New |
| Lazard Asset Management LLC | 966 | $158.0K | 0.00% | +439+83.3% | Added |
| Tower Research Capital LLC (TRC) | 826 | $135.0K | 0.01% | −10,536−92.7% | Reduced |
| DekaBank Deutsche Girozentrale | 796 | $129.0K | 0.00% | −88−10.0% | Reduced |
| Atlantic Trust, LLC | 700 | $115.0K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 411 | $97.0K | 0.00% | +56+15.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 560 | $92.0K | 0.00% | +560 | New |
| Ossiam | 535 | $87.6K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 523 | $85.6K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 480 | $78.6K | 0.02% | −6,900−93.5% | Reduced |
| Advisory Services Network, LLC | 452 | $74.0K | 0.00% | +452 | New |
| One Wealth Advisors, LLC | 451 | $73.8K | 0.02% | +451 | New |
| Carmichael Hill & Associates, Inc. | 450 | $73.6K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 406 | $66.4K | 0.00% | −76−15.8% | Reduced |
| ICA Group Wealth Management, LLC | 379 | $62.0K | 0.01% | +379 | New |
| Bangor Savings Bank | 380 | $62.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 347 | $56.8K | 0.00% | +262+308.2% | Added |
| Ellevest, Inc. | 330 | $54.0K | 0.00% | +7+2.2% | Added |
| Proequities, Inc. | 309 | $50.6K | 0.00% | −244−44.1% | Reduced |
| Covestor Ltd | 303 | $50.0K | 0.04% | −1−0.3% | Reduced |