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, Q1 2023
Institutional positions in WEX Inc. as of Mar 31, 2023. 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
- 405
- +42 vs. Q4 2022
- Shares held
- 42.8M
- −520.6K (−1.2%) vs. Q4 2022
- Total value
- $7.88B
- +$780.6M (+11.0%) vs. Q4 2022
- New holders
- 66
- 148 more added
- Sold out
- 24
- 132 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,293,733 | $789.6M | 0.02% | +69,978+1.7% | Added |
| BlackRock Inc. | 4,004,134 | $736.3M | 0.02% | +4090.0% | Added |
| Janus Henderson Group PLC | 3,842,850 | $706.7M | 0.47% | +15,664+0.4% | Added |
| Wellington Management Group LLP | 3,112,892 | $572.4M | 0.11% | −319,286−9.3% | Reduced |
| Impactive Capital LP | 2,105,947 | $387.3M | 15.71% | −133,716−6.0% | Reduced |
| Morgan Stanley | 2,098,283 | $385.9M | 0.04% | +38,390+1.9% | Added |
| Par Capital Management Inc | 1,856,200 | $341.3M | 12.57% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,336,884 | $245.8M | 0.03% | +39,312+3.0% | Added |
| State Street Corp | 1,197,836 | $220.3M | 0.01% | +20,091+1.7% | Added |
| Bank of America Corp | 766,538 | $141.0M | 0.02% | +58,466+8.3% | Added |
| Neuberger Berman Group LLC | 757,509 | $139.3M | 0.13% | −50,882−6.3% | Reduced |
| Primecap Management Co | 747,540 | $137.5M | 0.12% | −100,490−11.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 725,522 | $133.4M | 1.53% | +150,220+26.1% | Added |
| Geode Capital Management, LLC | 676,338 | $124.4M | 0.02% | −9,514−1.4% | Reduced |
| Brown Advisory Inc | 631,607 | $116.1M | 0.20% | +3,775+0.6% | Added |
| River Road Asset Management, LLC | 625,168 | $115.0M | 1.57% | +65,959+11.8% | Added |
| Bessemer Group Inc | 610,247 | $112.2M | 0.27% | −73,132−10.7% | Reduced |
| Jennison Associates LLC | 586,881 | $107.9M | 0.10% | +14,867+2.6% | Added |
| FMR LLC | 527,606 | $97.0M | 0.01% | +67,986+14.8% | Added |
| Norges Bank | 457,623 | $84.2M | 0.02% | +11,130+2.5% | Added |
| Bank of New York Mellon Corp | 424,901 | $78.1M | 0.02% | −3,502−0.8% | Reduced |
| Federated Hermes, Inc. | 379,666 | $69.8M | 0.18% | +2,151+0.6% | Added |
| Stephens Investment Management Group LLC | 358,729 | $66.0M | 1.10% | +460.0% | Added |
| Northern Trust Corp | 342,754 | $63.0M | 0.01% | −5,294−1.5% | Reduced |
| Charles Schwab Investment Management Inc | 322,872 | $59.4M | 0.02% | +2,022+0.6% | Added |
| Rockefeller Capital Management L.P. | 322,127 | $59.2M | 0.25% | +63,327+24.5% | Added |
| Ameriprise Financial Inc | 310,792 | $57.2M | 0.02% | −64,566−17.2% | Reduced |
| Nuveen Asset Management, LLC | 302,023 | $55.5M | 0.02% | −25,277−7.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 298,727 | $54.9M | 0.07% | +4,824+1.6% | Added |
| Dimensional Fund Advisors LP | 291,953 | $53.7M | 0.02% | −10,122−3.4% | Reduced |
| Goldman Sachs Group Inc | 284,962 | $52.4M | 0.01% | +53,964+23.4% | Added |
| Bamco Inc | 278,300 | $51.2M | 0.15% | +3,000+1.1% | Added |
| Massachusetts Financial Services Co | 277,799 | $51.1M | 0.02% | −11,466−4.0% | Reduced |
| Loomis Sayles & Co L P | 276,579 | $50.9M | 0.09% | −7,978−2.8% | Reduced |
| TimesSquare Capital Management, LLC | 264,925 | $48.7M | 0.71% | −23,785−8.2% | Reduced |
| Premier Fund Managers Ltd | 254,000 | $45.4M | 1.80% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 200,747 | $36.9M | 2.10% | +97,838+95.1% | Added |
| Principal Financial Group Inc | 197,058 | $36.2M | 0.03% | +25,004+14.5% | Added |
| Pacer Advisors, Inc. | 170,269 | $31.3M | 0.13% | +17,053+11.1% | Added |
| Maple Rock Capital Partners Inc. | 157,800 | $29.0M | 2.84% | −31,000−16.4% | Reduced |
| Millennium Management LLC | 156,682 | $28.8M | 0.03% | −204,714−56.6% | Reduced |
| Blair William & Co | 144,595 | $26.6M | 0.11% | −9,211−6.0% | Reduced |
| Rhumbline Advisers | 140,659 | $25.9M | 0.03% | +1,877+1.4% | Added |
| Williams Jones Wealth Management, LLC. | 132,552 | $24.4M | 0.38% | −2,563−1.9% | Reduced |
| Renaissance Group LLC | 127,011 | $23.4M | 1.07% | +127,011 | New |
| State of Wisconsin Investment Board | 125,961 | $23.2M | 0.07% | −17,613−12.3% | Reduced |
| Wells Fargo & Company | 124,434 | $22.9M | 0.01% | +5,712+4.8% | Added |
| First Trust Advisors LP | 123,117 | $22.6M | 0.03% | +119,836+3,652.4% | Added |
| Raymond James & Associates | 118,547 | $21.8M | 0.02% | +5,140+4.5% | Added |
| Westfield Capital Management Co LP | 110,541 | $20.3M | 0.14% | +54,480+97.2% | Added |
| AQR Capital Management LLC | 109,450 | $19.9M | 0.04% | −20,317−15.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 106,830 | $19.6M | 0.08% | 00.0% | Unchanged |
| New South Capital Management Inc | 96,398 | $17.7M | 0.81% | −33,525−25.8% | Reduced |
| WCM Investment Management, LLC | 96,184 | $17.7M | 0.06% | +377+0.4% | Added |
| Swiss National Bank | 94,026 | $17.3M | 0.01% | −12,700−11.9% | Reduced |
| Qube Research & Technologies Ltd | 93,800 | $17.2M | 0.10% | +76,671+447.6% | Added |
| California Public Employees Retirement System | 91,393 | $16.8M | 0.01% | −11,261−11.0% | Reduced |
| Price T Rowe Associates Inc | 90,649 | $16.7M | 0.00% | −3,358−3.6% | Reduced |
| Freshford Capital Management, LLC | 90,013 | $16.6M | 3.02% | +90,013 | New |
| Hill City Capital, LP | 85,000 | $15.6M | 3.07% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 83,859 | $15.4M | 0.07% | +18,402+28.1% | Added |
| Incline Global Management LLC | 83,185 | $15.3M | 4.40% | −33,111−28.5% | Reduced |
| Invesco Ltd. | 77,831 | $14.3M | 0.00% | −3,669−4.5% | Reduced |
| UBS Asset Management Americas Inc | 77,022 | $14.2M | 0.01% | +3,742+5.1% | Added |
| Legal & General Group Plc | 72,095 | $13.3M | 0.00% | +2,837+4.1% | Added |
| Cubist Systematic Strategies, LLC | 71,353 | $13.1M | 0.12% | +64,456+934.6% | Added |
| Credit Suisse AG | 69,134 | $12.7M | 0.01% | +2,019+3.0% | Added |
| American International Group, Inc. | 67,414 | $12.4M | 0.08% | −637−0.9% | Reduced |
| Creative Planning | 67,264 | $12.4M | 0.02% | +49,653+281.9% | Added |
| Teachers Retirement System of the State of Kentucky | 65,933 | $12.1M | 0.12% | −472−0.7% | Reduced |
| Royal Bank of Canada | 64,999 | $12.0M | 0.00% | +3,773+6.2% | Added |
| ClariVest Asset Management LLC | 63,970 | $11.8M | 0.53% | −1,615−2.5% | Reduced |
| Alliancebernstein L.P. | 63,207 | $11.6M | 0.00% | −4,361−6.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 61,586 | $11.3M | 0.18% | −14,766−19.3% | Reduced |
| Peregrine Capital Management LLC | 58,229 | $10.7M | 0.31% | +1,717+3.0% | Added |
| California State Teachers Retirement System | 57,716 | $10.6M | 0.02% | −1,298−2.2% | Reduced |
| New York State Teachers Retirement System | 57,607 | $10.6M | 0.02% | +662+1.2% | Added |
| New York State Common Retirement Fund | 55,803 | $10.3M | 0.01% | −1,963−3.4% | Reduced |
| Cambiar Investors LLC | 54,547 | $10.0M | 0.43% | +3,083+6.0% | Added |
| Allspring Global Investments Holdings, LLC | 48,536 | $8.93M | 0.01% | +13,655+39.1% | Added |
| Boston Partners | 45,975 | $8.45M | 0.01% | +45,975 | New |
| State Board of Administration of Florida Retirement System | 45,259 | $8.32M | 0.02% | −2,150−4.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 43,230 | $7.95M | 0.01% | −83,116−65.8% | Reduced |
| ETF Managers Group, LLC | 42,659 | $7.84M | 0.25% | −9,719−18.6% | Reduced |
| Manufacturers Life Insurance Company, The | 41,702 | $7.65M | 0.00% | +3,018+7.8% | Added |
| SEI Investments Co | 40,955 | $7.53M | 0.01% | +8,652+26.8% | Added |
| State of Tennessee, Treasury Department | 39,960 | $7.35M | 0.03% | −2,609−6.1% | Reduced |
| Texas Permanent School Fund | 39,094 | $7.19M | 0.07% | +9,787+33.4% | Added |
| Phase 2 Partners, LLC | 38,950 | $7.16M | 3.09% | +38,950 | New |
| Assenagon Asset Management S.A. | 38,791 | $7.13M | 0.03% | +38,791 | New |
| Schonfeld Strategic Advisors LLC | 36,902 | $6.79M | 0.07% | +36,902 | New |
| Smith, Graham & Co., Investment Advisors, LP | 36,061 | $6.63M | 0.81% | −109−0.3% | Reduced |
| Canada Pension Plan Investment Board | 35,700 | $6.56M | 0.01% | +4,030+12.7% | Added |
| Mutual of America Capital Management LLC | 35,087 | $6.45M | 0.08% | −737−2.1% | Reduced |
| Great West Life Assurance Co | 34,831 | $6.41M | 0.02% | −699−2.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 32,161 | $5.91M | 0.04% | −44,886−58.3% | Reduced |
| J. Goldman & Co LP | 31,991 | $5.88M | 0.34% | +25,752+412.8% | Added |
| Bridgewater Associates, LP | 31,908 | $5.87M | 0.04% | +12,717+66.3% | Added |
| HM Payson & Co | 31,835 | $5.85M | 0.14% | +3,973+14.3% | Added |
| Amalgamated Bank | 31,559 | $5.80M | 0.05% | −1,700−5.1% | Reduced |