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.
Q1 2023 vs. Q4 2022
How the institutions holding WEX Inc. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 366 | 3 | 405 | +42 |
| Shares | 43.4M | 39.5K | 42.8M | −520.6K (−1.2%) |
| Value | $7.10B | $6.87M | $7.88B | +$780.6M (+11.0%) |
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (66)
Institutions that held WEX Inc. at the end of Q1 2023 but not at the end of Q4 2022.
Sold out (24)
Institutions that held WEX Inc. at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Warburg Pincus LLC | 577,254 | $94.5M |
| Anomaly Capital Management, LP | 247,600 | $40.5M |
| Holocene Advisors, LP | 112,940 | $18.5M |
| Balyasny Asset Management LLC | 10,466 | $1.71M |
| Tudor Investment Corp Et Al | 7,118 | $1.17M |
| Edgestream Partners, L.P. | 5,779 | $945.7K |
| Dynamic Technology Lab Private Ltd | 4,690 | $768.0K |
| Jefferies Financial Group Inc. | 2,905 | $475.4K |
| HRT Financial LP | 2,106 | $344.0K |
| Cna Financial Corp | 2,065 | $337.9K |
| Alterna Wealth Management, Inc | 1,383 | $226.3K |
| Spears Abacus Advisors LLC | 1,330 | $217.7K |
| Bridgefront Capital, LLC | 1,276 | $208.8K |
| CenterStar Asset Management, LLC | – | $198.0K |
| DekaBank Deutsche Girozentrale | 796 | $129.0K |
| One Wealth Advisors, LLC | 451 | $73.8K |
| Fred Alger Management, LLC | 266 | $43.5K |
| Money Concepts Capital Corp | 123 | $20.1K |
| Albion Financial Group | 60 | $9.82K |
| Aua Capital Management, LLC | 19 | $3.11K |
| Accurate Wealth Management, LLC | 18 | $3.09K |
| My Personal CFO, LLC | 16 | $2.62K |
| Norway Savings Bank | 13 | $2.13K |
| Centerpoint Advisors, LLC | 7 | $1.00K |
Not filed for Q1 2023 yet (3)
Institutions that held WEX Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Comerica Bank | 29,979 | $5.31M |
| Pendal Group Limited | 9,228 | $1.51M |
| Cribstone Capital Management, LLC | 300 | $49.1K |