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 |
|---|---|---|---|---|---|
| NorthCrest Asset Manangement, LLC | 1,169 | $215.0K | 0.01% | +1,169 | New |
| Bank of Nova Scotia | 1,176 | $216.3K | 0.00% | +1,176 | New |
| Snowden Capital Advisors LLC | 1,178 | $216.6K | 0.01% | +1,178 | New |
| Vestmark Advisory Solutions, Inc. | 1,193 | $219.4K | 0.01% | +1,193 | New |
| CIBC Asset Management Inc | 1,206 | $221.8K | 0.00% | +1,206 | New |
| Stifel Financial Corp | 1,218 | $224.0K | 0.00% | +1,218 | New |
| Convergence Investment Partners, LLC | 1,231 | $226.0K | 0.13% | +1,231 | New |
| Vident Investment Advisory, LLC | 1,275 | $234.5K | 0.01% | +1,275 | New |
| Oppenheimer Asset Management Inc. | 1,276 | $234.6K | 0.00% | +31+2.5% | Added |
| Cerity Partners LLC | 1,320 | $242.7K | 0.00% | −313−19.2% | Reduced |
| Boothbay Fund Management, LLC | 1,342 | $246.8K | 0.01% | +1,342 | New |
| Qtron Investments LLC | 1,346 | $247.5K | 0.05% | +1,346 | New |
| Pearl River Capital, LLC | 1,377 | $253.2K | 0.04% | +102+8.0% | Added |
| Los Angeles Capital Management LLC | 1,445 | $265.7K | 0.00% | +1,445 | New |
| SageView Advisory Group, LLC | 1,448 | $266.3K | 0.02% | +50+3.6% | Added |
| C M Bidwell & Associates Ltd | 1,466 | $269.6K | 0.20% | −41−2.7% | Reduced |
| Truvestments Capital LLC | 1,486 | $273.3K | 0.15% | +443+42.5% | Added |
| Profund Advisors LLC | 1,498 | $275.5K | 0.02% | −109−6.8% | Reduced |
| Evercore Wealth Management, LLC | 1,503 | $276.4K | 0.01% | −47−3.0% | Reduced |
| South Dakota Investment Council | 1,552 | $285.0K | 0.01% | −20,163−92.9% | Reduced |
| Lazard Asset Management LLC | 1,561 | $287.0K | 0.00% | +595+61.6% | Added |
| Boit C F David | 1,540 | $288.0K | 0.20% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 1,586 | $291.6K | 0.00% | −235−12.9% | Reduced |
| Oak Thistle LLC | 1,618 | $297.5K | 0.18% | +1,618 | New |
| Cinctive Capital Management LP | 1,627 | $299.2K | 0.01% | +1,627 | New |
| Watershed Asset Management, L.L.C. | 1,637 | $301.0K | 0.36% | −73−4.3% | Reduced |
| M&T Bank Corp | 1,641 | $301.4K | 0.00% | +62+3.9% | Added |
| Coldstream Capital Management Inc | 1,642 | $301.9K | 0.01% | −86−5.0% | Reduced |
| Engineers Gate Manager LP | 1,659 | $305.1K | 0.01% | +1,659 | New |
| Chicago Capital, LLC | 1,728 | $317.8K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,751 | $322.0K | 0.04% | +22+1.3% | Added |
| Ethic Inc. | 1,770 | $325.5K | 0.01% | +514+40.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 1,800 | $331.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 1,801 | $331.0K | 0.00% | +244+15.7% | Added |
| Cadent Capital Advisors, LLC | 1,819 | $334.5K | 0.20% | 00.0% | Unchanged |
| Coury Firm Asset Management LLC | 1,850 | $340.2K | 0.48% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,866 | $343.0K | 0.08% | +540+40.7% | Added |
| Biltmore Family Office, LLC | 1,870 | $343.9K | 0.07% | +299+19.0% | Added |
| Apollon Wealth Management, LLC | 1,942 | $357.1K | 0.02% | +138+7.6% | Added |
| Jackson Creek Investment Advisors LLC | 2,000 | $368.0K | 0.15% | −17−0.8% | Reduced |
| Shell Asset Management Co | 2,040 | $375.0K | 0.02% | −7−0.3% | Reduced |
| Atria Wealth Solutions, Inc. | 2,045 | $376.1K | 0.01% | −20−1.0% | Reduced |
| Moody Aldrich Partners LLC | 2,093 | $384.9K | 0.08% | −4−0.2% | Reduced |
| Aquatic Capital Management LLC | 2,100 | $386.0K | 0.02% | +2,100 | New |
| Nilsine Partners, LLC | 2,146 | $394.6K | 0.06% | +2,146 | New |
| Toroso Investments, LLC | 2,156 | $396.0K | 0.01% | +76+3.7% | Added |
| Belpointe Asset Management LLC | 2,187 | $402.2K | 0.02% | +213+10.8% | Added |
| Shelton Capital Management | 2,189 | $402.5K | 0.02% | −73−3.2% | Reduced |
| Ballentine Partners, LLC | 2,189 | $402.5K | 0.01% | −10−0.5% | Reduced |
| Whittier Trust Co | 2,197 | $404.0K | 0.01% | 00.0% | Unchanged |
| AtonRa Partners | 2,204 | $405.3K | 0.59% | −564−20.4% | Reduced |
| Quadrature Capital Ltd | 2,257 | $415.2K | 0.01% | −1,050−31.8% | Reduced |
| Yarbrough Capital, LLC | 2,318 | $426.3K | 0.03% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 2,441 | $448.9K | 0.00% | −665−21.4% | Reduced |
| Wilkinson Global Asset Management LLC | 2,450 | $450.5K | 0.04% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 2,449 | $451.0K | 0.01% | +107+4.6% | Added |
| Ontario Teachers Pension Plan Board | 2,492 | $458.3K | 0.00% | +2,492 | New |
| CSS LLC | 2,500 | $459.7K | 0.03% | +2,500 | New |
| SYSTM Wealth Solutions LLC | 2,522 | $463.8K | 0.07% | −133−5.0% | Reduced |
| Welch & Forbes LLC | 2,525 | $464.3K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,592 | $476.0K | 0.00% | +284+12.3% | Added |
| ProShare Advisors LLC | 2,593 | $476.8K | 0.00% | −244−8.6% | Reduced |
| Eukles Asset Management | 2,696 | $495.8K | 0.27% | −20−0.7% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,797 | $514.3K | 0.01% | +121+4.5% | Added |
| Waldron Private Wealth LLC | 2,841 | $522.4K | 0.03% | +2,841 | New |
| Guggenheim Capital LLC | 2,853 | $524.6K | 0.00% | +359+14.4% | Added |
| Truist Financial Corp | 2,882 | $530.0K | 0.00% | −134−4.4% | Reduced |
| Centiva Capital, LP | 2,925 | $537.9K | 0.03% | −3,541−54.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,925 | $538.0K | 0.00% | +267+10.0% | Added |
| Procyon Private Wealth Partners, LLC | 2,966 | $545.4K | 0.09% | +35+1.2% | Added |
| Cornerstone Investment Partners, LLC | 2,980 | $548.0K | 0.04% | +55+1.9% | Added |
| TownSquare Capital, LLC | 3,006 | $552.8K | 0.01% | +61+2.1% | Added |
| Hancock Whitney Corp | 3,090 | $568.0K | 0.02% | +3,090 | New |
| FORA Capital, LLC | 3,154 | $580.0K | 0.06% | +3,154 | New |
| BNP Paribas Arbitrage, SA | 3,162 | $581.5K | 0.00% | +1,506+90.9% | Added |
| Winton Group Ltd | 3,248 | $597.3K | 0.04% | +3,248 | New |
| Maryland State Retirement & Pension System | 3,367 | $619.2K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 3,478 | $639.6K | 0.00% | −23−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 3,541 | $651.1K | 0.00% | −330−8.5% | Reduced |
| Commerce Bank | 3,586 | $659.4K | 0.01% | −76−2.1% | Reduced |
| Davy Global Fund Management Ltd | 3,647 | $670.6K | 0.13% | −468−11.4% | Reduced |
| Mackenzie Financial Corp | 3,945 | $725.4K | 0.00% | −6,039−60.5% | Reduced |
| Kula Investments, LLC | 3,963 | $728.8K | 0.18% | +3,963 | New |
| Securian Asset Management, Inc | 3,982 | $732.3K | 0.02% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 4,005 | $736.5K | 0.04% | 00.0% | Unchanged |
| Trexquant Investment LP | 4,019 | $739.1K | 0.02% | −7,756−65.9% | Reduced |
| Mariner, LLC | 4,124 | $757.0K | 0.00% | +1,603+63.6% | Added |
| Echo Street Capital Management LLC | 4,199 | $772.2K | 0.01% | +4,199 | New |
| Teza Capital Management LLC | 4,691 | $862.6K | 0.19% | +3,375+256.5% | Added |
| JustInvest LLC | 4,746 | $872.7K | 0.03% | +2,384+100.9% | Added |
| Tower Research Capital LLC (TRC) | 4,777 | $878.0K | 0.03% | +3,951+478.3% | Added |
| Bayesian Capital Management, LP | 4,935 | $907.5K | 0.11% | +2,905+143.1% | Added |
| D. E. Shaw & Co., Inc. | 4,954 | $911.0K | 0.00% | +2,354+90.5% | Added |
| Susquehanna Fundamental Investments, LLC | 4,998 | $919.1K | 0.02% | −30,190−85.8% | Reduced |
| Montag & Caldwell, LLC | 5,060 | $930.5K | 0.12% | +732+16.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 5,300 | $940.0K | 0.39% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 4,950 | $947.0K | 0.71% | +660+15.4% | Added |
| Pictet Asset Management SA | 5,212 | $958.4K | 0.00% | +284+5.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 5,239 | $963.0K | 0.03% | +4,679+835.5% | Added |
| Prana Capital Management, LP | 5,297 | $974.1K | 0.08% | +5,297 | New |