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 |
|---|---|---|---|---|---|
| Pathstone Family Office, LLC | 5,282 | $975.2K | 0.02% | −614−10.4% | Reduced |
| Johnson Investment Counsel Inc | 5,450 | $1.00M | 0.01% | −20.0% | Reduced |
| Axxcess Wealth Management, LLC | 5,646 | $1.04M | 0.08% | +1,363+31.8% | Added |
| Handelsbanken Fonder AB | 5,744 | $1.06M | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,754 | $1.06M | 0.00% | −1,555−21.3% | Reduced |
| Public Employees Retirement Association of Colorado | 5,899 | $1.08M | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,923 | $1.09M | 0.00% | +230+4.0% | Added |
| Bank of Montreal | 5,967 | $1.10M | 0.00% | −224−3.6% | Reduced |
| State of Alaska, Department of Revenue | 6,009 | $1.10M | 0.01% | −95−1.6% | Reduced |
| HighTower Advisors, LLC | 6,135 | $1.13M | 0.00% | +3,565+138.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,595 | $1.21M | 0.01% | +289+4.6% | Added |
| Donoghue Forlines LLC | 6,601 | $1.21M | 0.44% | −1,333−16.8% | Reduced |
| Bridgeway Capital Management, LLC | 6,770 | $1.24M | 0.03% | +6,770 | New |
| Sepio Capital, LP | 6,873 | $1.26M | 0.12% | −537−7.2% | Reduced |
| Versor Investments LP | 6,972 | $1.28M | 0.17% | −915−11.6% | Reduced |
| Cornercap Investment Counsel Inc | 7,031 | $1.29M | 0.23% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 7,205 | $1.32M | 0.01% | −242−3.2% | Reduced |
| STRS Ohio | 7,319 | $1.34M | 0.01% | −658−8.2% | Reduced |
| Victory Capital Management Inc | 7,355 | $1.35M | 0.00% | −1,673−18.5% | Reduced |
| The PNC Financial Services Group, Inc. | 7,432 | $1.37M | 0.00% | +678+10.0% | Added |
| Bullseye Asset Management LLC | 7,525 | $1.38M | 0.71% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 7,546 | $1.39M | 0.05% | +7,546 | New |
| Utah Retirement Systems | 7,822 | $1.44M | 0.02% | +100+1.3% | Added |
| New Mexico Educational Retirement Board | 7,900 | $1.45M | 0.07% | +800+11.3% | Added |
| Zions Bancorporation, N.A. | 7,990 | $1.47M | 0.13% | +771+10.7% | Added |
| US Bancorp | 8,064 | $1.48M | 0.00% | −268−3.2% | Reduced |
| Pinebridge Investments, L.P. | 8,316 | $1.53M | 0.02% | +4,162+100.2% | Added |
| Two Sigma Investments, LP | 8,400 | $1.54M | 0.00% | +3,000+55.6% | Added |
| Redwood Investment Management, LLC | 8,437 | $1.55M | 0.17% | +8,437 | New |
| Prudential Financial Inc | 8,575 | $1.58M | 0.00% | −227−2.6% | Reduced |
| Virginia Retirement Systems Et Al | 8,700 | $1.60M | 0.02% | −5,500−38.7% | Reduced |
| Xponance, Inc. | 9,001 | $1.66M | 0.02% | +49+0.5% | Added |
| Bessemer Securities LLC | 9,132 | $1.68M | 0.78% | −985−9.7% | Reduced |
| Perpetual Ltd | 9,160 | $1.68M | 0.01% | +9,160 | New |
| SG Americas Securities, LLC | 9,474 | $1.74M | 0.02% | +7,659+422.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,671 | $1.78M | 0.05% | +5,637+139.7% | Added |
| Banc Funds Co LLC | 9,955 | $1.83M | 0.20% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 10,168 | $1.87M | 0.05% | +1,030+11.3% | Added |
| Logan Capital Management Inc | 10,253 | $1.89M | 0.09% | 00.0% | Unchanged |
| Algert Global LLC | 10,706 | $1.97M | 0.09% | +4,665+77.2% | Added |
| Barclays PLC | 10,775 | $1.98M | 0.00% | −17,177−61.5% | Reduced |
| Brookfield Asset Management Inc. | 10,864 | $2.00M | 0.01% | +10,864 | New |
| State of Michigan Retirement System | 10,975 | $2.02M | 0.01% | −100−0.9% | Reduced |
| Verdence Capital Advisors LLC | 11,493 | $2.11M | 0.26% | −560−4.6% | Reduced |
| Louisiana State Employees Retirement System | 11,600 | $2.13M | 0.05% | −100−0.9% | Reduced |
| CI Private Wealth, LLC | 11,759 | $2.16M | 0.01% | +759+6.9% | Added |
| American Century Companies Inc | 11,942 | $2.18M | 0.00% | +5,499+85.3% | Added |
| Keeley-Teton Advisors, LLC | 12,032 | $2.21M | 0.27% | +3,804+46.2% | Added |
| Henshaw Capital LLC | 12,378 | $2.28M | 0.14% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,432 | $2.29M | 0.00% | +12,432 | New |
| Arizona State Retirement System | 12,631 | $2.32M | 0.02% | +167+1.3% | Added |
| Oregon Public Employees Retirement Fund | 12,722 | $2.34M | 0.03% | −105−0.8% | Reduced |
| Schroder Investment Management Group | 13,164 | $2.42M | 0.00% | +13,164 | New |
| Ensign Peak Advisors, Inc | 13,233 | $2.43M | 0.01% | +400+3.1% | Added |
| Man Group plc | – | $2.47M | 0.01% | – | – |
| Spinnaker Trust | 13,470 | $2.48M | 0.19% | −2,000−12.9% | Reduced |
| GHP Investment Advisors, Inc. | 13,606 | $2.50M | 0.16% | −35−0.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 13,686 | $2.52M | 0.04% | +1,060+8.4% | Added |
| Envestnet Asset Management Inc | 26,092 | $2.53M | 0.00% | +15,971+157.8% | Added |
| Voya Investment Management LLC | 14,222 | $2.62M | 0.00% | −390−2.7% | Reduced |
| Fisher Asset Management, LLC | 14,586 | $2.68M | 0.00% | +54+0.4% | Added |
| Quantinno Capital Management LP | 14,647 | $2.69M | 0.18% | +80+0.5% | Added |
| Allianz Asset Management GmbH | 15,401 | $2.83M | 0.01% | +15,401 | New |
| Teacher Retirement System of Texas | 15,515 | $2.85M | 0.02% | +310+2.0% | Added |
| Citigroup Inc | 16,596 | $3.05M | 0.00% | −1,161−6.5% | Reduced |
| Formula Growth Ltd | 16,700 | $3.07M | 0.99% | 00.0% | Unchanged |
| CenterBook Partners LP | 16,712 | $3.07M | 0.43% | +14,552+673.7% | Added |
| Stephens Inc | 17,416 | $3.20M | 0.06% | −27,801−61.5% | Reduced |
| Gotham Asset Management, LLC | 17,626 | $3.24M | 0.08% | −6,766−27.7% | Reduced |
| Martin & Co Inc | 17,640 | $3.24M | 0.83% | −61−0.3% | Reduced |
| ExodusPoint Capital Management, LP | 17,758 | $3.27M | 0.04% | +17,758 | New |
| Ameritas Investment Partners, Inc. | 18,098 | $3.33M | 0.13% | −162−0.9% | Reduced |
| Crossmark Global Holdings, Inc. | 18,671 | $3.43M | 0.08% | +14,253+322.6% | Added |
| Treasurer of the State of North Carolina | 19,025 | $3.50M | 0.02% | +130+0.7% | Added |
| Beck Bode, LLC | 19,096 | $3.51M | 0.86% | −1,133−5.6% | Reduced |
| Clark Estates Inc | 19,300 | $3.55M | 0.70% | +19,300 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,634 | $3.61M | 0.03% | +23+0.1% | Added |
| Two Sigma Advisers, LP | 19,700 | $3.62M | 0.01% | +4,300+27.9% | Added |
| Eagle Asset Management Inc | 19,862 | $3.65M | 0.02% | +1,180+6.3% | Added |
| Susquehanna International Group, LLP | 20,648 | $3.80M | 0.01% | +18,955+1,119.6% | Added |
| Natixis Advisors, L.P. | 20,871 | $3.84M | 0.01% | +1,033+5.2% | Added |
| Thrivent Financial for Lutherans | 20,991 | $3.86M | 0.01% | −3,242−13.4% | Reduced |
| Summit Partners Public Asset Management, LLC | 21,000 | $3.86M | 0.22% | +21,000 | New |
| Panagora Asset Management Inc | 21,025 | $3.87M | 0.02% | +19,505+1,283.2% | Added |
| Oak Ridge Investments LLC | 21,750 | $4.00M | 0.54% | −1,145−5.0% | Reduced |
| Public Employees Retirement System of Ohio | 21,920 | $4.03M | 0.02% | −1,959−8.2% | Reduced |
| Russell Investments Group, Ltd. | 22,201 | $4.08M | 0.01% | −6,766−23.4% | Reduced |
| Deutsche Bank AG | 22,236 | $4.09M | 0.00% | −2,774−11.1% | Reduced |
| Frontier Capital Management Co LLC | 22,301 | $4.10M | 0.04% | −18,228−45.0% | Reduced |
| Yousif Capital Management, LLC | 22,382 | $4.12M | 0.05% | −175−0.8% | Reduced |
| LPL Financial LLC | 22,544 | $4.15M | 0.00% | +7,343+48.3% | Added |
| Nisa Investment Advisors, LLC | 23,163 | $4.26M | 0.03% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 25,084 | $4.61M | 0.02% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 26,178 | $4.81M | 0.03% | −3,822−12.7% | Reduced |
| Long Road Investment Counsel, LLC | 27,109 | $4.99M | 2.40% | −105−0.4% | Reduced |
| Bath Savings Trust Co | 27,189 | $5.00M | 0.62% | +450+1.7% | Added |
| Oversea-Chinese Banking CORP Ltd | 27,698 | $5.09M | 0.26% | +706+2.6% | Added |
| MetLife Investment Management | 27,988 | $5.15M | 0.04% | −711−2.5% | Reduced |
| Squarepoint Ops LLC | 28,562 | $5.25M | 0.04% | +7,204+33.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 29,000 | $5.33M | 0.28% | −3,500−10.8% | Reduced |