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 |
|---|---|---|---|---|---|
| AREX Capital Management, LP | 29,000 | $5.33M | 3.89% | +500+1.8% | Added |
| UBS Group AG | 29,679 | $5.46M | 0.00% | −25,213−45.9% | Reduced |
| AXA S.A. | 29,989 | $5.51M | 0.02% | −27,587−47.9% | Reduced |
| Macquarie Group Ltd | 30,851 | $5.67M | 0.01% | +18,980+159.9% | Added |
| Wisconsin Capital Management LLC | 30,863 | $5.68M | 3.87% | −3,122−9.2% | Reduced |
| Amalgamated Bank | 31,559 | $5.80M | 0.05% | −1,700−5.1% | Reduced |
| HM Payson & Co | 31,835 | $5.85M | 0.14% | +3,973+14.3% | Added |
| Bridgewater Associates, LP | 31,908 | $5.87M | 0.04% | +12,717+66.3% | Added |
| J. Goldman & Co LP | 31,991 | $5.88M | 0.34% | +25,752+412.8% | Added |
| Jacobs Levy Equity Management, Inc | 32,161 | $5.91M | 0.04% | −44,886−58.3% | Reduced |
| Great West Life Assurance Co | 34,831 | $6.41M | 0.02% | −699−2.0% | Reduced |
| Mutual of America Capital Management LLC | 35,087 | $6.45M | 0.08% | −737−2.1% | Reduced |
| Canada Pension Plan Investment Board | 35,700 | $6.56M | 0.01% | +4,030+12.7% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 36,061 | $6.63M | 0.81% | −109−0.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 36,902 | $6.79M | 0.07% | +36,902 | New |
| Assenagon Asset Management S.A. | 38,791 | $7.13M | 0.03% | +38,791 | New |
| Phase 2 Partners, LLC | 38,950 | $7.16M | 3.09% | +38,950 | New |
| Texas Permanent School Fund | 39,094 | $7.19M | 0.07% | +9,787+33.4% | Added |
| State of Tennessee, Treasury Department | 39,960 | $7.35M | 0.03% | −2,609−6.1% | Reduced |
| SEI Investments Co | 40,955 | $7.53M | 0.01% | +8,652+26.8% | Added |
| Manufacturers Life Insurance Company, The | 41,702 | $7.65M | 0.00% | +3,018+7.8% | Added |
| ETF Managers Group, LLC | 42,659 | $7.84M | 0.25% | −9,719−18.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 43,230 | $7.95M | 0.01% | −83,116−65.8% | Reduced |
| State Board of Administration of Florida Retirement System | 45,259 | $8.32M | 0.02% | −2,150−4.5% | Reduced |
| Boston Partners | 45,975 | $8.45M | 0.01% | +45,975 | New |
| Allspring Global Investments Holdings, LLC | 48,536 | $8.93M | 0.01% | +13,655+39.1% | Added |
| Cambiar Investors LLC | 54,547 | $10.0M | 0.43% | +3,083+6.0% | Added |
| New York State Common Retirement Fund | 55,803 | $10.3M | 0.01% | −1,963−3.4% | Reduced |
| New York State Teachers Retirement System | 57,607 | $10.6M | 0.02% | +662+1.2% | Added |
| California State Teachers Retirement System | 57,716 | $10.6M | 0.02% | −1,298−2.2% | Reduced |
| Peregrine Capital Management LLC | 58,229 | $10.7M | 0.31% | +1,717+3.0% | Added |
| Thompson Siegel & Walmsley LLC | 61,586 | $11.3M | 0.18% | −14,766−19.3% | Reduced |
| Alliancebernstein L.P. | 63,207 | $11.6M | 0.00% | −4,361−6.5% | Reduced |
| ClariVest Asset Management LLC | 63,970 | $11.8M | 0.53% | −1,615−2.5% | Reduced |
| Royal Bank of Canada | 64,999 | $12.0M | 0.00% | +3,773+6.2% | Added |
| Teachers Retirement System of the State of Kentucky | 65,933 | $12.1M | 0.12% | −472−0.7% | Reduced |
| Creative Planning | 67,264 | $12.4M | 0.02% | +49,653+281.9% | Added |
| American International Group, Inc. | 67,414 | $12.4M | 0.08% | −637−0.9% | Reduced |
| Credit Suisse AG | 69,134 | $12.7M | 0.01% | +2,019+3.0% | Added |
| Cubist Systematic Strategies, LLC | 71,353 | $13.1M | 0.12% | +64,456+934.6% | Added |
| Legal & General Group Plc | 72,095 | $13.3M | 0.00% | +2,837+4.1% | Added |
| UBS Asset Management Americas Inc | 77,022 | $14.2M | 0.01% | +3,742+5.1% | Added |
| Invesco Ltd. | 77,831 | $14.3M | 0.00% | −3,669−4.5% | Reduced |
| Incline Global Management LLC | 83,185 | $15.3M | 4.40% | −33,111−28.5% | Reduced |
| Retirement Systems of Alabama | 83,859 | $15.4M | 0.07% | +18,402+28.1% | Added |
| Hill City Capital, LP | 85,000 | $15.6M | 3.07% | 00.0% | Unchanged |
| Freshford Capital Management, LLC | 90,013 | $16.6M | 3.02% | +90,013 | New |
| Price T Rowe Associates Inc | 90,649 | $16.7M | 0.00% | −3,358−3.6% | Reduced |
| California Public Employees Retirement System | 91,393 | $16.8M | 0.01% | −11,261−11.0% | Reduced |
| Qube Research & Technologies Ltd | 93,800 | $17.2M | 0.10% | +76,671+447.6% | Added |
| Swiss National Bank | 94,026 | $17.3M | 0.01% | −12,700−11.9% | Reduced |
| WCM Investment Management, LLC | 96,184 | $17.7M | 0.06% | +377+0.4% | Added |
| New South Capital Management Inc | 96,398 | $17.7M | 0.81% | −33,525−25.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 106,830 | $19.6M | 0.08% | 00.0% | Unchanged |
| AQR Capital Management LLC | 109,450 | $19.9M | 0.04% | −20,317−15.7% | Reduced |
| Westfield Capital Management Co LP | 110,541 | $20.3M | 0.14% | +54,480+97.2% | Added |
| Raymond James & Associates | 118,547 | $21.8M | 0.02% | +5,140+4.5% | Added |
| First Trust Advisors LP | 123,117 | $22.6M | 0.03% | +119,836+3,652.4% | Added |
| Wells Fargo & Company | 124,434 | $22.9M | 0.01% | +5,712+4.8% | Added |
| State of Wisconsin Investment Board | 125,961 | $23.2M | 0.07% | −17,613−12.3% | Reduced |
| Renaissance Group LLC | 127,011 | $23.4M | 1.07% | +127,011 | New |
| Williams Jones Wealth Management, LLC. | 132,552 | $24.4M | 0.38% | −2,563−1.9% | Reduced |
| Rhumbline Advisers | 140,659 | $25.9M | 0.03% | +1,877+1.4% | Added |
| Blair William & Co | 144,595 | $26.6M | 0.11% | −9,211−6.0% | Reduced |
| Millennium Management LLC | 156,682 | $28.8M | 0.03% | −204,714−56.6% | Reduced |
| Maple Rock Capital Partners Inc. | 157,800 | $29.0M | 2.84% | −31,000−16.4% | Reduced |
| Pacer Advisors, Inc. | 170,269 | $31.3M | 0.13% | +17,053+11.1% | Added |
| Principal Financial Group Inc | 197,058 | $36.2M | 0.03% | +25,004+14.5% | Added |
| Invenomic Capital Management LP | 200,747 | $36.9M | 2.10% | +97,838+95.1% | Added |
| Premier Fund Managers Ltd | 254,000 | $45.4M | 1.80% | 00.0% | Unchanged |
| TimesSquare Capital Management, LLC | 264,925 | $48.7M | 0.71% | −23,785−8.2% | Reduced |
| Loomis Sayles & Co L P | 276,579 | $50.9M | 0.09% | −7,978−2.8% | Reduced |
| Massachusetts Financial Services Co | 277,799 | $51.1M | 0.02% | −11,466−4.0% | Reduced |
| Bamco Inc | 278,300 | $51.2M | 0.15% | +3,000+1.1% | Added |
| Goldman Sachs Group Inc | 284,962 | $52.4M | 0.01% | +53,964+23.4% | Added |
| Dimensional Fund Advisors LP | 291,953 | $53.7M | 0.02% | −10,122−3.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 298,727 | $54.9M | 0.07% | +4,824+1.6% | Added |
| Nuveen Asset Management, LLC | 302,023 | $55.5M | 0.02% | −25,277−7.7% | Reduced |
| Ameriprise Financial Inc | 310,792 | $57.2M | 0.02% | −64,566−17.2% | Reduced |
| Rockefeller Capital Management L.P. | 322,127 | $59.2M | 0.25% | +63,327+24.5% | Added |
| Charles Schwab Investment Management Inc | 322,872 | $59.4M | 0.02% | +2,022+0.6% | Added |
| Northern Trust Corp | 342,754 | $63.0M | 0.01% | −5,294−1.5% | Reduced |
| Stephens Investment Management Group LLC | 358,729 | $66.0M | 1.10% | +460.0% | Added |
| Federated Hermes, Inc. | 379,666 | $69.8M | 0.18% | +2,151+0.6% | Added |
| Bank of New York Mellon Corp | 424,901 | $78.1M | 0.02% | −3,502−0.8% | Reduced |
| Norges Bank | 457,623 | $84.2M | 0.02% | +11,130+2.5% | Added |
| FMR LLC | 527,606 | $97.0M | 0.01% | +67,986+14.8% | Added |
| Jennison Associates LLC | 586,881 | $107.9M | 0.10% | +14,867+2.6% | Added |
| Bessemer Group Inc | 610,247 | $112.2M | 0.27% | −73,132−10.7% | Reduced |
| River Road Asset Management, LLC | 625,168 | $115.0M | 1.57% | +65,959+11.8% | Added |
| Brown Advisory Inc | 631,607 | $116.1M | 0.20% | +3,775+0.6% | Added |
| Geode Capital Management, LLC | 676,338 | $124.4M | 0.02% | −9,514−1.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 725,522 | $133.4M | 1.53% | +150,220+26.1% | Added |
| Primecap Management Co | 747,540 | $137.5M | 0.12% | −100,490−11.8% | Reduced |
| Neuberger Berman Group LLC | 757,509 | $139.3M | 0.13% | −50,882−6.3% | Reduced |
| Bank of America Corp | 766,538 | $141.0M | 0.02% | +58,466+8.3% | Added |
| State Street Corp | 1,197,836 | $220.3M | 0.01% | +20,091+1.7% | Added |
| JPMorgan Chase & Co | 1,336,884 | $245.8M | 0.03% | +39,312+3.0% | Added |
| Par Capital Management Inc | 1,856,200 | $341.3M | 12.57% | 00.0% | Unchanged |
| Morgan Stanley | 2,098,283 | $385.9M | 0.04% | +38,390+1.9% | Added |