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 |
|---|---|---|---|---|---|
| Impactive Capital LP | 2,105,947 | $387.3M | 15.71% | −133,716−6.0% | Reduced |
| Wellington Management Group LLP | 3,112,892 | $572.4M | 0.11% | −319,286−9.3% | Reduced |
| Janus Henderson Group PLC | 3,842,850 | $706.7M | 0.47% | +15,664+0.4% | Added |
| BlackRock Inc. | 4,004,134 | $736.3M | 0.02% | +4090.0% | Added |
| Vanguard Group Inc | 4,293,733 | $789.6M | 0.02% | +69,978+1.7% | Added |
| Warburg Pincus LLC | 0 | $0 | 0.00% | −577,254−100.0% | Sold out |
| Anomaly Capital Management, LP | 0 | $0 | 0.00% | −247,600−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −112,940−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −10,466−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −7,118−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,779−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,690−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,905−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −2,106−100.0% | Sold out |
| Cna Financial Corp | 0 | $0 | 0.00% | −2,065−100.0% | Sold out |
| Alterna Wealth Management, Inc | 0 | $0 | 0.00% | −1,383−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,276−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −796−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −451−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Norway Savings Bank | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Pendal Group Limited | – | – | – | – | Not filed |
| Cribstone Capital Management, LLC | – | – | – | – | Not filed |