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 |
|---|---|---|---|---|---|
| Wisconsin Capital Management LLC | 30,863 | $5.68M | 3.87% | −3,122−9.2% | Reduced |
| Macquarie Group Ltd | 30,851 | $5.67M | 0.01% | +18,980+159.9% | Added |
| AXA S.A. | 29,989 | $5.51M | 0.02% | −27,587−47.9% | Reduced |
| UBS Group AG | 29,679 | $5.46M | 0.00% | −25,213−45.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 29,000 | $5.33M | 0.28% | −3,500−10.8% | Reduced |
| AREX Capital Management, LP | 29,000 | $5.33M | 3.89% | +500+1.8% | Added |
| Squarepoint Ops LLC | 28,562 | $5.25M | 0.04% | +7,204+33.7% | Added |
| MetLife Investment Management | 27,988 | $5.15M | 0.04% | −711−2.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 27,698 | $5.09M | 0.26% | +706+2.6% | Added |
| Bath Savings Trust Co | 27,189 | $5.00M | 0.62% | +450+1.7% | Added |
| Long Road Investment Counsel, LLC | 27,109 | $4.99M | 2.40% | −105−0.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 26,178 | $4.81M | 0.03% | −3,822−12.7% | Reduced |
| State of New Jersey Common Pension Fund D | 25,084 | $4.61M | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 23,163 | $4.26M | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 22,544 | $4.15M | 0.00% | +7,343+48.3% | Added |
| Yousif Capital Management, LLC | 22,382 | $4.12M | 0.05% | −175−0.8% | Reduced |
| Frontier Capital Management Co LLC | 22,301 | $4.10M | 0.04% | −18,228−45.0% | Reduced |
| Deutsche Bank AG | 22,236 | $4.09M | 0.00% | −2,774−11.1% | Reduced |
| Russell Investments Group, Ltd. | 22,201 | $4.08M | 0.01% | −6,766−23.4% | Reduced |
| Public Employees Retirement System of Ohio | 21,920 | $4.03M | 0.02% | −1,959−8.2% | Reduced |
| Oak Ridge Investments LLC | 21,750 | $4.00M | 0.54% | −1,145−5.0% | Reduced |
| Panagora Asset Management Inc | 21,025 | $3.87M | 0.02% | +19,505+1,283.2% | Added |
| Summit Partners Public Asset Management, LLC | 21,000 | $3.86M | 0.22% | +21,000 | New |
| Thrivent Financial for Lutherans | 20,991 | $3.86M | 0.01% | −3,242−13.4% | Reduced |
| Natixis Advisors, L.P. | 20,871 | $3.84M | 0.01% | +1,033+5.2% | Added |
| Susquehanna International Group, LLP | 20,648 | $3.80M | 0.01% | +18,955+1,119.6% | Added |
| Eagle Asset Management Inc | 19,862 | $3.65M | 0.02% | +1,180+6.3% | Added |
| Two Sigma Advisers, LP | 19,700 | $3.62M | 0.01% | +4,300+27.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,634 | $3.61M | 0.03% | +23+0.1% | Added |
| Clark Estates Inc | 19,300 | $3.55M | 0.70% | +19,300 | New |
| Beck Bode, LLC | 19,096 | $3.51M | 0.86% | −1,133−5.6% | Reduced |
| Treasurer of the State of North Carolina | 19,025 | $3.50M | 0.02% | +130+0.7% | Added |
| Crossmark Global Holdings, Inc. | 18,671 | $3.43M | 0.08% | +14,253+322.6% | Added |
| Ameritas Investment Partners, Inc. | 18,098 | $3.33M | 0.13% | −162−0.9% | Reduced |
| ExodusPoint Capital Management, LP | 17,758 | $3.27M | 0.04% | +17,758 | New |
| Martin & Co Inc | 17,640 | $3.24M | 0.83% | −61−0.3% | Reduced |
| Gotham Asset Management, LLC | 17,626 | $3.24M | 0.08% | −6,766−27.7% | Reduced |
| Stephens Inc | 17,416 | $3.20M | 0.06% | −27,801−61.5% | Reduced |
| CenterBook Partners LP | 16,712 | $3.07M | 0.43% | +14,552+673.7% | Added |
| Formula Growth Ltd | 16,700 | $3.07M | 0.99% | 00.0% | Unchanged |
| Citigroup Inc | 16,596 | $3.05M | 0.00% | −1,161−6.5% | Reduced |
| Teacher Retirement System of Texas | 15,515 | $2.85M | 0.02% | +310+2.0% | Added |
| Allianz Asset Management GmbH | 15,401 | $2.83M | 0.01% | +15,401 | New |
| Quantinno Capital Management LP | 14,647 | $2.69M | 0.18% | +80+0.5% | Added |
| Fisher Asset Management, LLC | 14,586 | $2.68M | 0.00% | +54+0.4% | Added |
| Voya Investment Management LLC | 14,222 | $2.62M | 0.00% | −390−2.7% | Reduced |
| Envestnet Asset Management Inc | 26,092 | $2.53M | 0.00% | +15,971+157.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 13,686 | $2.52M | 0.04% | +1,060+8.4% | Added |
| GHP Investment Advisors, Inc. | 13,606 | $2.50M | 0.16% | −35−0.3% | Reduced |
| Spinnaker Trust | 13,470 | $2.48M | 0.19% | −2,000−12.9% | Reduced |
| Man Group plc | – | $2.47M | 0.01% | – | – |
| Ensign Peak Advisors, Inc | 13,233 | $2.43M | 0.01% | +400+3.1% | Added |
| Schroder Investment Management Group | 13,164 | $2.42M | 0.00% | +13,164 | New |
| Oregon Public Employees Retirement Fund | 12,722 | $2.34M | 0.03% | −105−0.8% | Reduced |
| Arizona State Retirement System | 12,631 | $2.32M | 0.02% | +167+1.3% | Added |
| Jane Street Group, LLC | 12,432 | $2.29M | 0.00% | +12,432 | New |
| Henshaw Capital LLC | 12,378 | $2.28M | 0.14% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 12,032 | $2.21M | 0.27% | +3,804+46.2% | Added |
| American Century Companies Inc | 11,942 | $2.18M | 0.00% | +5,499+85.3% | Added |
| CI Private Wealth, LLC | 11,759 | $2.16M | 0.01% | +759+6.9% | Added |
| Louisiana State Employees Retirement System | 11,600 | $2.13M | 0.05% | −100−0.9% | Reduced |
| Verdence Capital Advisors LLC | 11,493 | $2.11M | 0.26% | −560−4.6% | Reduced |
| State of Michigan Retirement System | 10,975 | $2.02M | 0.01% | −100−0.9% | Reduced |
| Brookfield Asset Management Inc. | 10,864 | $2.00M | 0.01% | +10,864 | New |
| Barclays PLC | 10,775 | $1.98M | 0.00% | −17,177−61.5% | Reduced |
| Algert Global LLC | 10,706 | $1.97M | 0.09% | +4,665+77.2% | Added |
| Logan Capital Management Inc | 10,253 | $1.89M | 0.09% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 10,168 | $1.87M | 0.05% | +1,030+11.3% | Added |
| Banc Funds Co LLC | 9,955 | $1.83M | 0.20% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 9,671 | $1.78M | 0.05% | +5,637+139.7% | Added |
| SG Americas Securities, LLC | 9,474 | $1.74M | 0.02% | +7,659+422.0% | Added |
| Perpetual Ltd | 9,160 | $1.68M | 0.01% | +9,160 | New |
| Bessemer Securities LLC | 9,132 | $1.68M | 0.78% | −985−9.7% | Reduced |
| Xponance, Inc. | 9,001 | $1.66M | 0.02% | +49+0.5% | Added |
| Virginia Retirement Systems Et Al | 8,700 | $1.60M | 0.02% | −5,500−38.7% | Reduced |
| Prudential Financial Inc | 8,575 | $1.58M | 0.00% | −227−2.6% | Reduced |
| Redwood Investment Management, LLC | 8,437 | $1.55M | 0.17% | +8,437 | New |
| Two Sigma Investments, LP | 8,400 | $1.54M | 0.00% | +3,000+55.6% | Added |
| Pinebridge Investments, L.P. | 8,316 | $1.53M | 0.02% | +4,162+100.2% | Added |
| US Bancorp | 8,064 | $1.48M | 0.00% | −268−3.2% | Reduced |
| Zions Bancorporation, N.A. | 7,990 | $1.47M | 0.13% | +771+10.7% | Added |
| New Mexico Educational Retirement Board | 7,900 | $1.45M | 0.07% | +800+11.3% | Added |
| Utah Retirement Systems | 7,822 | $1.44M | 0.02% | +100+1.3% | Added |
| Graham Capital Management, L.P. | 7,546 | $1.39M | 0.05% | +7,546 | New |
| Bullseye Asset Management LLC | 7,525 | $1.38M | 0.71% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,432 | $1.37M | 0.00% | +678+10.0% | Added |
| Victory Capital Management Inc | 7,355 | $1.35M | 0.00% | −1,673−18.5% | Reduced |
| STRS Ohio | 7,319 | $1.34M | 0.01% | −658−8.2% | Reduced |
| Daiwa Securities Group Inc. | 7,205 | $1.32M | 0.01% | −242−3.2% | Reduced |
| Cornercap Investment Counsel Inc | 7,031 | $1.29M | 0.23% | 00.0% | Unchanged |
| Versor Investments LP | 6,972 | $1.28M | 0.17% | −915−11.6% | Reduced |
| Sepio Capital, LP | 6,873 | $1.26M | 0.12% | −537−7.2% | Reduced |
| Bridgeway Capital Management, LLC | 6,770 | $1.24M | 0.03% | +6,770 | New |
| Donoghue Forlines LLC | 6,601 | $1.21M | 0.44% | −1,333−16.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,595 | $1.21M | 0.01% | +289+4.6% | Added |
| HighTower Advisors, LLC | 6,135 | $1.13M | 0.00% | +3,565+138.7% | Added |
| State of Alaska, Department of Revenue | 6,009 | $1.10M | 0.01% | −95−1.6% | Reduced |
| Bank of Montreal | 5,967 | $1.10M | 0.00% | −224−3.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,923 | $1.09M | 0.00% | +230+4.0% | Added |
| Public Employees Retirement Association of Colorado | 5,899 | $1.08M | 0.01% | 00.0% | Unchanged |