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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 5,754 | $1.06M | 0.00% | −1,555−21.3% | Reduced |
| Handelsbanken Fonder AB | 5,744 | $1.06M | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 5,646 | $1.04M | 0.08% | +1,363+31.8% | Added |
| Johnson Investment Counsel Inc | 5,450 | $1.00M | 0.01% | −20.0% | Reduced |
| Pathstone Family Office, LLC | 5,282 | $975.2K | 0.02% | −614−10.4% | Reduced |
| Prana Capital Management, LP | 5,297 | $974.1K | 0.08% | +5,297 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 5,239 | $963.0K | 0.03% | +4,679+835.5% | Added |
| Pictet Asset Management SA | 5,212 | $958.4K | 0.00% | +284+5.8% | Added |
| Seelaus Asset Management LLC | 4,950 | $947.0K | 0.71% | +660+15.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 5,300 | $940.0K | 0.39% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 5,060 | $930.5K | 0.12% | +732+16.9% | Added |
| Susquehanna Fundamental Investments, LLC | 4,998 | $919.1K | 0.02% | −30,190−85.8% | Reduced |
| D. E. Shaw & Co., Inc. | 4,954 | $911.0K | 0.00% | +2,354+90.5% | Added |
| Bayesian Capital Management, LP | 4,935 | $907.5K | 0.11% | +2,905+143.1% | Added |
| Tower Research Capital LLC (TRC) | 4,777 | $878.0K | 0.03% | +3,951+478.3% | Added |
| JustInvest LLC | 4,746 | $872.7K | 0.03% | +2,384+100.9% | Added |
| Teza Capital Management LLC | 4,691 | $862.6K | 0.19% | +3,375+256.5% | Added |
| Echo Street Capital Management LLC | 4,199 | $772.2K | 0.01% | +4,199 | New |
| Mariner, LLC | 4,124 | $757.0K | 0.00% | +1,603+63.6% | Added |
| Trexquant Investment LP | 4,019 | $739.1K | 0.02% | −7,756−65.9% | Reduced |
| Exencial Wealth Advisors, LLC | 4,005 | $736.5K | 0.04% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,982 | $732.3K | 0.02% | 00.0% | Unchanged |
| Kula Investments, LLC | 3,963 | $728.8K | 0.18% | +3,963 | New |
| Mackenzie Financial Corp | 3,945 | $725.4K | 0.00% | −6,039−60.5% | Reduced |
| Davy Global Fund Management Ltd | 3,647 | $670.6K | 0.13% | −468−11.4% | Reduced |
| Commerce Bank | 3,586 | $659.4K | 0.01% | −76−2.1% | Reduced |
| Advisor Group Holdings, Inc. | 3,541 | $651.1K | 0.00% | −330−8.5% | Reduced |
| First Manhattan Co | 3,478 | $639.6K | 0.00% | −23−0.7% | Reduced |
| Maryland State Retirement & Pension System | 3,367 | $619.2K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 3,248 | $597.3K | 0.04% | +3,248 | New |
| BNP Paribas Arbitrage, SA | 3,162 | $581.5K | 0.00% | +1,506+90.9% | Added |
| FORA Capital, LLC | 3,154 | $580.0K | 0.06% | +3,154 | New |
| Hancock Whitney Corp | 3,090 | $568.0K | 0.02% | +3,090 | New |
| TownSquare Capital, LLC | 3,006 | $552.8K | 0.01% | +61+2.1% | Added |
| Cornerstone Investment Partners, LLC | 2,980 | $548.0K | 0.04% | +55+1.9% | Added |
| Procyon Private Wealth Partners, LLC | 2,966 | $545.4K | 0.09% | +35+1.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,925 | $538.0K | 0.00% | +267+10.0% | Added |
| Centiva Capital, LP | 2,925 | $537.9K | 0.03% | −3,541−54.8% | Reduced |
| Truist Financial Corp | 2,882 | $530.0K | 0.00% | −134−4.4% | Reduced |
| Guggenheim Capital LLC | 2,853 | $524.6K | 0.00% | +359+14.4% | Added |
| Waldron Private Wealth LLC | 2,841 | $522.4K | 0.03% | +2,841 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,797 | $514.3K | 0.01% | +121+4.5% | Added |
| Eukles Asset Management | 2,696 | $495.8K | 0.27% | −20−0.7% | Reduced |
| ProShare Advisors LLC | 2,593 | $476.8K | 0.00% | −244−8.6% | Reduced |
| Commonwealth Equity Services, LLC | 2,592 | $476.0K | 0.00% | +284+12.3% | Added |
| Welch & Forbes LLC | 2,525 | $464.3K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 2,522 | $463.8K | 0.07% | −133−5.0% | Reduced |
| CSS LLC | 2,500 | $459.7K | 0.03% | +2,500 | New |
| Ontario Teachers Pension Plan Board | 2,492 | $458.3K | 0.00% | +2,492 | New |
| Raymond James Trust N.A. | 2,449 | $451.0K | 0.01% | +107+4.6% | Added |
| Wilkinson Global Asset Management LLC | 2,450 | $450.5K | 0.04% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 2,441 | $448.9K | 0.00% | −665−21.4% | Reduced |
| Yarbrough Capital, LLC | 2,318 | $426.3K | 0.03% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 2,257 | $415.2K | 0.01% | −1,050−31.8% | Reduced |
| AtonRa Partners | 2,204 | $405.3K | 0.59% | −564−20.4% | Reduced |
| Whittier Trust Co | 2,197 | $404.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Belpointe Asset Management LLC | 2,187 | $402.2K | 0.02% | +213+10.8% | Added |
| Toroso Investments, LLC | 2,156 | $396.0K | 0.01% | +76+3.7% | Added |
| Nilsine Partners, LLC | 2,146 | $394.6K | 0.06% | +2,146 | New |
| Aquatic Capital Management LLC | 2,100 | $386.0K | 0.02% | +2,100 | New |
| Moody Aldrich Partners LLC | 2,093 | $384.9K | 0.08% | −4−0.2% | Reduced |
| Atria Wealth Solutions, Inc. | 2,045 | $376.1K | 0.01% | −20−1.0% | Reduced |
| Shell Asset Management Co | 2,040 | $375.0K | 0.02% | −7−0.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,000 | $368.0K | 0.15% | −17−0.8% | Reduced |
| Apollon Wealth Management, LLC | 1,942 | $357.1K | 0.02% | +138+7.6% | Added |
| Biltmore Family Office, LLC | 1,870 | $343.9K | 0.07% | +299+19.0% | Added |
| Harvest Fund Management Co., Ltd | 1,866 | $343.0K | 0.08% | +540+40.7% | Added |
| Coury Firm Asset Management LLC | 1,850 | $340.2K | 0.48% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,819 | $334.5K | 0.20% | 00.0% | Unchanged |
| 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 |
| Ethic Inc. | 1,770 | $325.5K | 0.01% | +514+40.9% | Added |
| CWM Advisors, LLC | 1,751 | $322.0K | 0.04% | +22+1.3% | Added |
| Chicago Capital, LLC | 1,728 | $317.8K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,659 | $305.1K | 0.01% | +1,659 | New |
| Coldstream Capital Management Inc | 1,642 | $301.9K | 0.01% | −86−5.0% | Reduced |
| M&T Bank Corp | 1,641 | $301.4K | 0.00% | +62+3.9% | Added |
| Watershed Asset Management, L.L.C. | 1,637 | $301.0K | 0.36% | −73−4.3% | Reduced |
| Cinctive Capital Management LP | 1,627 | $299.2K | 0.01% | +1,627 | New |
| Oak Thistle LLC | 1,618 | $297.5K | 0.18% | +1,618 | New |
| Raymond James Financial Services Advisors, Inc. | 1,586 | $291.6K | 0.00% | −235−12.9% | Reduced |
| Boit C F David | 1,540 | $288.0K | 0.20% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,561 | $287.0K | 0.00% | +595+61.6% | Added |
| South Dakota Investment Council | 1,552 | $285.0K | 0.01% | −20,163−92.9% | Reduced |
| Evercore Wealth Management, LLC | 1,503 | $276.4K | 0.01% | −47−3.0% | Reduced |
| Profund Advisors LLC | 1,498 | $275.5K | 0.02% | −109−6.8% | Reduced |
| Truvestments Capital LLC | 1,486 | $273.3K | 0.15% | +443+42.5% | Added |
| C M Bidwell & Associates Ltd | 1,466 | $269.6K | 0.20% | −41−2.7% | Reduced |
| SageView Advisory Group, LLC | 1,448 | $266.3K | 0.02% | +50+3.6% | Added |
| Los Angeles Capital Management LLC | 1,445 | $265.7K | 0.00% | +1,445 | New |
| Pearl River Capital, LLC | 1,377 | $253.2K | 0.04% | +102+8.0% | Added |
| Qtron Investments LLC | 1,346 | $247.5K | 0.05% | +1,346 | New |
| Boothbay Fund Management, LLC | 1,342 | $246.8K | 0.01% | +1,342 | New |
| Cerity Partners LLC | 1,320 | $242.7K | 0.00% | −313−19.2% | Reduced |
| Oppenheimer Asset Management Inc. | 1,276 | $234.6K | 0.00% | +31+2.5% | Added |
| Vident Investment Advisory, LLC | 1,275 | $234.5K | 0.01% | +1,275 | New |
| Convergence Investment Partners, LLC | 1,231 | $226.0K | 0.13% | +1,231 | New |
| Stifel Financial Corp | 1,218 | $224.0K | 0.00% | +1,218 | New |