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, Q2 2023
Institutional positions in WEX Inc. as of Jun 30, 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
- 408
- +5 vs. Q1 2023
- Shares held
- 42.2M
- −565.6K (−1.3%) vs. Q1 2023
- Total value
- $7.69B
- −$179.3M (−2.3%) vs. Q1 2023
- New holders
- 51
- 120 more added
- Sold out
- 46
- 160 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 4,066,700 | $740.4M | 0.46% | +223,850+5.8% | Added |
| Vanguard Group Inc | 4,048,022 | $737.0M | 0.02% | −245,711−5.7% | Reduced |
| BlackRock Inc. | 3,839,078 | $699.0M | 0.02% | −165,056−4.1% | Reduced |
| Wellington Management Group LLP | 3,037,865 | $553.1M | 0.10% | −75,027−2.4% | Reduced |
| Impactive Capital LP | 2,105,947 | $383.4M | 16.24% | 00.0% | Unchanged |
| Morgan Stanley | 1,899,039 | $345.8M | 0.03% | −199,244−9.5% | Reduced |
| Par Capital Management Inc | 1,854,000 | $337.6M | 11.75% | −2,200−0.1% | Reduced |
| JPMorgan Chase & Co | 1,271,727 | $231.5M | 0.03% | −65,157−4.9% | Reduced |
| State Street Corp | 1,185,825 | $215.9M | 0.01% | −12,011−1.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 815,485 | $148.5M | 1.59% | +89,963+12.4% | Added |
| FMR LLC | 795,633 | $144.9M | 0.01% | +268,027+50.8% | Added |
| River Road Asset Management, LLC | 759,090 | $138.2M | 1.91% | +133,922+21.4% | Added |
| Geode Capital Management, LLC | 701,522 | $127.7M | 0.02% | +25,184+3.7% | Added |
| Neuberger Berman Group LLC | 691,327 | $125.9M | 0.11% | −66,182−8.7% | Reduced |
| Brown Advisory Inc | 624,465 | $113.7M | 0.18% | −7,142−1.1% | Reduced |
| Bank of America Corp | 621,681 | $113.2M | 0.01% | −144,857−18.9% | Reduced |
| Bessemer Group Inc | 611,197 | $111.3M | 0.24% | +950+0.2% | Added |
| Jennison Associates LLC | 542,350 | $98.7M | 0.08% | −44,531−7.6% | Reduced |
| Primecap Management Co | 499,940 | $91.0M | 0.08% | −247,600−33.1% | Reduced |
| Norges Bank | 466,383 | $84.9M | 0.02% | +8,760+1.9% | Added |
| Goldman Sachs Group Inc | 425,832 | $77.5M | 0.02% | +140,870+49.4% | Added |
| Bank of New York Mellon Corp | 400,731 | $73.0M | 0.02% | −24,170−5.7% | Reduced |
| Stephens Investment Management Group LLC | 367,271 | $66.9M | 1.04% | +8,542+2.4% | Added |
| Northern Trust Corp | 332,551 | $60.5M | 0.01% | −10,203−3.0% | Reduced |
| Federated Hermes, Inc. | 324,653 | $59.1M | 0.15% | −55,013−14.5% | Reduced |
| Charles Schwab Investment Management Inc | 317,292 | $57.8M | 0.02% | −5,580−1.7% | Reduced |
| Dimensional Fund Advisors LP | 316,508 | $57.6M | 0.02% | +24,555+8.4% | Added |
| Ameriprise Financial Inc | 304,866 | $55.5M | 0.02% | −5,926−1.9% | Reduced |
| Invenomic Capital Management LP | 293,321 | $53.4M | 2.98% | +92,574+46.1% | Added |
| Nuveen Asset Management, LLC | 287,570 | $52.4M | 0.02% | −14,453−4.8% | Reduced |
| Bamco Inc | 278,300 | $50.7M | 0.14% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 265,900 | $48.4M | 0.08% | −10,679−3.9% | Reduced |
| TimesSquare Capital Management, LLC | 259,905 | $47.3M | 0.68% | −5,020−1.9% | Reduced |
| Rockefeller Capital Management L.P. | 258,042 | $47.0M | 0.18% | −64,085−19.9% | Reduced |
| Premier Fund Managers Ltd | 254,000 | $45.8M | 1.82% | 00.0% | Unchanged |
| Principal Financial Group Inc | 176,092 | $32.1M | 0.02% | −20,966−10.6% | Reduced |
| Renaissance Group LLC | 155,844 | $28.4M | 1.23% | +28,833+22.7% | Added |
| Westfield Capital Management Co LP | 150,147 | $27.3M | 0.17% | +39,606+35.8% | Added |
| Millennium Management LLC | 142,553 | $26.0M | 0.03% | −14,129−9.0% | Reduced |
| Blair William & Co | 141,792 | $25.8M | 0.09% | −2,803−1.9% | Reduced |
| First Trust Advisors LP | 141,750 | $25.8M | 0.03% | +18,633+15.1% | Added |
| Rhumbline Advisers | 141,604 | $25.8M | 0.03% | +945+0.7% | Added |
| Arrowstreet Capital, Limited Partnership | 138,158 | $25.2M | 0.03% | −160,569−53.8% | Reduced |
| Panagora Asset Management Inc | 133,725 | $24.3M | 0.14% | +112,700+536.0% | Added |
| State of Wisconsin Investment Board | 131,616 | $24.0M | 0.07% | +5,655+4.5% | Added |
| Williams Jones Wealth Management, LLC. | 130,115 | $23.7M | 0.35% | −2,437−1.8% | Reduced |
| Massachusetts Financial Services Co | 124,954 | $22.8M | 0.01% | −152,845−55.0% | Reduced |
| Incline Global Management LLC | 118,696 | $21.6M | 6.04% | +35,511+42.7% | Added |
| Qube Research & Technologies Ltd | 110,033 | $20.0M | 0.08% | +16,233+17.3% | Added |
| Wells Fargo & Company | 109,010 | $19.8M | 0.01% | −15,424−12.4% | Reduced |
| Balyasny Asset Management LLC | 103,834 | $18.9M | 0.05% | +103,834 | New |
| Price T Rowe Associates Inc | 101,198 | $18.4M | 0.00% | +10,549+11.6% | Added |
| WCM Investment Management, LLC | 99,618 | $18.2M | 0.05% | +3,434+3.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 99,630 | $18.1M | 0.07% | −7,200−6.7% | Reduced |
| Freshford Capital Management, LLC | 98,050 | $17.9M | 2.73% | +8,037+8.9% | Added |
| Swiss National Bank | 93,926 | $17.1M | 0.01% | −100−0.1% | Reduced |
| New South Capital Management Inc | 90,588 | $16.5M | 0.73% | −5,810−6.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 90,516 | $16.5M | 0.14% | +53,614+145.3% | Added |
| Hill City Capital, LP | 85,000 | $15.5M | 2.37% | 00.0% | Unchanged |
| California Public Employees Retirement System | 84,283 | $15.3M | 0.01% | −7,110−7.8% | Reduced |
| Raymond James & Associates | 82,646 | $15.0M | 0.01% | −35,901−30.3% | Reduced |
| Retirement Systems of Alabama | 82,109 | $14.9M | 0.07% | −1,750−2.1% | Reduced |
| Credit Suisse AG | 78,938 | $14.4M | 0.01% | +9,804+14.2% | Added |
| UBS Asset Management Americas Inc | 77,022 | $14.2M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 76,628 | $14.0M | 0.00% | −1,203−1.5% | Reduced |
| Citadel Advisors LLC | 74,572 | $13.6M | 0.02% | +74,367+36,276.6% | Added |
| Legal & General Group Plc | 73,050 | $13.3M | 0.00% | +955+1.3% | Added |
| ExodusPoint Capital Management, LP | 71,881 | $13.1M | 0.15% | +54,123+304.8% | Added |
| Creative Planning | 68,226 | $12.4M | 0.02% | +962+1.4% | Added |
| Thompson Siegel & Walmsley LLC | 68,070 | $12.4M | 0.20% | +6,484+10.5% | Added |
| Teachers Retirement System of the State of Kentucky | 66,984 | $12.2M | 0.12% | +1,051+1.6% | Added |
| AQR Capital Management LLC | 65,183 | $11.9M | 0.03% | −44,267−40.4% | Reduced |
| American International Group, Inc. | 64,806 | $11.8M | 0.07% | −2,608−3.9% | Reduced |
| Alliancebernstein L.P. | 64,675 | $11.8M | 0.00% | +1,468+2.3% | Added |
| Renaissance Technologies LLC | 61,800 | $11.3M | 0.02% | +61,800 | New |
| Jane Street Group, LLC | 60,055 | $10.9M | 0.01% | +47,623+383.1% | Added |
| Cambiar Investors LLC | 59,631 | $10.9M | 0.46% | +5,084+9.3% | Added |
| Peregrine Capital Management LLC | 58,210 | $10.6M | 0.29% | −190.0% | Reduced |
| New York State Teachers Retirement System | 57,407 | $10.5M | 0.02% | −200−0.3% | Reduced |
| Harbor Spring Capital, LLC | 55,078 | $10.0M | 5.73% | +55,078 | New |
| ClariVest Asset Management LLC | 53,771 | $9.79M | 0.49% | −10,199−15.9% | Reduced |
| New York State Common Retirement Fund | 52,661 | $9.59M | 0.01% | −3,142−5.6% | Reduced |
| California State Teachers Retirement System | 52,304 | $9.52M | 0.01% | −5,412−9.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 48,438 | $8.82M | 0.01% | −98−0.2% | Reduced |
| State Board of Administration of Florida Retirement System | 45,471 | $8.28M | 0.02% | +212+0.5% | Added |
| Jacobs Levy Equity Management, Inc | 45,436 | $8.27M | 0.05% | +13,275+41.3% | Added |
| Boston Partners | 43,493 | $7.92M | 0.01% | −2,482−5.4% | Reduced |
| Manufacturers Life Insurance Company, The | 39,915 | $7.26M | 0.00% | −1,787−4.3% | Reduced |
| Squarepoint Ops LLC | 38,403 | $6.99M | 0.04% | +9,841+34.5% | Added |
| Jupiter Asset Management Ltd | 38,159 | $6.94M | 0.08% | +38,159 | New |
| Texas Permanent School Fund | 37,721 | $6.87M | 0.06% | −1,373−3.5% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 34,515 | $6.28M | 0.76% | −1,546−4.3% | Reduced |
| Barclays PLC | 34,430 | $6.27M | 0.00% | +23,655+219.5% | Added |
| AXA S.A. | 33,661 | $6.13M | 0.02% | +3,672+12.2% | Added |
| Deutsche Bank AG | 32,945 | $6.00M | 0.00% | +10,709+48.2% | Added |
| Allianz Asset Management GmbH | 32,896 | $5.99M | 0.01% | +17,495+113.6% | Added |
| Bridgewater Associates, LP | 32,343 | $5.89M | 0.04% | +435+1.4% | Added |
| Great West Life Assurance Co | 32,171 | $5.87M | 0.01% | −2,660−7.6% | Reduced |
| HM Payson & Co | 31,960 | $5.82M | 0.13% | +125+0.4% | Added |
| Mutual of America Capital Management LLC | 31,181 | $5.68M | 0.06% | −3,906−11.1% | Reduced |