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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.

Q2 2023 vs. Q1 2023

How the institutions holding WEX Inc. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of WEX: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders4052408+5
Shares42.8M46.6K42.2M−565.6K (−1.3%)
Value$7.88B$8.57M$7.69B−$179.3M (−2.3%)

2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (51)

Institutions that held WEX Inc. at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to WEX in Q2 2023
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC103,834$18.9M0.05%
Renaissance Technologies LLC61,800$11.3M0.02%
Harbor Spring Capital, LLC55,078$10.0M5.73%
Jupiter Asset Management Ltd38,159$6.94M0.08%
Verition Fund Management LLC24,872$4.53M0.07%
Maven Securities LTD20,000$3.64M0.52%
Putnam Investments LLC16,217$2.95M0.00%
Magnetar Financial LLC14,427$2.63M0.06%
Tudor Investment Corp Et Al13,828$2.52M0.04%
HRT Financial LP11,834$2.15M0.02%
Burney Co9,137$1.66M0.08%
Point72 Middle East FZE7,976$1.45M0.08%
Aurora Investment Counsel6,705$1.22M0.78%
HST Ventures, LLC5,962$1.09M0.53%
Fox Run Management, L.L.C.5,437$989.9K0.28%
XTX Topco Ltd4,967$904.3K0.16%
Empowered Funds, LLC4,722$859.7K0.03%
EA Series Trust4,722$859.7K0.03%
Cresset Asset Management, LLC4,417$804.2K0.01%
Intech Investment Management LLC4,415$803.8K0.01%
Alpha DNA Investment Management LLC4,267$776.9K0.44%
Cozad Asset Management Inc3,940$717.4K0.09%
Sciencast Management LP3,444$637.1K0.52%
AE Wealth Management LLC3,179$578.8K0.00%
Mach-1 Financial Group, Inc.2,932$533.8K0.21%
Vontobel Holding Ltd.2,910$529.8K0.00%
Fiduciary Trust Co2,905$528.9K0.01%
Portside Wealth Group, LLC2,897$527.5K0.10%
Y-Intercept (Hong Kong) Ltd2,719$495.0K0.05%
Capula Management Ltd2,480$451.5K0.05%
New York Life Investment Management LLC2,089$380.3K0.00%
Bridgefront Capital, LLC1,638$298.2K0.16%
Jump Financial, LLC1,542$280.8K0.01%
Mitsubishi UFJ Trust & Banking Corp1,430$260.4K0.00%
Duality Advisers, LP1,405$255.8K0.03%
Jefferies Financial Group Inc.1,345$244.9K0.01%
Retirement Planning Co of New England, Inc.1,184$215.6K0.12%
RDA Financial Network1,175$213.9K0.09%
O'Shaughnessy Asset Management, LLC1,104$201.0K0.00%
Wendell David Associates Inc1,102$201.0K0.02%
PEAK6 Investments LLC967$176.1K0.02%
Exchange Traded Concepts, LLC890$162.0K0.00%
Mendota Financial Group, LLC280$51.0K0.06%
Coppell Advisory Solutions LLC259$46.7K0.01%
State of Wyoming211$38.4K0.01%
V-Square Quantitative Management LLC117$21.3K0.02%
VisionPoint Advisory Group, LLC83$15.1K0.01%
Safeguard Financial, LLC75$13.0K0.01%
West Tower Group, LLC35$6.37K0.00%
Bollard Group LLC30$5.00K0.00%
Gradient Investments LLC5$9100.00%

Sold out (46)

Institutions that held WEX Inc. at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of WEX in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Maple Rock Capital Partners Inc.157,800$29.0M
Phase 2 Partners, LLC38,950$7.16M
Assenagon Asset Management S.A.38,791$7.13M
Frontier Capital Management Co LLC22,301$4.10M
Brookfield Asset Management Inc.10,864$2.00M
Donoghue Forlines LLC6,601$1.21M
Prana Capital Management, LP5,297$974.1K
BI Asset Management Fondsmaeglerselskab A/S5,239$963.0K
Bayesian Capital Management, LP4,935$907.5K
Teza Capital Management LLC4,691$862.6K
Exencial Wealth Advisors, LLC4,005$736.5K
Winton Group Ltd3,248$597.3K
Quadrature Capital Ltd2,257$415.2K
Belpointe Asset Management LLC2,187$402.2K
Biltmore Family Office, LLC1,870$343.9K
M&T Bank Corp1,641$301.4K
Watershed Asset Management, L.L.C.1,637$301.0K
Cinctive Capital Management LP1,627$299.2K
Oak Thistle LLC1,618$297.5K
South Dakota Investment Council1,552$285.0K
Pearl River Capital, LLC1,377$253.2K
Boothbay Fund Management, LLC1,342$246.8K
Cerity Partners LLC1,320$242.7K
Vident Investment Advisory, LLC1,275$234.5K
Convergence Investment Partners, LLC1,231$226.0K
Vestmark Advisory Solutions, Inc.1,193$219.4K
NorthCrest Asset Manangement, LLC1,169$215.0K
Kapitalo Investimentos Ltda1,159$213.1K
MQS Management LLC1,116$205.2K
Veriti Management LLC1,098$201.9K
Meeder Asset Management Inc726$133.5K
Advisory Services Network, LLC452$83.1K
Itau Unibanco Holding S.A.440$80.9K
Ellevest, Inc.308$56.6K
International Assets Investment Management, LLC193$35.5K
Headlands Technologies LLC144$26.5K
Sageworth Trust Co92$16.9K
Quarry LP24$4.41K
Steward Financial Group LLC19$3.00K
BerganKDV Wealth Management, LLC15$2.76K
Schubert & Co15$2.76K
Jackson, Grant Investment Advisers, Inc.14$2.57K
Ameritas Advisory Services, LLC8$1.46K
BDO Wealth Advisors, LLC5$920
CVA Family Office, LLC5$919
TCI Wealth Advisors, Inc.2$368

Not filed for Q2 2023 yet (2)

Institutions that held WEX Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEX in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
ETF Managers Group, LLC42,659$7.84M
Kula Investments, LLC3,963$728.8K