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 |
|---|---|---|---|---|---|
| Coury Firm Asset Management LLC | 1,375 | $250.3K | 0.36% | −475−25.7% | Reduced |
| Duality Advisers, LP | 1,405 | $255.8K | 0.03% | +1,405 | New |
| Mitsubishi UFJ Trust & Banking Corp | 1,430 | $260.4K | 0.00% | +1,430 | New |
| Mercer Global Advisors Inc | 1,459 | $266.0K | 0.00% | −342−19.0% | Reduced |
| SG Americas Securities, LLC | 1,467 | $267.0K | 0.00% | −8,007−84.5% | Reduced |
| Truvestments Capital LLC | 1,485 | $270.4K | 0.13% | −1−0.1% | Reduced |
| Evercore Wealth Management, LLC | 1,503 | $273.7K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 1,515 | $275.8K | 0.00% | +297+24.4% | Added |
| SageView Advisory Group, LLC | 1,516 | $276.0K | 0.02% | +68+4.7% | Added |
| Boit C F David | 1,540 | $280.4K | 0.19% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,542 | $280.8K | 0.01% | +1,542 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,550 | $282.2K | 0.00% | −41,680−96.4% | Reduced |
| Bridgefront Capital, LLC | 1,638 | $298.2K | 0.16% | +1,638 | New |
| Coldstream Capital Management Inc | 1,676 | $305.1K | 0.01% | +34+2.1% | Added |
| Chicago Capital, LLC | 1,728 | $314.6K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,747 | $318.1K | 0.00% | −1,106−38.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,759 | $320.3K | 0.00% | +173+10.9% | Added |
| Ethic Inc. | 1,778 | $323.7K | 0.01% | +8+0.5% | Added |
| Cadent Capital Advisors, LLC | 1,819 | $331.2K | 0.21% | 00.0% | Unchanged |
| National Bank of Canada | 1,867 | $341.7K | 0.00% | +1,709+1,081.6% | Added |
| Atria Wealth Solutions, Inc. | 1,919 | $349.4K | 0.00% | −126−6.2% | Reduced |
| Centiva Capital, LP | 1,957 | $356.3K | 0.02% | −968−33.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,962 | $357.0K | 0.14% | −38−1.9% | Reduced |
| CWM Advisors, LLC | 1,972 | $359.0K | 0.04% | +221+12.6% | Added |
| Apollon Wealth Management, LLC | 1,987 | $361.8K | 0.02% | +45+2.3% | Added |
| Moody Aldrich Partners LLC | 1,995 | $363.2K | 0.07% | −98−4.7% | Reduced |
| Globeflex Capital L P | 2,000 | $364.1K | 0.04% | +1,600+400.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 2,025 | $369.0K | 0.00% | +225+12.5% | Added |
| Shelton Capital Management | 2,050 | $373.2K | 0.01% | −139−6.3% | Reduced |
| Los Angeles Capital Management LLC | 2,061 | $375.2K | 0.00% | +616+42.6% | Added |
| Two Sigma Securities, LLC | 2,065 | $376.0K | 0.03% | +964+87.6% | Added |
| New York Life Investment Management LLC | 2,089 | $380.3K | 0.00% | +2,089 | New |
| Nilsine Partners, LLC | 2,146 | $390.7K | 0.06% | 00.0% | Unchanged |
| AtonRa Partners | 2,175 | $396.0K | 0.61% | −29−1.3% | Reduced |
| Ballentine Partners, LLC | 2,189 | $398.6K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 2,197 | $400.0K | 0.01% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 2,318 | $422.0K | 0.02% | 00.0% | Unchanged |
| CSS LLC | 2,353 | $428.4K | 0.03% | −147−5.9% | Reduced |
| Wilkinson Global Asset Management LLC | 2,450 | $446.1K | 0.03% | 00.0% | Unchanged |
| Capula Management Ltd | 2,480 | $451.5K | 0.05% | +2,480 | New |
| Raymond James Trust N.A. | 2,502 | $455.0K | 0.01% | +53+2.2% | Added |
| ProShare Advisors LLC | 2,502 | $455.5K | 0.00% | −91−3.5% | Reduced |
| Commonwealth Equity Services, LLC | 2,511 | $457.0K | 0.00% | −81−3.1% | Reduced |
| Welch & Forbes LLC | 2,525 | $459.7K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 2,582 | $470.0K | 0.01% | +426+19.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,719 | $495.0K | 0.05% | +2,719 | New |
| Eukles Asset Management | 2,720 | $495.2K | 0.25% | +24+0.9% | Added |
| Ontario Teachers Pension Plan Board | 2,734 | $497.8K | 0.01% | +242+9.7% | Added |
| Lazard Asset Management LLC | 2,756 | $501.0K | 0.00% | +1,195+76.6% | Added |
| Truist Financial Corp | 2,758 | $502.1K | 0.00% | −124−4.3% | Reduced |
| Point72 Asset Management, L.P. | 2,766 | $503.6K | 0.00% | +2,506+963.8% | Added |
| SYSTM Wealth Solutions LLC | 2,788 | $507.6K | 0.07% | +266+10.5% | Added |
| Waldron Private Wealth LLC | 2,841 | $517.3K | 0.03% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,842 | $517.4K | 0.04% | −2,804−49.7% | Reduced |
| Portside Wealth Group, LLC | 2,897 | $527.5K | 0.10% | +2,897 | New |
| Fiduciary Trust Co | 2,905 | $528.9K | 0.01% | +2,905 | New |
| Vontobel Holding Ltd. | 2,910 | $529.8K | 0.00% | +2,910 | New |
| Mach-1 Financial Group, Inc. | 2,932 | $533.8K | 0.21% | +2,932 | New |
| Cambridge Investment Research Advisors, Inc. | 2,937 | $535.0K | 0.00% | +12+0.4% | Added |
| Amundi | 2,961 | $542.2K | 0.00% | +2,830+2,160.3% | Added |
| TownSquare Capital, LLC | 2,988 | $544.0K | 0.01% | −18−0.6% | Reduced |
| Cornerstone Investment Partners, LLC | 2,992 | $544.8K | 0.03% | +12+0.4% | Added |
| Graham Capital Management, L.P. | 3,046 | $554.6K | 0.02% | −4,500−59.6% | Reduced |
| Trexquant Investment LP | 3,113 | $566.8K | 0.01% | −906−22.5% | Reduced |
| Hancock Whitney Corp | 3,124 | $569.0K | 0.02% | +34+1.1% | Added |
| Mariner, LLC | 3,147 | $572.9K | 0.00% | −977−23.7% | Reduced |
| AE Wealth Management LLC | 3,179 | $578.8K | 0.00% | +3,179 | New |
| Maryland State Retirement & Pension System | 3,367 | $613.0K | 0.01% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,401 | $619.2K | 0.08% | +435+14.7% | Added |
| Perpetual Ltd | 3,405 | $619.9K | 0.01% | −5,755−62.8% | Reduced |
| Sciencast Management LP | 3,444 | $637.1K | 0.52% | +3,444 | New |
| Davy Global Fund Management Ltd | 3,521 | $641.1K | 0.12% | −126−3.5% | Reduced |
| Commerce Bank | 3,586 | $652.9K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,613 | $658.0K | 0.03% | +1,573+77.1% | Added |
| Securian Asset Management, Inc | 3,816 | $694.8K | 0.02% | −166−4.2% | Reduced |
| HighTower Advisors, LLC | 3,838 | $698.0K | 0.00% | −2,297−37.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,863 | $703.3K | 0.00% | +322+9.1% | Added |
| Tower Research Capital LLC (TRC) | 3,898 | $709.7K | 0.02% | −879−18.4% | Reduced |
| Cozad Asset Management Inc | 3,940 | $717.4K | 0.09% | +3,940 | New |
| JustInvest LLC | 4,241 | $772.2K | 0.02% | −505−10.6% | Reduced |
| Alpha DNA Investment Management LLC | 4,267 | $776.9K | 0.44% | +4,267 | New |
| Intech Investment Management LLC | 4,415 | $803.8K | 0.01% | +4,415 | New |
| Cresset Asset Management, LLC | 4,417 | $804.2K | 0.01% | +4,417 | New |
| Seelaus Asset Management LLC | 4,500 | $819.0K | 0.64% | −450−9.1% | Reduced |
| Empowered Funds, LLC | 4,722 | $859.7K | 0.03% | +4,722 | New |
| EA Series Trust | 4,722 | $859.7K | 0.03% | +4,722 | New |
| Mackenzie Financial Corp | 4,837 | $885.7K | 0.00% | +892+22.6% | Added |
| XTX Topco Ltd | 4,967 | $904.3K | 0.16% | +4,967 | New |
| Pictet Asset Management SA | 4,991 | $908.7K | 0.00% | −221−4.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 4,998 | $910.0K | 0.03% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 5,100 | $919.0K | 0.46% | −200−3.8% | Reduced |
| Montag & Caldwell, LLC | 5,060 | $921.3K | 0.11% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 5,311 | $966.0K | 0.01% | −698−11.6% | Reduced |
| Fox Run Management, L.L.C. | 5,437 | $989.9K | 0.28% | +5,437 | New |
| Johnson Investment Counsel Inc | 5,442 | $990.8K | 0.01% | −8−0.1% | Reduced |
| Pathstone Family Office, LLC | 5,503 | $995.8K | 0.01% | +221+4.2% | Added |
| FORA Capital, LLC | 5,552 | $1.01M | 0.14% | +2,398+76.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,835 | $1.06M | 0.00% | −88−1.5% | Reduced |
| Public Employees Retirement Association of Colorado | 5,899 | $1.07M | 0.01% | 00.0% | Unchanged |
| J. Goldman & Co LP | 5,938 | $1.08M | 0.06% | −26,053−81.4% | Reduced |