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 |
|---|---|---|---|---|---|
| HST Ventures, LLC | 5,962 | $1.09M | 0.53% | +5,962 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,014 | $1.09M | 0.02% | +3,217+115.0% | Added |
| D. E. Shaw & Co., Inc. | 6,188 | $1.13M | 0.00% | +1,234+24.9% | Added |
| Handelsbanken Fonder AB | 6,244 | $1.14M | 0.01% | +500+8.7% | Added |
| Echo Street Capital Management LLC | 6,356 | $1.16M | 0.01% | +2,157+51.4% | Added |
| Versor Investments LP | 6,479 | $1.18M | 0.20% | −493−7.1% | Reduced |
| Aurora Investment Counsel | 6,705 | $1.22M | 0.78% | +6,705 | New |
| Sepio Capital, LP | 6,722 | $1.22M | 0.10% | −151−2.2% | Reduced |
| Bridgeway Capital Management, LLC | 6,770 | $1.23M | 0.03% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 6,940 | $1.26M | 0.22% | −91−1.3% | Reduced |
| Daiwa Securities Group Inc. | 7,118 | $1.30M | 0.01% | −87−1.2% | Reduced |
| Bessemer Securities LLC | 7,132 | $1.30M | 0.86% | −2,000−21.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,199 | $1.31M | 0.01% | +604+9.2% | Added |
| Susquehanna International Group, LLP | 7,282 | $1.33M | 0.00% | −13,366−64.7% | Reduced |
| Utah Retirement Systems | 7,322 | $1.33M | 0.02% | −500−6.4% | Reduced |
| Xponance, Inc. | 7,348 | $1.34M | 0.02% | −1,653−18.4% | Reduced |
| US Bancorp | 7,394 | $1.35M | 0.00% | −670−8.3% | Reduced |
| Aquatic Capital Management LLC | 7,400 | $1.35M | 0.07% | +5,300+252.4% | Added |
| The PNC Financial Services Group, Inc. | 7,494 | $1.36M | 0.00% | +62+0.8% | Added |
| Victory Capital Management Inc | 7,556 | $1.38M | 0.00% | +201+2.7% | Added |
| STRS Ohio | 7,667 | $1.40M | 0.01% | +348+4.8% | Added |
| Virginia Retirement Systems Et Al | 7,700 | $1.40M | 0.01% | −1,000−11.5% | Reduced |
| Point72 Middle East FZE | 7,976 | $1.45M | 0.08% | +7,976 | New |
| Zions Bancorporation, N.A. | 8,061 | $1.47M | 0.12% | +71+0.9% | Added |
| Canada Pension Plan Investment Board | 8,200 | $1.49M | 0.00% | −27,500−77.0% | Reduced |
| Bullseye Asset Management LLC | 8,325 | $1.52M | 0.76% | +800+10.6% | Added |
| Keeley-Teton Advisors, LLC | 8,585 | $1.56M | 0.20% | −3,447−28.6% | Reduced |
| Bank of Montreal | 8,572 | $1.57M | 0.00% | +2,605+43.7% | Added |
| Prudential Financial Inc | 8,730 | $1.59M | 0.00% | +155+1.8% | Added |
| New Mexico Educational Retirement Board | 8,900 | $1.62M | 0.07% | +1,000+12.7% | Added |
| Two Sigma Investments, LP | 9,000 | $1.64M | 0.00% | +600+7.1% | Added |
| Redwood Investment Management, LLC | 9,039 | $1.65M | 0.17% | +602+7.1% | Added |
| Burney Co | 9,137 | $1.66M | 0.08% | +9,137 | New |
| Russell Investments Group, Ltd. | 9,294 | $1.69M | 0.00% | −12,907−58.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,521 | $1.73M | 0.05% | −150−1.6% | Reduced |
| American Century Companies Inc | 9,754 | $1.78M | 0.00% | −2,188−18.3% | Reduced |
| CI Private Wealth, LLC | 9,761 | $1.78M | 0.00% | −1,998−17.0% | Reduced |
| Banc Funds Co LLC | 9,955 | $1.81M | 0.21% | 00.0% | Unchanged |
| Logan Capital Management Inc | 10,179 | $1.85M | 0.09% | −74−0.7% | Reduced |
| Pacer Advisors, Inc. | 10,303 | $1.88M | 0.01% | −159,966−93.9% | Reduced |
| Connectus Wealth, LLC | 10,374 | $1.89M | 0.04% | +206+2.0% | Added |
| Man Group plc | 10,512 | $1.91M | 0.01% | – | – |
| State of Michigan Retirement System | 10,575 | $1.93M | 0.01% | −400−3.6% | Reduced |
| Captrust Financial Advisors | 10,666 | $1.94M | 0.01% | +4,912+85.4% | Added |
| Pinebridge Investments, L.P. | 10,855 | $1.98M | 0.02% | +2,539+30.5% | Added |
| Verdence Capital Advisors LLC | 11,423 | $2.08M | 0.24% | −70−0.6% | Reduced |
| HRT Financial LP | 11,834 | $2.15M | 0.02% | +11,834 | New |
| Engineers Gate Manager LP | 12,066 | $2.20M | 0.08% | +10,407+627.3% | Added |
| Arizona State Retirement System | 12,115 | $2.21M | 0.02% | −516−4.1% | Reduced |
| Voya Investment Management LLC | 12,230 | $2.23M | 0.00% | −1,992−14.0% | Reduced |
| Henshaw Capital LLC | 12,378 | $2.25M | 0.13% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 12,422 | $2.26M | 0.03% | −300−2.4% | Reduced |
| Louisiana State Employees Retirement System | 12,500 | $2.28M | 0.05% | +900+7.8% | Added |
| Schroder Investment Management Group | 12,701 | $2.31M | 0.00% | −463−3.5% | Reduced |
| Spinnaker Trust | 13,470 | $2.45M | 0.18% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 13,537 | $2.46M | 0.02% | −1,978−12.7% | Reduced |
| Algert Global LLC | 13,576 | $2.47M | 0.11% | +2,870+26.8% | Added |
| Tudor Investment Corp Et Al | 13,828 | $2.52M | 0.04% | +13,828 | New |
| Gotham Asset Management, LLC | 14,167 | $2.58M | 0.06% | −3,459−19.6% | Reduced |
| GHP Investment Advisors, Inc. | 13,562 | $2.61M | 0.15% | −44−0.3% | Reduced |
| Magnetar Financial LLC | 14,427 | $2.63M | 0.06% | +14,427 | New |
| Fisher Asset Management, LLC | 14,486 | $2.64M | 0.00% | −100−0.7% | Reduced |
| Quantinno Capital Management LP | 14,558 | $2.65M | 0.15% | −89−0.6% | Reduced |
| Citigroup Inc | 15,088 | $2.75M | 0.00% | −1,508−9.1% | Reduced |
| Envestnet Asset Management Inc | 15,772 | $2.87M | 0.00% | −10,320−39.6% | Reduced |
| Putnam Investments LLC | 16,217 | $2.95M | 0.00% | +16,217 | New |
| Stephens Inc | 16,583 | $3.02M | 0.05% | −833−4.8% | Reduced |
| Two Sigma Advisers, LP | 16,600 | $3.02M | 0.01% | −3,100−15.7% | Reduced |
| Formula Growth Ltd | 16,700 | $3.04M | 0.97% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 17,018 | $3.10M | 0.01% | +3,785+28.6% | Added |
| Martin & Co Inc | 17,159 | $3.12M | 0.79% | −481−2.7% | Reduced |
| Ameritas Investment Partners, Inc. | 17,699 | $3.22M | 0.12% | −399−2.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 18,000 | $3.28M | 0.16% | −11,000−37.9% | Reduced |
| Beck Bode, LLC | 18,691 | $3.40M | 0.83% | −405−2.1% | Reduced |
| Clark Estates Inc | 19,300 | $3.51M | 0.59% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 19,621 | $3.57M | 0.01% | −2,299−10.5% | Reduced |
| Natixis Advisors, L.P. | 19,950 | $3.63M | 0.01% | −921−4.4% | Reduced |
| Maven Securities LTD | 20,000 | $3.64M | 0.52% | +20,000 | New |
| CenterBook Partners LP | 20,085 | $3.66M | 0.46% | +3,373+20.2% | Added |
| Thrivent Financial for Lutherans | 20,544 | $3.74M | 0.01% | −447−2.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,709 | $3.77M | 0.03% | +1,075+5.5% | Added |
| Summit Partners Public Asset Management, LLC | 21,000 | $3.82M | 0.19% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 20,388 | $3.84M | 0.08% | +1,717+9.2% | Added |
| Oak Ridge Investments LLC | 21,174 | $3.86M | 0.48% | −576−2.6% | Reduced |
| Yousif Capital Management, LLC | 21,207 | $3.86M | 0.05% | −1,175−5.2% | Reduced |
| Eagle Asset Management Inc | 21,697 | $3.95M | 0.02% | +1,835+9.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 22,094 | $4.02M | 0.05% | +8,408+61.4% | Added |
| BNP Paribas Arbitrage, SA | 22,963 | $4.18M | 0.01% | +19,801+626.2% | Added |
| Nisa Investment Advisors, LLC | 23,163 | $4.22M | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 23,440 | $4.27M | 0.00% | +896+4.0% | Added |
| State of Tennessee, Treasury Department | 23,745 | $4.32M | 0.02% | −16,215−40.6% | Reduced |
| Treasurer of the State of North Carolina | 24,095 | $4.39M | 0.02% | +5,070+26.6% | Added |
| Royal Bank of Canada | 24,455 | $4.45M | 0.00% | −40,544−62.4% | Reduced |
| Verition Fund Management LLC | 24,872 | $4.53M | 0.07% | +24,872 | New |
| UBS Group AG | 24,929 | $4.54M | 0.00% | −4,750−16.0% | Reduced |
| State of New Jersey Common Pension Fund D | 25,084 | $4.57M | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 25,099 | $4.57M | 0.01% | −5,752−18.6% | Reduced |
| MetLife Investment Management | 26,488 | $4.82M | 0.04% | −1,500−5.4% | Reduced |
| Long Road Investment Counsel, LLC | 26,809 | $4.88M | 2.27% | −300−1.1% | Reduced |
| HSBC Holdings PLC | 26,998 | $4.93M | 0.01% | +25,899+2,356.6% | Added |