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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 27,252 | $4.96M | 0.05% | −44,101−61.8% | Reduced |
| Bath Savings Trust Co | 27,324 | $4.97M | 0.58% | +135+0.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 27,747 | $5.05M | 0.02% | +1,569+6.0% | Added |
| Amalgamated Bank | 29,283 | $5.33M | 0.04% | −2,276−7.2% | Reduced |
| Wisconsin Capital Management LLC | 29,463 | $5.36M | 3.47% | −1,400−4.5% | Reduced |
| AREX Capital Management, LP | 30,000 | $5.46M | 4.05% | +1,000+3.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 30,137 | $5.49M | 0.27% | +2,439+8.8% | Added |
| SEI Investments Co | 30,577 | $5.57M | 0.01% | −10,378−25.3% | Reduced |
| Mutual of America Capital Management LLC | 31,181 | $5.68M | 0.06% | −3,906−11.1% | Reduced |
| HM Payson & Co | 31,960 | $5.82M | 0.13% | +125+0.4% | Added |
| Great West Life Assurance Co | 32,171 | $5.87M | 0.01% | −2,660−7.6% | Reduced |
| Bridgewater Associates, LP | 32,343 | $5.89M | 0.04% | +435+1.4% | Added |
| Allianz Asset Management GmbH | 32,896 | $5.99M | 0.01% | +17,495+113.6% | Added |
| Deutsche Bank AG | 32,945 | $6.00M | 0.00% | +10,709+48.2% | Added |
| AXA S.A. | 33,661 | $6.13M | 0.02% | +3,672+12.2% | Added |
| Barclays PLC | 34,430 | $6.27M | 0.00% | +23,655+219.5% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 34,515 | $6.28M | 0.76% | −1,546−4.3% | Reduced |
| Texas Permanent School Fund | 37,721 | $6.87M | 0.06% | −1,373−3.5% | Reduced |
| Jupiter Asset Management Ltd | 38,159 | $6.94M | 0.08% | +38,159 | New |
| Squarepoint Ops LLC | 38,403 | $6.99M | 0.04% | +9,841+34.5% | Added |
| Manufacturers Life Insurance Company, The | 39,915 | $7.26M | 0.00% | −1,787−4.3% | Reduced |
| Boston Partners | 43,493 | $7.92M | 0.01% | −2,482−5.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 45,436 | $8.27M | 0.05% | +13,275+41.3% | Added |
| State Board of Administration of Florida Retirement System | 45,471 | $8.28M | 0.02% | +212+0.5% | Added |
| Allspring Global Investments Holdings, LLC | 48,438 | $8.82M | 0.01% | −98−0.2% | Reduced |
| California State Teachers Retirement System | 52,304 | $9.52M | 0.01% | −5,412−9.4% | Reduced |
| New York State Common Retirement Fund | 52,661 | $9.59M | 0.01% | −3,142−5.6% | Reduced |
| ClariVest Asset Management LLC | 53,771 | $9.79M | 0.49% | −10,199−15.9% | Reduced |
| Harbor Spring Capital, LLC | 55,078 | $10.0M | 5.73% | +55,078 | New |
| New York State Teachers Retirement System | 57,407 | $10.5M | 0.02% | −200−0.3% | Reduced |
| Peregrine Capital Management LLC | 58,210 | $10.6M | 0.29% | −190.0% | Reduced |
| Cambiar Investors LLC | 59,631 | $10.9M | 0.46% | +5,084+9.3% | Added |
| Jane Street Group, LLC | 60,055 | $10.9M | 0.01% | +47,623+383.1% | Added |
| Renaissance Technologies LLC | 61,800 | $11.3M | 0.02% | +61,800 | New |
| Alliancebernstein L.P. | 64,675 | $11.8M | 0.00% | +1,468+2.3% | Added |
| American International Group, Inc. | 64,806 | $11.8M | 0.07% | −2,608−3.9% | Reduced |
| AQR Capital Management LLC | 65,183 | $11.9M | 0.03% | −44,267−40.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 66,984 | $12.2M | 0.12% | +1,051+1.6% | Added |
| Thompson Siegel & Walmsley LLC | 68,070 | $12.4M | 0.20% | +6,484+10.5% | Added |
| Creative Planning | 68,226 | $12.4M | 0.02% | +962+1.4% | Added |
| ExodusPoint Capital Management, LP | 71,881 | $13.1M | 0.15% | +54,123+304.8% | Added |
| Legal & General Group Plc | 73,050 | $13.3M | 0.00% | +955+1.3% | Added |
| Citadel Advisors LLC | 74,572 | $13.6M | 0.02% | +74,367+36,276.6% | Added |
| Invesco Ltd. | 76,628 | $14.0M | 0.00% | −1,203−1.5% | Reduced |
| UBS Asset Management Americas Inc | 77,022 | $14.2M | 0.01% | 00.0% | Unchanged |
| Credit Suisse AG | 78,938 | $14.4M | 0.01% | +9,804+14.2% | Added |
| Retirement Systems of Alabama | 82,109 | $14.9M | 0.07% | −1,750−2.1% | Reduced |
| Raymond James & Associates | 82,646 | $15.0M | 0.01% | −35,901−30.3% | Reduced |
| California Public Employees Retirement System | 84,283 | $15.3M | 0.01% | −7,110−7.8% | Reduced |
| Hill City Capital, LP | 85,000 | $15.5M | 2.37% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 90,516 | $16.5M | 0.14% | +53,614+145.3% | Added |
| New South Capital Management Inc | 90,588 | $16.5M | 0.73% | −5,810−6.0% | Reduced |
| Swiss National Bank | 93,926 | $17.1M | 0.01% | −100−0.1% | Reduced |
| Freshford Capital Management, LLC | 98,050 | $17.9M | 2.73% | +8,037+8.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 99,630 | $18.1M | 0.07% | −7,200−6.7% | Reduced |
| WCM Investment Management, LLC | 99,618 | $18.2M | 0.05% | +3,434+3.6% | Added |
| Price T Rowe Associates Inc | 101,198 | $18.4M | 0.00% | +10,549+11.6% | Added |
| Balyasny Asset Management LLC | 103,834 | $18.9M | 0.05% | +103,834 | New |
| Wells Fargo & Company | 109,010 | $19.8M | 0.01% | −15,424−12.4% | Reduced |
| Qube Research & Technologies Ltd | 110,033 | $20.0M | 0.08% | +16,233+17.3% | Added |
| Incline Global Management LLC | 118,696 | $21.6M | 6.04% | +35,511+42.7% | Added |
| Massachusetts Financial Services Co | 124,954 | $22.8M | 0.01% | −152,845−55.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 130,115 | $23.7M | 0.35% | −2,437−1.8% | Reduced |
| State of Wisconsin Investment Board | 131,616 | $24.0M | 0.07% | +5,655+4.5% | Added |
| Panagora Asset Management Inc | 133,725 | $24.3M | 0.14% | +112,700+536.0% | Added |
| Arrowstreet Capital, Limited Partnership | 138,158 | $25.2M | 0.03% | −160,569−53.8% | Reduced |
| Rhumbline Advisers | 141,604 | $25.8M | 0.03% | +945+0.7% | Added |
| First Trust Advisors LP | 141,750 | $25.8M | 0.03% | +18,633+15.1% | Added |
| Blair William & Co | 141,792 | $25.8M | 0.09% | −2,803−1.9% | Reduced |
| Millennium Management LLC | 142,553 | $26.0M | 0.03% | −14,129−9.0% | Reduced |
| Westfield Capital Management Co LP | 150,147 | $27.3M | 0.17% | +39,606+35.8% | Added |
| Renaissance Group LLC | 155,844 | $28.4M | 1.23% | +28,833+22.7% | Added |
| Principal Financial Group Inc | 176,092 | $32.1M | 0.02% | −20,966−10.6% | Reduced |
| Premier Fund Managers Ltd | 254,000 | $45.8M | 1.82% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 258,042 | $47.0M | 0.18% | −64,085−19.9% | Reduced |
| TimesSquare Capital Management, LLC | 259,905 | $47.3M | 0.68% | −5,020−1.9% | Reduced |
| Loomis Sayles & Co L P | 265,900 | $48.4M | 0.08% | −10,679−3.9% | Reduced |
| Bamco Inc | 278,300 | $50.7M | 0.14% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 287,570 | $52.4M | 0.02% | −14,453−4.8% | Reduced |
| Invenomic Capital Management LP | 293,321 | $53.4M | 2.98% | +92,574+46.1% | Added |
| Ameriprise Financial Inc | 304,866 | $55.5M | 0.02% | −5,926−1.9% | Reduced |
| Dimensional Fund Advisors LP | 316,508 | $57.6M | 0.02% | +24,555+8.4% | Added |
| Charles Schwab Investment Management Inc | 317,292 | $57.8M | 0.02% | −5,580−1.7% | Reduced |
| Federated Hermes, Inc. | 324,653 | $59.1M | 0.15% | −55,013−14.5% | Reduced |
| Northern Trust Corp | 332,551 | $60.5M | 0.01% | −10,203−3.0% | Reduced |
| Stephens Investment Management Group LLC | 367,271 | $66.9M | 1.04% | +8,542+2.4% | Added |
| Bank of New York Mellon Corp | 400,731 | $73.0M | 0.02% | −24,170−5.7% | Reduced |
| Goldman Sachs Group Inc | 425,832 | $77.5M | 0.02% | +140,870+49.4% | Added |
| Norges Bank | 466,383 | $84.9M | 0.02% | +8,760+1.9% | Added |
| Primecap Management Co | 499,940 | $91.0M | 0.08% | −247,600−33.1% | Reduced |
| Jennison Associates LLC | 542,350 | $98.7M | 0.08% | −44,531−7.6% | Reduced |
| Bessemer Group Inc | 611,197 | $111.3M | 0.24% | +950+0.2% | Added |
| Bank of America Corp | 621,681 | $113.2M | 0.01% | −144,857−18.9% | Reduced |
| Brown Advisory Inc | 624,465 | $113.7M | 0.18% | −7,142−1.1% | Reduced |
| Neuberger Berman Group LLC | 691,327 | $125.9M | 0.11% | −66,182−8.7% | Reduced |
| Geode Capital Management, LLC | 701,522 | $127.7M | 0.02% | +25,184+3.7% | Added |
| River Road Asset Management, LLC | 759,090 | $138.2M | 1.91% | +133,922+21.4% | Added |
| FMR LLC | 795,633 | $144.9M | 0.01% | +268,027+50.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 815,485 | $148.5M | 1.59% | +89,963+12.4% | Added |
| State Street Corp | 1,185,825 | $215.9M | 0.01% | −12,011−1.0% | Reduced |