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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 1,271,727 | $231.5M | 0.03% | −65,157−4.9% | Reduced |
| Par Capital Management Inc | 1,854,000 | $337.6M | 11.75% | −2,200−0.1% | Reduced |
| Morgan Stanley | 1,899,039 | $345.8M | 0.03% | −199,244−9.5% | Reduced |
| Impactive Capital LP | 2,105,947 | $383.4M | 16.24% | 00.0% | Unchanged |
| Wellington Management Group LLP | 3,037,865 | $553.1M | 0.10% | −75,027−2.4% | Reduced |
| BlackRock Inc. | 3,839,078 | $699.0M | 0.02% | −165,056−4.1% | Reduced |
| Vanguard Group Inc | 4,048,022 | $737.0M | 0.02% | −245,711−5.7% | Reduced |
| Janus Henderson Group PLC | 4,066,700 | $740.4M | 0.46% | +223,850+5.8% | Added |
| Maple Rock Capital Partners Inc. | 0 | $0 | 0.00% | −157,800−100.0% | Sold out |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −38,950−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −38,791−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −22,301−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −10,864−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −6,601−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −5,297−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −5,239−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,935−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −4,691−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,005−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,248−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −2,257−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,187−100.0% | Sold out |
| Biltmore Family Office, LLC | 0 | $0 | 0.00% | −1,870−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −1,641−100.0% | Sold out |
| Watershed Asset Management, L.L.C. | 0 | $0 | 0.00% | −1,637−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −1,627−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −1,618−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −1,552−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −1,377−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,342−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −1,320−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −1,231−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −1,193−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −1,169−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,159−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,116−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −1,098−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −726−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −452−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −308−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Jackson, Grant Investment Advisers, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| ETF Managers Group, LLC | – | – | – | – | Not filed |
| Kula Investments, LLC | – | – | – | – | Not filed |