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 |
|---|---|---|---|---|---|
| SEI Investments Co | 30,577 | $5.57M | 0.01% | −10,378−25.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 30,137 | $5.49M | 0.27% | +2,439+8.8% | Added |
| AREX Capital Management, LP | 30,000 | $5.46M | 4.05% | +1,000+3.4% | Added |
| Wisconsin Capital Management LLC | 29,463 | $5.36M | 3.47% | −1,400−4.5% | Reduced |
| Amalgamated Bank | 29,283 | $5.33M | 0.04% | −2,276−7.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 27,747 | $5.05M | 0.02% | +1,569+6.0% | Added |
| Bath Savings Trust Co | 27,324 | $4.97M | 0.58% | +135+0.5% | Added |
| Cubist Systematic Strategies, LLC | 27,252 | $4.96M | 0.05% | −44,101−61.8% | Reduced |
| HSBC Holdings PLC | 26,998 | $4.93M | 0.01% | +25,899+2,356.6% | Added |
| Long Road Investment Counsel, LLC | 26,809 | $4.88M | 2.27% | −300−1.1% | Reduced |
| MetLife Investment Management | 26,488 | $4.82M | 0.04% | −1,500−5.4% | Reduced |
| Macquarie Group Ltd | 25,099 | $4.57M | 0.01% | −5,752−18.6% | Reduced |
| State of New Jersey Common Pension Fund D | 25,084 | $4.57M | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 24,929 | $4.54M | 0.00% | −4,750−16.0% | Reduced |
| Verition Fund Management LLC | 24,872 | $4.53M | 0.07% | +24,872 | New |
| Royal Bank of Canada | 24,455 | $4.45M | 0.00% | −40,544−62.4% | Reduced |
| Treasurer of the State of North Carolina | 24,095 | $4.39M | 0.02% | +5,070+26.6% | Added |
| State of Tennessee, Treasury Department | 23,745 | $4.32M | 0.02% | −16,215−40.6% | Reduced |
| LPL Financial LLC | 23,440 | $4.27M | 0.00% | +896+4.0% | Added |
| Nisa Investment Advisors, LLC | 23,163 | $4.22M | 0.03% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 22,963 | $4.18M | 0.01% | +19,801+626.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 22,094 | $4.02M | 0.05% | +8,408+61.4% | Added |
| Eagle Asset Management Inc | 21,697 | $3.95M | 0.02% | +1,835+9.2% | Added |
| Yousif Capital Management, LLC | 21,207 | $3.86M | 0.05% | −1,175−5.2% | Reduced |
| Oak Ridge Investments LLC | 21,174 | $3.86M | 0.48% | −576−2.6% | Reduced |
| Crossmark Global Holdings, Inc. | 20,388 | $3.84M | 0.08% | +1,717+9.2% | Added |
| Summit Partners Public Asset Management, LLC | 21,000 | $3.82M | 0.19% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 20,709 | $3.77M | 0.03% | +1,075+5.5% | Added |
| Thrivent Financial for Lutherans | 20,544 | $3.74M | 0.01% | −447−2.1% | Reduced |
| CenterBook Partners LP | 20,085 | $3.66M | 0.46% | +3,373+20.2% | Added |
| Maven Securities LTD | 20,000 | $3.64M | 0.52% | +20,000 | New |
| Natixis Advisors, L.P. | 19,950 | $3.63M | 0.01% | −921−4.4% | Reduced |
| Public Employees Retirement System of Ohio | 19,621 | $3.57M | 0.01% | −2,299−10.5% | Reduced |
| Clark Estates Inc | 19,300 | $3.51M | 0.59% | 00.0% | Unchanged |
| Beck Bode, LLC | 18,691 | $3.40M | 0.83% | −405−2.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 18,000 | $3.28M | 0.16% | −11,000−37.9% | Reduced |
| Ameritas Investment Partners, Inc. | 17,699 | $3.22M | 0.12% | −399−2.2% | Reduced |
| Martin & Co Inc | 17,159 | $3.12M | 0.79% | −481−2.7% | Reduced |
| Ensign Peak Advisors, Inc | 17,018 | $3.10M | 0.01% | +3,785+28.6% | Added |
| Formula Growth Ltd | 16,700 | $3.04M | 0.97% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 16,600 | $3.02M | 0.01% | −3,100−15.7% | Reduced |
| Stephens Inc | 16,583 | $3.02M | 0.05% | −833−4.8% | Reduced |
| Putnam Investments LLC | 16,217 | $2.95M | 0.00% | +16,217 | New |
| Envestnet Asset Management Inc | 15,772 | $2.87M | 0.00% | −10,320−39.6% | Reduced |
| Citigroup Inc | 15,088 | $2.75M | 0.00% | −1,508−9.1% | Reduced |
| Quantinno Capital Management LP | 14,558 | $2.65M | 0.15% | −89−0.6% | Reduced |
| Fisher Asset Management, LLC | 14,486 | $2.64M | 0.00% | −100−0.7% | Reduced |
| Magnetar Financial LLC | 14,427 | $2.63M | 0.06% | +14,427 | New |
| GHP Investment Advisors, Inc. | 13,562 | $2.61M | 0.15% | −44−0.3% | Reduced |
| Gotham Asset Management, LLC | 14,167 | $2.58M | 0.06% | −3,459−19.6% | Reduced |
| Tudor Investment Corp Et Al | 13,828 | $2.52M | 0.04% | +13,828 | New |
| Algert Global LLC | 13,576 | $2.47M | 0.11% | +2,870+26.8% | Added |
| Teacher Retirement System of Texas | 13,537 | $2.46M | 0.02% | −1,978−12.7% | Reduced |
| Spinnaker Trust | 13,470 | $2.45M | 0.18% | 00.0% | Unchanged |
| Schroder Investment Management Group | 12,701 | $2.31M | 0.00% | −463−3.5% | Reduced |
| Louisiana State Employees Retirement System | 12,500 | $2.28M | 0.05% | +900+7.8% | Added |
| Oregon Public Employees Retirement Fund | 12,422 | $2.26M | 0.03% | −300−2.4% | Reduced |
| Henshaw Capital LLC | 12,378 | $2.25M | 0.13% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,230 | $2.23M | 0.00% | −1,992−14.0% | Reduced |
| Arizona State Retirement System | 12,115 | $2.21M | 0.02% | −516−4.1% | Reduced |
| Engineers Gate Manager LP | 12,066 | $2.20M | 0.08% | +10,407+627.3% | Added |
| HRT Financial LP | 11,834 | $2.15M | 0.02% | +11,834 | New |
| Verdence Capital Advisors LLC | 11,423 | $2.08M | 0.24% | −70−0.6% | Reduced |
| Pinebridge Investments, L.P. | 10,855 | $1.98M | 0.02% | +2,539+30.5% | Added |
| Captrust Financial Advisors | 10,666 | $1.94M | 0.01% | +4,912+85.4% | Added |
| State of Michigan Retirement System | 10,575 | $1.93M | 0.01% | −400−3.6% | Reduced |
| Man Group plc | 10,512 | $1.91M | 0.01% | – | – |
| Connectus Wealth, LLC | 10,374 | $1.89M | 0.04% | +206+2.0% | Added |
| Pacer Advisors, Inc. | 10,303 | $1.88M | 0.01% | −159,966−93.9% | Reduced |
| Logan Capital Management Inc | 10,179 | $1.85M | 0.09% | −74−0.7% | Reduced |
| Banc Funds Co LLC | 9,955 | $1.81M | 0.21% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 9,761 | $1.78M | 0.00% | −1,998−17.0% | Reduced |
| American Century Companies Inc | 9,754 | $1.78M | 0.00% | −2,188−18.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,521 | $1.73M | 0.05% | −150−1.6% | Reduced |
| Russell Investments Group, Ltd. | 9,294 | $1.69M | 0.00% | −12,907−58.1% | Reduced |
| Burney Co | 9,137 | $1.66M | 0.08% | +9,137 | New |
| Redwood Investment Management, LLC | 9,039 | $1.65M | 0.17% | +602+7.1% | Added |
| Two Sigma Investments, LP | 9,000 | $1.64M | 0.00% | +600+7.1% | Added |
| New Mexico Educational Retirement Board | 8,900 | $1.62M | 0.07% | +1,000+12.7% | Added |
| Prudential Financial Inc | 8,730 | $1.59M | 0.00% | +155+1.8% | Added |
| Bank of Montreal | 8,572 | $1.57M | 0.00% | +2,605+43.7% | Added |
| Keeley-Teton Advisors, LLC | 8,585 | $1.56M | 0.20% | −3,447−28.6% | Reduced |
| Bullseye Asset Management LLC | 8,325 | $1.52M | 0.76% | +800+10.6% | Added |
| Canada Pension Plan Investment Board | 8,200 | $1.49M | 0.00% | −27,500−77.0% | Reduced |
| Zions Bancorporation, N.A. | 8,061 | $1.47M | 0.12% | +71+0.9% | Added |
| Point72 Middle East FZE | 7,976 | $1.45M | 0.08% | +7,976 | New |
| Virginia Retirement Systems Et Al | 7,700 | $1.40M | 0.01% | −1,000−11.5% | Reduced |
| STRS Ohio | 7,667 | $1.40M | 0.01% | +348+4.8% | Added |
| Victory Capital Management Inc | 7,556 | $1.38M | 0.00% | +201+2.7% | Added |
| The PNC Financial Services Group, Inc. | 7,494 | $1.36M | 0.00% | +62+0.8% | Added |
| Aquatic Capital Management LLC | 7,400 | $1.35M | 0.07% | +5,300+252.4% | Added |
| US Bancorp | 7,394 | $1.35M | 0.00% | −670−8.3% | Reduced |
| Xponance, Inc. | 7,348 | $1.34M | 0.02% | −1,653−18.4% | Reduced |
| Utah Retirement Systems | 7,322 | $1.33M | 0.02% | −500−6.4% | Reduced |
| Susquehanna International Group, LLP | 7,282 | $1.33M | 0.00% | −13,366−64.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,199 | $1.31M | 0.01% | +604+9.2% | Added |
| Bessemer Securities LLC | 7,132 | $1.30M | 0.86% | −2,000−21.9% | Reduced |
| Daiwa Securities Group Inc. | 7,118 | $1.30M | 0.01% | −87−1.2% | Reduced |
| Cornercap Investment Counsel Inc | 6,940 | $1.26M | 0.22% | −91−1.3% | Reduced |
| Bridgeway Capital Management, LLC | 6,770 | $1.23M | 0.03% | 00.0% | Unchanged |