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 |
|---|---|---|---|---|---|
| Sepio Capital, LP | 6,722 | $1.22M | 0.10% | −151−2.2% | Reduced |
| Aurora Investment Counsel | 6,705 | $1.22M | 0.78% | +6,705 | New |
| Versor Investments LP | 6,479 | $1.18M | 0.20% | −493−7.1% | Reduced |
| Echo Street Capital Management LLC | 6,356 | $1.16M | 0.01% | +2,157+51.4% | Added |
| Handelsbanken Fonder AB | 6,244 | $1.14M | 0.01% | +500+8.7% | Added |
| D. E. Shaw & Co., Inc. | 6,188 | $1.13M | 0.00% | +1,234+24.9% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,014 | $1.09M | 0.02% | +3,217+115.0% | Added |
| HST Ventures, LLC | 5,962 | $1.09M | 0.53% | +5,962 | New |
| J. Goldman & Co LP | 5,938 | $1.08M | 0.06% | −26,053−81.4% | Reduced |
| Public Employees Retirement Association of Colorado | 5,899 | $1.07M | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,835 | $1.06M | 0.00% | −88−1.5% | Reduced |
| FORA Capital, LLC | 5,552 | $1.01M | 0.14% | +2,398+76.0% | Added |
| Pathstone Family Office, LLC | 5,503 | $995.8K | 0.01% | +221+4.2% | Added |
| Johnson Investment Counsel Inc | 5,442 | $990.8K | 0.01% | −8−0.1% | Reduced |
| Fox Run Management, L.L.C. | 5,437 | $989.9K | 0.28% | +5,437 | New |
| State of Alaska, Department of Revenue | 5,311 | $966.0K | 0.01% | −698−11.6% | Reduced |
| Montag & Caldwell, LLC | 5,060 | $921.3K | 0.11% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 5,100 | $919.0K | 0.46% | −200−3.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 4,998 | $910.0K | 0.03% | 00.0% | Unchanged |
| Pictet Asset Management SA | 4,991 | $908.7K | 0.00% | −221−4.2% | Reduced |
| XTX Topco Ltd | 4,967 | $904.3K | 0.16% | +4,967 | New |
| Mackenzie Financial Corp | 4,837 | $885.7K | 0.00% | +892+22.6% | Added |
| Empowered Funds, LLC | 4,722 | $859.7K | 0.03% | +4,722 | New |
| EA Series Trust | 4,722 | $859.7K | 0.03% | +4,722 | New |
| Seelaus Asset Management LLC | 4,500 | $819.0K | 0.64% | −450−9.1% | Reduced |
| Cresset Asset Management, LLC | 4,417 | $804.2K | 0.01% | +4,417 | New |
| Intech Investment Management LLC | 4,415 | $803.8K | 0.01% | +4,415 | New |
| Alpha DNA Investment Management LLC | 4,267 | $776.9K | 0.44% | +4,267 | New |
| JustInvest LLC | 4,241 | $772.2K | 0.02% | −505−10.6% | Reduced |
| Cozad Asset Management Inc | 3,940 | $717.4K | 0.09% | +3,940 | New |
| Tower Research Capital LLC (TRC) | 3,898 | $709.7K | 0.02% | −879−18.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,863 | $703.3K | 0.00% | +322+9.1% | Added |
| HighTower Advisors, LLC | 3,838 | $698.0K | 0.00% | −2,297−37.4% | Reduced |
| Securian Asset Management, Inc | 3,816 | $694.8K | 0.02% | −166−4.2% | Reduced |
| Shell Asset Management Co | 3,613 | $658.0K | 0.03% | +1,573+77.1% | Added |
| Commerce Bank | 3,586 | $652.9K | 0.00% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 3,521 | $641.1K | 0.12% | −126−3.5% | Reduced |
| Sciencast Management LP | 3,444 | $637.1K | 0.52% | +3,444 | New |
| Perpetual Ltd | 3,405 | $619.9K | 0.01% | −5,755−62.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,401 | $619.2K | 0.08% | +435+14.7% | Added |
| Maryland State Retirement & Pension System | 3,367 | $613.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 3,179 | $578.8K | 0.00% | +3,179 | New |
| Mariner, LLC | 3,147 | $572.9K | 0.00% | −977−23.7% | Reduced |
| Hancock Whitney Corp | 3,124 | $569.0K | 0.02% | +34+1.1% | Added |
| Trexquant Investment LP | 3,113 | $566.8K | 0.01% | −906−22.5% | Reduced |
| Graham Capital Management, L.P. | 3,046 | $554.6K | 0.02% | −4,500−59.6% | Reduced |
| Cornerstone Investment Partners, LLC | 2,992 | $544.8K | 0.03% | +12+0.4% | Added |
| TownSquare Capital, LLC | 2,988 | $544.0K | 0.01% | −18−0.6% | Reduced |
| Amundi | 2,961 | $542.2K | 0.00% | +2,830+2,160.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,937 | $535.0K | 0.00% | +12+0.4% | Added |
| Mach-1 Financial Group, Inc. | 2,932 | $533.8K | 0.21% | +2,932 | New |
| Vontobel Holding Ltd. | 2,910 | $529.8K | 0.00% | +2,910 | New |
| Fiduciary Trust Co | 2,905 | $528.9K | 0.01% | +2,905 | New |
| Portside Wealth Group, LLC | 2,897 | $527.5K | 0.10% | +2,897 | New |
| Axxcess Wealth Management, LLC | 2,842 | $517.4K | 0.04% | −2,804−49.7% | Reduced |
| Waldron Private Wealth LLC | 2,841 | $517.3K | 0.03% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 2,788 | $507.6K | 0.07% | +266+10.5% | Added |
| Point72 Asset Management, L.P. | 2,766 | $503.6K | 0.00% | +2,506+963.8% | Added |
| Truist Financial Corp | 2,758 | $502.1K | 0.00% | −124−4.3% | Reduced |
| Lazard Asset Management LLC | 2,756 | $501.0K | 0.00% | +1,195+76.6% | Added |
| Ontario Teachers Pension Plan Board | 2,734 | $497.8K | 0.01% | +242+9.7% | Added |
| Eukles Asset Management | 2,720 | $495.2K | 0.25% | +24+0.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,719 | $495.0K | 0.05% | +2,719 | New |
| Toroso Investments, LLC | 2,582 | $470.0K | 0.01% | +426+19.8% | Added |
| Welch & Forbes LLC | 2,525 | $459.7K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,511 | $457.0K | 0.00% | −81−3.1% | Reduced |
| ProShare Advisors LLC | 2,502 | $455.5K | 0.00% | −91−3.5% | Reduced |
| Raymond James Trust N.A. | 2,502 | $455.0K | 0.01% | +53+2.2% | Added |
| Capula Management Ltd | 2,480 | $451.5K | 0.05% | +2,480 | New |
| Wilkinson Global Asset Management LLC | 2,450 | $446.1K | 0.03% | 00.0% | Unchanged |
| CSS LLC | 2,353 | $428.4K | 0.03% | −147−5.9% | Reduced |
| Yarbrough Capital, LLC | 2,318 | $422.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 2,197 | $400.0K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,189 | $398.6K | 0.01% | 00.0% | Unchanged |
| AtonRa Partners | 2,175 | $396.0K | 0.61% | −29−1.3% | Reduced |
| Nilsine Partners, LLC | 2,146 | $390.7K | 0.06% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 2,089 | $380.3K | 0.00% | +2,089 | New |
| Two Sigma Securities, LLC | 2,065 | $376.0K | 0.03% | +964+87.6% | Added |
| Los Angeles Capital Management LLC | 2,061 | $375.2K | 0.00% | +616+42.6% | Added |
| Shelton Capital Management | 2,050 | $373.2K | 0.01% | −139−6.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 2,025 | $369.0K | 0.00% | +225+12.5% | Added |
| Globeflex Capital L P | 2,000 | $364.1K | 0.04% | +1,600+400.0% | Added |
| Moody Aldrich Partners LLC | 1,995 | $363.2K | 0.07% | −98−4.7% | Reduced |
| Apollon Wealth Management, LLC | 1,987 | $361.8K | 0.02% | +45+2.3% | Added |
| CWM Advisors, LLC | 1,972 | $359.0K | 0.04% | +221+12.6% | Added |
| Jackson Creek Investment Advisors LLC | 1,962 | $357.0K | 0.14% | −38−1.9% | Reduced |
| Centiva Capital, LP | 1,957 | $356.3K | 0.02% | −968−33.1% | Reduced |
| Atria Wealth Solutions, Inc. | 1,919 | $349.4K | 0.00% | −126−6.2% | Reduced |
| National Bank of Canada | 1,867 | $341.7K | 0.00% | +1,709+1,081.6% | Added |
| Cadent Capital Advisors, LLC | 1,819 | $331.2K | 0.21% | 00.0% | Unchanged |
| Ethic Inc. | 1,778 | $323.7K | 0.01% | +8+0.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,759 | $320.3K | 0.00% | +173+10.9% | Added |
| Guggenheim Capital LLC | 1,747 | $318.1K | 0.00% | −1,106−38.8% | Reduced |
| Chicago Capital, LLC | 1,728 | $314.6K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,676 | $305.1K | 0.01% | +34+2.1% | Added |
| Bridgefront Capital, LLC | 1,638 | $298.2K | 0.16% | +1,638 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,550 | $282.2K | 0.00% | −41,680−96.4% | Reduced |
| Jump Financial, LLC | 1,542 | $280.8K | 0.01% | +1,542 | New |
| Boit C F David | 1,540 | $280.4K | 0.19% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,516 | $276.0K | 0.02% | +68+4.7% | Added |