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, Q3 2023
Institutional positions in WEX Inc. as of Sep 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
- 412
- +7 vs. Q2 2023
- Shares held
- 42.0M
- −258.5K (−0.6%) vs. Q2 2023
- Total value
- $7.88B
- +$194.9M (+2.5%) vs. Q2 2023
- New holders
- 50
- 111 more added
- Sold out
- 43
- 177 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,131,124 | $777.0M | 0.02% | +83,102+2.1% | Added |
| Janus Henderson Group PLC | 4,071,256 | $765.8M | 0.50% | +4,556+0.1% | Added |
| BlackRock Inc. | 3,847,352 | $723.6M | 0.02% | +8,274+0.2% | Added |
| Wellington Management Group LLP | 2,942,687 | $553.5M | 0.11% | −95,178−3.1% | Reduced |
| Impactive Capital LP | 2,105,947 | $396.1M | 17.68% | 00.0% | Unchanged |
| Morgan Stanley | 1,861,817 | $350.2M | 0.04% | −37,222−2.0% | Reduced |
| Par Capital Management Inc | 1,854,900 | $348.9M | 13.05% | +9000.0% | Added |
| JPMorgan Chase & Co | 1,324,624 | $249.1M | 0.03% | +52,897+4.2% | Added |
| State Street Corp | 1,183,858 | $222.7M | 0.01% | −1,967−0.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 843,498 | $145.2M | 1.63% | +28,013+3.4% | Added |
| River Road Asset Management, LLC | 756,094 | $142.2M | 2.02% | −2,996−0.4% | Reduced |
| Bessemer Group Inc | 744,296 | $140.0M | 0.31% | +133,099+21.8% | Added |
| Bank of America Corp | 684,932 | $128.8M | 0.02% | +63,251+10.2% | Added |
| Neuberger Berman Group LLC | 668,577 | $125.8M | 0.11% | −22,750−3.3% | Reduced |
| Geode Capital Management, LLC | 645,787 | $121.5M | 0.01% | −55,735−7.9% | Reduced |
| FMR LLC | 624,057 | $117.4M | 0.01% | −171,576−21.6% | Reduced |
| Brown Advisory Inc | 620,081 | $116.6M | 0.19% | −4,384−0.7% | Reduced |
| Jennison Associates LLC | 558,147 | $105.0M | 0.09% | +15,797+2.9% | Added |
| Primecap Management Co | 475,090 | $89.4M | 0.08% | −24,850−5.0% | Reduced |
| Norges Bank | 466,383 | $87.7M | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 384,827 | $72.4M | 0.02% | −15,904−4.0% | Reduced |
| Stephens Investment Management Group LLC | 370,171 | $69.6M | 1.14% | +2,900+0.8% | Added |
| Federated Hermes, Inc. | 343,224 | $64.6M | 0.17% | +18,571+5.7% | Added |
| Dimensional Fund Advisors LP | 330,521 | $62.2M | 0.02% | +14,013+4.4% | Added |
| Northern Trust Corp | 327,730 | $61.6M | 0.01% | −4,821−1.4% | Reduced |
| Charles Schwab Investment Management Inc | 321,577 | $60.5M | 0.02% | +4,285+1.4% | Added |
| Nuveen Asset Management, LLC | 286,624 | $53.9M | 0.02% | −946−0.3% | Reduced |
| Invenomic Capital Management LP | 285,523 | $53.7M | 2.26% | −7,798−2.7% | Reduced |
| Ameriprise Financial Inc | 281,327 | $52.9M | 0.02% | −23,539−7.7% | Reduced |
| Loomis Sayles & Co L P | 260,906 | $49.1M | 0.08% | −4,994−1.9% | Reduced |
| Premier Fund Managers Ltd | 254,000 | $48.8M | 2.29% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 257,928 | $48.5M | 0.01% | −167,904−39.4% | Reduced |
| Bamco Inc | 253,200 | $47.6M | 0.14% | −25,100−9.0% | Reduced |
| TimesSquare Capital Management, LLC | 245,827 | $46.2M | 0.72% | −14,078−5.4% | Reduced |
| Rockefeller Capital Management L.P. | 223,259 | $42.0M | 0.16% | −34,783−13.5% | Reduced |
| Panagora Asset Management Inc | 191,591 | $36.0M | 0.22% | +57,866+43.3% | Added |
| Westfield Capital Management Co LP | 191,172 | $36.0M | 0.24% | +41,025+27.3% | Added |
| Principal Financial Group Inc | 181,586 | $34.2M | 0.02% | +5,494+3.1% | Added |
| Millennium Management LLC | 165,736 | $31.2M | 0.03% | +23,183+16.3% | Added |
| Renaissance Group LLC | 161,894 | $30.5M | 1.39% | +6,050+3.9% | Added |
| Massachusetts Financial Services Co | 156,286 | $29.4M | 0.01% | +31,332+25.1% | Added |
| Creative Planning | 143,702 | $27.0M | 0.04% | +75,476+110.6% | Added |
| Rhumbline Advisers | 141,349 | $26.6M | 0.03% | −255−0.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 141,287 | $26.6M | 0.25% | +50,771+56.1% | Added |
| Blair William & Co | 134,957 | $25.4M | 0.10% | −6,835−4.8% | Reduced |
| HM Payson & Co | 132,080 | $24.8M | 0.58% | +100,120+313.3% | Added |
| Williams Jones Wealth Management, LLC. | 129,999 | $24.5M | 0.38% | −116−0.1% | Reduced |
| Assenagon Asset Management S.A. | 117,576 | $22.1M | 0.08% | +117,576 | New |
| WCM Investment Management, LLC | 101,131 | $18.9M | 0.06% | +1,513+1.5% | Added |
| Marshall Wace, LLP | 99,833 | $18.8M | 0.04% | +99,833 | New |
| Hotchkis & Wiley Capital Management LLC | 99,630 | $18.7M | 0.07% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 95,173 | $17.9M | 0.00% | −6,025−6.0% | Reduced |
| Incline Global Management LLC | 94,861 | $17.8M | 5.74% | −23,835−20.1% | Reduced |
| Swiss National Bank | 94,126 | $17.7M | 0.01% | +200+0.2% | Added |
| Invesco Ltd. | 90,573 | $17.0M | 0.00% | +13,945+18.2% | Added |
| Freshford Capital Management, LLC | 90,540 | $17.0M | 2.83% | −7,510−7.7% | Reduced |
| New South Capital Management Inc | 89,523 | $16.8M | 0.80% | −1,065−1.2% | Reduced |
| Balyasny Asset Management LLC | 87,400 | $16.4M | 0.05% | −16,434−15.8% | Reduced |
| California Public Employees Retirement System | 85,155 | $16.0M | 0.01% | +872+1.0% | Added |
| Hill City Capital, LP | 85,000 | $16.0M | 2.15% | 00.0% | Unchanged |
| Yaupon Capital Management LP | 82,633 | $15.5M | 1.76% | +82,633 | New |
| Retirement Systems of Alabama | 80,532 | $15.1M | 0.07% | −1,577−1.9% | Reduced |
| Raymond James & Associates | 79,443 | $14.9M | 0.01% | −3,203−3.9% | Reduced |
| UBS Asset Management Americas Inc | 77,957 | $14.7M | 0.01% | +935+1.2% | Added |
| Credit Suisse AG | 77,568 | $14.6M | 0.02% | −1,370−1.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 74,892 | $14.1M | 0.02% | −63,266−45.8% | Reduced |
| Legal & General Group Plc | 69,829 | $13.1M | 0.00% | −3,221−4.4% | Reduced |
| Jupiter Asset Management Ltd | 69,121 | $13.0M | 0.14% | +30,962+81.1% | Added |
| First Trust Advisors LP | 67,713 | $12.7M | 0.02% | −74,037−52.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 67,591 | $12.7M | 0.21% | −479−0.7% | Reduced |
| Wells Fargo & Company | 65,650 | $12.3M | 0.00% | −43,360−39.8% | Reduced |
| AQR Capital Management LLC | 64,807 | $12.2M | 0.03% | −376−0.6% | Reduced |
| Alliancebernstein L.P. | 63,116 | $11.9M | 0.01% | −1,559−2.4% | Reduced |
| American International Group, Inc. | 60,690 | $11.4M | 0.07% | −4,116−6.4% | Reduced |
| Portolan Capital Management, LLC | 59,158 | $11.1M | 1.04% | +59,158 | New |
| Cinctive Capital Management LP | 59,085 | $11.1M | 0.61% | +59,085 | New |
| Qube Research & Technologies Ltd | 57,169 | $10.8M | 0.03% | −52,864−48.0% | Reduced |
| Peregrine Capital Management LLC | 54,767 | $10.3M | 0.31% | −3,443−5.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 54,194 | $10.2M | 0.02% | +5,756+11.9% | Added |
| State of Wisconsin Investment Board | 53,867 | $10.1M | 0.03% | −77,749−59.1% | Reduced |
| Cambiar Investors LLC | 53,639 | $10.1M | 0.43% | −5,992−10.0% | Reduced |
| New York State Teachers Retirement System | 53,115 | $9.99M | 0.02% | −4,292−7.5% | Reduced |
| ClariVest Asset Management LLC | 51,080 | $9.61M | 0.52% | −2,691−5.0% | Reduced |
| Walleye Capital LLC | 48,036 | $9.04M | 0.13% | +48,036 | New |
| California State Teachers Retirement System | 47,403 | $8.92M | 0.01% | −4,901−9.4% | Reduced |
| Manufacturers Life Insurance Company, The | 45,258 | $8.55M | 0.00% | +5,343+13.4% | Added |
| Jane Street Group, LLC | 44,673 | $8.40M | 0.01% | −15,382−25.6% | Reduced |
| New York State Common Retirement Fund | 44,660 | $8.40M | 0.01% | −8,001−15.2% | Reduced |
| Envestnet Asset Management Inc | 44,585 | $8.39M | 0.00% | +28,813+182.7% | Added |
| Boston Partners | 42,034 | $7.90M | 0.01% | −1,459−3.4% | Reduced |
| State Board of Administration of Florida Retirement System | 40,401 | $7.60M | 0.02% | −5,070−11.1% | Reduced |
| SEI Investments Co | 36,867 | $6.93M | 0.01% | +6,290+20.6% | Added |
| UBS Group AG | 36,619 | $6.89M | 0.00% | +11,690+46.9% | Added |
| Texas Permanent School Fund | 36,480 | $6.86M | 0.07% | −1,241−3.3% | Reduced |
| Comerica Bank | 34,799 | $6.55M | 0.03% | +34,799 | New |
| Smith, Graham & Co., Investment Advisors, LP | 34,186 | $6.43M | 0.80% | −329−1.0% | Reduced |
| Great West Life Assurance Co | 33,670 | $6.33M | 0.02% | +1,499+4.7% | Added |
| Renaissance Technologies LLC | 33,600 | $6.32M | 0.01% | −28,200−45.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 33,235 | $6.25M | 0.04% | −12,201−26.9% | Reduced |
| AXA S.A. | 33,074 | $6.22M | 0.02% | −587−1.7% | Reduced |