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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 1,258 | $236.6K | 0.00% | −17−1.3% | Reduced |
| Perpetual Ltd | 1,264 | $237.7K | 0.00% | −2,141−62.9% | Reduced |
| Watershed Asset Management, L.L.C. | 1,323 | $248.8K | 0.30% | +1,323 | New |
| Harvest Fund Management Co., Ltd | 1,354 | $254.0K | 0.04% | 00.0% | Unchanged |
| Coury Firm Asset Management LLC | 1,375 | $258.6K | 0.41% | 00.0% | Unchanged |
| Foyston, Gordon, & Payne Inc | 1,410 | $265.2K | 0.07% | +1,410 | New |
| Stifel Financial Corp | 1,443 | $271.4K | 0.00% | −72−4.8% | Reduced |
| Truvestments Capital LLC | 1,501 | $282.3K | 0.15% | +16+1.1% | Added |
| Evercore Wealth Management, LLC | 1,503 | $282.7K | 0.01% | 00.0% | Unchanged |
| Boit C F David | 1,540 | $287.6K | 0.20% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,541 | $289.8K | 0.00% | +1,291+516.4% | Added |
| CSS LLC | 1,550 | $291.5K | 0.02% | −803−34.1% | Reduced |
| SageView Advisory Group, LLC | 1,566 | $294.5K | 0.02% | +50+3.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,566 | $295.0K | 0.00% | −1,371−46.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,618 | $304.3K | 0.00% | +188+13.1% | Added |
| RDA Financial Network | 1,650 | $310.3K | 0.13% | +475+40.4% | Added |
| Los Angeles Capital Management LLC | 1,661 | $312.4K | 0.00% | −400−19.4% | Reduced |
| Nilsine Partners, LLC | 1,674 | $314.9K | 0.05% | −472−22.0% | Reduced |
| Coldstream Capital Management Inc | 1,690 | $317.9K | 0.01% | +14+0.8% | Added |
| PEAK6 Investments LLC | 1,697 | $319.2K | 0.02% | +730+75.5% | Added |
| SG Americas Securities, LLC | 1,711 | $322.0K | 0.00% | +244+16.6% | Added |
| Chicago Capital, LLC | 1,728 | $325.0K | 0.02% | 00.0% | Unchanged |
| Vident Advisory, LLC | 1,734 | $326.1K | 0.01% | +1,734 | New |
| Raymond James Financial Services Advisors, Inc. | 1,799 | $338.4K | 0.00% | +40+2.3% | Added |
| Vontobel Holding Ltd. | 1,800 | $338.6K | 0.00% | −1,110−38.1% | Reduced |
| AtonRa Partners | 1,814 | $341.2K | 0.72% | −361−16.6% | Reduced |
| Cadent Capital Advisors, LLC | 1,819 | $342.1K | 0.17% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 1,841 | $346.3K | 0.00% | +562+43.9% | Added |
| Fifth Third Bancorp | 1,854 | $348.7K | 0.00% | +1,516+448.5% | Added |
| Jackson Creek Investment Advisors LLC | 1,873 | $352.0K | 0.15% | −89−4.5% | Reduced |
| Apollon Wealth Management, LLC | 1,894 | $356.2K | 0.02% | −93−4.7% | Reduced |
| CWM Advisors, LLC | 1,895 | $356.3K | 0.05% | −77−3.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,937 | $364.3K | 0.00% | +1,937 | New |
| Moody Aldrich Partners LLC | 1,952 | $367.2K | 0.07% | −43−2.2% | Reduced |
| ExodusPoint Capital Management, LP | 1,954 | $368.0K | 0.00% | −69,927−97.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,973 | $371.1K | 0.01% | −1,925−49.4% | Reduced |
| Engineers Gate Manager LP | 2,016 | $379.2K | 0.01% | −10,050−83.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 2,025 | $381.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 2,050 | $385.6K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,064 | $388.2K | 0.01% | +2,064 | New |
| Verition Fund Management LLC | 2,096 | $394.2K | 0.01% | −22,776−91.6% | Reduced |
| Capstone Investment Advisors, LLC | 2,108 | $396.5K | 0.01% | +2,108 | New |
| Ballentine Partners, LLC | 2,189 | $411.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 2,197 | $413.2K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,211 | $416.0K | 0.00% | +752+51.5% | Added |
| DekaBank Deutsche Girozentrale | 2,193 | $418.0K | 0.00% | +2,193 | New |
| Bessemer Securities LLC | 2,253 | $424.0K | 0.59% | −4,879−68.4% | Reduced |
| Truist Financial Corp | 2,277 | $428.3K | 0.00% | −481−17.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,306 | $433.7K | 0.01% | +1,202+108.9% | Added |
| Yarbrough Capital, LLC | 2,318 | $436.0K | 0.03% | 00.0% | Unchanged |
| ProShare Advisors LLC | 2,319 | $436.2K | 0.00% | −183−7.3% | Reduced |
| Commonwealth Equity Services, LLC | 2,339 | $440.0K | 0.00% | −172−6.8% | Reduced |
| Boothbay Fund Management, LLC | 2,345 | $441.1K | 0.02% | +2,345 | New |
| Lombard Odier Asset Management (USA) Corp | 2,417 | $455.0K | 0.08% | +2,417 | New |
| Wilkinson Global Asset Management LLC | 2,450 | $460.8K | 0.04% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 2,496 | $469.5K | 0.01% | −6−0.2% | Reduced |
| SYSTM Wealth Solutions LLC | 2,525 | $474.9K | 0.07% | −263−9.4% | Reduced |
| Welch & Forbes LLC | 2,525 | $474.9K | 0.01% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 2,583 | $485.8K | 0.55% | −1,917−42.6% | Reduced |
| Globeflex Capital L P | 2,600 | $489.0K | 0.06% | +600+30.0% | Added |
| National Wealth Management Group, LLC | 2,625 | $493.7K | 0.54% | +2,625 | New |
| Eukles Asset Management | 2,746 | $516.5K | 0.27% | +26+1.0% | Added |
| Qtron Investments LLC | 2,790 | $524.8K | 0.10% | +1,590+132.5% | Added |
| Magnetar Financial LLC | 2,793 | $525.3K | 0.01% | −11,634−80.6% | Reduced |
| FORA Capital, LLC | 2,804 | $527.4K | 0.05% | −2,748−49.5% | Reduced |
| Waldron Private Wealth LLC | 2,841 | $534.4K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 2,896 | $544.7K | 0.02% | +314+12.2% | Added |
| Fiduciary Trust Co | 2,905 | $546.4K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,922 | $549.6K | 0.02% | −202−6.5% | Reduced |
| Portside Wealth Group, LLC | 2,929 | $551.0K | 0.10% | +32+1.1% | Added |
| Cornerstone Investment Partners, LLC | 3,015 | $567.1K | 0.04% | +23+0.8% | Added |
| Amundi | 3,051 | $575.9K | 0.00% | +90+3.0% | Added |
| Vestcor Inc | 3,073 | $578.0K | 0.02% | +3,073 | New |
| Fosun International Ltd | 3,175 | $597.2K | 0.10% | +3,175 | New |
| TownSquare Capital, LLC | 3,197 | $601.3K | 0.01% | +209+7.0% | Added |
| Maryland State Retirement & Pension System | 3,367 | $633.3K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,410 | $640.0K | 0.00% | +654+23.7% | Added |
| Susquehanna International Group, LLP | 3,482 | $654.9K | 0.00% | −3,800−52.2% | Reduced |
| Mariner, LLC | 3,522 | $662.5K | 0.00% | +375+11.9% | Added |
| Shell Asset Management Co | 3,551 | $668.0K | 0.03% | −62−1.7% | Reduced |
| CIBC Private Wealth Group, LLC | 3,552 | $668.1K | 0.00% | +3,552 | New |
| HighTower Advisors, LLC | 3,557 | $674.0K | 0.00% | −281−7.3% | Reduced |
| Commerce Bank | 3,586 | $674.5K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,638 | $684.3K | 0.02% | −178−4.7% | Reduced |
| Pacer Advisors, Inc. | 3,640 | $684.6K | 0.00% | −6,663−64.7% | Reduced |
| Advisory Research Inc | 3,843 | $722.8K | 0.10% | +3,843 | New |
| Procyon Private Wealth Partners, LLC | 3,950 | $743.0K | 0.08% | +549+16.1% | Added |
| Aviva PLC | 3,966 | $746.0K | 0.00% | +3,966 | New |
| XTX Topco Ltd | 3,978 | $748.2K | 0.13% | −989−19.9% | Reduced |
| LMCG Investments, LLC | 3,999 | $752.2K | 0.05% | +3,999 | New |
| Davy Global Fund Management Ltd | 4,068 | $765.1K | 0.16% | +547+15.5% | Added |
| Guggenheim Capital LLC | 4,072 | $765.9K | 0.01% | +2,325+133.1% | Added |
| Moloney Securities Asset Management, LLC | 4,092 | $769.7K | 0.14% | +4,092 | New |
| Advisor Group Holdings, Inc. | 4,114 | $773.8K | 0.00% | +251+6.5% | Added |
| JustInvest LLC | 4,214 | $792.6K | 0.02% | −27−0.6% | Reduced |
| Mackenzie Financial Corp | 4,449 | $812.2K | 0.00% | −388−8.0% | Reduced |
| Fox Run Management, L.L.C. | 4,326 | $813.7K | 0.24% | −1,111−20.4% | Reduced |
| Cozad Asset Management Inc | 4,350 | $818.2K | 0.11% | +410+10.4% | Added |
| CenterBook Partners LP | 4,372 | $822.3K | 0.10% | −15,713−78.2% | Reduced |
| Point72 Middle East FZE | 4,397 | $827.0K | 0.05% | −3,579−44.9% | Reduced |