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 |
|---|---|---|---|---|---|
| Long Road Investment Counsel, LLC | 27,089 | $5.09M | 2.47% | +280+1.0% | Added |
| Bath Savings Trust Co | 27,204 | $5.12M | 0.63% | −120−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 27,496 | $5.17M | 0.01% | +4,533+19.7% | Added |
| Natixis Advisors, L.P. | 27,863 | $5.24M | 0.02% | +7,913+39.7% | Added |
| Mutual of America Capital Management LLC | 27,947 | $5.26M | 0.06% | −3,234−10.4% | Reduced |
| Wisconsin Capital Management LLC | 28,623 | $5.38M | 3.55% | −840−2.9% | Reduced |
| Amalgamated Bank | 29,204 | $5.49M | 0.05% | −79−0.3% | Reduced |
| Barclays PLC | 30,421 | $5.72M | 0.00% | −4,009−11.6% | Reduced |
| Allianz Asset Management GmbH | 30,435 | $5.72M | 0.01% | −2,461−7.5% | Reduced |
| HST Ventures, LLC | 30,672 | $5.77M | 2.07% | +24,710+414.5% | Added |
| Macquarie Group Ltd | 31,612 | $5.95M | 0.01% | +6,513+25.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 32,389 | $6.09M | 0.28% | +2,252+7.5% | Added |
| AXA S.A. | 33,074 | $6.22M | 0.02% | −587−1.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 33,235 | $6.25M | 0.04% | −12,201−26.9% | Reduced |
| Renaissance Technologies LLC | 33,600 | $6.32M | 0.01% | −28,200−45.6% | Reduced |
| Great West Life Assurance Co | 33,670 | $6.33M | 0.02% | +1,499+4.7% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 34,186 | $6.43M | 0.80% | −329−1.0% | Reduced |
| Comerica Bank | 34,799 | $6.55M | 0.03% | +34,799 | New |
| Texas Permanent School Fund | 36,480 | $6.86M | 0.07% | −1,241−3.3% | Reduced |
| UBS Group AG | 36,619 | $6.89M | 0.00% | +11,690+46.9% | Added |
| SEI Investments Co | 36,867 | $6.93M | 0.01% | +6,290+20.6% | Added |
| State Board of Administration of Florida Retirement System | 40,401 | $7.60M | 0.02% | −5,070−11.1% | Reduced |
| Boston Partners | 42,034 | $7.90M | 0.01% | −1,459−3.4% | Reduced |
| Envestnet Asset Management Inc | 44,585 | $8.39M | 0.00% | +28,813+182.7% | Added |
| New York State Common Retirement Fund | 44,660 | $8.40M | 0.01% | −8,001−15.2% | Reduced |
| Jane Street Group, LLC | 44,673 | $8.40M | 0.01% | −15,382−25.6% | Reduced |
| Manufacturers Life Insurance Company, The | 45,258 | $8.55M | 0.00% | +5,343+13.4% | Added |
| California State Teachers Retirement System | 47,403 | $8.92M | 0.01% | −4,901−9.4% | Reduced |
| Walleye Capital LLC | 48,036 | $9.04M | 0.13% | +48,036 | New |
| ClariVest Asset Management LLC | 51,080 | $9.61M | 0.52% | −2,691−5.0% | Reduced |
| New York State Teachers Retirement System | 53,115 | $9.99M | 0.02% | −4,292−7.5% | Reduced |
| Cambiar Investors LLC | 53,639 | $10.1M | 0.43% | −5,992−10.0% | Reduced |
| State of Wisconsin Investment Board | 53,867 | $10.1M | 0.03% | −77,749−59.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 54,194 | $10.2M | 0.02% | +5,756+11.9% | Added |
| Peregrine Capital Management LLC | 54,767 | $10.3M | 0.31% | −3,443−5.9% | Reduced |
| Qube Research & Technologies Ltd | 57,169 | $10.8M | 0.03% | −52,864−48.0% | Reduced |
| Cinctive Capital Management LP | 59,085 | $11.1M | 0.61% | +59,085 | New |
| Portolan Capital Management, LLC | 59,158 | $11.1M | 1.04% | +59,158 | New |
| American International Group, Inc. | 60,690 | $11.4M | 0.07% | −4,116−6.4% | Reduced |
| Alliancebernstein L.P. | 63,116 | $11.9M | 0.01% | −1,559−2.4% | Reduced |
| AQR Capital Management LLC | 64,807 | $12.2M | 0.03% | −376−0.6% | Reduced |
| Wells Fargo & Company | 65,650 | $12.3M | 0.00% | −43,360−39.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 67,591 | $12.7M | 0.21% | −479−0.7% | Reduced |
| First Trust Advisors LP | 67,713 | $12.7M | 0.02% | −74,037−52.2% | Reduced |
| Jupiter Asset Management Ltd | 69,121 | $13.0M | 0.14% | +30,962+81.1% | Added |
| Legal & General Group Plc | 69,829 | $13.1M | 0.00% | −3,221−4.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 74,892 | $14.1M | 0.02% | −63,266−45.8% | Reduced |
| Credit Suisse AG | 77,568 | $14.6M | 0.02% | −1,370−1.7% | Reduced |
| UBS Asset Management Americas Inc | 77,957 | $14.7M | 0.01% | +935+1.2% | Added |
| Raymond James & Associates | 79,443 | $14.9M | 0.01% | −3,203−3.9% | Reduced |
| Retirement Systems of Alabama | 80,532 | $15.1M | 0.07% | −1,577−1.9% | Reduced |
| Yaupon Capital Management LP | 82,633 | $15.5M | 1.76% | +82,633 | New |
| Hill City Capital, LP | 85,000 | $16.0M | 2.15% | 00.0% | Unchanged |
| California Public Employees Retirement System | 85,155 | $16.0M | 0.01% | +872+1.0% | Added |
| Balyasny Asset Management LLC | 87,400 | $16.4M | 0.05% | −16,434−15.8% | Reduced |
| New South Capital Management Inc | 89,523 | $16.8M | 0.80% | −1,065−1.2% | Reduced |
| Freshford Capital Management, LLC | 90,540 | $17.0M | 2.83% | −7,510−7.7% | Reduced |
| Invesco Ltd. | 90,573 | $17.0M | 0.00% | +13,945+18.2% | Added |
| Swiss National Bank | 94,126 | $17.7M | 0.01% | +200+0.2% | Added |
| Incline Global Management LLC | 94,861 | $17.8M | 5.74% | −23,835−20.1% | Reduced |
| Price T Rowe Associates Inc | 95,173 | $17.9M | 0.00% | −6,025−6.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 99,630 | $18.7M | 0.07% | 00.0% | Unchanged |
| Marshall Wace, LLP | 99,833 | $18.8M | 0.04% | +99,833 | New |
| WCM Investment Management, LLC | 101,131 | $18.9M | 0.06% | +1,513+1.5% | Added |
| Assenagon Asset Management S.A. | 117,576 | $22.1M | 0.08% | +117,576 | New |
| Williams Jones Wealth Management, LLC. | 129,999 | $24.5M | 0.38% | −116−0.1% | Reduced |
| HM Payson & Co | 132,080 | $24.8M | 0.58% | +100,120+313.3% | Added |
| Blair William & Co | 134,957 | $25.4M | 0.10% | −6,835−4.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 141,287 | $26.6M | 0.25% | +50,771+56.1% | Added |
| Rhumbline Advisers | 141,349 | $26.6M | 0.03% | −255−0.2% | Reduced |
| Creative Planning | 143,702 | $27.0M | 0.04% | +75,476+110.6% | Added |
| Massachusetts Financial Services Co | 156,286 | $29.4M | 0.01% | +31,332+25.1% | Added |
| Renaissance Group LLC | 161,894 | $30.5M | 1.39% | +6,050+3.9% | Added |
| Millennium Management LLC | 165,736 | $31.2M | 0.03% | +23,183+16.3% | Added |
| Principal Financial Group Inc | 181,586 | $34.2M | 0.02% | +5,494+3.1% | Added |
| Westfield Capital Management Co LP | 191,172 | $36.0M | 0.24% | +41,025+27.3% | Added |
| Panagora Asset Management Inc | 191,591 | $36.0M | 0.22% | +57,866+43.3% | Added |
| Rockefeller Capital Management L.P. | 223,259 | $42.0M | 0.16% | −34,783−13.5% | Reduced |
| TimesSquare Capital Management, LLC | 245,827 | $46.2M | 0.72% | −14,078−5.4% | Reduced |
| Bamco Inc | 253,200 | $47.6M | 0.14% | −25,100−9.0% | Reduced |
| Goldman Sachs Group Inc | 257,928 | $48.5M | 0.01% | −167,904−39.4% | Reduced |
| Premier Fund Managers Ltd | 254,000 | $48.8M | 2.29% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 260,906 | $49.1M | 0.08% | −4,994−1.9% | Reduced |
| Ameriprise Financial Inc | 281,327 | $52.9M | 0.02% | −23,539−7.7% | Reduced |
| Invenomic Capital Management LP | 285,523 | $53.7M | 2.26% | −7,798−2.7% | Reduced |
| Nuveen Asset Management, LLC | 286,624 | $53.9M | 0.02% | −946−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 321,577 | $60.5M | 0.02% | +4,285+1.4% | Added |
| Northern Trust Corp | 327,730 | $61.6M | 0.01% | −4,821−1.4% | Reduced |
| Dimensional Fund Advisors LP | 330,521 | $62.2M | 0.02% | +14,013+4.4% | Added |
| Federated Hermes, Inc. | 343,224 | $64.6M | 0.17% | +18,571+5.7% | Added |
| Stephens Investment Management Group LLC | 370,171 | $69.6M | 1.14% | +2,900+0.8% | Added |
| Bank of New York Mellon Corp | 384,827 | $72.4M | 0.02% | −15,904−4.0% | Reduced |
| Norges Bank | 466,383 | $87.7M | 0.02% | 00.0% | Unchanged |
| Primecap Management Co | 475,090 | $89.4M | 0.08% | −24,850−5.0% | Reduced |
| Jennison Associates LLC | 558,147 | $105.0M | 0.09% | +15,797+2.9% | Added |
| Brown Advisory Inc | 620,081 | $116.6M | 0.19% | −4,384−0.7% | Reduced |
| FMR LLC | 624,057 | $117.4M | 0.01% | −171,576−21.6% | Reduced |
| Geode Capital Management, LLC | 645,787 | $121.5M | 0.01% | −55,735−7.9% | Reduced |
| Neuberger Berman Group LLC | 668,577 | $125.8M | 0.11% | −22,750−3.3% | Reduced |
| Bank of America Corp | 684,932 | $128.8M | 0.02% | +63,251+10.2% | Added |