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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 744,296 | $140.0M | 0.31% | +133,099+21.8% | Added |
| River Road Asset Management, LLC | 756,094 | $142.2M | 2.02% | −2,996−0.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 843,498 | $145.2M | 1.63% | +28,013+3.4% | Added |
| State Street Corp | 1,183,858 | $222.7M | 0.01% | −1,967−0.2% | Reduced |
| JPMorgan Chase & Co | 1,324,624 | $249.1M | 0.03% | +52,897+4.2% | Added |
| Par Capital Management Inc | 1,854,900 | $348.9M | 13.05% | +9000.0% | Added |
| Morgan Stanley | 1,861,817 | $350.2M | 0.04% | −37,222−2.0% | Reduced |
| Impactive Capital LP | 2,105,947 | $396.1M | 17.68% | 00.0% | Unchanged |
| Wellington Management Group LLP | 2,942,687 | $553.5M | 0.11% | −95,178−3.1% | Reduced |
| BlackRock Inc. | 3,847,352 | $723.6M | 0.02% | +8,274+0.2% | Added |
| Janus Henderson Group PLC | 4,071,256 | $765.8M | 0.50% | +4,556+0.1% | Added |
| Vanguard Group Inc | 4,131,124 | $777.0M | 0.02% | +83,102+2.1% | Added |
| Harbor Spring Capital, LLC | 0 | $0 | 0.00% | −55,078−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −32,343−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −27,747−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −23,745−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −13,828−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,834−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −10,374−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −9,039−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −6,479−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −6,356−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −6,014−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −5,938−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −4,722−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −4,415−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −4,267−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −3,444−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −3,179−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −3,113−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −3,046−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −2,932−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,719−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,065−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,638−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,542−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −1,405−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,345−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −1,135−100.0% | Sold out |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −1,118−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| EA Series Trust | – | – | – | – | Not filed |
| Vigilant Capital Management, LLC | – | – | – | – | Not filed |