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 |
|---|---|---|---|---|---|
| Oversea-Chinese Banking CORP Ltd | 32,389 | $6.09M | 0.28% | +2,252+7.5% | Added |
| Macquarie Group Ltd | 31,612 | $5.95M | 0.01% | +6,513+25.9% | Added |
| HST Ventures, LLC | 30,672 | $5.77M | 2.07% | +24,710+414.5% | Added |
| Allianz Asset Management GmbH | 30,435 | $5.72M | 0.01% | −2,461−7.5% | Reduced |
| Barclays PLC | 30,421 | $5.72M | 0.00% | −4,009−11.6% | Reduced |
| Amalgamated Bank | 29,204 | $5.49M | 0.05% | −79−0.3% | Reduced |
| Wisconsin Capital Management LLC | 28,623 | $5.38M | 3.55% | −840−2.9% | Reduced |
| Mutual of America Capital Management LLC | 27,947 | $5.26M | 0.06% | −3,234−10.4% | Reduced |
| Natixis Advisors, L.P. | 27,863 | $5.24M | 0.02% | +7,913+39.7% | Added |
| BNP Paribas Arbitrage, SA | 27,496 | $5.17M | 0.01% | +4,533+19.7% | Added |
| Bath Savings Trust Co | 27,204 | $5.12M | 0.63% | −120−0.4% | Reduced |
| Long Road Investment Counsel, LLC | 27,089 | $5.09M | 2.47% | +280+1.0% | Added |
| Artemis Investment Management LLP | 27,066 | $5.09M | 0.07% | +27,066 | New |
| Royal Bank of Canada | 25,757 | $4.84M | 0.00% | +1,302+5.3% | Added |
| MetLife Investment Management | 25,428 | $4.78M | 0.04% | −1,060−4.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 25,132 | $4.73M | 0.05% | −41,852−62.5% | Reduced |
| AREX Capital Management, LP | 25,000 | $4.70M | 3.20% | −5,000−16.7% | Reduced |
| Sora Investors LLC | 25,000 | $4.70M | 1.05% | +25,000 | New |
| State of New Jersey Common Pension Fund D | 23,590 | $4.44M | 0.02% | −1,494−6.0% | Reduced |
| Nisa Investment Advisors, LLC | 23,158 | $4.36M | 0.03% | −50.0% | Reduced |
| HSBC Holdings PLC | 21,900 | $4.13M | 0.00% | −5,098−18.9% | Reduced |
| Eagle Asset Management Inc | 21,581 | $4.06M | 0.02% | −116−0.5% | Reduced |
| Burney Co | 21,120 | $3.97M | 0.19% | +11,983+131.1% | Added |
| Oak Ridge Investments LLC | 20,579 | $3.87M | 0.49% | −595−2.8% | Reduced |
| Thrivent Financial for Lutherans | 20,241 | $3.81M | 0.01% | −303−1.5% | Reduced |
| Yousif Capital Management, LLC | 20,162 | $3.79M | 0.05% | −1,045−4.9% | Reduced |
| Maven Securities LTD | 20,000 | $3.76M | 0.41% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 19,492 | $3.74M | 0.08% | −896−4.4% | Reduced |
| Ensign Peak Advisors, Inc | 19,478 | $3.66M | 0.01% | +2,460+14.5% | Added |
| Clark Estates Inc | 19,300 | $3.63M | 0.66% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 18,775 | $3.53M | 0.02% | −5,320−22.1% | Reduced |
| Algert Global LLC | 18,346 | $3.45M | 0.16% | +4,770+35.1% | Added |
| Beck Bode, LLC | 18,092 | $3.40M | 0.87% | −599−3.2% | Reduced |
| Eaton Financial Holdings Company, LLC | 18,080 | $3.40M | 0.91% | +18,080 | New |
| Public Employees Retirement System of Ohio | 17,686 | $3.33M | 0.01% | −1,935−9.9% | Reduced |
| Martin & Co Inc | 17,068 | $3.21M | 0.84% | −91−0.5% | Reduced |
| LPL Financial LLC | 16,911 | $3.17M | 0.00% | −6,529−27.9% | Reduced |
| Ameritas Investment Partners, Inc. | 16,633 | $3.13M | 0.13% | −1,066−6.0% | Reduced |
| Fisher Asset Management, LLC | 16,545 | $3.11M | 0.00% | +2,059+14.2% | Added |
| Quantinno Capital Management LP | 15,443 | $2.90M | 0.13% | +885+6.1% | Added |
| Formula Growth Ltd | 15,200 | $2.86M | 0.98% | −1,500−9.0% | Reduced |
| Stephens Inc | 15,033 | $2.83M | 0.05% | −1,550−9.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 15,000 | $2.82M | 0.15% | −3,000−16.7% | Reduced |
| Cubist Systematic Strategies, LLC | 14,639 | $2.75M | 0.03% | −12,613−46.3% | Reduced |
| Citigroup Inc | 14,507 | $2.73M | 0.00% | −581−3.9% | Reduced |
| Putnam Investments LLC | 14,470 | $2.72M | 0.00% | −1,747−10.8% | Reduced |
| Deutsche Bank AG | 13,678 | $2.57M | 0.00% | −19,267−58.5% | Reduced |
| Teacher Retirement System of Texas | 13,532 | $2.54M | 0.02% | −50.0% | Reduced |
| Spinnaker Trust | 13,470 | $2.53M | 0.19% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 13,139 | $2.48M | 0.15% | −423−3.1% | Reduced |
| Gotham Asset Management, LLC | 13,052 | $2.45M | 0.05% | −1,115−7.9% | Reduced |
| Squarepoint Ops LLC | 12,639 | $2.38M | 0.01% | −25,764−67.1% | Reduced |
| Henshaw Capital LLC | 12,378 | $2.33M | 0.13% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 12,200 | $2.29M | 0.05% | −300−2.4% | Reduced |
| Arizona State Retirement System | 12,198 | $2.29M | 0.02% | +83+0.7% | Added |
| Oregon Public Employees Retirement Fund | 12,093 | $2.27M | 0.03% | −329−2.6% | Reduced |
| Voya Investment Management LLC | 11,922 | $2.24M | 0.00% | −308−2.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 11,811 | $2.22M | 0.03% | −10,283−46.5% | Reduced |
| Verdence Capital Advisors LLC | 11,729 | $2.21M | 0.24% | +306+2.7% | Added |
| American Century Companies Inc | 10,505 | $1.98M | 0.00% | +751+7.7% | Added |
| D. E. Shaw & Co., Inc. | 10,454 | $1.97M | 0.00% | +4,266+68.9% | Added |
| State of Michigan Retirement System | 10,275 | $1.93M | 0.01% | −300−2.8% | Reduced |
| Two Sigma Advisers, LP | 10,200 | $1.92M | 0.00% | −6,400−38.6% | Reduced |
| Logan Capital Management Inc | 10,179 | $1.91M | 0.10% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 10,143 | $1.91M | 0.02% | −712−6.6% | Reduced |
| Prudential Financial Inc | 9,998 | $1.88M | 0.00% | +1,268+14.5% | Added |
| Banc Funds Co LLC | 9,955 | $1.87M | 0.22% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 9,749 | $1.83M | 0.00% | −12−0.1% | Reduced |
| Zions Bancorporation, N.A. | 9,708 | $1.83M | 0.16% | +1,647+20.4% | Added |
| Bank of Montreal | 8,964 | $1.80M | 0.00% | +392+4.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,526 | $1.79M | 0.05% | +5+0.1% | Added |
| Man Group plc | – | $1.76M | 0.01% | – | – |
| Two Sigma Investments, LP | 9,000 | $1.69M | 0.00% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 8,900 | $1.67M | 0.07% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 8,800 | $1.66M | 0.02% | +1,100+14.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,698 | $1.64M | 0.01% | −12,011−58.0% | Reduced |
| Bullseye Asset Management LLC | 8,325 | $1.57M | 0.87% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,219 | $1.55M | 0.01% | +1,020+14.2% | Added |
| Oak Thistle LLC | 7,924 | $1.49M | 0.44% | +7,924 | New |
| Victory Capital Management Inc | 7,742 | $1.46M | 0.00% | +186+2.5% | Added |
| The PNC Financial Services Group, Inc. | 7,724 | $1.45M | 0.00% | +230+3.1% | Added |
| US Bancorp | 7,417 | $1.40M | 0.00% | +23+0.3% | Added |
| Xponance, Inc. | 7,402 | $1.39M | 0.02% | +54+0.7% | Added |
| Utah Retirement Systems | 7,322 | $1.38M | 0.02% | 00.0% | Unchanged |
| Schroder Investment Management Group | 7,228 | $1.36M | 0.00% | −5,473−43.1% | Reduced |
| Cornercap Investment Counsel Inc | 6,849 | $1.29M | 0.23% | −91−1.3% | Reduced |
| Captrust Financial Advisors | 6,831 | $1.28M | 0.00% | −3,835−36.0% | Reduced |
| Daiwa Securities Group Inc. | 6,827 | $1.28M | 0.01% | −291−4.1% | Reduced |
| Bridgeway Capital Management, LLC | 6,770 | $1.27M | 0.03% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 6,761 | $1.27M | 0.01% | +4,027+147.3% | Added |
| Sepio Capital, LP | 6,722 | $1.26M | 0.11% | 00.0% | Unchanged |
| Aurora Investment Counsel | 6,699 | $1.26M | 0.83% | −6−0.1% | Reduced |
| Pathstone Family Office, LLC | 6,558 | $1.23M | 0.01% | +1,055+19.2% | Added |
| Russell Investments Group, Ltd. | 6,275 | $1.18M | 0.00% | −3,019−32.5% | Reduced |
| Handelsbanken Fonder AB | 6,244 | $1.17M | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 6,003 | $1.13M | 0.01% | −1,664−21.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,707 | $1.07M | 0.00% | −128−2.2% | Reduced |
| Lifestyle Asset Management, Inc. | 5,628 | $1.06M | 0.64% | +5,628 | New |
| Quadrature Capital Ltd | 5,562 | $1.05M | 0.02% | +5,562 | New |
| Johnson Investment Counsel Inc | 5,481 | $1.03M | 0.01% | +39+0.7% | Added |