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 |
|---|---|---|---|---|---|
| Prana Capital Management, LP | 5,387 | $1.01M | 0.07% | +5,387 | New |
| Public Employees Retirement Association of Colorado | 5,198 | $978.0K | 0.01% | −701−11.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 5,000 | $961.0K | 0.49% | −100−2.0% | Reduced |
| State of Alaska, Department of Revenue | 5,106 | $960.0K | 0.01% | −205−3.9% | Reduced |
| Axxcess Wealth Management, LLC | 5,085 | $956.4K | 0.03% | +2,243+78.9% | Added |
| Susquehanna Fundamental Investments, LLC | 4,998 | $940.1K | 0.06% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 4,816 | $905.8K | 0.12% | −244−4.8% | Reduced |
| Pictet Asset Management Holding SA | 4,735 | $890.6K | 0.00% | +4,735 | New |
| New York Life Investment Management LLC | 4,543 | $854.5K | 0.01% | +2,454+117.5% | Added |
| Keeley-Teton Advisors, LLC | 4,504 | $847.2K | 0.12% | −4,081−47.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,501 | $846.6K | 0.00% | +4,501 | New |
| Cresset Asset Management, LLC | 4,457 | $838.3K | 0.01% | +40+0.9% | Added |
| Point72 Middle East FZE | 4,397 | $827.0K | 0.05% | −3,579−44.9% | Reduced |
| CenterBook Partners LP | 4,372 | $822.3K | 0.10% | −15,713−78.2% | Reduced |
| Cozad Asset Management Inc | 4,350 | $818.2K | 0.11% | +410+10.4% | Added |
| Fox Run Management, L.L.C. | 4,326 | $813.7K | 0.24% | −1,111−20.4% | Reduced |
| Mackenzie Financial Corp | 4,449 | $812.2K | 0.00% | −388−8.0% | Reduced |
| JustInvest LLC | 4,214 | $792.6K | 0.02% | −27−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 4,114 | $773.8K | 0.00% | +251+6.5% | Added |
| Moloney Securities Asset Management, LLC | 4,092 | $769.7K | 0.14% | +4,092 | New |
| Guggenheim Capital LLC | 4,072 | $765.9K | 0.01% | +2,325+133.1% | Added |
| Davy Global Fund Management Ltd | 4,068 | $765.1K | 0.16% | +547+15.5% | Added |
| LMCG Investments, LLC | 3,999 | $752.2K | 0.05% | +3,999 | New |
| XTX Topco Ltd | 3,978 | $748.2K | 0.13% | −989−19.9% | Reduced |
| Aviva PLC | 3,966 | $746.0K | 0.00% | +3,966 | New |
| Procyon Private Wealth Partners, LLC | 3,950 | $743.0K | 0.08% | +549+16.1% | Added |
| Advisory Research Inc | 3,843 | $722.8K | 0.10% | +3,843 | New |
| Pacer Advisors, Inc. | 3,640 | $684.6K | 0.00% | −6,663−64.7% | Reduced |
| Securian Asset Management, Inc | 3,638 | $684.3K | 0.02% | −178−4.7% | Reduced |
| Commerce Bank | 3,586 | $674.5K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 3,557 | $674.0K | 0.00% | −281−7.3% | Reduced |
| CIBC Private Wealth Group, LLC | 3,552 | $668.1K | 0.00% | +3,552 | New |
| Shell Asset Management Co | 3,551 | $668.0K | 0.03% | −62−1.7% | Reduced |
| Mariner, LLC | 3,522 | $662.5K | 0.00% | +375+11.9% | Added |
| Susquehanna International Group, LLP | 3,482 | $654.9K | 0.00% | −3,800−52.2% | Reduced |
| Lazard Asset Management LLC | 3,410 | $640.0K | 0.00% | +654+23.7% | Added |
| Maryland State Retirement & Pension System | 3,367 | $633.3K | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 3,197 | $601.3K | 0.01% | +209+7.0% | Added |
| Fosun International Ltd | 3,175 | $597.2K | 0.10% | +3,175 | New |
| Vestcor Inc | 3,073 | $578.0K | 0.02% | +3,073 | New |
| Amundi | 3,051 | $575.9K | 0.00% | +90+3.0% | Added |
| Cornerstone Investment Partners, LLC | 3,015 | $567.1K | 0.04% | +23+0.8% | Added |
| Portside Wealth Group, LLC | 2,929 | $551.0K | 0.10% | +32+1.1% | Added |
| Hancock Whitney Corp | 2,922 | $549.6K | 0.02% | −202−6.5% | Reduced |
| Fiduciary Trust Co | 2,905 | $546.4K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 2,896 | $544.7K | 0.02% | +314+12.2% | Added |
| Waldron Private Wealth LLC | 2,841 | $534.4K | 0.03% | 00.0% | Unchanged |
| FORA Capital, LLC | 2,804 | $527.4K | 0.05% | −2,748−49.5% | Reduced |
| Magnetar Financial LLC | 2,793 | $525.3K | 0.01% | −11,634−80.6% | Reduced |
| Qtron Investments LLC | 2,790 | $524.8K | 0.10% | +1,590+132.5% | Added |
| Eukles Asset Management | 2,746 | $516.5K | 0.27% | +26+1.0% | Added |
| National Wealth Management Group, LLC | 2,625 | $493.7K | 0.54% | +2,625 | New |
| Globeflex Capital L P | 2,600 | $489.0K | 0.06% | +600+30.0% | Added |
| Seelaus Asset Management LLC | 2,583 | $485.8K | 0.55% | −1,917−42.6% | 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 |
| Raymond James Trust N.A. | 2,496 | $469.5K | 0.01% | −6−0.2% | Reduced |
| Wilkinson Global Asset Management LLC | 2,450 | $460.8K | 0.04% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 2,417 | $455.0K | 0.08% | +2,417 | New |
| Boothbay Fund Management, LLC | 2,345 | $441.1K | 0.02% | +2,345 | New |
| Commonwealth Equity Services, LLC | 2,339 | $440.0K | 0.00% | −172−6.8% | Reduced |
| ProShare Advisors LLC | 2,319 | $436.2K | 0.00% | −183−7.3% | Reduced |
| Yarbrough Capital, LLC | 2,318 | $436.0K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,306 | $433.7K | 0.01% | +1,202+108.9% | Added |
| Truist Financial Corp | 2,277 | $428.3K | 0.00% | −481−17.4% | Reduced |
| Bessemer Securities LLC | 2,253 | $424.0K | 0.59% | −4,879−68.4% | Reduced |
| DekaBank Deutsche Girozentrale | 2,193 | $418.0K | 0.00% | +2,193 | New |
| Mercer Global Advisors Inc | 2,211 | $416.0K | 0.00% | +752+51.5% | Added |
| Whittier Trust Co | 2,197 | $413.2K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,189 | $411.7K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,108 | $396.5K | 0.01% | +2,108 | New |
| Verition Fund Management LLC | 2,096 | $394.2K | 0.01% | −22,776−91.6% | Reduced |
| Walleye Trading LLC | 2,064 | $388.2K | 0.01% | +2,064 | New |
| Shelton Capital Management | 2,050 | $385.6K | 0.01% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 2,025 | $381.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,016 | $379.2K | 0.01% | −10,050−83.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,973 | $371.1K | 0.01% | −1,925−49.4% | Reduced |
| ExodusPoint Capital Management, LP | 1,954 | $368.0K | 0.00% | −69,927−97.3% | Reduced |
| Moody Aldrich Partners LLC | 1,952 | $367.2K | 0.07% | −43−2.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,937 | $364.3K | 0.00% | +1,937 | New |
| CWM Advisors, LLC | 1,895 | $356.3K | 0.05% | −77−3.9% | Reduced |
| Apollon Wealth Management, LLC | 1,894 | $356.2K | 0.02% | −93−4.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,873 | $352.0K | 0.15% | −89−4.5% | Reduced |
| Fifth Third Bancorp | 1,854 | $348.7K | 0.00% | +1,516+448.5% | Added |
| First Republic Investment Management, Inc. | 1,841 | $346.3K | 0.00% | +562+43.9% | Added |
| Cadent Capital Advisors, LLC | 1,819 | $342.1K | 0.17% | 00.0% | Unchanged |
| AtonRa Partners | 1,814 | $341.2K | 0.72% | −361−16.6% | Reduced |
| Vontobel Holding Ltd. | 1,800 | $338.6K | 0.00% | −1,110−38.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,799 | $338.4K | 0.00% | +40+2.3% | Added |
| Vident Advisory, LLC | 1,734 | $326.1K | 0.01% | +1,734 | New |
| Chicago Capital, LLC | 1,728 | $325.0K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,711 | $322.0K | 0.00% | +244+16.6% | Added |
| PEAK6 Investments LLC | 1,697 | $319.2K | 0.02% | +730+75.5% | Added |
| Coldstream Capital Management Inc | 1,690 | $317.9K | 0.01% | +14+0.8% | Added |
| Nilsine Partners, LLC | 1,674 | $314.9K | 0.05% | −472−22.0% | Reduced |
| Los Angeles Capital Management LLC | 1,661 | $312.4K | 0.00% | −400−19.4% | Reduced |
| RDA Financial Network | 1,650 | $310.3K | 0.13% | +475+40.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,618 | $304.3K | 0.00% | +188+13.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,566 | $295.0K | 0.00% | −1,371−46.7% | Reduced |
| SageView Advisory Group, LLC | 1,566 | $294.5K | 0.02% | +50+3.3% | Added |