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 |
|---|---|---|---|---|---|
| CSS LLC | 1,550 | $291.5K | 0.02% | −803−34.1% | Reduced |
| GWM Advisors LLC | 1,541 | $289.8K | 0.00% | +1,291+516.4% | Added |
| Boit C F David | 1,540 | $287.6K | 0.20% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,503 | $282.7K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,501 | $282.3K | 0.15% | +16+1.1% | Added |
| Stifel Financial Corp | 1,443 | $271.4K | 0.00% | −72−4.8% | Reduced |
| Foyston, Gordon, & Payne Inc | 1,410 | $265.2K | 0.07% | +1,410 | New |
| Coury Firm Asset Management LLC | 1,375 | $258.6K | 0.41% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,354 | $254.0K | 0.04% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 1,323 | $248.8K | 0.30% | +1,323 | New |
| Perpetual Ltd | 1,264 | $237.7K | 0.00% | −2,141−62.9% | Reduced |
| Oppenheimer Asset Management Inc. | 1,258 | $236.6K | 0.00% | −17−1.3% | Reduced |
| Headlands Technologies LLC | 1,243 | $233.8K | 0.11% | +1,243 | New |
| Ethic Inc. | 1,233 | $231.9K | 0.01% | −545−30.7% | Reduced |
| Atria Wealth Solutions, Inc. | 1,230 | $231.4K | 0.00% | −689−35.9% | Reduced |
| Snowden Capital Advisors LLC | 1,221 | $229.7K | 0.01% | −36−2.9% | Reduced |
| Citadel Advisors LLC | 1,213 | $228.2K | 0.00% | −73,359−98.4% | Reduced |
| CIBC Asset Management Inc | 1,206 | $226.8K | 0.00% | 00.0% | Unchanged |
| Wendell David Associates Inc | 1,189 | $224.0K | 0.03% | +87+7.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,180 | $221.9K | 0.01% | +1,180 | New |
| Retirement Planning Co of New England, Inc. | 1,169 | $219.9K | 0.12% | −15−1.3% | Reduced |
| Profund Advisors LLC | 1,158 | $217.8K | 0.01% | −187−13.9% | Reduced |
| Cetera Investment Advisers | 1,153 | $216.9K | 0.00% | +1,153 | New |
| Capula Management Ltd | 1,140 | $214.4K | 0.01% | −1,340−54.0% | Reduced |
| Headinvest, LLC | 1,140 | $212.9K | 0.05% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 1,131 | $212.7K | 0.04% | +1,131 | New |
| Centiva Capital, LP | 1,122 | $211.0K | 0.01% | −835−42.7% | Reduced |
| Veriti Management LLC | 1,091 | $205.2K | 0.02% | +1,091 | New |
| Advisor Partners II, LLC | 1,072 | $201.6K | 0.01% | +1,072 | New |
| KBC Group NV | 837 | $157.0K | 0.00% | +837 | New |
| C M Bidwell & Associates Ltd | 814 | $153.1K | 0.12% | −464−36.3% | Reduced |
| Central Trust Co | 784 | $147.5K | 0.00% | +48+6.5% | Added |
| Simplex Trading, LLC | 727 | $136.0K | 0.00% | +727 | New |
| Point72 Asset Management, L.P. | 717 | $134.9K | 0.00% | −2,049−74.1% | Reduced |
| Atlantic Trust, LLC | 587 | $110.4K | 0.04% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 568 | $106.8K | 0.00% | +32+6.0% | Added |
| Acadian Asset Management LLC | 542 | $100.0K | 0.00% | −247−31.3% | Reduced |
| Signaturefd, LLC | 516 | $97.1K | 0.00% | +293+131.4% | Added |
| Clean Yield Group | 500 | $95.4K | 0.04% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 500 | $94.0K | 0.01% | −23−4.4% | Reduced |
| Paradigm Asset Management Co LLC | 480 | $90.3K | 0.03% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 446 | $89.9K | 0.02% | −126−22.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 450 | $84.6K | 0.04% | 00.0% | Unchanged |
| Bangor Savings Bank | 380 | $71.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 326 | $61.0K | 0.00% | +7+2.2% | Added |
| Proequities, Inc. | 310 | $58.3K | 0.00% | −21−6.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 309 | $58.1K | 0.00% | +278+896.8% | Added |
| Ossiam | 300 | $56.4K | 0.00% | −958−76.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 284 | $53.4K | 0.00% | +22+8.4% | Added |
| Mendota Financial Group, LLC | 280 | $52.7K | 0.05% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 249 | $46.8K | 0.00% | +5+2.0% | Added |
| Leonteq Securities AG | 219 | $41.2K | 0.00% | −13−5.6% | Reduced |
| Global Retirement Partners, LLC | 226 | $41.1K | 0.00% | +13+6.1% | Added |
| Dougherty Wealth Advisers LLC | 214 | $40.3K | 0.05% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $37.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 192 | $36.1K | 0.00% | −29−13.1% | Reduced |
| FinTrust Capital Advisors, LLC | 181 | $34.0K | 0.01% | +27+17.5% | Added |
| Solstein Capital, LLC | 179 | $33.7K | 0.03% | 00.0% | Unchanged |
| Core Alternative Capital | 171 | $32.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 167 | $31.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 162 | $30.5K | 0.00% | −49−23.2% | Reduced |
| National Bank of Canada | 154 | $28.8K | 0.00% | −1,713−91.8% | Reduced |
| Quent Capital, LLC | 146 | $27.5K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 145 | $27.3K | 0.01% | +62+74.7% | Added |
| AdvisorNet Financial, Inc | 125 | $23.5K | 0.00% | −2−1.6% | Reduced |
| LGT Financial Advisors LLC | 123 | $23.1K | 0.03% | +123 | New |
| Parallel Advisors, LLC | 115 | $21.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 101 | $19.0K | 0.01% | −374−78.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 105 | $19.0K | 0.00% | +105 | New |
| Quadrant Capital Group LLC | 96 | $18.1K | 0.00% | −5−5.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 94 | $17.7K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 83 | $15.6K | 0.01% | −5−5.7% | Reduced |
| Private Trust Co NA | 75 | $14.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 67 | $13.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 65 | $12.2K | 0.00% | +12+22.6% | Added |
| Sunbelt Securities, Inc. | 64 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 65 | $12.0K | 0.00% | +5+8.3% | Added |
| Ronald Blue Trust, Inc. | 59 | $11.0K | 0.00% | +36+156.5% | Added |
| Okabena Investment Services Inc | 56 | $10.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 51 | $9.59K | 0.01% | +51 | New |
| Beacon Capital Management, LLC | 49 | $8.92K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 44 | $8.28K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 40 | $7.52K | 0.00% | +40 | New |
| Capital Advisors, Ltd. LLC | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $5.64K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 30 | $5.64K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 26 | $4.89K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $4.51K | 0.00% | −4−14.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22 | $4.14K | 0.00% | +22 | New |
| Huntington National Bank | 22 | $4.02K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $3.95K | 0.00% | +3+16.7% | Added |
| Farmers & Merchants Investments Inc | 19 | $3.57K | 0.00% | −1−5.0% | Reduced |
| Macroview Investment Management LLC | 17 | $3.20K | 0.00% | −47−73.4% | Reduced |
| Farther Finance Advisors, LLC | 16 | $3.01K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 16 | $3.01K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 18 | $3.00K | 0.00% | +18 | New |
| Creative Financial Designs Inc | 13 | $2.44K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 12 | $2.26K | 0.00% | +12 | New |