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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.

Q3 2023 vs. Q2 2023

How the institutions holding WEX Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of WEX: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders4083412+7
Shares42.2M9.81K42.0M−258.5K (−0.6%)
Value$7.69B$1.79M$7.88B+$194.9M (+2.5%)

3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (50)

Institutions that held WEX Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to WEX in Q3 2023
InstitutionSharesValue% of portfolio
Assenagon Asset Management S.A.117,576$22.1M0.08%
Marshall Wace, LLP99,833$18.8M0.04%
Yaupon Capital Management LP82,633$15.5M1.76%
Portolan Capital Management, LLC59,158$11.1M1.04%
Cinctive Capital Management LP59,085$11.1M0.61%
Walleye Capital LLC48,036$9.04M0.13%
Comerica Bank34,799$6.55M0.03%
Artemis Investment Management LLP27,066$5.09M0.07%
Sora Investors LLC25,000$4.70M1.05%
Eaton Financial Holdings Company, LLC18,080$3.40M0.91%
Oak Thistle LLC7,924$1.49M0.44%
Lifestyle Asset Management, Inc.5,628$1.06M0.64%
Quadrature Capital Ltd5,562$1.05M0.02%
Prana Capital Management, LP5,387$1.01M0.07%
Pictet Asset Management Holding SA4,735$890.6K0.00%
Wealth Enhancement Advisory Services, LLC4,501$846.6K0.00%
Moloney Securities Asset Management, LLC4,092$769.7K0.14%
LMCG Investments, LLC3,999$752.2K0.05%
Aviva PLC3,966$746.0K0.00%
Advisory Research Inc3,843$722.8K0.10%
CIBC Private Wealth Group, LLC3,552$668.1K0.00%
Fosun International Ltd3,175$597.2K0.10%
Vestcor Inc3,073$578.0K0.02%
National Wealth Management Group, LLC2,625$493.7K0.54%
Lombard Odier Asset Management (USA) Corp2,417$455.0K0.08%
Boothbay Fund Management, LLC2,345$441.1K0.02%
DekaBank Deutsche Girozentrale2,193$418.0K0.00%
Capstone Investment Advisors, LLC2,108$396.5K0.01%
Walleye Trading LLC2,064$388.2K0.01%
Envestnet Portfolio Solutions, Inc.1,937$364.3K0.00%
Vident Advisory, LLC1,734$326.1K0.01%
Foyston, Gordon, & Payne Inc1,410$265.2K0.07%
Watershed Asset Management, L.L.C.1,323$248.8K0.30%
Headlands Technologies LLC1,243$233.8K0.11%
Hennion & Walsh Asset Management, Inc.1,180$221.9K0.01%
Cetera Investment Advisers1,153$216.9K0.00%
Sharkey, Howes & Javer1,131$212.7K0.04%
Veriti Management LLC1,091$205.2K0.02%
Advisor Partners II, LLC1,072$201.6K0.01%
KBC Group NV837$157.0K0.00%
Simplex Trading, LLC727$136.0K0.00%
LGT Financial Advisors LLC123$23.1K0.03%
NBC Securities, Inc.105$19.0K0.00%
Quarry LP51$9.59K0.01%
Salem Investment Counselors Inc40$7.52K0.00%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.22$4.14K0.00%
Steward Financial Group LLC18$3.00K0.00%
Umb Bank N A12$2.26K0.00%
Tfo-TDC, LLC3$5460.00%
Atwood & Palmer Inc2$3770.00%

Sold out (43)

Institutions that held WEX Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of WEX in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Harbor Spring Capital, LLC55,078$10.0M
Bridgewater Associates, LP32,343$5.89M
Healthcare of Ontario Pension Plan Trust Fund27,747$5.05M
State of Tennessee, Treasury Department23,745$4.32M
Summit Partners Public Asset Management, LLC21,000$3.82M
Tudor Investment Corp Et Al13,828$2.52M
HRT Financial LP11,834$2.15M
Connectus Wealth, LLC10,374$1.89M
Redwood Investment Management, LLC9,039$1.65M
Canada Pension Plan Investment Board8,200$1.49M
Aquatic Capital Management LLC7,400$1.35M
Versor Investments LP6,479$1.18M
Echo Street Capital Management LLC6,356$1.16M
Maverick Capital LtdSuperinvestorMaverick Capital6,014$1.09M
J. Goldman & Co LP5,938$1.08M
Empowered Funds, LLC4,722$859.7K
Intech Investment Management LLC4,415$803.8K
Alpha DNA Investment Management LLC4,267$776.9K
Sciencast Management LP3,444$637.1K
AE Wealth Management LLC3,179$578.8K
Trexquant Investment LP3,113$566.8K
Graham Capital Management, L.P.3,046$554.6K
Mach-1 Financial Group, Inc.2,932$533.8K
Y-Intercept (Hong Kong) Ltd2,719$495.0K
Two Sigma Securities, LLC2,065$376.0K
Bridgefront Capital, LLC1,638$298.2K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,550$282.2K
Jump Financial, LLC1,542$280.8K
Duality Advisers, LP1,405$255.8K
Jefferies Financial Group Inc.1,345$244.9K
Bank of Nova Scotia1,135$206.6K
Woodmont Investment Counsel LLC1,118$203.6K
Exchange Traded Concepts, LLC890$162.0K
ICA Group Wealth Management, LLC269$49.0K
Coppell Advisory Solutions LLC259$46.7K
Bartlett & Co. LLC250$46.0K
Bartlett & Co. Wealth Management LLC250$45.5K
State of Wyoming211$38.4K
V-Square Quantitative Management LLC117$21.3K
Safeguard Financial, LLC75$13.0K
West Tower Group, LLC35$6.37K
Bollard Group LLC30$5.00K
Disciplined Investments, LLC14$2.55K

Not filed for Q3 2023 yet (3)

Institutions that held WEX Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEX in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA4,991$908.7K
EA Series Trust4,722$859.7K
Vigilant Capital Management, LLC100$18.0K