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, Q4 2023
Institutional positions in WEX Inc. as of Dec 31, 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
- 418
- +14 vs. Q3 2023
- Shares held
- 41.9M
- −25.3K (−0.1%) vs. Q3 2023
- Total value
- $8.16B
- +$285.8M (+3.6%) vs. Q3 2023
- New holders
- 58
- 127 more added
- Sold out
- 44
- 162 more reduced
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,199,017 | $816.9M | 0.02% | +67,893+1.6% | Added |
| Janus Henderson Group PLC | 4,090,463 | $795.8M | 0.47% | +19,207+0.5% | Added |
| BlackRock Inc. | 3,841,491 | $747.4M | 0.02% | −5,861−0.2% | Reduced |
| Wellington Management Group LLP | 3,122,500 | $607.5M | 0.11% | +179,813+6.1% | Added |
| Impactive Capital LP | 2,105,947 | $409.7M | 16.82% | 00.0% | Unchanged |
| Morgan Stanley | 1,918,003 | $373.1M | 0.03% | +56,186+3.0% | Added |
| Par Capital Management Inc | 1,850,000 | $359.9M | 11.82% | −4,900−0.3% | Reduced |
| State Street Corp | 1,220,003 | $237.4M | 0.01% | +36,145+3.1% | Added |
| JPMorgan Chase & Co | 1,033,136 | $201.0M | 0.02% | −291,488−22.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 866,363 | $177.1M | 1.75% | +22,865+2.7% | Added |
| Bessemer Group Inc | 731,051 | $142.2M | 0.28% | −13,245−1.8% | Reduced |
| River Road Asset Management, LLC | 727,456 | $141.5M | 1.96% | −28,638−3.8% | Reduced |
| Geode Capital Management, LLC | 668,983 | $130.2M | 0.01% | +23,196+3.6% | Added |
| Neuberger Berman Group LLC | 640,140 | $124.5M | 0.11% | −28,437−4.3% | Reduced |
| Brown Advisory Inc | 616,990 | $120.0M | 0.17% | −3,091−0.5% | Reduced |
| Bank of America Corp | 582,899 | $113.4M | 0.01% | −102,033−14.9% | Reduced |
| FMR LLC | 468,532 | $91.2M | 0.01% | −155,525−24.9% | Reduced |
| Norges Bank | 461,294 | $89.7M | 0.02% | −5,089−1.1% | Reduced |
| Primecap Management Co | 454,650 | $88.5M | 0.07% | −20,440−4.3% | Reduced |
| Jennison Associates LLC | 441,597 | $85.9M | 0.06% | −116,550−20.9% | Reduced |
| Bank of New York Mellon Corp | 385,267 | $75.0M | 0.02% | +440+0.1% | Added |
| Federated Hermes, Inc. | 372,006 | $72.4M | 0.18% | +28,782+8.4% | Added |
| Stephens Investment Management Group LLC | 364,171 | $70.8M | 1.04% | −6,000−1.6% | Reduced |
| Dimensional Fund Advisors LP | 338,388 | $65.8M | 0.02% | +7,867+2.4% | Added |
| Northern Trust Corp | 331,726 | $64.5M | 0.01% | +3,996+1.2% | Added |
| Charles Schwab Investment Management Inc | 328,083 | $63.8M | 0.02% | +6,506+2.0% | Added |
| Loomis Sayles & Co L P | 314,290 | $61.1M | 0.09% | +53,384+20.5% | Added |
| Ameriprise Financial Inc | 295,196 | $57.4M | 0.02% | +13,869+4.9% | Added |
| TimesSquare Capital Management, LLC | 288,527 | $56.1M | 0.83% | +42,700+17.4% | Added |
| Nuveen Asset Management, LLC | 278,893 | $54.3M | 0.02% | −7,731−2.7% | Reduced |
| Premier Fund Managers Ltd | 254,000 | $49.9M | 2.15% | 00.0% | Unchanged |
| Millennium Management LLC | 256,662 | $49.9M | 0.05% | +90,926+54.9% | Added |
| Kodai Capital Management LP | 255,718 | $49.7M | 1.01% | +255,718 | New |
| Bamco Inc | 253,300 | $49.3M | 0.13% | +1000.0% | Added |
| Westfield Capital Management Co LP | 228,078 | $44.4M | 0.26% | +36,906+19.3% | Added |
| Goldman Sachs Group Inc | 222,338 | $43.3M | 0.01% | −35,590−13.8% | Reduced |
| Rockefeller Capital Management L.P. | 209,499 | $40.8M | 0.14% | −13,760−6.2% | Reduced |
| Invenomic Capital Management LP | 197,851 | $38.5M | 2.05% | −87,672−30.7% | Reduced |
| Marshall Wace, LLP | 171,856 | $33.4M | 0.06% | +72,023+72.1% | Added |
| Massachusetts Financial Services Co | 169,745 | $33.0M | 0.01% | +13,459+8.6% | Added |
| Handelsbanken Fonder AB | 163,844 | $31.9M | 0.15% | +157,600+2,524.0% | Added |
| HM Payson & Co | 161,497 | $31.4M | 0.65% | +29,417+22.3% | Added |
| Principal Financial Group Inc | 157,734 | $30.7M | 0.02% | −23,852−13.1% | Reduced |
| Renaissance Group LLC | 147,023 | $28.6M | 1.18% | −14,871−9.2% | Reduced |
| Jupiter Asset Management Ltd | 140,279 | $27.3M | 0.27% | +71,158+102.9% | Added |
| Rhumbline Advisers | 136,647 | $26.6M | 0.03% | −4,702−3.3% | Reduced |
| Blair William & Co | 134,450 | $26.2M | 0.09% | −507−0.4% | Reduced |
| Balyasny Asset Management LLC | 131,877 | $25.7M | 0.07% | +44,477+50.9% | Added |
| Williams Jones Wealth Management, LLC. | 129,398 | $25.2M | 0.35% | −601−0.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 119,787 | $23.3M | 0.02% | +44,895+59.9% | Added |
| Panagora Asset Management Inc | 114,224 | $22.2M | 0.12% | −77,367−40.4% | Reduced |
| WCM Investment Management, LLC | 108,123 | $21.2M | 0.06% | +6,992+6.9% | Added |
| First Trust Advisors LP | 108,808 | $21.2M | 0.02% | +41,095+60.7% | Added |
| Schonfeld Strategic Advisors LLC | 100,401 | $19.5M | 0.16% | −40,886−28.9% | Reduced |
| Price T Rowe Associates Inc | 94,883 | $18.5M | 0.00% | −290−0.3% | Reduced |
| Incline Global Management LLC | 94,004 | $18.3M | 5.77% | −857−0.9% | Reduced |
| Invesco Ltd. | 91,707 | $17.8M | 0.00% | +1,134+1.3% | Added |
| AQR Capital Management LLC | 91,066 | $17.7M | 0.03% | +26,259+40.5% | Added |
| Freshford Capital Management, LLC | 90,540 | $17.6M | 3.06% | 00.0% | Unchanged |
| New South Capital Management Inc | 87,087 | $16.9M | 0.74% | −2,436−2.7% | Reduced |
| Hill City Capital, LP | 85,000 | $16.5M | 1.46% | 00.0% | Unchanged |
| Swiss National Bank | 84,726 | $16.5M | 0.01% | −9,400−10.0% | Reduced |
| Credit Suisse AG | 82,020 | $16.0M | 0.02% | +4,452+5.7% | Added |
| UBS Asset Management Americas Inc | 80,779 | $15.7M | 0.01% | +2,822+3.6% | Added |
| Retirement Systems of Alabama | 80,426 | $15.6M | 0.07% | −106−0.1% | Reduced |
| California Public Employees Retirement System | 80,006 | $15.6M | 0.01% | −5,149−6.0% | Reduced |
| Raymond James & Associates | 77,985 | $15.2M | 0.01% | −1,458−1.8% | Reduced |
| Yaupon Capital Management LP | 77,459 | $15.1M | 1.63% | −5,174−6.3% | Reduced |
| Creative Planning | 77,311 | $15.0M | 0.03% | −66,391−46.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 75,120 | $14.6M | 0.05% | −24,510−24.6% | Reduced |
| Spinnaker Trust | 65,633 | $12.8M | 0.87% | +52,163+387.3% | Added |
| Alliancebernstein L.P. | 64,845 | $12.6M | 0.00% | +1,729+2.7% | Added |
| Legal & General Group Plc | 64,494 | $12.5M | 0.00% | −5,335−7.6% | Reduced |
| Wells Fargo & Company | 61,927 | $12.0M | 0.00% | −3,723−5.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 60,226 | $11.7M | 0.19% | −7,365−10.9% | Reduced |
| American International Group, Inc. | 57,899 | $11.3M | 0.05% | −2,791−4.6% | Reduced |
| State of Wisconsin Investment Board | 56,509 | $11.0M | 0.03% | +2,642+4.9% | Added |
| Comerica Bank | 55,174 | $10.7M | 0.05% | +20,375+58.6% | Added |
| Cambiar Investors LLC | 54,693 | $10.6M | 0.42% | +1,054+2.0% | Added |
| New York State Teachers Retirement System | 51,615 | $10.0M | 0.02% | −1,500−2.8% | Reduced |
| Northern Right Capital Management, L.P. | 48,941 | $9.52M | 3.83% | +48,941 | New |
| Peregrine Capital Management LLC | 46,708 | $9.09M | 0.27% | −8,059−14.7% | Reduced |
| Envestnet Asset Management Inc | 46,463 | $9.04M | 0.00% | +1,878+4.2% | Added |
| ClariVest Asset Management LLC | 45,562 | $8.86M | 0.49% | −5,518−10.8% | Reduced |
| California State Teachers Retirement System | 45,364 | $8.83M | 0.01% | −2,039−4.3% | Reduced |
| Manufacturers Life Insurance Company, The | 42,210 | $8.22M | 0.00% | −3,048−6.7% | Reduced |
| Deutsche Bank AG | 41,738 | $8.12M | 0.00% | +28,060+205.1% | Added |
| State Board of Administration of Florida Retirement System | 40,873 | $7.95M | 0.02% | +472+1.2% | Added |
| Barclays PLC | 40,088 | $7.80M | 0.00% | +9,667+31.8% | Added |
| New York State Common Retirement Fund | 39,315 | $7.65M | 0.01% | −5,345−12.0% | Reduced |
| Boston Partners | 40,590 | $7.62M | 0.01% | −1,444−3.4% | Reduced |
| HST Ventures, LLC | 38,480 | $7.49M | 2.64% | +7,808+25.5% | Added |
| Texas Permanent School Fund | 36,919 | $7.18M | 0.06% | +439+1.2% | Added |
| Allspring Global Investments Holdings, LLC | 35,538 | $6.91M | 0.01% | −18,656−34.4% | Reduced |
| Great West Life Assurance Co | 35,180 | $6.83M | 0.01% | +1,510+4.5% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 33,979 | $6.61M | 0.76% | −207−0.6% | Reduced |
| Walleye Capital LLC | 33,032 | $6.43M | 0.09% | −15,004−31.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 33,032 | $6.43M | 0.03% | −203−0.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 32,931 | $6.41M | 0.23% | +542+1.7% | Added |
| Qube Research & Technologies Ltd | 32,444 | $6.31M | 0.01% | −24,725−43.2% | Reduced |