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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 1,073 | $208.8K | 0.00% | +1,073 | New |
| Silver Oak Securities, Inc | 1,076 | $209.3K | 0.03% | +1,076 | New |
| Advisory Research Inc | 1,091 | $212.3K | 0.03% | −2,752−71.6% | Reduced |
| Headinvest, LLC | 1,140 | $221.8K | 0.05% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,143 | $222.4K | 0.07% | −100−8.0% | Reduced |
| Atria Wealth Solutions, Inc. | 1,169 | $227.4K | 0.00% | −61−5.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,185 | $230.5K | 0.01% | +5+0.4% | Added |
| Walleye Trading LLC | 1,187 | $230.9K | 0.00% | −877−42.5% | Reduced |
| Wendell David Associates Inc | 1,189 | $231.0K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,206 | $234.6K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,210 | $235.4K | 0.01% | +1,210 | New |
| Graham Capital Management, L.P. | 1,222 | $237.7K | 0.01% | +1,222 | New |
| Veriti Management LLC | 1,225 | $238.3K | 0.02% | +134+12.3% | Added |
| Great Lakes Advisors, LLC | 1,236 | $240.5K | 0.00% | +1,236 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,239 | $241.0K | 0.00% | +1,239 | New |
| Perpetual Ltd | 1,254 | $244.0K | 0.00% | −10−0.8% | Reduced |
| Oppenheimer Asset Management Inc. | 1,263 | $245.7K | 0.00% | +5+0.4% | Added |
| United Capital Financial Advisers, LLC | 1,265 | $246.1K | 0.00% | +1,265 | New |
| Snowden Capital Advisors LLC | 1,291 | $251.2K | 0.01% | +70+5.7% | Added |
| Edgestream Partners, L.P. | 1,380 | $268.5K | 0.02% | +1,380 | New |
| Profund Advisors LLC | 1,384 | $269.3K | 0.01% | +226+19.5% | Added |
| Cetera Investment Advisers | 1,390 | $270.4K | 0.00% | +237+20.6% | Added |
| Foyston, Gordon, & Payne Inc | 1,410 | $274.3K | 0.07% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,423 | $276.8K | 0.03% | +1,423 | New |
| Evercore Wealth Management, LLC | 1,432 | $278.6K | 0.00% | −71−4.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,509 | $293.6K | 0.03% | +1,509 | New |
| AtonRa Partners | 1,517 | $295.1K | 0.59% | −297−16.4% | Reduced |
| Watershed Asset Management, L.L.C. | 1,529 | $297.5K | 0.35% | +206+15.6% | Added |
| Capstone Investment Advisors, LLC | 1,545 | $300.6K | 0.01% | −563−26.7% | Reduced |
| Truvestments Capital LLC | 1,548 | $301.2K | 0.14% | +47+3.1% | Added |
| Retirement Planning Co of New England, Inc. | 1,555 | $302.5K | 0.14% | +386+33.0% | Added |
| Verition Fund Management LLC | 1,619 | $315.0K | 0.00% | −477−22.8% | Reduced |
| Coldstream Capital Management Inc | 1,623 | $315.8K | 0.01% | −67−4.0% | Reduced |
| Vontobel Holding Ltd. | 1,636 | $318.3K | 0.00% | −164−9.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,682 | $327.0K | 0.00% | +116+7.4% | Added |
| Truist Financial Corp | 1,699 | $330.5K | 0.00% | −578−25.4% | Reduced |
| Chicago Capital, LLC | 1,728 | $336.2K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,733 | $337.2K | 0.00% | +72+4.3% | Added |
| Boit C F David | 1,740 | $338.3K | 0.19% | +200+13.0% | Added |
| InterOcean Capital Group, LLC | 1,795 | $349.2K | 0.01% | +1,795 | New |
| Cadent Capital Advisors, LLC | 1,819 | $353.9K | 0.18% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 1,836 | $357.0K | 0.15% | +1,836 | New |
| Shelton Capital Management | 1,843 | $358.6K | 0.01% | −207−10.1% | Reduced |
| SG Americas Securities, LLC | 1,845 | $359.0K | 0.00% | +134+7.8% | Added |
| Jackson Creek Investment Advisors LLC | 1,855 | $361.0K | 0.14% | −18−1.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,893 | $368.3K | 0.00% | +94+5.2% | Added |
| Stifel Financial Corp | 1,899 | $369.5K | 0.00% | +456+31.6% | Added |
| Apollon Wealth Management, LLC | 1,915 | $372.6K | 0.01% | +21+1.1% | Added |
| Seelaus Asset Management LLC | 1,941 | $377.6K | 0.37% | −642−24.9% | Reduced |
| Moody Aldrich Partners LLC | 1,948 | $379.0K | 0.07% | −4−0.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,954 | $380.2K | 0.00% | +17+0.9% | Added |
| Axxcess Wealth Management, LLC | 2,021 | $393.2K | 0.01% | −3,064−60.3% | Reduced |
| PEAK6 Investments LLC | 2,060 | $400.8K | 0.02% | +363+21.4% | Added |
| Bridgewater Associates, LP | 2,165 | $421.2K | 0.00% | +2,165 | New |
| DekaBank Deutsche Girozentrale | 2,193 | $424.0K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,189 | $425.9K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,214 | $430.7K | 0.05% | +319+16.8% | Added |
| Dogwood Wealth Management LLC | 2,226 | $433.0K | 0.34% | +2,226 | New |
| ProShare Advisors LLC | 2,248 | $437.3K | 0.00% | −71−3.1% | Reduced |
| RDA Financial Network | 2,291 | $445.7K | 0.17% | +641+38.8% | Added |
| Mercer Global Advisors Inc | 2,297 | $447.0K | 0.00% | +86+3.9% | Added |
| Yarbrough Capital, LLC | 2,318 | $451.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,329 | $453.0K | 0.00% | −10−0.4% | Reduced |
| Cubist Systematic Strategies, LLC | 2,432 | $473.1K | 0.01% | −12,207−83.4% | Reduced |
| Wilkinson Global Asset Management LLC | 2,450 | $476.6K | 0.03% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 2,456 | $477.8K | 0.01% | −40−1.6% | Reduced |
| Welch & Forbes LLC | 2,525 | $491.2K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 2,529 | $492.0K | 0.01% | −1,685−40.0% | Reduced |
| XTX Topco Ltd | 2,569 | $499.8K | 0.11% | −1,409−35.4% | Reduced |
| Globeflex Capital L P | 2,600 | $505.8K | 0.05% | 00.0% | Unchanged |
| Ethic Inc. | 2,603 | $506.4K | 0.01% | +1,370+111.1% | Added |
| Aquatic Capital Management LLC | 2,700 | $525.0K | 0.01% | +2,700 | New |
| Amundi | 2,672 | $530.6K | 0.00% | −379−12.4% | Reduced |
| Shell Asset Management Co | 2,733 | $532.0K | 0.02% | −818−23.0% | Reduced |
| Eukles Asset Management | 2,739 | $532.9K | 0.25% | −7−0.3% | Reduced |
| Qtron Investments LLC | 2,790 | $542.8K | 0.09% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 2,803 | $545.3K | 0.21% | +2,803 | New |
| Waldron Private Wealth LLC | 2,816 | $547.9K | 0.03% | −25−0.9% | Reduced |
| Hancock Whitney Corp | 2,842 | $552.9K | 0.02% | −80−2.7% | Reduced |
| Fiduciary Trust Co | 2,905 | $565.2K | 0.01% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,918 | $567.7K | 0.11% | −11−0.4% | Reduced |
| SYSTM Wealth Solutions LLC | 2,936 | $571.2K | 0.08% | +411+16.3% | Added |
| TownSquare Capital, LLC | 3,129 | $608.7K | 0.01% | −68−2.1% | Reduced |
| Centiva Capital, LP | 3,150 | $612.8K | 0.04% | +2,028+180.7% | Added |
| AE Wealth Management LLC | 2,967 | $614.7K | 0.00% | +2,967 | New |
| Mariner, LLC | 3,176 | $617.9K | 0.00% | −346−9.8% | Reduced |
| Alpha DNA Investment Management LLC | 3,177 | $618.1K | 0.37% | +3,177 | New |
| Vestcor Inc | 3,232 | $629.0K | 0.02% | +159+5.2% | Added |
| Cornerstone Investment Partners, LLC | 3,278 | $637.7K | 0.04% | +263+8.7% | Added |
| Maryland State Retirement & Pension System | 3,367 | $655.0K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 3,402 | $661.9K | 0.01% | +3,402 | New |
| Vident Advisory, LLC | 3,406 | $662.7K | 0.02% | +1,672+96.4% | Added |
| Advisor Group Holdings, Inc. | 3,460 | $673.1K | 0.00% | −654−15.9% | Reduced |
| Commerce Bank | 3,572 | $694.9K | 0.00% | −14−0.4% | Reduced |
| Quest Partners LLC | 3,577 | $695.9K | 0.15% | +3,577 | New |
| Securian Asset Management, Inc | 3,638 | $707.8K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,771 | $733.6K | 0.00% | +219+6.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,874 | $753.7K | 0.00% | −627−13.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,963 | $771.0K | 0.07% | +13+0.3% | Added |
| HighTower Advisors, LLC | 3,974 | $774.0K | 0.00% | +417+11.7% | Added |