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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 21,468 | $4.18M | 0.01% | +1,990+10.2% | Added |
| Prana Capital Management, LP | 23,153 | $4.50M | 0.27% | +17,766+329.8% | Added |
| Nisa Investment Advisors, LLC | 23,358 | $4.54M | 0.03% | +200+0.9% | Added |
| State of New Jersey Common Pension Fund D | 23,590 | $4.59M | 0.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 24,100 | $4.69M | 0.04% | −1,032−4.1% | Reduced |
| MetLife Investment Management | 24,905 | $4.85M | 0.03% | −523−2.1% | Reduced |
| Roubaix Capital, LLC | 25,723 | $5.00M | 3.51% | +25,723 | New |
| Mutual of America Capital Management LLC | 26,435 | $5.14M | 0.06% | −1,512−5.4% | Reduced |
| Bath Savings Trust Co | 27,284 | $5.31M | 0.60% | +80+0.3% | Added |
| Gotham Asset Management, LLC | 27,860 | $5.42M | 0.10% | +14,808+113.5% | Added |
| SEI Investments Co | 28,121 | $5.47M | 0.01% | −8,746−23.7% | Reduced |
| Burney Co | 28,632 | $5.57M | 0.23% | +7,512+35.6% | Added |
| Amalgamated Bank | 28,820 | $5.61M | 0.04% | −384−1.3% | Reduced |
| Long Road Investment Counsel, LLC | 28,099 | $5.74M | 2.38% | +1,010+3.7% | Added |
| Wisconsin Capital Management LLC | 29,549 | $5.75M | 3.42% | +926+3.2% | Added |
| AXA S.A. | 31,063 | $6.04M | 0.02% | −2,011−6.1% | Reduced |
| D. E. Shaw & Co., Inc. | 32,064 | $6.24M | 0.01% | +21,610+206.7% | Added |
| Renaissance Technologies LLC | 32,200 | $6.26M | 0.01% | −1,400−4.2% | Reduced |
| Qube Research & Technologies Ltd | 32,444 | $6.31M | 0.01% | −24,725−43.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 32,931 | $6.41M | 0.23% | +542+1.7% | Added |
| 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 |
| Smith, Graham & Co., Investment Advisors, LP | 33,979 | $6.61M | 0.76% | −207−0.6% | Reduced |
| Great West Life Assurance Co | 35,180 | $6.83M | 0.01% | +1,510+4.5% | Added |
| Allspring Global Investments Holdings, LLC | 35,538 | $6.91M | 0.01% | −18,656−34.4% | Reduced |
| Texas Permanent School Fund | 36,919 | $7.18M | 0.06% | +439+1.2% | Added |
| HST Ventures, LLC | 38,480 | $7.49M | 2.64% | +7,808+25.5% | Added |
| Boston Partners | 40,590 | $7.62M | 0.01% | −1,444−3.4% | Reduced |
| New York State Common Retirement Fund | 39,315 | $7.65M | 0.01% | −5,345−12.0% | Reduced |
| Barclays PLC | 40,088 | $7.80M | 0.00% | +9,667+31.8% | Added |
| State Board of Administration of Florida Retirement System | 40,873 | $7.95M | 0.02% | +472+1.2% | Added |
| Deutsche Bank AG | 41,738 | $8.12M | 0.00% | +28,060+205.1% | Added |
| Manufacturers Life Insurance Company, The | 42,210 | $8.22M | 0.00% | −3,048−6.7% | Reduced |
| California State Teachers Retirement System | 45,364 | $8.83M | 0.01% | −2,039−4.3% | Reduced |
| ClariVest Asset Management LLC | 45,562 | $8.86M | 0.49% | −5,518−10.8% | Reduced |
| Envestnet Asset Management Inc | 46,463 | $9.04M | 0.00% | +1,878+4.2% | Added |
| Peregrine Capital Management LLC | 46,708 | $9.09M | 0.27% | −8,059−14.7% | Reduced |
| Northern Right Capital Management, L.P. | 48,941 | $9.52M | 3.83% | +48,941 | New |
| New York State Teachers Retirement System | 51,615 | $10.0M | 0.02% | −1,500−2.8% | Reduced |
| Cambiar Investors LLC | 54,693 | $10.6M | 0.42% | +1,054+2.0% | Added |
| Comerica Bank | 55,174 | $10.7M | 0.05% | +20,375+58.6% | Added |
| State of Wisconsin Investment Board | 56,509 | $11.0M | 0.03% | +2,642+4.9% | Added |
| American International Group, Inc. | 57,899 | $11.3M | 0.05% | −2,791−4.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 60,226 | $11.7M | 0.19% | −7,365−10.9% | Reduced |
| Wells Fargo & Company | 61,927 | $12.0M | 0.00% | −3,723−5.7% | Reduced |
| Legal & General Group Plc | 64,494 | $12.5M | 0.00% | −5,335−7.6% | Reduced |
| Alliancebernstein L.P. | 64,845 | $12.6M | 0.00% | +1,729+2.7% | Added |
| Spinnaker Trust | 65,633 | $12.8M | 0.87% | +52,163+387.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 75,120 | $14.6M | 0.05% | −24,510−24.6% | Reduced |
| Creative Planning | 77,311 | $15.0M | 0.03% | −66,391−46.2% | Reduced |
| Yaupon Capital Management LP | 77,459 | $15.1M | 1.63% | −5,174−6.3% | Reduced |
| Raymond James & Associates | 77,985 | $15.2M | 0.01% | −1,458−1.8% | Reduced |
| California Public Employees Retirement System | 80,006 | $15.6M | 0.01% | −5,149−6.0% | Reduced |
| Retirement Systems of Alabama | 80,426 | $15.6M | 0.07% | −106−0.1% | Reduced |
| UBS Asset Management Americas Inc | 80,779 | $15.7M | 0.01% | +2,822+3.6% | Added |
| Credit Suisse AG | 82,020 | $16.0M | 0.02% | +4,452+5.7% | Added |
| Swiss National Bank | 84,726 | $16.5M | 0.01% | −9,400−10.0% | Reduced |
| Hill City Capital, LP | 85,000 | $16.5M | 1.46% | 00.0% | Unchanged |
| New South Capital Management Inc | 87,087 | $16.9M | 0.74% | −2,436−2.7% | Reduced |
| Freshford Capital Management, LLC | 90,540 | $17.6M | 3.06% | 00.0% | Unchanged |
| AQR Capital Management LLC | 91,066 | $17.7M | 0.03% | +26,259+40.5% | Added |
| Invesco Ltd. | 91,707 | $17.8M | 0.00% | +1,134+1.3% | Added |
| Incline Global Management LLC | 94,004 | $18.3M | 5.77% | −857−0.9% | Reduced |
| Price T Rowe Associates Inc | 94,883 | $18.5M | 0.00% | −290−0.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 100,401 | $19.5M | 0.16% | −40,886−28.9% | Reduced |
| First Trust Advisors LP | 108,808 | $21.2M | 0.02% | +41,095+60.7% | Added |
| WCM Investment Management, LLC | 108,123 | $21.2M | 0.06% | +6,992+6.9% | Added |
| Panagora Asset Management Inc | 114,224 | $22.2M | 0.12% | −77,367−40.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 119,787 | $23.3M | 0.02% | +44,895+59.9% | Added |
| Williams Jones Wealth Management, LLC. | 129,398 | $25.2M | 0.35% | −601−0.5% | Reduced |
| Balyasny Asset Management LLC | 131,877 | $25.7M | 0.07% | +44,477+50.9% | Added |
| Blair William & Co | 134,450 | $26.2M | 0.09% | −507−0.4% | Reduced |
| Rhumbline Advisers | 136,647 | $26.6M | 0.03% | −4,702−3.3% | Reduced |
| Jupiter Asset Management Ltd | 140,279 | $27.3M | 0.27% | +71,158+102.9% | Added |
| Renaissance Group LLC | 147,023 | $28.6M | 1.18% | −14,871−9.2% | Reduced |
| Principal Financial Group Inc | 157,734 | $30.7M | 0.02% | −23,852−13.1% | Reduced |
| HM Payson & Co | 161,497 | $31.4M | 0.65% | +29,417+22.3% | Added |
| Handelsbanken Fonder AB | 163,844 | $31.9M | 0.15% | +157,600+2,524.0% | Added |
| Massachusetts Financial Services Co | 169,745 | $33.0M | 0.01% | +13,459+8.6% | Added |
| Marshall Wace, LLP | 171,856 | $33.4M | 0.06% | +72,023+72.1% | Added |
| Invenomic Capital Management LP | 197,851 | $38.5M | 2.05% | −87,672−30.7% | Reduced |
| Rockefeller Capital Management L.P. | 209,499 | $40.8M | 0.14% | −13,760−6.2% | Reduced |
| Goldman Sachs Group Inc | 222,338 | $43.3M | 0.01% | −35,590−13.8% | Reduced |
| Westfield Capital Management Co LP | 228,078 | $44.4M | 0.26% | +36,906+19.3% | Added |
| Bamco Inc | 253,300 | $49.3M | 0.13% | +1000.0% | Added |
| Kodai Capital Management LP | 255,718 | $49.7M | 1.01% | +255,718 | New |
| Millennium Management LLC | 256,662 | $49.9M | 0.05% | +90,926+54.9% | Added |
| Premier Fund Managers Ltd | 254,000 | $49.9M | 2.15% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 278,893 | $54.3M | 0.02% | −7,731−2.7% | Reduced |
| TimesSquare Capital Management, LLC | 288,527 | $56.1M | 0.83% | +42,700+17.4% | Added |
| Ameriprise Financial Inc | 295,196 | $57.4M | 0.02% | +13,869+4.9% | Added |
| Loomis Sayles & Co L P | 314,290 | $61.1M | 0.09% | +53,384+20.5% | Added |
| Charles Schwab Investment Management Inc | 328,083 | $63.8M | 0.02% | +6,506+2.0% | Added |
| Northern Trust Corp | 331,726 | $64.5M | 0.01% | +3,996+1.2% | Added |
| Dimensional Fund Advisors LP | 338,388 | $65.8M | 0.02% | +7,867+2.4% | Added |
| Stephens Investment Management Group LLC | 364,171 | $70.8M | 1.04% | −6,000−1.6% | Reduced |
| Federated Hermes, Inc. | 372,006 | $72.4M | 0.18% | +28,782+8.4% | Added |
| Bank of New York Mellon Corp | 385,267 | $75.0M | 0.02% | +440+0.1% | Added |
| Jennison Associates LLC | 441,597 | $85.9M | 0.06% | −116,550−20.9% | Reduced |
| Primecap Management Co | 454,650 | $88.5M | 0.07% | −20,440−4.3% | Reduced |