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 |
|---|---|---|---|---|---|
| Norges Bank | 461,294 | $89.7M | 0.02% | −5,089−1.1% | Reduced |
| FMR LLC | 468,532 | $91.2M | 0.01% | −155,525−24.9% | Reduced |
| Bank of America Corp | 582,899 | $113.4M | 0.01% | −102,033−14.9% | Reduced |
| Brown Advisory Inc | 616,990 | $120.0M | 0.17% | −3,091−0.5% | Reduced |
| Neuberger Berman Group LLC | 640,140 | $124.5M | 0.11% | −28,437−4.3% | Reduced |
| Geode Capital Management, LLC | 668,983 | $130.2M | 0.01% | +23,196+3.6% | Added |
| River Road Asset Management, LLC | 727,456 | $141.5M | 1.96% | −28,638−3.8% | Reduced |
| Bessemer Group Inc | 731,051 | $142.2M | 0.28% | −13,245−1.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 866,363 | $177.1M | 1.75% | +22,865+2.7% | Added |
| JPMorgan Chase & Co | 1,033,136 | $201.0M | 0.02% | −291,488−22.0% | Reduced |
| State Street Corp | 1,220,003 | $237.4M | 0.01% | +36,145+3.1% | Added |
| Par Capital Management Inc | 1,850,000 | $359.9M | 11.82% | −4,900−0.3% | Reduced |
| Morgan Stanley | 1,918,003 | $373.1M | 0.03% | +56,186+3.0% | Added |
| Impactive Capital LP | 2,105,947 | $409.7M | 16.82% | 00.0% | Unchanged |
| Wellington Management Group LLP | 3,122,500 | $607.5M | 0.11% | +179,813+6.1% | Added |
| BlackRock Inc. | 3,841,491 | $747.4M | 0.02% | −5,861−0.2% | Reduced |
| Janus Henderson Group PLC | 4,090,463 | $795.8M | 0.47% | +19,207+0.5% | Added |
| Vanguard Group Inc | 4,199,017 | $816.9M | 0.02% | +67,893+1.6% | Added |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −117,576−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −59,158−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −27,066−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −18,092−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −10,143−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −7,924−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −6,770−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −6,761−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −4,998−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −4,397−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,326−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −4,092−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −4,072−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −3,966−100.0% | Sold out |
| Fosun International Ltd | 0 | $0 | 0.00% | −3,175−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −2,793−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,625−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −2,417−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,345−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −2,306−100.0% | Sold out |
| Bessemer Securities LLC | 0 | $0 | 0.00% | −2,253−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,016−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −1,954−100.0% | Sold out |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −1,674−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −1,618−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,213−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,140−100.0% | Sold out |
| Sharkey, Howes & Javer | 0 | $0 | 0.00% | −1,131−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −727−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −717−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −542−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Coury Firm Asset Management LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |