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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 32,200 | $6.26M | 0.01% | −1,400−4.2% | Reduced |
| D. E. Shaw & Co., Inc. | 32,064 | $6.24M | 0.01% | +21,610+206.7% | Added |
| AXA S.A. | 31,063 | $6.04M | 0.02% | −2,011−6.1% | Reduced |
| Wisconsin Capital Management LLC | 29,549 | $5.75M | 3.42% | +926+3.2% | Added |
| Long Road Investment Counsel, LLC | 28,099 | $5.74M | 2.38% | +1,010+3.7% | Added |
| Amalgamated Bank | 28,820 | $5.61M | 0.04% | −384−1.3% | Reduced |
| Burney Co | 28,632 | $5.57M | 0.23% | +7,512+35.6% | Added |
| SEI Investments Co | 28,121 | $5.47M | 0.01% | −8,746−23.7% | Reduced |
| Gotham Asset Management, LLC | 27,860 | $5.42M | 0.10% | +14,808+113.5% | Added |
| Bath Savings Trust Co | 27,284 | $5.31M | 0.60% | +80+0.3% | Added |
| Mutual of America Capital Management LLC | 26,435 | $5.14M | 0.06% | −1,512−5.4% | Reduced |
| Roubaix Capital, LLC | 25,723 | $5.00M | 3.51% | +25,723 | New |
| MetLife Investment Management | 24,905 | $4.85M | 0.03% | −523−2.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 24,100 | $4.69M | 0.04% | −1,032−4.1% | Reduced |
| State of New Jersey Common Pension Fund D | 23,590 | $4.59M | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 23,358 | $4.54M | 0.03% | +200+0.9% | Added |
| Prana Capital Management, LP | 23,153 | $4.50M | 0.27% | +17,766+329.8% | Added |
| Ensign Peak Advisors, Inc | 21,468 | $4.18M | 0.01% | +1,990+10.2% | Added |
| Eagle Asset Management Inc | 20,228 | $3.94M | 0.02% | −1,353−6.3% | Reduced |
| Yousif Capital Management, LLC | 19,863 | $3.86M | 0.05% | −299−1.5% | Reduced |
| Oak Ridge Investments LLC | 19,312 | $3.76M | 0.43% | −1,267−6.2% | Reduced |
| Clark Estates Inc | 19,300 | $3.75M | 0.64% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 18,965 | $3.69M | 0.02% | +190+1.0% | Added |
| Natixis Advisors, L.P. | 18,920 | $3.68M | 0.01% | −8,943−32.1% | Reduced |
| AREX Capital Management, LP | 18,750 | $3.65M | 5.33% | −6,250−25.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 18,591 | $3.62M | 0.08% | +18,591 | New |
| Cinctive Capital Management LP | 18,457 | $3.59M | 0.25% | −40,628−68.8% | Reduced |
| Algert Global LLC | 18,346 | $3.57M | 0.14% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 18,170 | $3.53M | 0.01% | +484+2.7% | Added |
| Castleark Management LLC | 18,160 | $3.53M | 0.16% | +18,160 | New |
| Royal Bank of Canada | 18,144 | $3.53M | 0.00% | −7,613−29.6% | Reduced |
| Jane Street Group, LLC | 17,973 | $3.50M | 0.00% | −26,700−59.8% | Reduced |
| UBS Group AG | 17,689 | $3.44M | 0.00% | −18,930−51.7% | Reduced |
| LPL Financial LLC | 17,446 | $3.39M | 0.00% | +535+3.2% | Added |
| Putnam Investments LLC | 17,248 | $3.36M | 0.00% | +2,778+19.2% | Added |
| Fisher Asset Management, LLC | 17,178 | $3.34M | 0.00% | +633+3.8% | Added |
| Martin & Co Inc | 17,128 | $3.33M | 0.82% | +60+0.4% | Added |
| HSBC Holdings PLC | 16,913 | $3.30M | 0.00% | −4,987−22.8% | Reduced |
| CenterBook Partners LP | 16,518 | $3.21M | 0.39% | +12,146+277.8% | Added |
| Ameritas Investment Partners, Inc. | 16,436 | $3.20M | 0.12% | −197−1.2% | Reduced |
| Macquarie Group Ltd | 15,578 | $3.03M | 0.00% | −16,034−50.7% | Reduced |
| Clark Capital Management Group, Inc. | 14,955 | $2.91M | 0.02% | +14,955 | New |
| Stephens Inc | 14,212 | $2.76M | 0.05% | −821−5.5% | Reduced |
| Formula Growth Ltd | 14,200 | $2.76M | 0.89% | −1,000−6.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 13,750 | $2.68M | 0.18% | −1,250−8.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 13,318 | $2.59M | 0.03% | +1,507+12.8% | Added |
| Citigroup Inc | 12,597 | $2.45M | 0.00% | −1,910−13.2% | Reduced |
| Henshaw Capital LLC | 12,378 | $2.41M | 0.13% | 00.0% | Unchanged |
| Man Group plc | 12,200 | $2.37M | 0.01% | – | – |
| Oregon Public Employees Retirement Fund | 12,065 | $2.35M | 0.04% | −28−0.2% | Reduced |
| Verdence Capital Advisors LLC | 12,053 | $2.34M | 0.23% | +324+2.8% | Added |
| Arizona State Retirement System | 12,008 | $2.34M | 0.02% | −190−1.6% | Reduced |
| Louisiana State Employees Retirement System | 12,000 | $2.33M | 0.05% | −200−1.6% | Reduced |
| GHP Investment Advisors, Inc. | 11,973 | $2.33M | 0.13% | −1,166−8.9% | Reduced |
| BNP Paribas Arbitrage, SA | 11,604 | $2.26M | 0.00% | −15,892−57.8% | Reduced |
| Voya Investment Management LLC | 11,598 | $2.26M | 0.00% | −324−2.7% | Reduced |
| Quantinno Capital Management LP | 10,959 | $2.13M | 0.07% | −4,484−29.0% | Reduced |
| Thrivent Financial for Lutherans | 10,676 | $2.08M | 0.00% | −9,565−47.3% | Reduced |
| Teacher Retirement System of Texas | 10,652 | $2.07M | 0.01% | −2,880−21.3% | Reduced |
| State of Michigan Retirement System | 10,275 | $2.00M | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 10,244 | $1.99M | 0.14% | +536+5.5% | Added |
| Logan Capital Management Inc | 10,184 | $1.98M | 0.09% | +50.0% | Added |
| CI Private Wealth, LLC | 10,158 | $1.98M | 0.00% | +409+4.2% | Added |
| Duality Advisers, LP | 10,017 | $1.95M | 0.21% | +10,017 | New |
| Banc Funds Co LLC | 9,955 | $1.94M | 0.19% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 9,598 | $1.87M | 0.04% | −9,894−50.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,507 | $1.85M | 0.05% | −19−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,430 | $1.83M | 0.01% | +732+8.4% | Added |
| Victory Capital Management Inc | 9,242 | $1.80M | 0.00% | +1,500+19.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,197 | $1.79M | 0.01% | +978+11.9% | Added |
| State of Tennessee, Treasury Department | 9,100 | $1.77M | 0.01% | +9,100 | New |
| Squarepoint Ops LLC | 9,034 | $1.76M | 0.01% | −3,605−28.5% | Reduced |
| Two Sigma Investments, LP | 9,000 | $1.75M | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 8,994 | $1.75M | 0.00% | −1,511−14.4% | Reduced |
| New Mexico Educational Retirement Board | 8,900 | $1.73M | 0.07% | 00.0% | Unchanged |
| Versor Investments LP | 8,591 | $1.67M | 0.34% | +8,591 | New |
| Bank of Montreal | 8,348 | $1.65M | 0.00% | −616−6.9% | Reduced |
| Bullseye Asset Management LLC | 8,325 | $1.62M | 0.78% | 00.0% | Unchanged |
| Empowered Funds, LLC | 8,059 | $1.57M | 0.04% | +8,059 | New |
| Captrust Financial Advisors | 7,852 | $1.53M | 0.01% | +1,021+14.9% | Added |
| Two Sigma Advisers, LP | 7,800 | $1.52M | 0.00% | −2,400−23.5% | Reduced |
| Pathstone Holdings, LLC | 7,723 | $1.50M | 0.01% | +7,723 | New |
| Tower Research Capital LLC (TRC) | 7,592 | $1.48M | 0.02% | +5,619+284.8% | Added |
| The PNC Financial Services Group, Inc. | 7,585 | $1.48M | 0.00% | −139−1.8% | Reduced |
| US Bancorp | 7,448 | $1.45M | 0.00% | +31+0.4% | Added |
| Utah Retirement Systems | 7,422 | $1.44M | 0.02% | +100+1.4% | Added |
| STRS Ohio | 7,113 | $1.38M | 0.01% | +1,110+18.5% | Added |
| Schroder Investment Management Group | 7,015 | $1.36M | 0.00% | −213−2.9% | Reduced |
| Xponance, Inc. | 7,002 | $1.36M | 0.02% | −400−5.4% | Reduced |
| Cornercap Investment Counsel Inc | 6,890 | $1.34M | 0.22% | +41+0.6% | Added |
| FORA Capital, LLC | 6,811 | $1.33M | 0.11% | +4,007+142.9% | Added |
| Prudential Financial Inc | 6,493 | $1.26M | 0.00% | −3,505−35.1% | Reduced |
| Daiwa Securities Group Inc. | 6,494 | $1.26M | 0.01% | −333−4.9% | Reduced |
| Pacer Advisors, Inc. | 6,418 | $1.25M | 0.00% | +2,778+76.3% | Added |
| Russell Investments Group, Ltd. | 6,276 | $1.22M | 0.00% | +10.0% | Added |
| Aurora Investment Counsel | 6,677 | $1.17M | 0.76% | −22−0.3% | Reduced |
| Sepio Capital, LP | 5,919 | $1.15M | 0.10% | −803−11.9% | Reduced |
| Susquehanna International Group, LLP | 5,612 | $1.09M | 0.00% | +2,130+61.2% | Added |
| Johnson Investment Counsel Inc | 5,483 | $1.07M | 0.01% | +20.0% | Added |
| Lifestyle Asset Management, Inc. | 5,115 | $995.1K | 0.55% | −513−9.1% | Reduced |