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 |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 5,104 | $992.8K | 0.02% | −458−8.2% | Reduced |
| Public Employees Retirement Association of Colorado | 5,052 | $983.0K | 0.00% | −146−2.8% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 5,000 | $982.0K | 0.44% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 4,898 | $952.9K | 0.01% | +355+7.8% | Added |
| Pictet Asset Management Holding SA | 4,896 | $952.5K | 0.00% | +161+3.4% | Added |
| Montag & Caldwell, LLC | 4,797 | $933.3K | 0.16% | −19−0.4% | Reduced |
| Toroso Investments, LLC | 4,738 | $921.8K | 0.02% | +1,842+63.6% | Added |
| Cozad Asset Management Inc | 4,731 | $920.4K | 0.11% | +381+8.8% | Added |
| State of Alaska, Department of Revenue | 4,616 | $898.0K | 0.01% | −490−9.6% | Reduced |
| Eaton Financial Holdings Company, LLC | 4,548 | $884.8K | 0.21% | −13,532−74.8% | Reduced |
| Lazard Asset Management LLC | 4,394 | $854.0K | 0.00% | +984+28.9% | Added |
| Cresset Asset Management, LLC | 4,328 | $842.0K | 0.01% | −129−2.9% | Reduced |
| Allianz Asset Management GmbH | 4,214 | $819.8K | 0.00% | −26,221−86.2% | Reduced |
| Mackenzie Financial Corp | 4,139 | $805.2K | 0.00% | −310−7.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,111 | $799.8K | 0.00% | −1,596−28.0% | Reduced |
| LMCG Investments, LLC | 3,999 | $778.0K | 0.05% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 3,996 | $777.4K | 0.09% | −72−1.8% | Reduced |
| Keeley-Teton Advisors, LLC | 3,988 | $775.9K | 0.10% | −516−11.5% | Reduced |
| HighTower Advisors, LLC | 3,974 | $774.0K | 0.00% | +417+11.7% | Added |
| Procyon Private Wealth Partners, LLC | 3,963 | $771.0K | 0.07% | +13+0.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,874 | $753.7K | 0.00% | −627−13.9% | Reduced |
| CIBC Private Wealth Group, LLC | 3,771 | $733.6K | 0.00% | +219+6.2% | Added |
| Securian Asset Management, Inc | 3,638 | $707.8K | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 3,577 | $695.9K | 0.15% | +3,577 | New |
| Commerce Bank | 3,572 | $694.9K | 0.00% | −14−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,460 | $673.1K | 0.00% | −654−15.9% | Reduced |
| Vident Advisory, LLC | 3,406 | $662.7K | 0.02% | +1,672+96.4% | Added |
| Twin Tree Management, LP | 3,402 | $661.9K | 0.01% | +3,402 | New |
| Maryland State Retirement & Pension System | 3,367 | $655.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 3,278 | $637.7K | 0.04% | +263+8.7% | Added |
| Vestcor Inc | 3,232 | $629.0K | 0.02% | +159+5.2% | Added |
| Alpha DNA Investment Management LLC | 3,177 | $618.1K | 0.37% | +3,177 | New |
| Mariner, LLC | 3,176 | $617.9K | 0.00% | −346−9.8% | Reduced |
| AE Wealth Management LLC | 2,967 | $614.7K | 0.00% | +2,967 | New |
| Centiva Capital, LP | 3,150 | $612.8K | 0.04% | +2,028+180.7% | Added |
| TownSquare Capital, LLC | 3,129 | $608.7K | 0.01% | −68−2.1% | Reduced |
| SYSTM Wealth Solutions LLC | 2,936 | $571.2K | 0.08% | +411+16.3% | Added |
| Portside Wealth Group, LLC | 2,918 | $567.7K | 0.11% | −11−0.4% | Reduced |
| Fiduciary Trust Co | 2,905 | $565.2K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,842 | $552.9K | 0.02% | −80−2.7% | Reduced |
| Waldron Private Wealth LLC | 2,816 | $547.9K | 0.03% | −25−0.9% | Reduced |
| Mach-1 Financial Group, Inc. | 2,803 | $545.3K | 0.21% | +2,803 | New |
| Qtron Investments LLC | 2,790 | $542.8K | 0.09% | 00.0% | Unchanged |
| Eukles Asset Management | 2,739 | $532.9K | 0.25% | −7−0.3% | Reduced |
| Shell Asset Management Co | 2,733 | $532.0K | 0.02% | −818−23.0% | Reduced |
| Amundi | 2,672 | $530.6K | 0.00% | −379−12.4% | Reduced |
| Aquatic Capital Management LLC | 2,700 | $525.0K | 0.01% | +2,700 | New |
| Ethic Inc. | 2,603 | $506.4K | 0.01% | +1,370+111.1% | Added |
| Globeflex Capital L P | 2,600 | $505.8K | 0.05% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,569 | $499.8K | 0.11% | −1,409−35.4% | Reduced |
| JustInvest LLC | 2,529 | $492.0K | 0.01% | −1,685−40.0% | Reduced |
| Welch & Forbes LLC | 2,525 | $491.2K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 2,456 | $477.8K | 0.01% | −40−1.6% | Reduced |
| Wilkinson Global Asset Management LLC | 2,450 | $476.6K | 0.03% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 2,432 | $473.1K | 0.01% | −12,207−83.4% | Reduced |
| Commonwealth Equity Services, LLC | 2,329 | $453.0K | 0.00% | −10−0.4% | Reduced |
| Yarbrough Capital, LLC | 2,318 | $451.0K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,297 | $447.0K | 0.00% | +86+3.9% | Added |
| RDA Financial Network | 2,291 | $445.7K | 0.17% | +641+38.8% | Added |
| ProShare Advisors LLC | 2,248 | $437.3K | 0.00% | −71−3.1% | Reduced |
| Dogwood Wealth Management LLC | 2,226 | $433.0K | 0.34% | +2,226 | New |
| CWM Advisors, LLC | 2,214 | $430.7K | 0.05% | +319+16.8% | Added |
| Ballentine Partners, LLC | 2,189 | $425.9K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,193 | $424.0K | 0.00% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 2,165 | $421.2K | 0.00% | +2,165 | New |
| PEAK6 Investments LLC | 2,060 | $400.8K | 0.02% | +363+21.4% | Added |
| Axxcess Wealth Management, LLC | 2,021 | $393.2K | 0.01% | −3,064−60.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,954 | $380.2K | 0.00% | +17+0.9% | Added |
| Moody Aldrich Partners LLC | 1,948 | $379.0K | 0.07% | −4−0.2% | Reduced |
| Seelaus Asset Management LLC | 1,941 | $377.6K | 0.37% | −642−24.9% | Reduced |
| Apollon Wealth Management, LLC | 1,915 | $372.6K | 0.01% | +21+1.1% | Added |
| Stifel Financial Corp | 1,899 | $369.5K | 0.00% | +456+31.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,893 | $368.3K | 0.00% | +94+5.2% | Added |
| Jackson Creek Investment Advisors LLC | 1,855 | $361.0K | 0.14% | −18−1.0% | Reduced |
| SG Americas Securities, LLC | 1,845 | $359.0K | 0.00% | +134+7.8% | Added |
| Shelton Capital Management | 1,843 | $358.6K | 0.01% | −207−10.1% | Reduced |
| Handelsinvest Investeringsforvaltning | 1,836 | $357.0K | 0.15% | +1,836 | New |
| Cadent Capital Advisors, LLC | 1,819 | $353.9K | 0.18% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 1,795 | $349.2K | 0.01% | +1,795 | New |
| Boit C F David | 1,740 | $338.3K | 0.19% | +200+13.0% | Added |
| Los Angeles Capital Management LLC | 1,733 | $337.2K | 0.00% | +72+4.3% | Added |
| Chicago Capital, LLC | 1,728 | $336.2K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 1,699 | $330.5K | 0.00% | −578−25.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,682 | $327.0K | 0.00% | +116+7.4% | Added |
| Vontobel Holding Ltd. | 1,636 | $318.3K | 0.00% | −164−9.1% | Reduced |
| Coldstream Capital Management Inc | 1,623 | $315.8K | 0.01% | −67−4.0% | Reduced |
| Verition Fund Management LLC | 1,619 | $315.0K | 0.00% | −477−22.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,555 | $302.5K | 0.14% | +386+33.0% | Added |
| Truvestments Capital LLC | 1,548 | $301.2K | 0.14% | +47+3.1% | Added |
| Capstone Investment Advisors, LLC | 1,545 | $300.6K | 0.01% | −563−26.7% | Reduced |
| Watershed Asset Management, L.L.C. | 1,529 | $297.5K | 0.35% | +206+15.6% | Added |
| AtonRa Partners | 1,517 | $295.1K | 0.59% | −297−16.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,509 | $293.6K | 0.03% | +1,509 | New |
| Evercore Wealth Management, LLC | 1,432 | $278.6K | 0.00% | −71−4.7% | Reduced |
| Petrus Trust Company, LTA | 1,423 | $276.8K | 0.03% | +1,423 | New |
| Foyston, Gordon, & Payne Inc | 1,410 | $274.3K | 0.07% | 00.0% | Unchanged |
| Cetera Investment Advisers | 1,390 | $270.4K | 0.00% | +237+20.6% | Added |
| Profund Advisors LLC | 1,384 | $269.3K | 0.01% | +226+19.5% | Added |
| Edgestream Partners, L.P. | 1,380 | $268.5K | 0.02% | +1,380 | New |
| Snowden Capital Advisors LLC | 1,291 | $251.2K | 0.01% | +70+5.7% | Added |