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, Q1 2024
Institutional positions in WEX Inc. as of Mar 31, 2024. 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
- 421
- +8 vs. Q4 2023
- Shares held
- 41.8M
- −43.8K (−0.1%) vs. Q4 2023
- Total value
- $9.92B
- +$1.77B (+21.7%) vs. Q4 2023
- New holders
- 55
- 117 more added
- Sold out
- 47
- 171 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,108,779 | $976.0M | 0.02% | −90,238−2.1% | Reduced |
| Janus Henderson Group PLC | 4,088,581 | $971.2M | 0.53% | −1,8820.0% | Reduced |
| BlackRock Inc. | 3,855,565 | $915.8M | 0.02% | +14,074+0.4% | Added |
| Wellington Management Group LLP | 2,782,601 | $661.0M | 0.12% | −339,899−10.9% | Reduced |
| Impactive Capital LP | 2,105,947 | $500.2M | 18.91% | 00.0% | Unchanged |
| Morgan Stanley | 1,956,196 | $464.7M | 0.04% | +38,193+2.0% | Added |
| Par Capital Management Inc | 1,850,000 | $439.4M | 13.67% | 00.0% | Unchanged |
| State Street Corp | 1,268,759 | $301.4M | 0.01% | +48,756+4.0% | Added |
| FMR LLC | 1,101,712 | $261.7M | 0.02% | +633,180+135.1% | Added |
| Lyrical Asset Management LP | 883,929 | $210.0M | 3.12% | +883,929 | New |
| JPMorgan Chase & Co | 851,884 | $202.3M | 0.02% | −181,252−17.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 866,068 | $199.7M | 1.99% | −2950.0% | Reduced |
| Bessemer Group Inc | 735,313 | $174.7M | 0.32% | +4,262+0.6% | Added |
| Geode Capital Management, LLC | 699,367 | $166.2M | 0.02% | +30,384+4.5% | Added |
| River Road Asset Management, LLC | 658,000 | $156.3M | 2.11% | −69,456−9.5% | Reduced |
| Neuberger Berman Group LLC | 617,444 | $146.7M | 0.12% | −22,696−3.5% | Reduced |
| Bank of America Corp | 610,681 | $145.1M | 0.01% | +27,782+4.8% | Added |
| Brown Advisory Inc | 609,436 | $144.8M | 0.19% | −7,554−1.2% | Reduced |
| Norges Bank | 446,773 | $106.1M | 0.02% | −14,521−3.1% | Reduced |
| Primecap Management Co | 441,040 | $104.8M | 0.08% | −13,610−3.0% | Reduced |
| Federated Hermes, Inc. | 390,544 | $92.8M | 0.21% | +18,538+5.0% | Added |
| Jennison Associates LLC | 380,873 | $90.5M | 0.06% | −60,724−13.8% | Reduced |
| Dimensional Fund Advisors LP | 368,864 | $87.6M | 0.02% | +30,476+9.0% | Added |
| Bank of New York Mellon Corp | 360,980 | $85.7M | 0.02% | −24,287−6.3% | Reduced |
| Charles Schwab Investment Management Inc | 334,740 | $79.5M | 0.02% | +6,657+2.0% | Added |
| Loomis Sayles & Co L P | 312,581 | $74.2M | 0.11% | −1,709−0.5% | Reduced |
| Stephens Investment Management Group LLC | 305,523 | $72.6M | 0.97% | −58,648−16.1% | Reduced |
| Ameriprise Financial Inc | 300,617 | $71.4M | 0.02% | +5,421+1.8% | Added |
| Northern Trust Corp | 288,817 | $68.6M | 0.01% | −42,909−12.9% | Reduced |
| TimesSquare Capital Management, LLC | 262,452 | $62.3M | 0.91% | −26,075−9.0% | Reduced |
| Westfield Capital Management Co LP | 258,384 | $61.4M | 0.32% | +30,306+13.3% | Added |
| Bamco Inc | 253,576 | $60.2M | 0.16% | +276+0.1% | Added |
| Premier Fund Managers Ltd | 254,000 | $59.5M | 2.36% | 00.0% | Unchanged |
| Deutsche Bank AG | 224,049 | $53.2M | 0.02% | +182,311+436.8% | Added |
| Nuveen Asset Management, LLC | 223,468 | $53.1M | 0.02% | −55,425−19.9% | Reduced |
| Rockefeller Capital Management L.P. | 208,205 | $49.5M | 0.14% | −1,294−0.6% | Reduced |
| Goldman Sachs Group Inc | 198,852 | $47.2M | 0.01% | −23,486−10.6% | Reduced |
| Handelsbanken Fonder AB | 198,844 | $47.2M | 0.20% | +35,000+21.4% | Added |
| HM Payson & Co | 169,230 | $40.2M | 0.75% | +7,733+4.8% | Added |
| Principal Financial Group Inc | 161,266 | $38.3M | 0.02% | +3,532+2.2% | Added |
| Arrowstreet Capital, Limited Partnership | 160,328 | $38.1M | 0.04% | +40,541+33.8% | Added |
| Renaissance Group LLC | 157,552 | $37.4M | 1.41% | +10,529+7.2% | Added |
| Millennium Management LLC | 147,313 | $35.0M | 0.03% | −109,349−42.6% | Reduced |
| Kodai Capital Management LP | 146,391 | $34.8M | 0.81% | −109,327−42.8% | Reduced |
| Rhumbline Advisers | 131,195 | $31.2M | 0.03% | −5,452−4.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 128,428 | $30.5M | 0.39% | −970−0.7% | Reduced |
| Marshall Wace, LLP | 126,580 | $30.1M | 0.05% | −45,276−26.3% | Reduced |
| Freshford Capital Management, LLC | 123,127 | $29.2M | 5.03% | +32,587+36.0% | Added |
| Blair William & Co | 116,152 | $27.6M | 0.09% | −18,298−13.6% | Reduced |
| Invesco Ltd. | 116,033 | $27.6M | 0.01% | +24,326+26.5% | Added |
| Panagora Asset Management Inc | 114,009 | $27.1M | 0.14% | −215−0.2% | Reduced |
| WCM Investment Management, LLC | 108,569 | $25.8M | 0.06% | +446+0.4% | Added |
| Invenomic Capital Management LP | 96,966 | $23.0M | 1.22% | −100,885−51.0% | Reduced |
| Price T Rowe Associates Inc | 89,125 | $21.2M | 0.00% | −5,758−6.1% | Reduced |
| UBS Asset Management Americas Inc | 86,318 | $20.5M | 0.01% | +5,539+6.9% | Added |
| Hill City Capital, LP | 85,000 | $20.2M | 1.49% | 00.0% | Unchanged |
| Swiss National Bank | 84,326 | $20.0M | 0.01% | −400−0.5% | Reduced |
| New South Capital Management Inc | 83,282 | $19.8M | 0.83% | −3,805−4.4% | Reduced |
| Credit Suisse AG | 82,090 | $19.5M | 0.02% | +70+0.1% | Added |
| Retirement Systems of Alabama | 80,567 | $19.1M | 0.07% | +141+0.2% | Added |
| California Public Employees Retirement System | 78,798 | $18.7M | 0.01% | −1,208−1.5% | Reduced |
| Raymond James & Associates | 76,666 | $18.2M | 0.01% | −1,319−1.7% | Reduced |
| Creative Planning | 76,435 | $18.2M | 0.02% | −876−1.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 75,123 | $17.8M | 0.06% | +30.0% | Added |
| Incline Global Management LLC | 66,590 | $15.8M | 5.02% | −27,414−29.2% | Reduced |
| Spinnaker Trust | 65,633 | $15.6M | 1.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 65,065 | $15.5M | 0.00% | +571+0.9% | Added |
| Penserra Capital Management LLC | 64,701 | $15.4M | 0.19% | +64,701 | New |
| Alliancebernstein L.P. | 60,237 | $14.3M | 0.01% | −4,608−7.1% | Reduced |
| Vident Advisory, LLC | 58,264 | $13.8M | 0.29% | +54,858+1,610.6% | Added |
| Wells Fargo & Company | 58,253 | $13.8M | 0.00% | −3,674−5.9% | Reduced |
| American International Group, Inc. | 56,738 | $13.5M | 0.05% | −1,161−2.0% | Reduced |
| Cambiar Investors LLC | 54,874 | $13.0M | 0.49% | +181+0.3% | Added |
| Thompson Siegel & Walmsley LLC | 52,492 | $12.5M | 0.19% | −7,734−12.8% | Reduced |
| AQR Capital Management LLC | 52,573 | $12.4M | 0.02% | −38,493−42.3% | Reduced |
| New York State Teachers Retirement System | 52,245 | $12.4M | 0.03% | +630+1.2% | Added |
| Allspring Global Investments Holdings, LLC | 51,422 | $12.2M | 0.02% | +15,884+44.7% | Added |
| State of Wisconsin Investment Board | 50,442 | $12.0M | 0.03% | −6,067−10.7% | Reduced |
| Envestnet Asset Management Inc | 49,767 | $11.8M | 0.00% | +3,304+7.1% | Added |
| Peregrine Capital Management LLC | 46,724 | $11.1M | 0.32% | +160.0% | Added |
| Barclays PLC | 45,934 | $10.9M | 0.00% | +5,846+14.6% | Added |
| SEI Investments Co | 44,981 | $10.7M | 0.02% | +16,860+60.0% | Added |
| California State Teachers Retirement System | 42,789 | $10.2M | 0.01% | −2,575−5.7% | Reduced |
| Manufacturers Life Insurance Company, The | 41,210 | $9.79M | 0.01% | −1,000−2.4% | Reduced |
| Bridgewater Associates, LP | 40,135 | $9.53M | 0.05% | +37,970+1,753.8% | Added |
| D. E. Shaw & Co., Inc. | 38,771 | $9.21M | 0.01% | +6,707+20.9% | Added |
| Comerica Bank | 37,835 | $8.99M | 0.04% | −17,339−31.4% | Reduced |
| Texas Permanent School Fund | 37,403 | $8.88M | 0.07% | +484+1.3% | Added |
| Boston Partners | 38,332 | $8.76M | 0.01% | −2,258−5.6% | Reduced |
| Gotham Asset Management, LLC | 36,506 | $8.67M | 0.13% | +8,646+31.0% | Added |
| Danske Bank A/S | 35,670 | $8.47M | 0.03% | +35,670 | New |
| Great West Life Assurance Co | 35,375 | $8.40M | 0.02% | +195+0.6% | Added |
| Massachusetts Financial Services Co | 35,156 | $8.35M | 0.00% | −134,589−79.3% | Reduced |
| State Board of Administration of Florida Retirement System | 45,259 | $8.32M | 0.02% | +4,386+10.7% | Added |
| Trexquant Investment LP | 34,867 | $8.28M | 0.17% | +34,867 | New |
| Oversea-Chinese Banking CORP Ltd | 34,092 | $8.10M | 0.26% | +1,161+3.5% | Added |
| First Trust Advisors LP | 34,012 | $8.08M | 0.01% | −74,796−68.7% | Reduced |
| New York State Common Retirement Fund | 33,741 | $8.01M | 0.01% | −5,574−14.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 33,186 | $7.88M | 0.04% | +154+0.5% | Added |
| Dana Investment Advisors, Inc. | 30,999 | $7.36M | 0.24% | +30,999 | New |