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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.

Q1 2024 vs. Q4 2023

How the institutions holding WEX Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of WEX: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders4185421+8
Shares41.9M54.4K41.8M−43.8K (−0.1%)
Value$8.16B$10.6M$9.92B+$1.77B (+21.7%)

5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (55)

Institutions that held WEX Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to WEX in Q1 2024
InstitutionSharesValue% of portfolio
Lyrical Asset Management LP883,929$210.0M3.12%
Penserra Capital Management LLC64,701$15.4M0.19%
Danske Bank A/S35,670$8.47M0.03%
Trexquant Investment LP34,867$8.28M0.17%
Dana Investment Advisors, Inc.30,999$7.36M0.24%
Royce & Associates LP18,970$4.51M0.04%
Chase Investment Counsel Corp15,351$3.65M1.36%
Weil Company, Inc.10,971$2.61M1.03%
Sora Investors LLC10,059$2.39M0.39%
Redwood Investment Management, LLC6,351$1.51M0.14%
Entropy Technologies, LP5,543$1.32M0.14%
HRT Financial LP4,427$1.05M0.01%
Cerity Partners LLC4,286$1.02M0.00%
Phoenix Holdings Ltd.4,180$990.0K0.01%
Harbor Capital Advisors, Inc.3,299$784.0K0.10%
Dynamic Technology Lab Private Ltd2,950$701.0K0.07%
Gator Capital Management, LLC2,801$665.3K0.36%
Central Pacific Bank - Trust Division2,749$652.4K0.08%
Engineers Gate Manager LP2,261$537.1K0.01%
Aigen Investment Management, LP1,996$474.1K0.10%
Banco Santander, S.A.1,803$428.3K0.01%
Guggenheim Capital LLC1,564$371.5K0.00%
O'Shaughnessy Asset Management, LLC1,421$337.5K0.00%
Simon Quick Advisors, LLC1,354$321.6K0.02%
Two Sigma Securities, LLC1,142$271.3K0.01%
Scientech Research LLC1,121$266.3K0.14%
Meiji Yasuda Asset Management Co Ltd.1,095$260.1K0.01%
Moors & Cabot, Inc.1,050$249.4K0.01%
Savant Capital, LLC1,034$245.6K0.00%
Balentine LLC988$234.7K0.01%
Inspire Advisors, LLC977$232.2K0.03%
Trust Point Inc.970$230.4K0.02%
Ground Swell Capital, LLC970$230.4K0.24%
Spears Abacus Advisors LLC958$227.6K0.00%
QRG Capital Management, Inc.911$216.4K0.00%
Chicago Trust Co NA905$215.0K0.04%
MML Investors Services, LLC894$212.0K0.00%
Williamson Legacy Group, LLC889$211.2K0.16%
Flagship Harbor Advisors, LLC864$205.2K0.01%
State of Wyoming446$105.9K0.02%
Plante Moran Financial Advisors, LLC325$77.2K0.01%
Asset Management One Co.,Ltd.269$63.9K0.00%
Rise Advisors, LLC121$28.7K0.02%
Annis Gardner Whiting Capital Advisors, LLC98$23.3K0.01%
Jones Financial Companies LLLP66$15.7K0.00%
New Covenant Trust Company, N.A.35$8.31K0.01%
Webster Bank, N. A.25$5.94K0.00%
Quarry LP23$5.46K0.00%
Exchange Traded Concepts, LLC22$5.23K0.00%
Redmont Wealth Advisors LLC20$4.75K0.01%
West Paces Advisors Inc.17$4.04K0.00%
Tortoise Investment Management, LLC10$2.38K0.00%
Harbor Investment Advisory, LLC8$1.90K0.00%
Semmax Financial Advisors Inc.8$1.65K0.00%
TFC Financial Management1$2380.00%

Sold out (47)

Institutions that held WEX Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of WEX in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Jupiter Asset Management Ltd140,279$27.3M
Balyasny Asset Management LLC131,877$25.7M
Yaupon Capital Management LP77,459$15.1M
HST Ventures, LLC38,480$7.49M
Walleye Capital LLC33,032$6.43M
Prana Capital Management, LP23,153$4.50M
AREX Capital Management, LP18,750$3.65M
Cinctive Capital Management LP18,457$3.59M
Lombard Odier Asset Management (Europe) Ltd13,750$2.68M
Man Group plc12,200$2.37M
Duality Advisers, LP10,017$1.95M
Squarepoint Ops LLC9,034$1.76M
Empowered Funds, LLC8,059$1.57M
Schroder Investment Management Group7,015$1.36M
Susquehanna International Group, LLP5,612$1.09M
Quadrature Capital Ltd5,104$992.8K
Psagot Value Holdings Ltd. / (Israel)5,000$982.0K
Eaton Financial Holdings Company, LLC4,548$884.8K
Allianz Asset Management GmbH4,214$819.8K
Vestcor Inc3,232$629.0K
Alpha DNA Investment Management LLC3,177$618.1K
AE Wealth Management LLC2,967$614.7K
Centiva Capital, LP3,150$612.8K
Waldron Private Wealth LLC2,816$547.9K
Mach-1 Financial Group, Inc.2,803$545.3K
Aquatic Capital Management LLC2,700$525.0K
Cubist Systematic Strategies, LLC2,432$473.1K
Yarbrough Capital, LLC2,318$451.0K
RDA Financial Network2,291$445.7K
PEAK6 Investments LLC2,060$400.8K
Axxcess Wealth Management, LLC2,021$393.2K
Jackson Creek Investment Advisors LLC1,855$361.0K
SG Americas Securities, LLC1,845$359.0K
Verition Fund Management LLC1,619$315.0K
Y-Intercept (Hong Kong) Ltd1,509$293.6K
Perpetual Ltd1,254$244.0K
Graham Capital Management, L.P.1,222$237.7K
Headlands Technologies LLC1,143$222.4K
Advisory Research Inc1,091$212.3K
Silver Oak Securities, Inc1,076$209.3K
Skandinaviska Enskilda Banken AB (publ)600$116.7K
C M Bidwell & Associates Ltd376$73.2K
Glassman Wealth Services52$10.1K
Brown Brothers Harriman & Co18$3.50K
EntryPoint Capital, LLC18$3.50K
Gradient Investments LLC5$973
McGlone Suttner Wealth Management, Inc.3$564

Not filed for Q1 2024 yet (5)

Institutions that held WEX Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEX in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Smith, Graham & Co., Investment Advisors, LP33,979$6.61M
Putnam Investments LLC17,248$3.36M
Watershed Asset Management, L.L.C.1,529$297.5K
AtonRa Partners1,517$295.1K
Coppell Advisory Solutions LLC145$28.2K