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 |
|---|---|---|---|---|---|
| Paradigm Asset Management Co LLC | 480 | $114.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 500 | $118.8K | 0.05% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 529 | $125.7K | 0.00% | −26−4.7% | Reduced |
| Harvest Fund Management Co., Ltd | 692 | $164.0K | 0.01% | −49−6.6% | Reduced |
| Central Trust Co | 717 | $170.3K | 0.00% | −25−3.4% | Reduced |
| Dogwood Wealth Management LLC | 742 | $176.2K | 0.12% | −1,484−66.7% | Reduced |
| Flagship Harbor Advisors, LLC | 864 | $205.2K | 0.01% | +864 | New |
| NorthRock Partners, LLC | 867 | $205.9K | 0.01% | −343−28.3% | Reduced |
| Williamson Legacy Group, LLC | 889 | $211.2K | 0.16% | +889 | New |
| MML Investors Services, LLC | 894 | $212.0K | 0.00% | +894 | New |
| Chicago Trust Co NA | 905 | $215.0K | 0.04% | +905 | New |
| QRG Capital Management, Inc. | 911 | $216.4K | 0.00% | +911 | New |
| KBC Group NV | 926 | $220.0K | 0.00% | +89+10.6% | Added |
| Spears Abacus Advisors LLC | 958 | $227.6K | 0.00% | +958 | New |
| Ground Swell Capital, LLC | 970 | $230.4K | 0.24% | +970 | New |
| Trust Point Inc. | 970 | $230.4K | 0.02% | +970 | New |
| Inspire Advisors, LLC | 977 | $232.2K | 0.03% | +977 | New |
| Balentine LLC | 988 | $234.7K | 0.01% | +988 | New |
| Great Lakes Advisors, LLC | 1,003 | $238.2K | 0.00% | −233−18.9% | Reduced |
| Headinvest, LLC | 1,020 | $242.3K | 0.05% | −120−10.5% | Reduced |
| Savant Capital, LLC | 1,034 | $245.6K | 0.00% | +1,034 | New |
| Moors & Cabot, Inc. | 1,050 | $249.4K | 0.01% | +1,050 | New |
| Ieq Capital, LLC | 1,078 | $256.0K | 0.00% | +5+0.5% | Added |
| Seelaus Asset Management LLC | 1,091 | $259.1K | 0.26% | −850−43.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,095 | $260.1K | 0.01% | +1,095 | New |
| Scientech Research LLC | 1,121 | $266.3K | 0.14% | +1,121 | New |
| Two Sigma Securities, LLC | 1,142 | $271.3K | 0.01% | +1,142 | New |
| Hennion & Walsh Asset Management, Inc. | 1,153 | $273.9K | 0.01% | −32−2.7% | Reduced |
| United Capital Financial Advisers, LLC | 1,180 | $280.3K | 0.00% | −85−6.7% | Reduced |
| Wendell David Associates Inc | 1,189 | $282.0K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 1,190 | $283.0K | 0.00% | −1,107−48.2% | Reduced |
| CIBC Asset Management Inc | 1,206 | $286.5K | 0.00% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 1,208 | $287.0K | 0.14% | −628−34.2% | Reduced |
| Snowden Capital Advisors LLC | 1,224 | $290.7K | 0.01% | −67−5.2% | Reduced |
| Stifel Financial Corp | 1,258 | $298.8K | 0.00% | −641−33.8% | Reduced |
| Veriti Management LLC | 1,261 | $299.5K | 0.02% | +36+2.9% | Added |
| Atria Wealth Solutions, Inc. | 1,322 | $314.0K | 0.00% | +153+13.1% | Added |
| Simon Quick Advisors, LLC | 1,354 | $321.6K | 0.02% | +1,354 | New |
| Vontobel Holding Ltd. | 1,357 | $322.3K | 0.00% | −279−17.1% | Reduced |
| Russell Investments Group, Ltd. | 1,382 | $328.3K | 0.00% | −4,894−78.0% | Reduced |
| Foyston, Gordon, & Payne Inc | 1,410 | $334.9K | 0.08% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,421 | $337.5K | 0.00% | +1,421 | New |
| Petrus Trust Company, LTA | 1,423 | $338.0K | 0.03% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,432 | $340.1K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 1,505 | $357.3K | 0.00% | −15,408−91.1% | Reduced |
| Boit C F David | 1,740 | $364.4K | 0.20% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 1,535 | $364.6K | 0.20% | −20−1.3% | Reduced |
| Guggenheim Capital LLC | 1,564 | $371.5K | 0.00% | +1,564 | New |
| Ossiam | 1,585 | $376.5K | 0.01% | +1,285+428.3% | Added |
| Coldstream Capital Management Inc | 1,607 | $381.7K | 0.01% | −16−1.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,659 | $394.0K | 0.00% | −23−1.4% | Reduced |
| Profund Advisors LLC | 1,693 | $402.1K | 0.02% | +309+22.3% | Added |
| Chicago Capital, LLC | 1,728 | $410.5K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,733 | $411.6K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,735 | $412.0K | 0.04% | −479−21.6% | Reduced |
| InterOcean Capital Group, LLC | 1,795 | $426.4K | 0.01% | 00.0% | Unchanged |
| Banco Santander, S.A. | 1,803 | $428.3K | 0.01% | +1,803 | New |
| XTX Topco Ltd | 1,811 | $430.2K | 0.06% | −758−29.5% | Reduced |
| Truvestments Capital LLC | 1,819 | $432.1K | 0.17% | +271+17.5% | Added |
| Cadent Capital Advisors, LLC | 1,819 | $432.1K | 0.17% | 00.0% | Unchanged |
| Shelton Capital Management | 1,843 | $437.8K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,484 | $440.0K | 0.02% | −249−9.1% | Reduced |
| Apollon Wealth Management, LLC | 1,869 | $443.9K | 0.01% | −46−2.4% | Reduced |
| Walleye Trading LLC | 1,895 | $450.1K | 0.01% | +708+59.6% | Added |
| Two Sigma Investments, LP | 1,900 | $451.3K | 0.00% | −7,100−78.9% | Reduced |
| Moody Aldrich Partners LLC | 1,936 | $459.9K | 0.08% | −12−0.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,972 | $468.4K | 0.00% | +79+4.2% | Added |
| Aigen Investment Management, LP | 1,996 | $474.1K | 0.10% | +1,996 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,044 | $485.5K | 0.01% | +805+65.0% | Added |
| Tower Research Capital LLC (TRC) | 2,053 | $487.6K | 0.01% | −5,539−73.0% | Reduced |
| ProShare Advisors LLC | 2,085 | $495.3K | 0.00% | −163−7.3% | Reduced |
| DekaBank Deutsche Girozentrale | 2,193 | $502.0K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,166 | $514.5K | 0.01% | −23−1.1% | Reduced |
| Commonwealth Equity Services, LLC | 2,217 | $527.0K | 0.00% | −112−4.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,253 | $535.2K | 0.00% | +299+15.3% | Added |
| Engineers Gate Manager LP | 2,261 | $537.1K | 0.01% | +2,261 | New |
| Ethic Inc. | 2,273 | $539.9K | 0.01% | −330−12.7% | Reduced |
| Advisory Services Network, LLC | 2,296 | $545.4K | 0.01% | +1,855+420.6% | Added |
| Captrust Financial Advisors | 2,396 | $569.1K | 0.00% | −5,456−69.5% | Reduced |
| Raymond James Trust N.A. | 2,423 | $575.5K | 0.01% | −33−1.3% | Reduced |
| Truist Financial Corp | 2,433 | $577.9K | 0.00% | +734+43.2% | Added |
| Wilkinson Global Asset Management LLC | 2,450 | $581.9K | 0.04% | 00.0% | Unchanged |
| Welch & Forbes LLC | 2,525 | $599.8K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,597 | $616.9K | 0.02% | −245−8.6% | Reduced |
| Globeflex Capital L P | 2,600 | $617.6K | 0.06% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 2,607 | $619.2K | 0.08% | −329−11.2% | Reduced |
| Amundi | 2,699 | $620.5K | 0.00% | +27+1.0% | Added |
| Eukles Asset Management | 2,738 | $650.4K | 0.28% | −10.0% | Reduced |
| Central Pacific Bank - Trust Division | 2,749 | $652.4K | 0.08% | +2,749 | New |
| Qtron Investments LLC | 2,790 | $662.7K | 0.09% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,800 | $665.1K | 0.04% | −1,199−30.0% | Reduced |
| Gator Capital Management, LLC | 2,801 | $665.3K | 0.36% | +2,801 | New |
| Fiduciary Trust Co | 2,905 | $690.0K | 0.01% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,917 | $692.9K | 0.13% | −10.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,950 | $701.0K | 0.07% | +2,950 | New |
| Prudential Financial Inc | 2,974 | $706.4K | 0.00% | −3,519−54.2% | Reduced |
| Crossmark Global Holdings, Inc. | 3,196 | $760.0K | 0.01% | −6,402−66.7% | Reduced |
| Cornerstone Investment Partners, LLC | 3,250 | $772.0K | 0.04% | −28−0.9% | Reduced |
| Maryland State Retirement & Pension System | 3,367 | $773.2K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 3,294 | $782.4K | 0.01% | +165+5.3% | Added |