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 |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 3,299 | $784.0K | 0.10% | +3,299 | New |
| Versor Investments LP | 3,379 | $802.6K | 0.16% | −5,212−60.7% | Reduced |
| Mariner, LLC | 3,457 | $821.1K | 0.00% | +281+8.8% | Added |
| Securian Asset Management, Inc | 3,538 | $840.4K | 0.02% | −100−2.7% | Reduced |
| Commerce Bank | 3,564 | $846.6K | 0.01% | −8−0.2% | Reduced |
| CIBC Private Wealth Group, LLC | 3,760 | $892.3K | 0.00% | −11−0.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,807 | $904.3K | 0.07% | −156−3.9% | Reduced |
| SageView Advisory Group, LLC | 15,603 | $904.4K | 0.05% | +14,608+1,468.1% | Added |
| Mackenzie Financial Corp | 3,899 | $926.1K | 0.00% | −240−5.8% | Reduced |
| Davy Global Fund Management Ltd | 3,947 | $937.5K | 0.11% | −49−1.2% | Reduced |
| Keeley-Teton Advisors, LLC | 3,956 | $939.7K | 0.12% | −32−0.8% | Reduced |
| HighTower Advisors, LLC | 4,017 | $949.0K | 0.00% | +43+1.1% | Added |
| Renaissance Technologies LLC | 4,000 | $950.0K | 0.00% | −28,200−87.6% | Reduced |
| JustInvest LLC | 4,017 | $954.2K | 0.02% | +1,488+58.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,100 | $973.9K | 0.00% | −11−0.3% | Reduced |
| Oppenheimer Asset Management Inc. | 4,164 | $989.1K | 0.01% | +2,901+229.7% | Added |
| Phoenix Holdings Ltd. | 4,180 | $990.0K | 0.01% | +4,180 | New |
| Schonfeld Strategic Advisors LLC | 4,223 | $1.00M | 0.01% | −96,178−95.8% | Reduced |
| Cerity Partners LLC | 4,286 | $1.02M | 0.00% | +4,286 | New |
| Edgestream Partners, L.P. | 4,352 | $1.03M | 0.05% | +2,972+215.4% | Added |
| Lazard Asset Management LLC | 4,380 | $1.04M | 0.00% | −14−0.3% | Reduced |
| HRT Financial LP | 4,427 | $1.05M | 0.01% | +4,427 | New |
| Toroso Investments, LLC | 4,468 | $1.06M | 0.02% | −270−5.7% | Reduced |
| Cresset Asset Management, LLC | 4,568 | $1.09M | 0.01% | +240+5.5% | Added |
| State of Alaska, Department of Revenue | 4,636 | $1.10M | 0.01% | +20+0.4% | Added |
| Public Employees Retirement Association of Colorado | 4,645 | $1.10M | 0.00% | −407−8.1% | Reduced |
| Capstone Investment Advisors, LLC | 4,738 | $1.13M | 0.02% | +3,193+206.7% | Added |
| New York Life Investment Management LLC | 4,760 | $1.13M | 0.01% | −138−2.8% | Reduced |
| Cozad Asset Management Inc | 4,831 | $1.15M | 0.12% | +100+2.1% | Added |
| Montag & Caldwell, LLC | 5,042 | $1.20M | 0.21% | +245+5.1% | Added |
| Lifestyle Asset Management, Inc. | 5,067 | $1.20M | 0.71% | −48−0.9% | Reduced |
| Pictet Asset Management Holding SA | 5,338 | $1.27M | 0.00% | +442+9.0% | Added |
| Twin Tree Management, LP | 5,349 | $1.27M | 0.03% | +1,947+57.2% | Added |
| Johnson Investment Counsel Inc | 5,502 | $1.31M | 0.01% | +19+0.3% | Added |
| Cornercap Investment Counsel Inc | 5,518 | $1.31M | 0.20% | −1,372−19.9% | Reduced |
| Entropy Technologies, LP | 5,543 | $1.32M | 0.14% | +5,543 | New |
| Sepio Capital, LP | 5,609 | $1.33M | 0.11% | −310−5.2% | Reduced |
| US Bancorp | 5,734 | $1.36M | 0.00% | −1,714−23.0% | Reduced |
| Advisor Group Holdings, Inc. | 5,933 | $1.41M | 0.00% | +2,473+71.5% | Added |
| STRS Ohio | 6,269 | $1.49M | 0.01% | −844−11.9% | Reduced |
| Redwood Investment Management, LLC | 6,351 | $1.51M | 0.14% | +6,351 | New |
| Pacer Advisors, Inc. | 6,494 | $1.54M | 0.00% | +76+1.2% | Added |
| Daiwa Securities Group Inc. | 6,494 | $1.54M | 0.01% | 00.0% | Unchanged |
| Aurora Investment Counsel | 6,665 | $1.58M | 0.91% | −12−0.2% | Reduced |
| FORA Capital, LLC | 6,688 | $1.59M | 0.13% | −123−1.8% | Reduced |
| Two Sigma Advisers, LP | 6,700 | $1.59M | 0.00% | −1,100−14.1% | Reduced |
| Xponance, Inc. | 6,915 | $1.64M | 0.02% | −87−1.2% | Reduced |
| Jane Street Group, LLC | 6,975 | $1.66M | 0.00% | −10,998−61.2% | Reduced |
| Utah Retirement Systems | 7,422 | $1.76M | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 7,596 | $1.80M | 0.00% | +3,722+96.1% | Added |
| Pathstone Holdings, LLC | 8,068 | $1.92M | 0.01% | +345+4.5% | Added |
| Bullseye Asset Management LLC | 8,325 | $1.98M | 0.93% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,685 | $2.06M | 0.01% | −512−5.6% | Reduced |
| Bank of Montreal | 8,752 | $2.08M | 0.00% | +404+4.8% | Added |
| New Mexico Educational Retirement Board | 8,900 | $2.11M | 0.08% | 00.0% | Unchanged |
| Victory Capital Management Inc | 8,979 | $2.13M | 0.00% | −263−2.8% | Reduced |
| Qube Research & Technologies Ltd | 9,065 | $2.15M | 0.00% | −23,379−72.1% | Reduced |
| The PNC Financial Services Group, Inc. | 9,131 | $2.17M | 0.00% | +1,546+20.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,454 | $2.25M | 0.02% | +24+0.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,532 | $2.26M | 0.06% | +25+0.3% | Added |
| Teacher Retirement System of Texas | 9,631 | $2.29M | 0.01% | −1,021−9.6% | Reduced |
| Banc Funds Co LLC | 9,955 | $2.37M | 0.27% | 00.0% | Unchanged |
| Sora Investors LLC | 10,059 | $2.39M | 0.39% | +10,059 | New |
| Logan Capital Management Inc | 10,167 | $2.41M | 0.10% | −17−0.2% | Reduced |
| American Century Companies Inc | 10,357 | $2.46M | 0.00% | +1,363+15.2% | Added |
| State of Michigan Retirement System | 10,475 | $2.49M | 0.01% | +200+1.9% | Added |
| Oregon Public Employees Retirement Fund | 10,601 | $2.52M | 0.05% | −1,464−12.1% | Reduced |
| Thrivent Financial for Lutherans | 10,710 | $2.54M | 0.01% | +34+0.3% | Added |
| Zions Bancorporation, N.A. | 10,835 | $2.57M | 0.19% | +591+5.8% | Added |
| Verdence Capital Advisors LLC | 10,967 | $2.60M | 0.24% | −1,086−9.0% | Reduced |
| Weil Company, Inc. | 10,971 | $2.61M | 1.03% | +10,971 | New |
| CI Private Wealth, LLC | 11,039 | $2.62M | 0.00% | +881+8.7% | Added |
| Voya Investment Management LLC | 11,068 | $2.63M | 0.00% | −530−4.6% | Reduced |
| Quantinno Capital Management LP | 11,227 | $2.67M | 0.06% | +268+2.4% | Added |
| GHP Investment Advisors, Inc. | 11,628 | $2.76M | 0.14% | −345−2.9% | Reduced |
| Arizona State Retirement System | 11,745 | $2.79M | 0.02% | −263−2.2% | Reduced |
| Northern Right Capital Management, L.P. | 12,129 | $2.88M | 1.04% | −36,812−75.2% | Reduced |
| Louisiana State Employees Retirement System | 12,300 | $2.92M | 0.06% | +300+2.5% | Added |
| Henshaw Capital LLC | 12,378 | $2.94M | 0.14% | 00.0% | Unchanged |
| Citigroup Inc | 12,614 | $3.00M | 0.00% | +17+0.1% | Added |
| Cetera Investment Advisers | 13,289 | $3.16M | 0.01% | +11,899+856.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 13,318 | $3.16M | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 13,465 | $3.20M | 0.05% | −747−5.3% | Reduced |
| CenterBook Partners LP | 13,862 | $3.29M | 0.23% | −2,656−16.1% | Reduced |
| Formula Growth Ltd | 14,200 | $3.37M | 1.08% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 14,352 | $3.41M | 0.06% | −4,239−22.8% | Reduced |
| Macquarie Group Ltd | 15,122 | $3.59M | 0.00% | −456−2.9% | Reduced |
| Clark Capital Management Group, Inc. | 15,278 | $3.63M | 0.03% | +323+2.2% | Added |
| Chase Investment Counsel Corp | 15,351 | $3.65M | 1.36% | +15,351 | New |
| Clark Estates Inc | 15,400 | $3.66M | 0.60% | −3,900−20.2% | Reduced |
| Burney Co | 16,420 | $3.90M | 0.15% | −12,212−42.7% | Reduced |
| Ameritas Investment Partners, Inc. | 16,436 | $3.90M | 0.13% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 16,627 | $3.95M | 0.02% | −1,543−8.5% | Reduced |
| Martin & Co Inc | 16,983 | $4.03M | 0.99% | −145−0.8% | Reduced |
| Algert Global LLC | 18,346 | $4.36M | 0.17% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 18,534 | $4.40M | 0.44% | −778−4.0% | Reduced |
| Royce & Associates LP | 18,970 | $4.51M | 0.04% | +18,970 | New |
| Treasurer of the State of North Carolina | 19,095 | $4.54M | 0.02% | +130+0.7% | Added |
| Nisa Investment Advisors, LLC | 19,433 | $4.62M | 0.03% | −3,925−16.8% | Reduced |
| Yousif Capital Management, LLC | 19,472 | $4.63M | 0.05% | −391−2.0% | Reduced |