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 |
|---|---|---|---|---|---|
| Natixis Advisors, L.P. | 19,799 | $4.70M | 0.01% | +879+4.6% | Added |
| Eagle Asset Management Inc | 19,881 | $4.72M | 0.02% | −347−1.7% | Reduced |
| Royal Bank of Canada | 20,101 | $4.78M | 0.00% | +1,957+10.8% | Added |
| Ensign Peak Advisors, Inc | 20,602 | $4.89M | 0.01% | −866−4.0% | Reduced |
| LPL Financial LLC | 20,993 | $4.99M | 0.00% | +3,547+20.3% | Added |
| Fisher Asset Management, LLC | 22,010 | $5.23M | 0.00% | +4,832+28.1% | Added |
| ClariVest Asset Management LLC | 22,564 | $5.36M | 0.56% | −22,998−50.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 23,506 | $5.58M | 0.05% | −594−2.5% | Reduced |
| Roubaix Capital, LLC | 23,576 | $5.60M | 3.54% | −2,147−8.3% | Reduced |
| State of New Jersey Common Pension Fund D | 23,590 | $5.60M | 0.02% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 24,100 | $5.72M | 0.02% | +15,000+164.8% | Added |
| MetLife Investment Management | 24,289 | $5.77M | 0.04% | −616−2.5% | Reduced |
| Castleark Management LLC | 24,730 | $5.87M | 0.24% | +6,570+36.2% | Added |
| Mutual of America Capital Management LLC | 25,464 | $6.05M | 0.07% | −971−3.7% | Reduced |
| Amalgamated Bank | 25,603 | $6.08M | 0.05% | −3,217−11.2% | Reduced |
| Long Road Investment Counsel, LLC | 26,599 | $6.32M | 2.65% | −1,500−5.3% | Reduced |
| Bath Savings Trust Co | 27,234 | $6.47M | 0.69% | −50−0.2% | Reduced |
| AXA S.A. | 27,608 | $6.56M | 0.02% | −3,455−11.1% | Reduced |
| BNP Paribas Arbitrage, SA | 27,811 | $6.61M | 0.01% | +16,207+139.7% | Added |
| UBS Group AG | 29,132 | $6.92M | 0.00% | +11,443+64.7% | Added |
| Wisconsin Capital Management LLC | 29,145 | $6.92M | 3.63% | −404−1.4% | Reduced |
| Dana Investment Advisors, Inc. | 30,999 | $7.36M | 0.24% | +30,999 | New |
| Jacobs Levy Equity Management, Inc | 33,186 | $7.88M | 0.04% | +154+0.5% | Added |
| New York State Common Retirement Fund | 33,741 | $8.01M | 0.01% | −5,574−14.2% | Reduced |
| First Trust Advisors LP | 34,012 | $8.08M | 0.01% | −74,796−68.7% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 34,092 | $8.10M | 0.26% | +1,161+3.5% | Added |
| Trexquant Investment LP | 34,867 | $8.28M | 0.17% | +34,867 | New |
| State Board of Administration of Florida Retirement System | 45,259 | $8.32M | 0.02% | +4,386+10.7% | Added |
| Massachusetts Financial Services Co | 35,156 | $8.35M | 0.00% | −134,589−79.3% | Reduced |
| Great West Life Assurance Co | 35,375 | $8.40M | 0.02% | +195+0.6% | Added |
| Danske Bank A/S | 35,670 | $8.47M | 0.03% | +35,670 | New |
| Gotham Asset Management, LLC | 36,506 | $8.67M | 0.13% | +8,646+31.0% | Added |
| Boston Partners | 38,332 | $8.76M | 0.01% | −2,258−5.6% | Reduced |
| Texas Permanent School Fund | 37,403 | $8.88M | 0.07% | +484+1.3% | Added |
| Comerica Bank | 37,835 | $8.99M | 0.04% | −17,339−31.4% | Reduced |
| D. E. Shaw & Co., Inc. | 38,771 | $9.21M | 0.01% | +6,707+20.9% | Added |
| Bridgewater Associates, LP | 40,135 | $9.53M | 0.05% | +37,970+1,753.8% | Added |
| Manufacturers Life Insurance Company, The | 41,210 | $9.79M | 0.01% | −1,000−2.4% | Reduced |
| California State Teachers Retirement System | 42,789 | $10.2M | 0.01% | −2,575−5.7% | Reduced |
| SEI Investments Co | 44,981 | $10.7M | 0.02% | +16,860+60.0% | Added |
| Barclays PLC | 45,934 | $10.9M | 0.00% | +5,846+14.6% | Added |
| Peregrine Capital Management LLC | 46,724 | $11.1M | 0.32% | +160.0% | Added |
| Envestnet Asset Management Inc | 49,767 | $11.8M | 0.00% | +3,304+7.1% | Added |
| State of Wisconsin Investment Board | 50,442 | $12.0M | 0.03% | −6,067−10.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 51,422 | $12.2M | 0.02% | +15,884+44.7% | Added |
| New York State Teachers Retirement System | 52,245 | $12.4M | 0.03% | +630+1.2% | Added |
| AQR Capital Management LLC | 52,573 | $12.4M | 0.02% | −38,493−42.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 52,492 | $12.5M | 0.19% | −7,734−12.8% | Reduced |
| Cambiar Investors LLC | 54,874 | $13.0M | 0.49% | +181+0.3% | Added |
| American International Group, Inc. | 56,738 | $13.5M | 0.05% | −1,161−2.0% | Reduced |
| Wells Fargo & Company | 58,253 | $13.8M | 0.00% | −3,674−5.9% | Reduced |
| Vident Advisory, LLC | 58,264 | $13.8M | 0.29% | +54,858+1,610.6% | Added |
| Alliancebernstein L.P. | 60,237 | $14.3M | 0.01% | −4,608−7.1% | Reduced |
| Penserra Capital Management LLC | 64,701 | $15.4M | 0.19% | +64,701 | New |
| Legal & General Group Plc | 65,065 | $15.5M | 0.00% | +571+0.9% | Added |
| Spinnaker Trust | 65,633 | $15.6M | 1.01% | 00.0% | Unchanged |
| Incline Global Management LLC | 66,590 | $15.8M | 5.02% | −27,414−29.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 75,123 | $17.8M | 0.06% | +30.0% | Added |
| Creative Planning | 76,435 | $18.2M | 0.02% | −876−1.1% | Reduced |
| Raymond James & Associates | 76,666 | $18.2M | 0.01% | −1,319−1.7% | Reduced |
| California Public Employees Retirement System | 78,798 | $18.7M | 0.01% | −1,208−1.5% | Reduced |
| Retirement Systems of Alabama | 80,567 | $19.1M | 0.07% | +141+0.2% | Added |
| Credit Suisse AG | 82,090 | $19.5M | 0.02% | +70+0.1% | Added |
| New South Capital Management Inc | 83,282 | $19.8M | 0.83% | −3,805−4.4% | Reduced |
| Swiss National Bank | 84,326 | $20.0M | 0.01% | −400−0.5% | Reduced |
| Hill City Capital, LP | 85,000 | $20.2M | 1.49% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 86,318 | $20.5M | 0.01% | +5,539+6.9% | Added |
| Price T Rowe Associates Inc | 89,125 | $21.2M | 0.00% | −5,758−6.1% | Reduced |
| Invenomic Capital Management LP | 96,966 | $23.0M | 1.22% | −100,885−51.0% | Reduced |
| WCM Investment Management, LLC | 108,569 | $25.8M | 0.06% | +446+0.4% | Added |
| Panagora Asset Management Inc | 114,009 | $27.1M | 0.14% | −215−0.2% | Reduced |
| Invesco Ltd. | 116,033 | $27.6M | 0.01% | +24,326+26.5% | Added |
| Blair William & Co | 116,152 | $27.6M | 0.09% | −18,298−13.6% | Reduced |
| Freshford Capital Management, LLC | 123,127 | $29.2M | 5.03% | +32,587+36.0% | Added |
| Marshall Wace, LLP | 126,580 | $30.1M | 0.05% | −45,276−26.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 128,428 | $30.5M | 0.39% | −970−0.7% | Reduced |
| Rhumbline Advisers | 131,195 | $31.2M | 0.03% | −5,452−4.0% | Reduced |
| Kodai Capital Management LP | 146,391 | $34.8M | 0.81% | −109,327−42.8% | Reduced |
| Millennium Management LLC | 147,313 | $35.0M | 0.03% | −109,349−42.6% | Reduced |
| Renaissance Group LLC | 157,552 | $37.4M | 1.41% | +10,529+7.2% | Added |
| Arrowstreet Capital, Limited Partnership | 160,328 | $38.1M | 0.04% | +40,541+33.8% | Added |
| Principal Financial Group Inc | 161,266 | $38.3M | 0.02% | +3,532+2.2% | Added |
| HM Payson & Co | 169,230 | $40.2M | 0.75% | +7,733+4.8% | Added |
| Handelsbanken Fonder AB | 198,844 | $47.2M | 0.20% | +35,000+21.4% | Added |
| Goldman Sachs Group Inc | 198,852 | $47.2M | 0.01% | −23,486−10.6% | Reduced |
| Rockefeller Capital Management L.P. | 208,205 | $49.5M | 0.14% | −1,294−0.6% | Reduced |
| Nuveen Asset Management, LLC | 223,468 | $53.1M | 0.02% | −55,425−19.9% | Reduced |
| Deutsche Bank AG | 224,049 | $53.2M | 0.02% | +182,311+436.8% | Added |
| Premier Fund Managers Ltd | 254,000 | $59.5M | 2.36% | 00.0% | Unchanged |
| Bamco Inc | 253,576 | $60.2M | 0.16% | +276+0.1% | Added |
| Westfield Capital Management Co LP | 258,384 | $61.4M | 0.32% | +30,306+13.3% | Added |
| TimesSquare Capital Management, LLC | 262,452 | $62.3M | 0.91% | −26,075−9.0% | Reduced |
| Northern Trust Corp | 288,817 | $68.6M | 0.01% | −42,909−12.9% | Reduced |
| Ameriprise Financial Inc | 300,617 | $71.4M | 0.02% | +5,421+1.8% | Added |
| Stephens Investment Management Group LLC | 305,523 | $72.6M | 0.97% | −58,648−16.1% | Reduced |
| Loomis Sayles & Co L P | 312,581 | $74.2M | 0.11% | −1,709−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 334,740 | $79.5M | 0.02% | +6,657+2.0% | Added |
| Bank of New York Mellon Corp | 360,980 | $85.7M | 0.02% | −24,287−6.3% | Reduced |
| Dimensional Fund Advisors LP | 368,864 | $87.6M | 0.02% | +30,476+9.0% | Added |
| Jennison Associates LLC | 380,873 | $90.5M | 0.06% | −60,724−13.8% | Reduced |