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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 390,544 | $92.8M | 0.21% | +18,538+5.0% | Added |
| Primecap Management Co | 441,040 | $104.8M | 0.08% | −13,610−3.0% | Reduced |
| Norges Bank | 446,773 | $106.1M | 0.02% | −14,521−3.1% | Reduced |
| Brown Advisory Inc | 609,436 | $144.8M | 0.19% | −7,554−1.2% | Reduced |
| Bank of America Corp | 610,681 | $145.1M | 0.01% | +27,782+4.8% | Added |
| Neuberger Berman Group LLC | 617,444 | $146.7M | 0.12% | −22,696−3.5% | Reduced |
| River Road Asset Management, LLC | 658,000 | $156.3M | 2.11% | −69,456−9.5% | Reduced |
| Geode Capital Management, LLC | 699,367 | $166.2M | 0.02% | +30,384+4.5% | Added |
| Bessemer Group Inc | 735,313 | $174.7M | 0.32% | +4,262+0.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 866,068 | $199.7M | 1.99% | −2950.0% | Reduced |
| JPMorgan Chase & Co | 851,884 | $202.3M | 0.02% | −181,252−17.5% | Reduced |
| Lyrical Asset Management LP | 883,929 | $210.0M | 3.12% | +883,929 | New |
| FMR LLC | 1,101,712 | $261.7M | 0.02% | +633,180+135.1% | Added |
| State Street Corp | 1,268,759 | $301.4M | 0.01% | +48,756+4.0% | Added |
| Par Capital Management Inc | 1,850,000 | $439.4M | 13.67% | 00.0% | Unchanged |
| Morgan Stanley | 1,956,196 | $464.7M | 0.04% | +38,193+2.0% | Added |
| Impactive Capital LP | 2,105,947 | $500.2M | 18.91% | 00.0% | Unchanged |
| Wellington Management Group LLP | 2,782,601 | $661.0M | 0.12% | −339,899−10.9% | Reduced |
| BlackRock Inc. | 3,855,565 | $915.8M | 0.02% | +14,074+0.4% | Added |
| Janus Henderson Group PLC | 4,088,581 | $971.2M | 0.53% | −1,8820.0% | Reduced |
| Vanguard Group Inc | 4,108,779 | $976.0M | 0.02% | −90,238−2.1% | Reduced |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −140,279−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −131,877−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −77,459−100.0% | Sold out |
| HST Ventures, LLC | 0 | $0 | 0.00% | −38,480−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −33,032−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −23,153−100.0% | Sold out |
| AREX Capital Management, LP | 0 | $0 | 0.00% | −18,750−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −18,457−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −13,750−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −10,017−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −9,034−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −8,059−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −7,015−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −5,612−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,104−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Eaton Financial Holdings Company, LLC | 0 | $0 | 0.00% | −4,548−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −4,214−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −3,232−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −3,177−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −2,967−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,150−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −2,816−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −2,803−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −2,432−100.0% | Sold out |
| Yarbrough Capital, LLC | 0 | $0 | 0.00% | −2,318−100.0% | Sold out |
| RDA Financial Network | 0 | $0 | 0.00% | −2,291−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,060−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −2,021−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −1,855−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,845−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,619−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,509−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −1,254−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −1,222−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,143−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −1,091−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −1,076−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −376−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Smith, Graham & Co., Investment Advisors, LP | – | – | – | – | Not filed |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Watershed Asset Management, L.L.C. | – | – | – | – | Not filed |
| AtonRa Partners | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |