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 |
|---|---|---|---|---|---|
| Wisconsin Capital Management LLC | 29,145 | $6.92M | 3.63% | −404−1.4% | Reduced |
| UBS Group AG | 29,132 | $6.92M | 0.00% | +11,443+64.7% | Added |
| BNP Paribas Arbitrage, SA | 27,811 | $6.61M | 0.01% | +16,207+139.7% | Added |
| AXA S.A. | 27,608 | $6.56M | 0.02% | −3,455−11.1% | Reduced |
| Bath Savings Trust Co | 27,234 | $6.47M | 0.69% | −50−0.2% | Reduced |
| Long Road Investment Counsel, LLC | 26,599 | $6.32M | 2.65% | −1,500−5.3% | Reduced |
| Amalgamated Bank | 25,603 | $6.08M | 0.05% | −3,217−11.2% | Reduced |
| Mutual of America Capital Management LLC | 25,464 | $6.05M | 0.07% | −971−3.7% | Reduced |
| Castleark Management LLC | 24,730 | $5.87M | 0.24% | +6,570+36.2% | Added |
| MetLife Investment Management | 24,289 | $5.77M | 0.04% | −616−2.5% | Reduced |
| State of Tennessee, Treasury Department | 24,100 | $5.72M | 0.02% | +15,000+164.8% | Added |
| State of New Jersey Common Pension Fund D | 23,590 | $5.60M | 0.02% | 00.0% | Unchanged |
| Roubaix Capital, LLC | 23,576 | $5.60M | 3.54% | −2,147−8.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 23,506 | $5.58M | 0.05% | −594−2.5% | Reduced |
| ClariVest Asset Management LLC | 22,564 | $5.36M | 0.56% | −22,998−50.5% | Reduced |
| Fisher Asset Management, LLC | 22,010 | $5.23M | 0.00% | +4,832+28.1% | Added |
| LPL Financial LLC | 20,993 | $4.99M | 0.00% | +3,547+20.3% | Added |
| Ensign Peak Advisors, Inc | 20,602 | $4.89M | 0.01% | −866−4.0% | Reduced |
| Royal Bank of Canada | 20,101 | $4.78M | 0.00% | +1,957+10.8% | Added |
| Eagle Asset Management Inc | 19,881 | $4.72M | 0.02% | −347−1.7% | Reduced |
| Natixis Advisors, L.P. | 19,799 | $4.70M | 0.01% | +879+4.6% | Added |
| Yousif Capital Management, LLC | 19,472 | $4.63M | 0.05% | −391−2.0% | Reduced |
| Nisa Investment Advisors, LLC | 19,433 | $4.62M | 0.03% | −3,925−16.8% | Reduced |
| Treasurer of the State of North Carolina | 19,095 | $4.54M | 0.02% | +130+0.7% | Added |
| Royce & Associates LP | 18,970 | $4.51M | 0.04% | +18,970 | New |
| Oak Ridge Investments LLC | 18,534 | $4.40M | 0.44% | −778−4.0% | Reduced |
| Algert Global LLC | 18,346 | $4.36M | 0.17% | 00.0% | Unchanged |
| Martin & Co Inc | 16,983 | $4.03M | 0.99% | −145−0.8% | Reduced |
| Public Employees Retirement System of Ohio | 16,627 | $3.95M | 0.02% | −1,543−8.5% | Reduced |
| Ameritas Investment Partners, Inc. | 16,436 | $3.90M | 0.13% | 00.0% | Unchanged |
| Burney Co | 16,420 | $3.90M | 0.15% | −12,212−42.7% | Reduced |
| Clark Estates Inc | 15,400 | $3.66M | 0.60% | −3,900−20.2% | Reduced |
| Chase Investment Counsel Corp | 15,351 | $3.65M | 1.36% | +15,351 | New |
| Clark Capital Management Group, Inc. | 15,278 | $3.63M | 0.03% | +323+2.2% | Added |
| Macquarie Group Ltd | 15,122 | $3.59M | 0.00% | −456−2.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 14,352 | $3.41M | 0.06% | −4,239−22.8% | Reduced |
| Formula Growth Ltd | 14,200 | $3.37M | 1.08% | 00.0% | Unchanged |
| CenterBook Partners LP | 13,862 | $3.29M | 0.23% | −2,656−16.1% | Reduced |
| Stephens Inc | 13,465 | $3.20M | 0.05% | −747−5.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 13,318 | $3.16M | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,289 | $3.16M | 0.01% | +11,899+856.0% | Added |
| Citigroup Inc | 12,614 | $3.00M | 0.00% | +17+0.1% | Added |
| Henshaw Capital LLC | 12,378 | $2.94M | 0.14% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 12,300 | $2.92M | 0.06% | +300+2.5% | Added |
| Northern Right Capital Management, L.P. | 12,129 | $2.88M | 1.04% | −36,812−75.2% | Reduced |
| Arizona State Retirement System | 11,745 | $2.79M | 0.02% | −263−2.2% | Reduced |
| GHP Investment Advisors, Inc. | 11,628 | $2.76M | 0.14% | −345−2.9% | Reduced |
| Quantinno Capital Management LP | 11,227 | $2.67M | 0.06% | +268+2.4% | Added |
| Voya Investment Management LLC | 11,068 | $2.63M | 0.00% | −530−4.6% | Reduced |
| CI Private Wealth, LLC | 11,039 | $2.62M | 0.00% | +881+8.7% | Added |
| Weil Company, Inc. | 10,971 | $2.61M | 1.03% | +10,971 | New |
| Verdence Capital Advisors LLC | 10,967 | $2.60M | 0.24% | −1,086−9.0% | Reduced |
| Zions Bancorporation, N.A. | 10,835 | $2.57M | 0.19% | +591+5.8% | Added |
| Thrivent Financial for Lutherans | 10,710 | $2.54M | 0.01% | +34+0.3% | Added |
| Oregon Public Employees Retirement Fund | 10,601 | $2.52M | 0.05% | −1,464−12.1% | Reduced |
| State of Michigan Retirement System | 10,475 | $2.49M | 0.01% | +200+1.9% | Added |
| American Century Companies Inc | 10,357 | $2.46M | 0.00% | +1,363+15.2% | Added |
| Logan Capital Management Inc | 10,167 | $2.41M | 0.10% | −17−0.2% | Reduced |
| Sora Investors LLC | 10,059 | $2.39M | 0.39% | +10,059 | New |
| Banc Funds Co LLC | 9,955 | $2.37M | 0.27% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 9,631 | $2.29M | 0.01% | −1,021−9.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,532 | $2.26M | 0.06% | +25+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,454 | $2.25M | 0.02% | +24+0.3% | Added |
| The PNC Financial Services Group, Inc. | 9,131 | $2.17M | 0.00% | +1,546+20.4% | Added |
| Qube Research & Technologies Ltd | 9,065 | $2.15M | 0.00% | −23,379−72.1% | Reduced |
| Victory Capital Management Inc | 8,979 | $2.13M | 0.00% | −263−2.8% | Reduced |
| New Mexico Educational Retirement Board | 8,900 | $2.11M | 0.08% | 00.0% | Unchanged |
| Bank of Montreal | 8,752 | $2.08M | 0.00% | +404+4.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,685 | $2.06M | 0.01% | −512−5.6% | Reduced |
| Bullseye Asset Management LLC | 8,325 | $1.98M | 0.93% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 8,068 | $1.92M | 0.01% | +345+4.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,596 | $1.80M | 0.00% | +3,722+96.1% | Added |
| Utah Retirement Systems | 7,422 | $1.76M | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 6,975 | $1.66M | 0.00% | −10,998−61.2% | Reduced |
| Xponance, Inc. | 6,915 | $1.64M | 0.02% | −87−1.2% | Reduced |
| Two Sigma Advisers, LP | 6,700 | $1.59M | 0.00% | −1,100−14.1% | Reduced |
| FORA Capital, LLC | 6,688 | $1.59M | 0.13% | −123−1.8% | Reduced |
| Aurora Investment Counsel | 6,665 | $1.58M | 0.91% | −12−0.2% | Reduced |
| Daiwa Securities Group Inc. | 6,494 | $1.54M | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6,494 | $1.54M | 0.00% | +76+1.2% | Added |
| Redwood Investment Management, LLC | 6,351 | $1.51M | 0.14% | +6,351 | New |
| STRS Ohio | 6,269 | $1.49M | 0.01% | −844−11.9% | Reduced |
| Advisor Group Holdings, Inc. | 5,933 | $1.41M | 0.00% | +2,473+71.5% | Added |
| US Bancorp | 5,734 | $1.36M | 0.00% | −1,714−23.0% | Reduced |
| Sepio Capital, LP | 5,609 | $1.33M | 0.11% | −310−5.2% | Reduced |
| Entropy Technologies, LP | 5,543 | $1.32M | 0.14% | +5,543 | New |
| Cornercap Investment Counsel Inc | 5,518 | $1.31M | 0.20% | −1,372−19.9% | Reduced |
| Johnson Investment Counsel Inc | 5,502 | $1.31M | 0.01% | +19+0.3% | Added |
| Twin Tree Management, LP | 5,349 | $1.27M | 0.03% | +1,947+57.2% | Added |
| Pictet Asset Management Holding SA | 5,338 | $1.27M | 0.00% | +442+9.0% | Added |
| Lifestyle Asset Management, Inc. | 5,067 | $1.20M | 0.71% | −48−0.9% | Reduced |
| Montag & Caldwell, LLC | 5,042 | $1.20M | 0.21% | +245+5.1% | Added |
| Cozad Asset Management Inc | 4,831 | $1.15M | 0.12% | +100+2.1% | Added |
| New York Life Investment Management LLC | 4,760 | $1.13M | 0.01% | −138−2.8% | Reduced |
| Capstone Investment Advisors, LLC | 4,738 | $1.13M | 0.02% | +3,193+206.7% | Added |
| Public Employees Retirement Association of Colorado | 4,645 | $1.10M | 0.00% | −407−8.1% | Reduced |
| State of Alaska, Department of Revenue | 4,636 | $1.10M | 0.01% | +20+0.4% | Added |
| Cresset Asset Management, LLC | 4,568 | $1.09M | 0.01% | +240+5.5% | Added |
| Toroso Investments, LLC | 4,468 | $1.06M | 0.02% | −270−5.7% | Reduced |
| HRT Financial LP | 4,427 | $1.05M | 0.01% | +4,427 | New |