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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 4,380 | $1.04M | 0.00% | −14−0.3% | Reduced |
| Edgestream Partners, L.P. | 4,352 | $1.03M | 0.05% | +2,972+215.4% | Added |
| Cerity Partners LLC | 4,286 | $1.02M | 0.00% | +4,286 | New |
| Schonfeld Strategic Advisors LLC | 4,223 | $1.00M | 0.01% | −96,178−95.8% | Reduced |
| Phoenix Holdings Ltd. | 4,180 | $990.0K | 0.01% | +4,180 | New |
| Oppenheimer Asset Management Inc. | 4,164 | $989.1K | 0.01% | +2,901+229.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,100 | $973.9K | 0.00% | −11−0.3% | Reduced |
| JustInvest LLC | 4,017 | $954.2K | 0.02% | +1,488+58.8% | Added |
| Renaissance Technologies LLC | 4,000 | $950.0K | 0.00% | −28,200−87.6% | Reduced |
| HighTower Advisors, LLC | 4,017 | $949.0K | 0.00% | +43+1.1% | Added |
| Keeley-Teton Advisors, LLC | 3,956 | $939.7K | 0.12% | −32−0.8% | Reduced |
| Davy Global Fund Management Ltd | 3,947 | $937.5K | 0.11% | −49−1.2% | Reduced |
| Mackenzie Financial Corp | 3,899 | $926.1K | 0.00% | −240−5.8% | Reduced |
| SageView Advisory Group, LLC | 15,603 | $904.4K | 0.05% | +14,608+1,468.1% | Added |
| Procyon Private Wealth Partners, LLC | 3,807 | $904.3K | 0.07% | −156−3.9% | Reduced |
| CIBC Private Wealth Group, LLC | 3,760 | $892.3K | 0.00% | −11−0.3% | Reduced |
| Commerce Bank | 3,564 | $846.6K | 0.01% | −8−0.2% | Reduced |
| Securian Asset Management, Inc | 3,538 | $840.4K | 0.02% | −100−2.7% | Reduced |
| Mariner, LLC | 3,457 | $821.1K | 0.00% | +281+8.8% | Added |
| Versor Investments LP | 3,379 | $802.6K | 0.16% | −5,212−60.7% | Reduced |
| Harbor Capital Advisors, Inc. | 3,299 | $784.0K | 0.10% | +3,299 | New |
| TownSquare Capital, LLC | 3,294 | $782.4K | 0.01% | +165+5.3% | Added |
| Maryland State Retirement & Pension System | 3,367 | $773.2K | 0.02% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 3,250 | $772.0K | 0.04% | −28−0.9% | Reduced |
| Crossmark Global Holdings, Inc. | 3,196 | $760.0K | 0.01% | −6,402−66.7% | Reduced |
| Prudential Financial Inc | 2,974 | $706.4K | 0.00% | −3,519−54.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,950 | $701.0K | 0.07% | +2,950 | New |
| Portside Wealth Group, LLC | 2,917 | $692.9K | 0.13% | −10.0% | Reduced |
| Fiduciary Trust Co | 2,905 | $690.0K | 0.01% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 2,801 | $665.3K | 0.36% | +2,801 | New |
| LMCG Investments, LLC | 2,800 | $665.1K | 0.04% | −1,199−30.0% | Reduced |
| Qtron Investments LLC | 2,790 | $662.7K | 0.09% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 2,749 | $652.4K | 0.08% | +2,749 | New |
| Eukles Asset Management | 2,738 | $650.4K | 0.28% | −10.0% | Reduced |
| Amundi | 2,699 | $620.5K | 0.00% | +27+1.0% | Added |
| SYSTM Wealth Solutions LLC | 2,607 | $619.2K | 0.08% | −329−11.2% | Reduced |
| Globeflex Capital L P | 2,600 | $617.6K | 0.06% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,597 | $616.9K | 0.02% | −245−8.6% | Reduced |
| Welch & Forbes LLC | 2,525 | $599.8K | 0.01% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 2,450 | $581.9K | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 2,433 | $577.9K | 0.00% | +734+43.2% | Added |
| Raymond James Trust N.A. | 2,423 | $575.5K | 0.01% | −33−1.3% | Reduced |
| Captrust Financial Advisors | 2,396 | $569.1K | 0.00% | −5,456−69.5% | Reduced |
| Advisory Services Network, LLC | 2,296 | $545.4K | 0.01% | +1,855+420.6% | Added |
| Ethic Inc. | 2,273 | $539.9K | 0.01% | −330−12.7% | Reduced |
| Engineers Gate Manager LP | 2,261 | $537.1K | 0.01% | +2,261 | New |
| Envestnet Portfolio Solutions, Inc. | 2,253 | $535.2K | 0.00% | +299+15.3% | Added |
| Commonwealth Equity Services, LLC | 2,217 | $527.0K | 0.00% | −112−4.8% | Reduced |
| Ballentine Partners, LLC | 2,166 | $514.5K | 0.01% | −23−1.1% | Reduced |
| DekaBank Deutsche Girozentrale | 2,193 | $502.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 2,085 | $495.3K | 0.00% | −163−7.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,053 | $487.6K | 0.01% | −5,539−73.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,044 | $485.5K | 0.01% | +805+65.0% | Added |
| Aigen Investment Management, LP | 1,996 | $474.1K | 0.10% | +1,996 | New |
| Raymond James Financial Services Advisors, Inc. | 1,972 | $468.4K | 0.00% | +79+4.2% | Added |
| Moody Aldrich Partners LLC | 1,936 | $459.9K | 0.08% | −12−0.6% | Reduced |
| Two Sigma Investments, LP | 1,900 | $451.3K | 0.00% | −7,100−78.9% | Reduced |
| Walleye Trading LLC | 1,895 | $450.1K | 0.01% | +708+59.6% | Added |
| Apollon Wealth Management, LLC | 1,869 | $443.9K | 0.01% | −46−2.4% | Reduced |
| Shell Asset Management Co | 2,484 | $440.0K | 0.02% | −249−9.1% | Reduced |
| Shelton Capital Management | 1,843 | $437.8K | 0.01% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,819 | $432.1K | 0.17% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,819 | $432.1K | 0.17% | +271+17.5% | Added |
| XTX Topco Ltd | 1,811 | $430.2K | 0.06% | −758−29.5% | Reduced |
| Banco Santander, S.A. | 1,803 | $428.3K | 0.01% | +1,803 | New |
| InterOcean Capital Group, LLC | 1,795 | $426.4K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 1,735 | $412.0K | 0.04% | −479−21.6% | Reduced |
| Los Angeles Capital Management LLC | 1,733 | $411.6K | 0.00% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,728 | $410.5K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,693 | $402.1K | 0.02% | +309+22.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,659 | $394.0K | 0.00% | −23−1.4% | Reduced |
| Coldstream Capital Management Inc | 1,607 | $381.7K | 0.01% | −16−1.0% | Reduced |
| Ossiam | 1,585 | $376.5K | 0.01% | +1,285+428.3% | Added |
| Guggenheim Capital LLC | 1,564 | $371.5K | 0.00% | +1,564 | New |
| Retirement Planning Co of New England, Inc. | 1,535 | $364.6K | 0.20% | −20−1.3% | Reduced |
| Boit C F David | 1,740 | $364.4K | 0.20% | 00.0% | Unchanged |
| HSBC Holdings PLC | 1,505 | $357.3K | 0.00% | −15,408−91.1% | Reduced |
| Evercore Wealth Management, LLC | 1,432 | $340.1K | 0.01% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 1,423 | $338.0K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,421 | $337.5K | 0.00% | +1,421 | New |
| Foyston, Gordon, & Payne Inc | 1,410 | $334.9K | 0.08% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,382 | $328.3K | 0.00% | −4,894−78.0% | Reduced |
| Vontobel Holding Ltd. | 1,357 | $322.3K | 0.00% | −279−17.1% | Reduced |
| Simon Quick Advisors, LLC | 1,354 | $321.6K | 0.02% | +1,354 | New |
| Atria Wealth Solutions, Inc. | 1,322 | $314.0K | 0.00% | +153+13.1% | Added |
| Veriti Management LLC | 1,261 | $299.5K | 0.02% | +36+2.9% | Added |
| Stifel Financial Corp | 1,258 | $298.8K | 0.00% | −641−33.8% | Reduced |
| Snowden Capital Advisors LLC | 1,224 | $290.7K | 0.01% | −67−5.2% | Reduced |
| Handelsinvest Investeringsforvaltning | 1,208 | $287.0K | 0.14% | −628−34.2% | Reduced |
| CIBC Asset Management Inc | 1,206 | $286.5K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 1,190 | $283.0K | 0.00% | −1,107−48.2% | Reduced |
| Wendell David Associates Inc | 1,189 | $282.0K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,180 | $280.3K | 0.00% | −85−6.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,153 | $273.9K | 0.01% | −32−2.7% | Reduced |
| Two Sigma Securities, LLC | 1,142 | $271.3K | 0.01% | +1,142 | New |
| Scientech Research LLC | 1,121 | $266.3K | 0.14% | +1,121 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,095 | $260.1K | 0.01% | +1,095 | New |
| Seelaus Asset Management LLC | 1,091 | $259.1K | 0.26% | −850−43.8% | Reduced |
| Ieq Capital, LLC | 1,078 | $256.0K | 0.00% | +5+0.5% | Added |
| Moors & Cabot, Inc. | 1,050 | $249.4K | 0.01% | +1,050 | New |