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, Q2 2024
Institutional positions in WEX Inc. as of Jun 30, 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
- 442
- +25 vs. Q1 2024
- Shares held
- 41.1M
- −672.9K (−1.6%) vs. Q1 2024
- Total value
- $7.28B
- −$2.62B (−26.4%) vs. Q1 2024
- New holders
- 84
- 135 more added
- Sold out
- 59
- 153 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 4,138,313 | $733.1M | 0.39% | +49,732+1.2% | Added |
| Vanguard Group Inc | 4,001,753 | $708.9M | 0.01% | −107,026−2.6% | Reduced |
| BlackRock Inc. | 3,719,021 | $658.8M | 0.01% | −136,544−3.5% | Reduced |
| Wellington Management Group LLP | 2,708,086 | $479.7M | 0.09% | −74,515−2.7% | Reduced |
| Morgan Stanley | 2,199,733 | $389.7M | 0.03% | +243,537+12.4% | Added |
| Impactive Capital LP | 1,978,704 | $350.5M | 13.62% | −127,243−6.0% | Reduced |
| Par Capital Management Inc | 1,840,000 | $325.9M | 10.26% | −10,000−0.5% | Reduced |
| FMR LLC | 1,430,245 | $253.4M | 0.02% | +328,533+29.8% | Added |
| State Street Corp | 1,237,071 | $219.1M | 0.01% | −31,688−2.5% | Reduced |
| JPMorgan Chase & Co | 1,050,892 | $186.2M | 0.02% | +199,008+23.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 914,250 | $173.6M | 1.60% | +48,182+5.6% | Added |
| Lyrical Asset Management LP | 862,337 | $152.8M | 2.45% | −21,592−2.4% | Reduced |
| Bessemer Group Inc | 776,420 | $137.5M | 0.24% | +41,107+5.6% | Added |
| Geode Capital Management, LLC | 698,800 | $123.8M | 0.01% | −567−0.1% | Reduced |
| River Road Asset Management, LLC | 686,201 | $121.6M | 1.74% | +28,201+4.3% | Added |
| Brown Advisory Inc | 544,206 | $96.4M | 0.13% | −65,230−10.7% | Reduced |
| Dimensional Fund Advisors LP | 495,527 | $87.8M | 0.02% | +126,663+34.3% | Added |
| Neuberger Berman Group LLC | 465,844 | $82.5M | 0.07% | −151,600−24.6% | Reduced |
| Bank of America Corp | 462,874 | $82.0M | 0.01% | −147,807−24.2% | Reduced |
| Norges Bank | 460,918 | $81.6M | 0.01% | +14,145+3.2% | Added |
| Primecap Management Co | 414,323 | $73.4M | 0.05% | −26,717−6.1% | Reduced |
| Federated Hermes, Inc. | 402,365 | $71.3M | 0.17% | +11,821+3.0% | Added |
| Bank of New York Mellon Corp | 378,969 | $67.1M | 0.01% | +17,989+5.0% | Added |
| Charles Schwab Investment Management Inc | 337,599 | $59.8M | 0.01% | +2,859+0.9% | Added |
| Northern Trust Corp | 327,786 | $58.1M | 0.01% | +38,969+13.5% | Added |
| Ameriprise Financial Inc | 315,926 | $56.0M | 0.02% | +15,309+5.1% | Added |
| Jennison Associates LLC | 315,173 | $55.8M | 0.04% | −65,700−17.2% | Reduced |
| Loomis Sayles & Co L P | 291,326 | $51.6M | 0.07% | −21,255−6.8% | Reduced |
| TimesSquare Capital Management, LLC | 287,420 | $50.9M | 0.80% | +24,968+9.5% | Added |
| Bamco Inc | 253,576 | $44.9M | 0.13% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 254,000 | $44.3M | 1.78% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 237,309 | $42.0M | 0.21% | −21,075−8.2% | Reduced |
| Freshford Capital Management, LLC | 167,450 | $29.7M | 5.58% | +44,323+36.0% | Added |
| Handelsbanken Fonder AB | 158,844 | $28.1M | 0.12% | −40,000−20.1% | Reduced |
| Marshall Wace, LLP | 155,319 | $27.5M | 0.04% | +28,739+22.7% | Added |
| Goldman Sachs Group Inc | 154,958 | $27.4M | 0.01% | −43,894−22.1% | Reduced |
| Invesco Ltd. | 152,317 | $27.0M | 0.01% | +36,284+31.3% | Added |
| UBS Asset Management Americas Inc | 148,042 | $26.2M | 0.01% | +61,724+71.5% | Added |
| Principal Financial Group Inc | 139,576 | $24.7M | 0.01% | −21,690−13.4% | Reduced |
| Renaissance Group LLC | 138,757 | $24.6M | 0.96% | −18,795−11.9% | Reduced |
| Nuveen Asset Management, LLC | 127,991 | $22.7M | 0.01% | −95,477−42.7% | Reduced |
| Rhumbline Advisers | 125,573 | $22.2M | 0.02% | −5,622−4.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 119,723 | $21.2M | 0.26% | −8,705−6.8% | Reduced |
| Blair William & Co | 112,877 | $20.0M | 0.06% | −3,275−2.8% | Reduced |
| WCM Investment Management, LLC | 114,398 | $20.0M | 0.05% | +5,829+5.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 96,438 | $17.1M | 0.06% | +21,315+28.4% | Added |
| HM Payson & Co | 92,566 | $16.4M | 0.30% | −76,664−45.3% | Reduced |
| First Trust Advisors LP | 88,556 | $15.7M | 0.02% | +54,544+160.4% | Added |
| Bridgewater Associates, LP | 86,378 | $15.3M | 0.08% | +46,243+115.2% | Added |
| Hill City Capital, LP | 85,000 | $15.1M | 1.08% | 00.0% | Unchanged |
| Swiss National Bank | 82,026 | $14.5M | 0.01% | −2,300−2.7% | Reduced |
| Distillate Capital Partners LLC | 78,750 | $13.9M | 0.74% | +78,750 | New |
| Retirement Systems of Alabama | 78,616 | $13.9M | 0.05% | −1,951−2.4% | Reduced |
| Creative Planning | 77,323 | $13.7M | 0.01% | +888+1.2% | Added |
| California Public Employees Retirement System | 76,987 | $13.6M | 0.01% | −1,811−2.3% | Reduced |
| Raymond James & Associates | 76,355 | $13.5M | 0.01% | −311−0.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 74,269 | $13.2M | 0.01% | −86,059−53.7% | Reduced |
| Price T Rowe Associates Inc | 72,238 | $12.8M | 0.00% | −16,887−18.9% | Reduced |
| CenterBook Partners LP | 67,812 | $12.0M | 0.75% | +53,950+389.2% | Added |
| Thompson Siegel & Walmsley LLC | 66,936 | $11.9M | 0.19% | +14,444+27.5% | Added |
| Spinnaker Trust | 65,633 | $11.6M | 0.74% | 00.0% | Unchanged |
| Cambiar Investors LLC | 64,895 | $11.5M | 0.45% | +10,021+18.3% | Added |
| Incline Global Management LLC | 63,742 | $11.3M | 4.65% | −2,848−4.3% | Reduced |
| Legal & General Group Plc | 63,585 | $11.3M | 0.00% | −1,480−2.3% | Reduced |
| Penserra Capital Management LLC | 59,534 | $10.5M | 0.13% | −5,167−8.0% | Reduced |
| Alliancebernstein L.P. | 59,051 | $10.5M | 0.00% | −1,186−2.0% | Reduced |
| New South Capital Management Inc | 57,064 | $10.1M | 0.45% | −26,218−31.5% | Reduced |
| Wells Fargo & Company | 55,921 | $9.91M | 0.00% | −2,332−4.0% | Reduced |
| Walleye Capital LLC | 54,516 | $9.66M | 0.10% | +54,516 | New |
| SEI Investments Co | 53,638 | $9.50M | 0.01% | +8,657+19.2% | Added |
| State of Wisconsin Investment Board | 53,197 | $9.42M | 0.03% | +2,755+5.5% | Added |
| Millennium Management LLC | 53,165 | $9.42M | 0.01% | −94,148−63.9% | Reduced |
| Corebridge Financial, Inc. | 53,046 | $9.40M | 0.05% | +53,046 | New |
| New York State Teachers Retirement System | 52,537 | $9.31M | 0.02% | +292+0.6% | Added |
| Cinctive Capital Management LP | 50,564 | $8.96M | 0.48% | +50,564 | New |
| Envestnet Asset Management Inc | 50,370 | $8.92M | 0.00% | +603+1.2% | Added |
| LTS One Management LP | 50,000 | $8.86M | 2.95% | +50,000 | New |
| Schonfeld Strategic Advisors LLC | 48,196 | $8.54M | 0.07% | +43,973+1,041.3% | Added |
| Two Sigma Investments, LP | 47,771 | $8.46M | 0.02% | +45,871+2,414.3% | Added |
| Peregrine Capital Management LLC | 47,337 | $8.39M | 0.24% | +613+1.3% | Added |
| Northern Right Capital Management, L.P. | 41,959 | $7.43M | 2.75% | +29,830+245.9% | Added |
| California State Teachers Retirement System | 40,753 | $7.22M | 0.01% | −2,036−4.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 40,300 | $7.14M | 0.02% | +40,300 | New |
| Manufacturers Life Insurance Company, The | 40,299 | $7.13M | 0.01% | −911−2.2% | Reduced |
| Gotham Asset Management, LLC | 39,376 | $6.98M | 0.09% | +2,870+7.9% | Added |
| Swedbank AB | 35,300 | $6.25M | 0.01% | +35,300 | New |
| State Board of Administration of Florida Retirement System | 35,083 | $6.21M | 0.01% | −10,176−22.5% | Reduced |
| Great West Life Assurance Co | 34,929 | $6.19M | 0.01% | −446−1.3% | Reduced |
| Prana Capital Management, LP | 34,837 | $6.17M | 0.29% | +34,837 | New |
| Oversea-Chinese Banking CORP Ltd | 34,092 | $6.04M | 0.18% | 00.0% | Unchanged |
| Comerica Bank | 33,434 | $5.92M | 0.02% | −4,401−11.6% | Reduced |
| Trexquant Investment LP | 31,363 | $5.56M | 0.08% | −3,504−10.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 31,339 | $5.55M | 0.47% | +31,339 | New |
| Dana Investment Advisors, Inc. | 30,611 | $5.42M | 0.18% | −388−1.3% | Reduced |
| New York State Common Retirement Fund | 29,763 | $5.27M | 0.01% | −3,978−11.8% | Reduced |
| Holocene Advisors, LP | 29,279 | $5.19M | 0.02% | +29,279 | New |
| Wisconsin Capital Management LLC | 29,272 | $5.19M | 2.63% | +127+0.4% | Added |
| Twinbeech Capital LP | 29,187 | $5.17M | 0.10% | +29,187 | New |
| HSBC Holdings PLC | 28,945 | $5.13M | 0.00% | +27,440+1,823.3% | Added |
| Citadel Advisors LLC | 28,347 | $5.02M | 0.00% | +28,347 | New |