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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 2,905 | $514.6K | 0.01% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 2,931 | $519.2K | 0.01% | +2,931 | New |
| Portside Wealth Group, LLC | 2,936 | $520.1K | 0.10% | +19+0.7% | Added |
| Truist Financial Corp | 2,943 | $521.3K | 0.00% | +510+21.0% | Added |
| Davy Global Fund Management Ltd | 2,975 | $527.0K | 0.06% | −972−24.6% | Reduced |
| Vestcor Inc | 2,992 | $530.0K | 0.02% | +2,992 | New |
| Securian Asset Management, Inc | 3,342 | $592.0K | 0.02% | −196−5.5% | Reduced |
| Maryland State Retirement & Pension System | 3,367 | $596.4K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 3,446 | $610.4K | 0.13% | +3,446 | New |
| TownSquare Capital, LLC | 3,503 | $620.5K | 0.01% | +209+6.3% | Added |
| Blueshift Asset Management, LLC | 3,505 | $620.9K | 0.21% | +3,505 | New |
| Colony Group, LLC | 3,526 | $625.0K | 0.00% | +3,526 | New |
| JustInvest LLC | 3,552 | $629.2K | 0.01% | −465−11.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,553 | $629.4K | 0.05% | −254−6.7% | Reduced |
| Axq Capital, LP | 3,557 | $630.1K | 0.15% | +3,557 | New |
| Commerce Bank | 3,564 | $631.3K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 3,585 | $634.0K | 0.00% | −432−10.8% | Reduced |
| Oppenheimer Asset Management Inc. | 3,655 | $647.4K | 0.01% | −509−12.2% | Reduced |
| Cerity Partners LLC | 3,661 | $648.5K | 0.00% | −625−14.6% | Reduced |
| CIBC Private Wealth Group, LLC | 3,684 | $659.0K | 0.00% | −76−2.0% | Reduced |
| Keeley-Teton Advisors, LLC | 3,831 | $678.6K | 0.09% | −125−3.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,877 | $686.8K | 0.00% | −3,719−49.0% | Reduced |
| Mariner, LLC | 3,908 | $692.2K | 0.00% | +451+13.0% | Added |
| Qsemble Capital Management, LP | 4,051 | $717.6K | 0.14% | +4,051 | New |
| Cornerstone Investment Partners, LLC | 4,324 | $766.0K | 0.04% | +1,074+33.0% | Added |
| Public Employees Retirement Association of Colorado | 4,395 | $779.0K | 0.00% | −250−5.4% | Reduced |
| Lifestyle Asset Management, Inc. | 4,470 | $791.8K | 0.45% | −597−11.8% | Reduced |
| Cornercap Investment Counsel Inc | 4,576 | $810.6K | 0.13% | −942−17.1% | Reduced |
| Mackenzie Financial Corp | 4,620 | $818.4K | 0.00% | +721+18.5% | Added |
| State of Alaska, Department of Revenue | 4,636 | $821.0K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 4,668 | $826.9K | 0.01% | +4,668 | New |
| Point72 Asset Management, L.P. | 4,678 | $828.6K | 0.00% | +4,678 | New |
| Gsa Capital Partners LLP | 4,725 | $837.0K | 0.06% | +4,725 | New |
| Cresset Asset Management, LLC | 4,769 | $844.8K | 0.00% | +201+4.4% | Added |
| Xponance, Inc. | 4,936 | $874.4K | 0.01% | −1,979−28.6% | Reduced |
| Montag & Caldwell, LLC | 5,051 | $894.7K | 0.18% | +9+0.2% | Added |
| Toroso Investments, LLC | 5,326 | $943.4K | 0.01% | +858+19.2% | Added |
| New York Life Investment Management LLC | 5,338 | $945.6K | 0.01% | +578+12.1% | Added |
| Versor Investments LP | 5,384 | $953.7K | 0.18% | +2,005+59.3% | Added |
| Johnson Investment Counsel Inc | 5,476 | $970.0K | 0.01% | −26−0.5% | Reduced |
| Pictet Asset Management Holding SA | 5,487 | $972.0K | 0.00% | +149+2.8% | Added |
| Sepio Capital, LP | 5,494 | $973.0K | 0.09% | −115−2.1% | Reduced |
| Beck Bode, LLC | 5,814 | $1.03M | 0.21% | +5,814 | New |
| Daiwa Securities Group Inc. | 6,024 | $1.07M | 0.01% | −470−7.2% | Reduced |
| Teacher Retirement System of Texas | 6,110 | $1.08M | 0.01% | −3,521−36.6% | Reduced |
| Quantbot Technologies LP | 6,115 | $1.08M | 0.05% | +6,115 | New |
| Pacer Advisors, Inc. | 6,330 | $1.12M | 0.00% | −164−2.5% | Reduced |
| STRS Ohio | 6,544 | $1.16M | 0.00% | +275+4.4% | Added |
| Centiva Capital, LP | 6,669 | $1.18M | 0.06% | +6,669 | New |
| Aurora Investment Counsel | 6,705 | $1.19M | 0.70% | +40+0.6% | Added |
| Utah Retirement Systems | 6,822 | $1.21M | 0.01% | −600−8.1% | Reduced |
| Seven Eight Capital, LP | 6,928 | $1.23M | 0.13% | +6,928 | New |
| Lazard Asset Management LLC | 7,163 | $1.27M | 0.00% | +2,783+63.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,315 | $1.30M | 0.00% | +3,215+78.4% | Added |
| Bank of Montreal | 7,389 | $1.31M | 0.00% | −1,363−15.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 7,500 | $1.33M | 0.06% | +7,500 | New |
| BNP Paribas Arbitrage, SA | 7,544 | $1.34M | 0.00% | −20,267−72.9% | Reduced |
| Crestline Management, LP | 7,668 | $1.36M | 0.11% | +7,668 | New |
| Jane Street Group, LLC | 7,891 | $1.40M | 0.00% | +916+13.1% | Added |
| Quadrature Capital Ltd | 8,051 | $1.43M | 0.02% | +8,051 | New |
| Pathstone Holdings, LLC | 8,136 | $1.44M | 0.01% | +68+0.8% | Added |
| Formula Growth Ltd | 8,200 | $1.45M | 0.53% | −6,000−42.3% | Reduced |
| Bullseye Asset Management LLC | 8,375 | $1.48M | 0.73% | +50+0.6% | Added |
| Engineers Gate Manager LP | 8,511 | $1.51M | 0.03% | +6,250+276.4% | Added |
| Oregon Public Employees Retirement Fund | 8,738 | $1.55M | 0.03% | −1,863−17.6% | Reduced |
| The PNC Financial Services Group, Inc. | 8,744 | $1.55M | 0.00% | −387−4.2% | Reduced |
| Victory Capital Management Inc | 8,783 | $1.56M | 0.00% | −196−2.2% | Reduced |
| New Mexico Educational Retirement Board | 8,900 | $1.58M | 0.06% | 00.0% | Unchanged |
| Vident Advisory, LLC | 9,195 | $1.63M | 0.04% | −49,069−84.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,237 | $1.64M | 0.01% | +552+6.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,287 | $1.65M | 0.01% | −167−1.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,353 | $1.66M | 0.04% | −179−1.9% | Reduced |
| Quest Partners LLC | 9,488 | $1.68M | 0.23% | +9,484+237,100.0% | Added |
| Voya Investment Management LLC | 9,589 | $1.70M | 0.00% | −1,479−13.4% | Reduced |
| Banc Funds Co LLC | 9,955 | $1.76M | 0.21% | 00.0% | Unchanged |
| Logan Capital Management Inc | 10,052 | $1.78M | 0.08% | −115−1.1% | Reduced |
| State of Michigan Retirement System | 10,075 | $1.78M | 0.01% | −400−3.8% | Reduced |
| Thrivent Financial for Lutherans | 10,124 | $1.79M | 0.00% | −586−5.5% | Reduced |
| CI Private Wealth, LLC | 10,161 | $1.80M | 0.00% | −878−8.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 10,247 | $1.82M | 0.03% | +8,203+401.3% | Added |
| American Century Companies Inc | 10,425 | $1.85M | 0.00% | +68+0.7% | Added |
| Zions Bancorporation, N.A. | 10,456 | $1.85M | 0.15% | −379−3.5% | Reduced |
| GHP Investment Advisors, Inc. | 10,766 | $1.91M | 0.10% | −862−7.4% | Reduced |
| Qube Research & Technologies Ltd | 11,328 | $2.01M | 0.00% | +2,263+25.0% | Added |
| Verdence Capital Advisors LLC | 11,466 | $2.03M | 0.18% | +499+4.6% | Added |
| Quantinno Capital Management LP | 11,582 | $2.05M | 0.04% | +355+3.2% | Added |
| Arizona State Retirement System | 11,684 | $2.07M | 0.01% | −61−0.5% | Reduced |
| Harbor Capital Advisors, Inc. | 11,765 | $2.08M | 0.16% | +8,466+256.6% | Added |
| Susquehanna International Group, LLP | 11,850 | $2.10M | 0.00% | +11,850 | New |
| Louisiana State Employees Retirement System | 11,900 | $2.11M | 0.04% | −400−3.3% | Reduced |
| Rockefeller Capital Management L.P. | 12,190 | $2.16M | 0.01% | −196,015−94.1% | Reduced |
| Stephens Inc | 12,358 | $2.19M | 0.03% | −1,107−8.2% | Reduced |
| Henshaw Capital LLC | 12,378 | $2.19M | 0.10% | 00.0% | Unchanged |
| Portolan Capital Management, LLC | 12,863 | $2.28M | 0.19% | +12,863 | New |
| Weil Company, Inc. | 13,170 | $2.33M | 0.85% | +2,199+20.0% | Added |
| Citigroup Inc | 13,309 | $2.36M | 0.00% | +695+5.5% | Added |
| Cetera Investment Advisers | 13,874 | $2.46M | 0.01% | +585+4.4% | Added |
| Clark Estates Inc | 14,850 | $2.63M | 0.49% | −550−3.6% | Reduced |
| Maven Securities LTD | 15,000 | $2.66M | 0.41% | +15,000 | New |
| Aquatic Capital Management LLC | 15,200 | $2.69M | 0.10% | +15,200 | New |