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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 15,227 | $2.70M | 0.00% | +105+0.7% | Added |
| Cubist Systematic Strategies, LLC | 15,243 | $2.70M | 0.05% | +15,243 | New |
| State of New Jersey Common Pension Fund D | 15,427 | $2.73M | 0.01% | −8,163−34.6% | Reduced |
| Barclays PLC | 15,563 | $2.76M | 0.00% | −30,371−66.1% | Reduced |
| Ameritas Investment Partners, Inc. | 15,912 | $2.82M | 0.10% | −524−3.2% | Reduced |
| Clark Capital Management Group, Inc. | 16,058 | $2.84M | 0.02% | +780+5.1% | Added |
| Public Employees Retirement System of Ohio | 16,195 | $2.87M | 0.01% | −432−2.6% | Reduced |
| Oak Ridge Investments LLC | 16,674 | $2.95M | 0.28% | −1,860−10.0% | Reduced |
| Burney Co | 16,802 | $2.98M | 0.11% | +382+2.3% | Added |
| Martin & Co Inc | 16,995 | $3.01M | 0.76% | +12+0.1% | Added |
| Natixis Advisors, L.P. | 17,116 | $3.03M | 0.01% | −2,683−13.6% | Reduced |
| Yaupon Capital Management LP | 17,257 | $3.06M | 0.27% | +17,257 | New |
| Yousif Capital Management, LLC | 17,571 | $3.11M | 0.04% | −1,901−9.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 17,799 | $3.15M | 0.03% | +4,481+33.6% | Added |
| Treasurer of the State of North Carolina | 18,165 | $3.22M | 0.01% | −930−4.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 18,232 | $3.23M | 0.01% | −33,190−64.5% | Reduced |
| Nisa Investment Advisors, LLC | 18,333 | $3.25M | 0.02% | −1,100−5.7% | Reduced |
| Royce & Associates LP | 18,970 | $3.36M | 0.03% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 19,934 | $3.53M | 0.21% | +19,934 | New |
| AQR Capital Management LLC | 20,277 | $3.55M | 0.01% | −32,296−61.4% | Reduced |
| Algert Global LLC | 20,640 | $3.66M | 0.12% | +2,294+12.5% | Added |
| Magnetar Financial LLC | 20,648 | $3.66M | 0.08% | +20,648 | New |
| D. E. Shaw & Co., Inc. | 20,760 | $3.68M | 0.01% | −18,011−46.5% | Reduced |
| Massachusetts Financial Services Co | 20,825 | $3.69M | 0.00% | −14,331−40.8% | Reduced |
| Eagle Asset Management Inc | 21,383 | $3.75M | 0.02% | +1,502+7.6% | Added |
| MetLife Investment Management | 22,241 | $3.94M | 0.02% | −2,048−8.4% | Reduced |
| ClariVest Asset Management LLC | 22,498 | $3.99M | 0.41% | −66−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 23,190 | $4.11M | 0.04% | −316−1.3% | Reduced |
| Royal Bank of Canada | 23,395 | $4.14M | 0.00% | +3,294+16.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 23,425 | $4.15M | 0.23% | +23,425 | New |
| Deutsche Bank AG | 23,525 | $4.17M | 0.00% | −200,524−89.5% | Reduced |
| Mutual of America Capital Management LLC | 23,992 | $4.25M | 0.05% | −1,472−5.8% | Reduced |
| State of Tennessee, Treasury Department | 24,100 | $4.27M | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 24,582 | $4.35M | 0.01% | +3,980+19.3% | Added |
| LPL Financial LLC | 24,672 | $4.37M | 0.00% | +3,679+17.5% | Added |
| Fisher Asset Management, LLC | 24,673 | $4.37M | 0.00% | +2,663+12.1% | Added |
| Amalgamated Bank | 24,951 | $4.42M | 0.04% | −652−2.5% | Reduced |
| AXA S.A. | 25,542 | $4.52M | 0.01% | −2,066−7.5% | Reduced |
| UBS Group AG | 25,837 | $4.58M | 0.00% | −3,295−11.3% | Reduced |
| Bath Savings Trust Co | 26,393 | $4.68M | 0.50% | −841−3.1% | Reduced |
| Long Road Investment Counsel, LLC | 26,699 | $4.73M | 2.06% | +100+0.4% | Added |
| Jacobs Levy Equity Management, Inc | 27,955 | $4.95M | 0.02% | −5,231−15.8% | Reduced |
| Citadel Advisors LLC | 28,347 | $5.02M | 0.00% | +28,347 | New |
| HSBC Holdings PLC | 28,945 | $5.13M | 0.00% | +27,440+1,823.3% | Added |
| Twinbeech Capital LP | 29,187 | $5.17M | 0.10% | +29,187 | New |
| Wisconsin Capital Management LLC | 29,272 | $5.19M | 2.63% | +127+0.4% | Added |
| Holocene Advisors, LP | 29,279 | $5.19M | 0.02% | +29,279 | New |
| New York State Common Retirement Fund | 29,763 | $5.27M | 0.01% | −3,978−11.8% | Reduced |
| Dana Investment Advisors, Inc. | 30,611 | $5.42M | 0.18% | −388−1.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 31,339 | $5.55M | 0.47% | +31,339 | New |
| Trexquant Investment LP | 31,363 | $5.56M | 0.08% | −3,504−10.0% | Reduced |
| Comerica Bank | 33,434 | $5.92M | 0.02% | −4,401−11.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 34,092 | $6.04M | 0.18% | 00.0% | Unchanged |
| Prana Capital Management, LP | 34,837 | $6.17M | 0.29% | +34,837 | New |
| Great West Life Assurance Co | 34,929 | $6.19M | 0.01% | −446−1.3% | Reduced |
| State Board of Administration of Florida Retirement System | 35,083 | $6.21M | 0.01% | −10,176−22.5% | Reduced |
| Swedbank AB | 35,300 | $6.25M | 0.01% | +35,300 | New |
| Gotham Asset Management, LLC | 39,376 | $6.98M | 0.09% | +2,870+7.9% | Added |
| Manufacturers Life Insurance Company, The | 40,299 | $7.13M | 0.01% | −911−2.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 40,300 | $7.14M | 0.02% | +40,300 | New |
| California State Teachers Retirement System | 40,753 | $7.22M | 0.01% | −2,036−4.8% | Reduced |
| Northern Right Capital Management, L.P. | 41,959 | $7.43M | 2.75% | +29,830+245.9% | Added |
| Peregrine Capital Management LLC | 47,337 | $8.39M | 0.24% | +613+1.3% | Added |
| Two Sigma Investments, LP | 47,771 | $8.46M | 0.02% | +45,871+2,414.3% | Added |
| Schonfeld Strategic Advisors LLC | 48,196 | $8.54M | 0.07% | +43,973+1,041.3% | Added |
| LTS One Management LP | 50,000 | $8.86M | 2.95% | +50,000 | New |
| Envestnet Asset Management Inc | 50,370 | $8.92M | 0.00% | +603+1.2% | Added |
| Cinctive Capital Management LP | 50,564 | $8.96M | 0.48% | +50,564 | New |
| New York State Teachers Retirement System | 52,537 | $9.31M | 0.02% | +292+0.6% | Added |
| Corebridge Financial, Inc. | 53,046 | $9.40M | 0.05% | +53,046 | New |
| Millennium Management LLC | 53,165 | $9.42M | 0.01% | −94,148−63.9% | Reduced |
| State of Wisconsin Investment Board | 53,197 | $9.42M | 0.03% | +2,755+5.5% | Added |
| SEI Investments Co | 53,638 | $9.50M | 0.01% | +8,657+19.2% | Added |
| Walleye Capital LLC | 54,516 | $9.66M | 0.10% | +54,516 | New |
| Wells Fargo & Company | 55,921 | $9.91M | 0.00% | −2,332−4.0% | Reduced |
| New South Capital Management Inc | 57,064 | $10.1M | 0.45% | −26,218−31.5% | Reduced |
| Alliancebernstein L.P. | 59,051 | $10.5M | 0.00% | −1,186−2.0% | Reduced |
| Penserra Capital Management LLC | 59,534 | $10.5M | 0.13% | −5,167−8.0% | Reduced |
| Legal & General Group Plc | 63,585 | $11.3M | 0.00% | −1,480−2.3% | Reduced |
| Incline Global Management LLC | 63,742 | $11.3M | 4.65% | −2,848−4.3% | Reduced |
| Cambiar Investors LLC | 64,895 | $11.5M | 0.45% | +10,021+18.3% | Added |
| Spinnaker Trust | 65,633 | $11.6M | 0.74% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 66,936 | $11.9M | 0.19% | +14,444+27.5% | Added |
| CenterBook Partners LP | 67,812 | $12.0M | 0.75% | +53,950+389.2% | Added |
| Price T Rowe Associates Inc | 72,238 | $12.8M | 0.00% | −16,887−18.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 74,269 | $13.2M | 0.01% | −86,059−53.7% | Reduced |
| Raymond James & Associates | 76,355 | $13.5M | 0.01% | −311−0.4% | Reduced |
| California Public Employees Retirement System | 76,987 | $13.6M | 0.01% | −1,811−2.3% | Reduced |
| Creative Planning | 77,323 | $13.7M | 0.01% | +888+1.2% | Added |
| Retirement Systems of Alabama | 78,616 | $13.9M | 0.05% | −1,951−2.4% | Reduced |
| Distillate Capital Partners LLC | 78,750 | $13.9M | 0.74% | +78,750 | New |
| Swiss National Bank | 82,026 | $14.5M | 0.01% | −2,300−2.7% | Reduced |
| Hill City Capital, LP | 85,000 | $15.1M | 1.08% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 86,378 | $15.3M | 0.08% | +46,243+115.2% | Added |
| First Trust Advisors LP | 88,556 | $15.7M | 0.02% | +54,544+160.4% | Added |
| HM Payson & Co | 92,566 | $16.4M | 0.30% | −76,664−45.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 96,438 | $17.1M | 0.06% | +21,315+28.4% | Added |
| WCM Investment Management, LLC | 114,398 | $20.0M | 0.05% | +5,829+5.4% | Added |
| Blair William & Co | 112,877 | $20.0M | 0.06% | −3,275−2.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 119,723 | $21.2M | 0.26% | −8,705−6.8% | Reduced |