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 |
|---|---|---|---|---|---|
| Jacobs Levy Equity Management, Inc | 27,955 | $4.95M | 0.02% | −5,231−15.8% | Reduced |
| Long Road Investment Counsel, LLC | 26,699 | $4.73M | 2.06% | +100+0.4% | Added |
| Bath Savings Trust Co | 26,393 | $4.68M | 0.50% | −841−3.1% | Reduced |
| UBS Group AG | 25,837 | $4.58M | 0.00% | −3,295−11.3% | Reduced |
| AXA S.A. | 25,542 | $4.52M | 0.01% | −2,066−7.5% | Reduced |
| Amalgamated Bank | 24,951 | $4.42M | 0.04% | −652−2.5% | Reduced |
| Fisher Asset Management, LLC | 24,673 | $4.37M | 0.00% | +2,663+12.1% | Added |
| LPL Financial LLC | 24,672 | $4.37M | 0.00% | +3,679+17.5% | Added |
| Ensign Peak Advisors, Inc | 24,582 | $4.35M | 0.01% | +3,980+19.3% | Added |
| State of Tennessee, Treasury Department | 24,100 | $4.27M | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 23,992 | $4.25M | 0.05% | −1,472−5.8% | Reduced |
| Deutsche Bank AG | 23,525 | $4.17M | 0.00% | −200,524−89.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 23,425 | $4.15M | 0.23% | +23,425 | New |
| Royal Bank of Canada | 23,395 | $4.14M | 0.00% | +3,294+16.4% | Added |
| Teachers Retirement System of the State of Kentucky | 23,190 | $4.11M | 0.04% | −316−1.3% | Reduced |
| ClariVest Asset Management LLC | 22,498 | $3.99M | 0.41% | −66−0.3% | Reduced |
| MetLife Investment Management | 22,241 | $3.94M | 0.02% | −2,048−8.4% | Reduced |
| Eagle Asset Management Inc | 21,383 | $3.75M | 0.02% | +1,502+7.6% | Added |
| Massachusetts Financial Services Co | 20,825 | $3.69M | 0.00% | −14,331−40.8% | Reduced |
| D. E. Shaw & Co., Inc. | 20,760 | $3.68M | 0.01% | −18,011−46.5% | Reduced |
| Magnetar Financial LLC | 20,648 | $3.66M | 0.08% | +20,648 | New |
| Algert Global LLC | 20,640 | $3.66M | 0.12% | +2,294+12.5% | Added |
| AQR Capital Management LLC | 20,277 | $3.55M | 0.01% | −32,296−61.4% | Reduced |
| Rice Hall James & Associates, LLC | 19,934 | $3.53M | 0.21% | +19,934 | New |
| Royce & Associates LP | 18,970 | $3.36M | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 18,333 | $3.25M | 0.02% | −1,100−5.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 18,232 | $3.23M | 0.01% | −33,190−64.5% | Reduced |
| Treasurer of the State of North Carolina | 18,165 | $3.22M | 0.01% | −930−4.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 17,799 | $3.15M | 0.03% | +4,481+33.6% | Added |
| Yousif Capital Management, LLC | 17,571 | $3.11M | 0.04% | −1,901−9.8% | Reduced |
| Yaupon Capital Management LP | 17,257 | $3.06M | 0.27% | +17,257 | New |
| Natixis Advisors, L.P. | 17,116 | $3.03M | 0.01% | −2,683−13.6% | Reduced |
| Martin & Co Inc | 16,995 | $3.01M | 0.76% | +12+0.1% | Added |
| Burney Co | 16,802 | $2.98M | 0.11% | +382+2.3% | Added |
| Oak Ridge Investments LLC | 16,674 | $2.95M | 0.28% | −1,860−10.0% | Reduced |
| Public Employees Retirement System of Ohio | 16,195 | $2.87M | 0.01% | −432−2.6% | Reduced |
| Clark Capital Management Group, Inc. | 16,058 | $2.84M | 0.02% | +780+5.1% | Added |
| Ameritas Investment Partners, Inc. | 15,912 | $2.82M | 0.10% | −524−3.2% | Reduced |
| Barclays PLC | 15,563 | $2.76M | 0.00% | −30,371−66.1% | Reduced |
| State of New Jersey Common Pension Fund D | 15,427 | $2.73M | 0.01% | −8,163−34.6% | Reduced |
| Cubist Systematic Strategies, LLC | 15,243 | $2.70M | 0.05% | +15,243 | New |
| Macquarie Group Ltd | 15,227 | $2.70M | 0.00% | +105+0.7% | Added |
| Aquatic Capital Management LLC | 15,200 | $2.69M | 0.10% | +15,200 | New |
| Maven Securities LTD | 15,000 | $2.66M | 0.41% | +15,000 | New |
| Clark Estates Inc | 14,850 | $2.63M | 0.49% | −550−3.6% | Reduced |
| Cetera Investment Advisers | 13,874 | $2.46M | 0.01% | +585+4.4% | Added |
| Citigroup Inc | 13,309 | $2.36M | 0.00% | +695+5.5% | Added |
| Weil Company, Inc. | 13,170 | $2.33M | 0.85% | +2,199+20.0% | Added |
| Portolan Capital Management, LLC | 12,863 | $2.28M | 0.19% | +12,863 | New |
| Henshaw Capital LLC | 12,378 | $2.19M | 0.10% | 00.0% | Unchanged |
| Stephens Inc | 12,358 | $2.19M | 0.03% | −1,107−8.2% | Reduced |
| Rockefeller Capital Management L.P. | 12,190 | $2.16M | 0.01% | −196,015−94.1% | Reduced |
| Louisiana State Employees Retirement System | 11,900 | $2.11M | 0.04% | −400−3.3% | Reduced |
| Susquehanna International Group, LLP | 11,850 | $2.10M | 0.00% | +11,850 | New |
| Harbor Capital Advisors, Inc. | 11,765 | $2.08M | 0.16% | +8,466+256.6% | Added |
| Arizona State Retirement System | 11,684 | $2.07M | 0.01% | −61−0.5% | Reduced |
| Quantinno Capital Management LP | 11,582 | $2.05M | 0.04% | +355+3.2% | Added |
| Verdence Capital Advisors LLC | 11,466 | $2.03M | 0.18% | +499+4.6% | Added |
| Qube Research & Technologies Ltd | 11,328 | $2.01M | 0.00% | +2,263+25.0% | Added |
| GHP Investment Advisors, Inc. | 10,766 | $1.91M | 0.10% | −862−7.4% | Reduced |
| Zions Bancorporation, N.A. | 10,456 | $1.85M | 0.15% | −379−3.5% | Reduced |
| American Century Companies Inc | 10,425 | $1.85M | 0.00% | +68+0.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 10,247 | $1.82M | 0.03% | +8,203+401.3% | Added |
| CI Private Wealth, LLC | 10,161 | $1.80M | 0.00% | −878−8.0% | Reduced |
| Thrivent Financial for Lutherans | 10,124 | $1.79M | 0.00% | −586−5.5% | Reduced |
| State of Michigan Retirement System | 10,075 | $1.78M | 0.01% | −400−3.8% | Reduced |
| Logan Capital Management Inc | 10,052 | $1.78M | 0.08% | −115−1.1% | Reduced |
| Banc Funds Co LLC | 9,955 | $1.76M | 0.21% | 00.0% | Unchanged |
| Voya Investment Management LLC | 9,589 | $1.70M | 0.00% | −1,479−13.4% | Reduced |
| Quest Partners LLC | 9,488 | $1.68M | 0.23% | +9,484+237,100.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,353 | $1.66M | 0.04% | −179−1.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,287 | $1.65M | 0.01% | −167−1.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,237 | $1.64M | 0.01% | +552+6.4% | Added |
| Vident Advisory, LLC | 9,195 | $1.63M | 0.04% | −49,069−84.2% | Reduced |
| New Mexico Educational Retirement Board | 8,900 | $1.58M | 0.06% | 00.0% | Unchanged |
| Victory Capital Management Inc | 8,783 | $1.56M | 0.00% | −196−2.2% | Reduced |
| The PNC Financial Services Group, Inc. | 8,744 | $1.55M | 0.00% | −387−4.2% | Reduced |
| Oregon Public Employees Retirement Fund | 8,738 | $1.55M | 0.03% | −1,863−17.6% | Reduced |
| Engineers Gate Manager LP | 8,511 | $1.51M | 0.03% | +6,250+276.4% | Added |
| Bullseye Asset Management LLC | 8,375 | $1.48M | 0.73% | +50+0.6% | Added |
| Formula Growth Ltd | 8,200 | $1.45M | 0.53% | −6,000−42.3% | Reduced |
| Pathstone Holdings, LLC | 8,136 | $1.44M | 0.01% | +68+0.8% | Added |
| Quadrature Capital Ltd | 8,051 | $1.43M | 0.02% | +8,051 | New |
| Jane Street Group, LLC | 7,891 | $1.40M | 0.00% | +916+13.1% | Added |
| Crestline Management, LP | 7,668 | $1.36M | 0.11% | +7,668 | New |
| BNP Paribas Arbitrage, SA | 7,544 | $1.34M | 0.00% | −20,267−72.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 7,500 | $1.33M | 0.06% | +7,500 | New |
| Bank of Montreal | 7,389 | $1.31M | 0.00% | −1,363−15.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,315 | $1.30M | 0.00% | +3,215+78.4% | Added |
| Lazard Asset Management LLC | 7,163 | $1.27M | 0.00% | +2,783+63.5% | Added |
| Seven Eight Capital, LP | 6,928 | $1.23M | 0.13% | +6,928 | New |
| Utah Retirement Systems | 6,822 | $1.21M | 0.01% | −600−8.1% | Reduced |
| Aurora Investment Counsel | 6,705 | $1.19M | 0.70% | +40+0.6% | Added |
| Centiva Capital, LP | 6,669 | $1.18M | 0.06% | +6,669 | New |
| STRS Ohio | 6,544 | $1.16M | 0.00% | +275+4.4% | Added |
| Pacer Advisors, Inc. | 6,330 | $1.12M | 0.00% | −164−2.5% | Reduced |
| Quantbot Technologies LP | 6,115 | $1.08M | 0.05% | +6,115 | New |
| Teacher Retirement System of Texas | 6,110 | $1.08M | 0.01% | −3,521−36.6% | Reduced |
| Daiwa Securities Group Inc. | 6,024 | $1.07M | 0.01% | −470−7.2% | Reduced |
| Beck Bode, LLC | 5,814 | $1.03M | 0.21% | +5,814 | New |