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 |
|---|---|---|---|---|---|
| Sepio Capital, LP | 5,494 | $973.0K | 0.09% | −115−2.1% | Reduced |
| Pictet Asset Management Holding SA | 5,487 | $972.0K | 0.00% | +149+2.8% | Added |
| Johnson Investment Counsel Inc | 5,476 | $970.0K | 0.01% | −26−0.5% | Reduced |
| Versor Investments LP | 5,384 | $953.7K | 0.18% | +2,005+59.3% | Added |
| New York Life Investment Management LLC | 5,338 | $945.6K | 0.01% | +578+12.1% | Added |
| Toroso Investments, LLC | 5,326 | $943.4K | 0.01% | +858+19.2% | Added |
| Montag & Caldwell, LLC | 5,051 | $894.7K | 0.18% | +9+0.2% | Added |
| Xponance, Inc. | 4,936 | $874.4K | 0.01% | −1,979−28.6% | Reduced |
| Cresset Asset Management, LLC | 4,769 | $844.8K | 0.00% | +201+4.4% | Added |
| Gsa Capital Partners LLP | 4,725 | $837.0K | 0.06% | +4,725 | New |
| Point72 Asset Management, L.P. | 4,678 | $828.6K | 0.00% | +4,678 | New |
| Intech Investment Management LLC | 4,668 | $826.9K | 0.01% | +4,668 | New |
| State of Alaska, Department of Revenue | 4,636 | $821.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 4,620 | $818.4K | 0.00% | +721+18.5% | Added |
| Cornercap Investment Counsel Inc | 4,576 | $810.6K | 0.13% | −942−17.1% | Reduced |
| Lifestyle Asset Management, Inc. | 4,470 | $791.8K | 0.45% | −597−11.8% | Reduced |
| Public Employees Retirement Association of Colorado | 4,395 | $779.0K | 0.00% | −250−5.4% | Reduced |
| Cornerstone Investment Partners, LLC | 4,324 | $766.0K | 0.04% | +1,074+33.0% | Added |
| Qsemble Capital Management, LP | 4,051 | $717.6K | 0.14% | +4,051 | New |
| Mariner, LLC | 3,908 | $692.2K | 0.00% | +451+13.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,877 | $686.8K | 0.00% | −3,719−49.0% | Reduced |
| Keeley-Teton Advisors, LLC | 3,831 | $678.6K | 0.09% | −125−3.2% | Reduced |
| CIBC Private Wealth Group, LLC | 3,684 | $659.0K | 0.00% | −76−2.0% | Reduced |
| Cerity Partners LLC | 3,661 | $648.5K | 0.00% | −625−14.6% | Reduced |
| Oppenheimer Asset Management Inc. | 3,655 | $647.4K | 0.01% | −509−12.2% | Reduced |
| HighTower Advisors, LLC | 3,585 | $634.0K | 0.00% | −432−10.8% | Reduced |
| Commerce Bank | 3,564 | $631.3K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 3,557 | $630.1K | 0.15% | +3,557 | New |
| Procyon Private Wealth Partners, LLC | 3,553 | $629.4K | 0.05% | −254−6.7% | Reduced |
| JustInvest LLC | 3,552 | $629.2K | 0.01% | −465−11.6% | Reduced |
| Colony Group, LLC | 3,526 | $625.0K | 0.00% | +3,526 | New |
| Blueshift Asset Management, LLC | 3,505 | $620.9K | 0.21% | +3,505 | New |
| TownSquare Capital, LLC | 3,503 | $620.5K | 0.01% | +209+6.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,446 | $610.4K | 0.13% | +3,446 | New |
| Maryland State Retirement & Pension System | 3,367 | $596.4K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,342 | $592.0K | 0.02% | −196−5.5% | Reduced |
| Vestcor Inc | 2,992 | $530.0K | 0.02% | +2,992 | New |
| Davy Global Fund Management Ltd | 2,975 | $527.0K | 0.06% | −972−24.6% | Reduced |
| Truist Financial Corp | 2,943 | $521.3K | 0.00% | +510+21.0% | Added |
| Portside Wealth Group, LLC | 2,936 | $520.1K | 0.10% | +19+0.7% | Added |
| Illinois Municipal Retirement Fund | 2,931 | $519.2K | 0.01% | +2,931 | New |
| Fiduciary Trust Co | 2,905 | $514.6K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,905 | $514.6K | 0.00% | −2,829−49.3% | Reduced |
| Brevan Howard Capital Management LP | 2,862 | $507.0K | 0.03% | +2,862 | New |
| Prudential Financial Inc | 2,823 | $500.1K | 0.00% | −151−5.1% | Reduced |
| Gator Capital Management, LLC | 2,801 | $496.2K | 0.25% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,790 | $494.2K | 0.07% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,776 | $491.7K | 0.03% | −24−0.9% | Reduced |
| Central Pacific Bank - Trust Division | 2,749 | $487.0K | 0.06% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 2,241 | $485.4K | 0.00% | +2,241 | New |
| Eukles Asset Management | 2,734 | $484.3K | 0.21% | −4−0.1% | Reduced |
| Crossmark Global Holdings, Inc. | 2,646 | $469.0K | 0.01% | −550−17.2% | Reduced |
| Globeflex Capital L P | 2,600 | $460.6K | 0.05% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,547 | $451.2K | 0.02% | −50−1.9% | Reduced |
| Welch & Forbes LLC | 2,525 | $449.6K | 0.01% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 2,500 | $442.9K | 0.09% | +2,500 | New |
| Hennion & Walsh Asset Management, Inc. | 2,489 | $440.9K | 0.02% | +1,336+115.9% | Added |
| Ethic Inc. | 2,461 | $435.9K | 0.01% | +188+8.3% | Added |
| Verition Fund Management LLC | 2,453 | $434.5K | 0.00% | +2,453 | New |
| Wilkinson Global Asset Management LLC | 2,450 | $434.0K | 0.03% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 2,382 | $421.9K | 0.01% | −41−1.7% | Reduced |
| Advisory Services Network, LLC | 2,355 | $417.2K | 0.01% | +59+2.6% | Added |
| Boit C F David | 2,340 | $414.5K | 0.22% | +600+34.5% | Added |
| Panagora Asset Management Inc | 2,284 | $404.6K | 0.00% | −111,725−98.0% | Reduced |
| Amundi | 2,249 | $397.4K | 0.00% | −450−16.7% | Reduced |
| Ballentine Partners, LLC | 2,238 | $396.4K | 0.01% | +72+3.3% | Added |
| CWM Advisors, LLC | 2,217 | $392.8K | 0.05% | +482+27.8% | Added |
| SG Americas Securities, LLC | 2,201 | $390.0K | 0.00% | +2,201 | New |
| Benin Management CORP | 2,201 | $389.9K | 0.12% | +2,201 | New |
| DekaBank Deutsche Girozentrale | 2,193 | $378.0K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 2,119 | $375.4K | 0.03% | +2,119 | New |
| Apollon Wealth Management, LLC | 2,054 | $363.8K | 0.01% | +185+9.9% | Added |
| Commonwealth Equity Services, LLC | 2,039 | $361.0K | 0.00% | −178−8.0% | Reduced |
| Cozad Asset Management Inc | 2,021 | $358.0K | 0.04% | −2,810−58.2% | Reduced |
| Foyston, Gordon, & Payne Inc | 1,996 | $353.6K | 0.09% | +586+41.6% | Added |
| ProShare Advisors LLC | 1,976 | $350.0K | 0.00% | −109−5.2% | Reduced |
| Moody Aldrich Partners LLC | 1,935 | $342.8K | 0.07% | −1−0.1% | Reduced |
| Truvestments Capital LLC | 1,922 | $340.5K | 0.14% | +103+5.7% | Added |
| Guggenheim Capital LLC | 1,825 | $323.3K | 0.00% | +261+16.7% | Added |
| Cadent Capital Advisors, LLC | 1,819 | $322.2K | 0.13% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,815 | $321.5K | 0.00% | +812+81.0% | Added |
| Diversified Trust Co | 1,802 | $319.2K | 0.01% | +1,802 | New |
| SpiderRock Advisors, LLC | 1,800 | $318.9K | 0.01% | +1,800 | New |
| Knollwood Investment Advisory, LLC | 1,744 | $308.9K | 0.03% | +1,744 | New |
| Chicago Capital, LLC | 1,728 | $306.1K | 0.01% | 00.0% | Unchanged |
| Laurion Capital Management LP | 1,694 | $300.1K | 0.01% | +1,694 | New |
| Atria Investments LLC | 1,678 | $297.2K | 0.00% | +1,678 | New |
| Shelton Capital Management | 1,675 | $296.7K | 0.01% | −168−9.1% | Reduced |
| Numerai GP LLC | 1,673 | $296.4K | 0.11% | +1,673 | New |
| Retirement Planning Co of New England, Inc. | 1,671 | $296.0K | 0.16% | +136+8.9% | Added |
| Aigen Investment Management, LP | 1,662 | $294.4K | 0.06% | −334−16.7% | Reduced |
| Coldstream Capital Management Inc | 1,644 | $291.2K | 0.01% | +37+2.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,639 | $290.0K | 0.00% | −20−1.2% | Reduced |
| Ossiam | 1,629 | $288.6K | 0.01% | +44+2.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,594 | $282.4K | 0.00% | −378−19.2% | Reduced |
| Chicago Trust Co NA | 1,565 | $277.2K | 0.06% | +660+72.9% | Added |
| Isthmus Partners, LLC | 1,546 | $273.9K | 0.03% | +1,546 | New |
| Capstone Investment Advisors, LLC | 1,523 | $269.8K | 0.01% | −3,215−67.9% | Reduced |
| Avantax Advisory Services, Inc. | 1,477 | $261.6K | 0.00% | +1,477 | New |
| MQS Management LLC | 1,467 | $259.9K | 0.16% | +1,467 | New |