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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 36 | $6.38K | 0.00% | +6+20.0% | Added |
| Exchange Traded Concepts, LLC | 35 | $6.20K | 0.00% | +13+59.1% | Added |
| Ashton Thomas Private Wealth, LLC | 33 | $5.85K | 0.00% | +33 | New |
| Bell Investment Advisors, Inc | 30 | $5.32K | 0.00% | +10+50.0% | Added |
| Colonial Trust Advisors | 30 | $5.31K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 27 | $4.78K | 0.00% | +27 | New |
| Webster Bank, N. A. | 25 | $4.43K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 25 | $4.43K | 0.00% | +18+257.1% | Added |
| Concord Wealth Partners | 24 | $4.25K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 24 | $4.17K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 22 | $3.90K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 22 | $3.90K | 0.00% | +22 | New |
| JFS Wealth Advisors, LLC | 21 | $3.72K | 0.00% | +3+16.7% | Added |
| Fairscale Capital, LLC | 19 | $3.61K | 0.00% | +19 | New |
| Redmont Wealth Advisors LLC | 20 | $3.54K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 19 | $3.37K | 0.00% | +4+26.7% | Added |
| Farmers & Merchants Investments Inc | 18 | $3.19K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $3.19K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 17 | $3.12K | 0.00% | −1−5.6% | Reduced |
| West Paces Advisors Inc. | 17 | $3.01K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 11 | $2.61K | 0.00% | +11 | New |
| Creative Financial Designs Inc | 13 | $2.30K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 12 | $2.13K | 0.00% | +12 | New |
| Financial Management Professionals, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10 | $1.77K | 0.00% | −1−9.1% | Reduced |
| Tortoise Investment Management, LLC | 10 | $1.77K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 9 | $1.59K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 7 | $1.24K | 0.00% | −85−92.4% | Reduced |
| Robbins Farley LLC | 7 | $1.24K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.06K | 0.00% | +1+20.0% | Added |
| Toth Financial Advisory Corp | 6 | $1.06K | 0.00% | +6 | New |
| Nemes Rush Group LLC | 6 | $1.06K | 0.00% | +6 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $886 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $886 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5 | $877 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $709 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $531 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2 | $355 | 0.00% | −7−77.8% | Reduced |
| Baldwin Brothers Inc | 2 | $354 | 0.00% | +2 | New |
| Harbor Investment Advisory, LLC | 1 | $177 | 0.00% | −7−87.5% | Reduced |
| Financial Network Wealth Advisors LLC | 1 | $177 | 0.00% | +1 | New |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Stephens Investment Management Group LLC | 0 | $0 | 0.00% | −305,523−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −146,391−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −96,966−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −56,738−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −37,403−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −38,332−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −35,670−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −24,730−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −23,576−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −15,351−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −14,352−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −10,059−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,688−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −6,351−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −5,543−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,427−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,352−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −4,180−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −15,603−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,950−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −2,607−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,895−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −1,803−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −1,733−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −1,357−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −1,354−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −1,322−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −1,258−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −1,180−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,142−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,121−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −1,095−100.0% | Sold out |
| Seelaus Asset Management LLC | 0 | $0 | 0.00% | −1,091−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −1,034−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −988−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −977−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −970−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −970−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −958−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −911−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −889−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −864−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | −742−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −692−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −446−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| New Covenant Trust Company, N.A. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Semmax Financial Advisors Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |