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, Q3 2024
Institutional positions in WEX Inc. as of Sep 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
- 434
- −6 vs. Q2 2024
- Shares held
- 42.5M
- +5.21M (+13.9%) vs. Q2 2024
- Total value
- $8.83B
- +$2.20B (+33.3%) vs. Q2 2024
- New holders
- 65
- 132 more added
- Sold out
- 71
- 151 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 4,163,678 | $873.3M | 0.45% | +25,365+0.6% | Added |
| Vanguard Group Inc | 3,847,308 | $806.9M | 0.01% | −154,445−3.9% | Reduced |
| BlackRock, Inc. | 3,642,377 | $763.9M | 0.02% | +3,642,377 | New |
| Wellington Management Group LLP | 2,607,160 | $546.8M | 0.10% | −100,926−3.7% | Reduced |
| Morgan Stanley | 2,268,000 | $475.7M | 0.03% | +68,267+3.1% | Added |
| Impactive Capital LP | 2,171,265 | $455.4M | 16.91% | +192,561+9.7% | Added |
| Par Capital Management Inc | 1,850,000 | $388.0M | 11.00% | +10,000+0.5% | Added |
| FMR LLC | 1,555,507 | $326.2M | 0.02% | +125,262+8.8% | Added |
| State Street Corp | 1,240,953 | $260.3M | 0.01% | +3,882+0.3% | Added |
| JPMorgan Chase & Co | 994,527 | $208.6M | 0.02% | −56,365−5.4% | Reduced |
| Earnest Partners LLC | 863,954 | $181.2M | 0.79% | +863,954 | New |
| Lyrical Asset Management LP | 820,244 | $172.0M | 2.51% | −42,093−4.9% | Reduced |
| Bessemer Group Inc | 785,971 | $164.8M | 0.27% | +9,551+1.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 909,989 | $164.8M | 1.47% | −4,261−0.5% | Reduced |
| River Road Asset Management, LLC | 720,465 | $151.1M | 1.98% | +34,264+5.0% | Added |
| Geode Capital Management, LLC | 693,297 | $145.4M | 0.01% | −5,503−0.8% | Reduced |
| Bank of America Corp | 586,842 | $123.1M | 0.01% | +123,968+26.8% | Added |
| Dimensional Fund Advisors LP | 584,362 | $122.6M | 0.03% | +88,835+17.9% | Added |
| Brown Advisory Inc | 512,630 | $107.5M | 0.13% | −31,576−5.8% | Reduced |
| SEI Investments Co | 457,631 | $96.0M | 0.12% | +403,993+753.2% | Added |
| Norges Bank | 439,700 | $92.2M | 0.01% | −21,218−4.6% | Reduced |
| Federated Hermes, Inc. | 413,495 | $86.7M | 0.19% | +11,130+2.8% | Added |
| Neuberger Berman Group LLC | 405,318 | $85.0M | 0.07% | −60,526−13.0% | Reduced |
| Bank of New York Mellon Corp | 343,964 | $72.1M | 0.01% | −35,005−9.2% | Reduced |
| Ameriprise Financial Inc | 334,295 | $70.1M | 0.02% | +18,369+5.8% | Added |
| Charles Schwab Investment Management Inc | 314,438 | $65.9M | 0.01% | −23,161−6.9% | Reduced |
| Loomis Sayles & Co L P | 308,065 | $64.6M | 0.08% | +16,739+5.7% | Added |
| Northern Trust Corp | 306,754 | $64.3M | 0.01% | −21,032−6.4% | Reduced |
| Premier Fund Managers Ltd | 300,000 | $62.8M | 2.23% | +46,000+18.1% | Added |
| Primecap Management Co | 291,590 | $61.2M | 0.04% | −122,733−29.6% | Reduced |
| TimesSquare Capital Management, LLC | 276,412 | $58.0M | 0.87% | −11,008−3.8% | Reduced |
| Sunriver Management LLC | 264,533 | $55.5M | 6.82% | +264,533 | New |
| Bamco Inc | 243,500 | $51.1M | 0.14% | −10,076−4.0% | Reduced |
| Freshford Capital Management, LLC | 191,779 | $40.2M | 12.63% | +24,329+14.5% | Added |
| Jennison Associates LLC | 178,048 | $37.3M | 0.02% | −137,125−43.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 175,690 | $36.8M | 0.12% | +79,252+82.2% | Added |
| UBS Asset Management Americas Inc | 174,437 | $36.6M | 0.01% | +26,395+17.8% | Added |
| Renaissance Group LLC | 163,286 | $34.2M | 1.41% | +24,529+17.7% | Added |
| Rice Hall James & Associates, LLC | 154,033 | $32.3M | 1.75% | +134,099+672.7% | Added |
| Ariel Investments, LLC | 149,440 | $31.3M | 0.32% | +149,440 | New |
| HM Payson & Co | 149,341 | $31.3M | 0.54% | +56,775+61.3% | Added |
| Handelsbanken Fonder AB | 148,844 | $31.2M | 0.12% | −10,000−6.3% | Reduced |
| Westfield Capital Management Co LP | 145,094 | $30.4M | 0.14% | −92,215−38.9% | Reduced |
| Goldman Sachs Group Inc | 138,786 | $29.1M | 0.01% | −16,172−10.4% | Reduced |
| Blair William & Co | 129,140 | $27.1M | 0.08% | +16,263+14.4% | Added |
| New York State Common Retirement Fund | 127,570 | $26.8M | 0.04% | +97,807+328.6% | Added |
| Nuveen Asset Management, LLC | 126,144 | $26.5M | 0.01% | −1,847−1.4% | Reduced |
| Rhumbline Advisers | 122,407 | $25.7M | 0.02% | −3,166−2.5% | Reduced |
| WCM Investment Management, LLC | 113,223 | $23.7M | 0.05% | −1,175−1.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 108,379 | $22.7M | 0.27% | −11,344−9.5% | Reduced |
| Snyder Capital Management L P | 102,141 | $21.4M | 0.45% | +102,141 | New |
| Principal Financial Group Inc | 95,210 | $20.0M | 0.01% | −44,366−31.8% | Reduced |
| Millennium Management LLC | 93,937 | $19.7M | 0.02% | +40,772+76.7% | Added |
| Gotham Asset Management, LLC | 89,945 | $18.9M | 0.20% | +50,569+128.4% | Added |
| Hill City Capital, LP | 85,000 | $17.8M | 1.18% | 00.0% | Unchanged |
| Swiss National Bank | 81,826 | $17.2M | 0.01% | −200−0.2% | Reduced |
| Distillate Capital Partners LLC | 81,541 | $17.1M | 0.86% | +2,791+3.5% | Added |
| Creative Planning | 78,721 | $16.5M | 0.02% | +1,398+1.8% | Added |
| Marshall Wace, LLP | 77,512 | $16.3M | 0.02% | −77,807−50.1% | Reduced |
| California Public Employees Retirement System | 77,105 | $16.2M | 0.01% | +118+0.2% | Added |
| Retirement Systems of Alabama | 76,807 | $16.1M | 0.06% | −1,809−2.3% | Reduced |
| Raymond James & Associates | 74,442 | $15.6M | 0.01% | −1,913−2.5% | Reduced |
| Wells Fargo & Company | 73,634 | $15.4M | 0.00% | +17,713+31.7% | Added |
| Envestnet Asset Management Inc | 72,262 | $15.2M | 0.00% | +21,892+43.5% | Added |
| Price T Rowe Associates Inc | 70,987 | $14.9M | 0.00% | −1,251−1.7% | Reduced |
| Natixis Advisors, L.P. | 68,539 | $14.4M | 0.03% | +51,423+300.4% | Added |
| Invesco Ltd. | 67,605 | $14.2M | 0.00% | −84,712−55.6% | Reduced |
| Legal & General Group Plc | 67,225 | $14.1M | 0.00% | +3,640+5.7% | Added |
| Spinnaker Trust | 65,633 | $13.8M | 0.85% | 00.0% | Unchanged |
| Cambiar Investors LLC | 65,029 | $13.6M | 0.52% | +134+0.2% | Added |
| Alliancebernstein L.P. | 57,263 | $12.0M | 0.00% | −1,788−3.0% | Reduced |
| Penserra Capital Management LLC | 56,926 | $11.9M | 0.26% | −2,608−4.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 55,503 | $11.6M | 0.18% | −11,433−17.1% | Reduced |
| New South Capital Management Inc | 55,459 | $11.6M | 0.48% | −1,605−2.8% | Reduced |
| Incline Global Management LLC | 50,626 | $10.6M | 4.72% | −13,116−20.6% | Reduced |
| New York State Teachers Retirement System | 50,337 | $10.6M | 0.02% | −2,200−4.2% | Reduced |
| Corebridge Financial, Inc. | 48,627 | $10.2M | 0.05% | −4,419−8.3% | Reduced |
| State of Wisconsin Investment Board | 47,549 | $9.97M | 0.03% | −5,648−10.6% | Reduced |
| Peregrine Capital Management LLC | 47,442 | $9.95M | 0.30% | +105+0.2% | Added |
| Colony Group, LLC | 332,663 | $9.92M | 0.03% | +329,137+9,334.6% | Added |
| Allspring Global Investments Holdings, LLC | 40,870 | $8.57M | 0.01% | +22,638+124.2% | Added |
| Holocene Advisors, LP | 40,862 | $8.57M | 0.03% | +11,583+39.6% | Added |
| Tudor Investment Corp Et Al | 39,732 | $8.33M | 0.09% | +39,732 | New |
| California State Teachers Retirement System | 39,587 | $8.30M | 0.01% | −1,166−2.9% | Reduced |
| Manufacturers Life Insurance Company, The | 38,149 | $8.00M | 0.01% | −2,150−5.3% | Reduced |
| Swedbank AB | 35,300 | $7.40M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 35,083 | $7.36M | 0.01% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 34,770 | $7.29M | 0.20% | +678+2.0% | Added |
| Great West Life Assurance Co | 34,714 | $7.29M | 0.01% | −215−0.6% | Reduced |
| Wisconsin Capital Management LLC | 33,675 | $7.06M | 3.71% | +4,403+15.0% | Added |
| UBS Group AG | 33,004 | $6.92M | 0.00% | +7,167+27.7% | Added |
| Fisher Asset Management, LLC | 30,840 | $6.47M | 0.00% | +6,167+25.0% | Added |
| Winton Group Ltd | 28,673 | $6.01M | 0.42% | +28,673 | New |
| Dana Investment Advisors, Inc. | 27,373 | $5.74M | 0.19% | −3,238−10.6% | Reduced |
| Royal Bank of Canada | 27,262 | $5.72M | 0.00% | +3,867+16.5% | Added |
| Comerica Bank | 27,223 | $5.71M | 0.02% | −6,211−18.6% | Reduced |
| Portolan Capital Management, LLC | 26,870 | $5.64M | 0.41% | +14,007+108.9% | Added |
| Long Road Investment Counsel, LLC | 26,699 | $5.60M | 2.23% | 00.0% | Unchanged |
| LPL Financial LLC | 25,969 | $5.45M | 0.00% | +1,297+5.3% | Added |
| Trexquant Investment LP | 24,915 | $5.23M | 0.07% | −6,448−20.6% | Reduced |