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 |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 325 | $68.2K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 327 | $68.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 337 | $70.7K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 338 | $70.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 348 | $73.0K | 0.00% | −86−19.8% | Reduced |
| Ronald Blue Trust, Inc. | 418 | $74.0K | 0.00% | +190+83.3% | Added |
| Bangor Savings Bank | 380 | $79.7K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 419 | $87.9K | 0.00% | −111−20.9% | Reduced |
| Principal Securities, Inc. | 469 | $98.4K | 0.00% | +267+132.2% | Added |
| Paradigm Asset Management Co LLC | 480 | $100.7K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 500 | $104.9K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 500 | $104.9K | 0.04% | +50+11.1% | Added |
| Fifth Third Bancorp | 506 | $106.1K | 0.00% | +120+31.1% | Added |
| Hilltop National Bank | 511 | $107.2K | 0.03% | +511 | New |
| Hamilton Capital Partners Inc. | 750 | $157.3K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 824 | $172.8K | 0.00% | +824 | New |
| International Assets Investment Management, LLC | 38,800 | $185.0K | 0.00% | +38,615+20,873.0% | Added |
| Wetherby Asset Management Inc | 994 | $208.5K | 0.01% | +994 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,011 | $212.0K | 0.01% | +1,011 | New |
| United Capital Financial Advisers, LLC | 1,044 | $219.0K | 0.00% | +1,044 | New |
| QRG Capital Management, Inc. | 1,046 | $219.4K | 0.00% | +1,046 | New |
| Legacy Advisors, LLC | 1,048 | $219.8K | 0.02% | −149−12.4% | Reduced |
| Inspire Advisors, LLC | 1,053 | $220.9K | 0.03% | +1,053 | New |
| B.O.S.S. Retirement Advisors, LLC | 1,065 | $223.4K | 0.04% | +1,065 | New |
| Simplex Trading, LLC | 1,082 | $226.0K | 0.01% | +1,082 | New |
| Danske Bank A/S | 1,100 | $230.7K | 0.00% | +1,100 | New |
| Wedmont Private Capital | 1,113 | $232.4K | 0.01% | −47−4.1% | Reduced |
| Proequities, Inc. | 1,121 | $235.1K | 0.01% | +703+168.2% | Added |
| Chicago Trust Co NA | 1,130 | $237.0K | 0.04% | −435−27.8% | Reduced |
| Claret Asset Management Corp | 1,137 | $238.0K | 0.04% | +6+0.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,156 | $242.4K | 0.00% | +1,156 | New |
| Oxford Asset Management LLP | 1,168 | $245.0K | 0.20% | +1,168 | New |
| Summit Trail Advisors, LLC | 1,176 | $246.6K | 0.01% | +1,176 | New |
| Profund Advisors LLC | 1,185 | $248.5K | 0.01% | −30−2.5% | Reduced |
| Wendell David Associates Inc | 1,189 | $249.0K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 1,187 | $249.0K | 0.00% | +137+13.0% | Added |
| Rehmann Capital Advisory Group | 1,196 | $250.8K | 0.02% | +1,196 | New |
| EP Wealth Advisors, LLC | 1,198 | $251.3K | 0.00% | +1,198 | New |
| MML Investors Services, LLC | 1,209 | $254.0K | 0.00% | +25+2.1% | Added |
| CIBC Asset Management Inc | 1,218 | $255.5K | 0.00% | +44+3.7% | Added |
| Walleye Trading LLC | 1,221 | $256.1K | 0.01% | +1,221 | New |
| Mercer Global Advisors Inc | 1,249 | $261.5K | 0.00% | −43−3.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,237 | $265.4K | 0.00% | −98−7.3% | Reduced |
| EntryPoint Capital, LLC | 1,292 | $271.0K | 0.15% | +849+191.6% | Added |
| HSBC Holdings PLC | 1,295 | $271.6K | 0.00% | −27,650−95.5% | Reduced |
| Intech Investment Management LLC | 1,305 | $273.7K | 0.00% | −3,363−72.0% | Reduced |
| Net Worth Advisory Group | 1,348 | $282.8K | 0.08% | +1,348 | New |
| Alaska Permanent Fund Corp | 1,372 | $287.8K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,410 | $296.0K | 0.00% | −791−35.9% | Reduced |
| Perigon Wealth Management, LLC | 1,428 | $299.5K | 0.01% | +1,428 | New |
| Evercore Wealth Management, LLC | 1,432 | $300.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,446 | $303.3K | 0.02% | +32+2.3% | Added |
| Avantax Advisory Services, Inc. | 1,491 | $312.7K | 0.00% | +14+0.9% | Added |
| Sterling Capital Management LLC | 1,515 | $317.7K | 0.00% | +1,515 | New |
| Panagora Asset Management Inc | 1,520 | $318.8K | 0.00% | −764−33.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,570 | $329.3K | 0.05% | +1,570 | New |
| Veriti Management LLC | 1,573 | $329.9K | 0.02% | +149+10.5% | Added |
| Truvestments Capital LLC | 1,608 | $337.2K | 0.09% | −314−16.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,612 | $338.1K | 0.00% | +18+1.1% | Added |
| SageView Advisory Group, LLC | 1,619 | $339.6K | 0.02% | +1,619 | New |
| Advisor Group Holdings, Inc. | 1,621 | $340.0K | 0.00% | +338+26.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,655 | $347.0K | 0.00% | +16+1.0% | Added |
| Jane Street Group, LLC | 1,669 | $350.0K | 0.00% | −6,222−78.8% | Reduced |
| Shelton Capital Management | 1,675 | $351.3K | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 1,713 | $359.3K | 0.04% | +1,713 | New |
| Chicago Capital, LLC | 1,728 | $362.4K | 0.01% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 1,744 | $365.8K | 0.04% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,775 | $371.6K | 0.01% | +565+46.7% | Added |
| Isthmus Partners, LLC | 1,778 | $372.9K | 0.04% | +232+15.0% | Added |
| Coldstream Capital Management Inc | 1,835 | $376.8K | 0.01% | +191+11.6% | Added |
| SpiderRock Advisors, LLC | 1,800 | $377.5K | 0.01% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 1,819 | $381.5K | 0.13% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 1,841 | $386.0K | 0.00% | −198−9.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 1,845 | $387.0K | 0.19% | +174+10.4% | Added |
| Petrus Trust Company, LTA | 1,899 | $398.3K | 0.04% | +476+33.5% | Added |
| Beverly Hills Private Wealth, LLC | 1,925 | $403.7K | 0.08% | +1,925 | New |
| Moody Aldrich Partners LLC | 1,933 | $405.4K | 0.07% | −2−0.1% | Reduced |
| Advisory Services Network, LLC | 2,355 | $417.2K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,041 | $428.1K | 0.01% | −13−0.6% | Reduced |
| Cornercap Investment Counsel Inc | 2,105 | $441.5K | 0.13% | −2,471−54.0% | Reduced |
| Ballentine Partners, LLC | 2,126 | $445.9K | 0.01% | −112−5.0% | Reduced |
| DekaBank Deutsche Girozentrale | 2,193 | $453.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,171 | $455.3K | 0.01% | +871+67.0% | Added |
| Versor Investments LP | 2,184 | $458.1K | 0.07% | −3,200−59.4% | Reduced |
| Benin Management CORP | 2,201 | $461.6K | 0.13% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,218 | $465.2K | 0.05% | +10.0% | Added |
| Guggenheim Capital LLC | 2,248 | $471.5K | 0.00% | +423+23.2% | Added |
| Boit C F David | 2,340 | $481.8K | 0.24% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 2,321 | $486.8K | 0.00% | +988+74.1% | Added |
| Maryland State Retirement & Pension System | 2,384 | $500.0K | 0.01% | −983−29.2% | Reduced |
| Raymond James Trust N.A. | 2,420 | $507.5K | 0.01% | +38+1.6% | Added |
| Russell Investments Group, Ltd. | 2,431 | $510.0K | 0.00% | +1,174+93.4% | Added |
| Wilkinson Global Asset Management LLC | 2,450 | $513.8K | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,479 | $519.9K | 0.02% | −68−2.7% | Reduced |
| Shell Asset Management Co | 2,484 | $521.0K | 0.02% | +2,484 | New |
| William Blair Investment Management, LLC | 2,519 | $528.3K | 0.00% | +2,519 | New |
| Welch & Forbes LLC | 2,525 | $529.6K | 0.01% | 00.0% | Unchanged |
| Amundi | 2,563 | $535.3K | 0.00% | +314+14.0% | Added |
| Ethic Inc. | 2,273 | $539.9K | 0.01% | −188−7.6% | Reduced |
| Globeflex Capital L P | 2,600 | $545.3K | 0.05% | 00.0% | Unchanged |