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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 2,669 | $559.8K | 0.00% | −17,608−86.8% | Reduced |
| Truist Financial Corp | 2,740 | $574.7K | 0.00% | −203−6.9% | Reduced |
| Eukles Asset Management | 2,769 | $580.7K | 0.23% | +35+1.3% | Added |
| Diversified Trust Co | 2,799 | $587.0K | 0.01% | +997+55.3% | Added |
| Gator Capital Management, LLC | 2,801 | $587.5K | 0.26% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,833 | $594.2K | 0.23% | +2,833 | New |
| Hennion & Walsh Asset Management, Inc. | 2,837 | $595.0K | 0.03% | +348+14.0% | Added |
| US Bancorp | 2,840 | $595.6K | 0.00% | −65−2.2% | Reduced |
| Seven Eight Capital, LP | 2,866 | $601.1K | 0.05% | −4,062−58.6% | Reduced |
| Davy Global Fund Management Ltd | 2,869 | $601.7K | 0.06% | −106−3.6% | Reduced |
| Fiduciary Trust Co | 2,905 | $609.3K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,921 | $612.6K | 0.02% | +1,469+101.2% | Added |
| Illinois Municipal Retirement Fund | 2,931 | $614.7K | 0.01% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,948 | $618.3K | 0.11% | +12+0.4% | Added |
| Vestcor Inc | 2,992 | $628.0K | 0.02% | 00.0% | Unchanged |
| First Hawaiian Bank | 3,167 | $664.2K | 0.02% | +3,167 | New |
| Securian Asset Management, Inc | 3,195 | $670.1K | 0.02% | −147−4.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,208 | $672.8K | 0.00% | −669−17.3% | Reduced |
| Crossmark Global Holdings, Inc. | 3,218 | $675.0K | 0.01% | +572+21.6% | Added |
| First Trust Advisors LP | 3,288 | $689.6K | 0.00% | −85,268−96.3% | Reduced |
| Cerity Partners LLC | 3,372 | $707.2K | 0.00% | −289−7.9% | Reduced |
| Edgestream Partners, L.P. | 3,464 | $726.5K | 0.03% | +3,464 | New |
| Captrust Financial Advisors | 3,485 | $730.9K | 0.00% | +2,291+191.9% | Added |
| Gsa Capital Partners LLP | 3,529 | $740.0K | 0.06% | −1,196−25.3% | Reduced |
| ProShare Advisors LLC | 3,582 | $751.3K | 0.00% | +1,606+81.3% | Added |
| Toroso Investments, LLC | 3,600 | $755.0K | 0.01% | −1,726−32.4% | Reduced |
| Prudential Financial Inc | 3,612 | $757.5K | 0.00% | +789+27.9% | Added |
| Commerce Bank | 3,624 | $760.1K | 0.00% | +60+1.7% | Added |
| Mariner, LLC | 3,657 | $766.8K | 0.00% | −251−6.4% | Reduced |
| Keeley-Teton Advisors, LLC | 3,677 | $771.2K | 0.09% | −154−4.0% | Reduced |
| Engineers Gate Manager LP | 3,678 | $771.4K | 0.02% | −4,833−56.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,691 | $774.1K | 0.05% | +138+3.9% | Added |
| Cetera Investment Advisers | 3,722 | $780.6K | 0.00% | −10,152−73.2% | Reduced |
| Teacher Retirement System of Texas | 3,942 | $827.0K | 0.00% | −2,168−35.5% | Reduced |
| CIBC Private Wealth Group, LLC | 3,988 | $836.4K | 0.00% | +304+8.3% | Added |
| Flputnam Investment Management Co | 4,042 | $847.7K | 0.02% | +4,042 | New |
| Sanctuary Advisors, LLC | 4,760 | $882.4K | 0.01% | +2,519+112.4% | Added |
| BNP Paribas Arbitrage, SA | 4,215 | $884.0K | 0.00% | −3,329−44.1% | Reduced |
| TownSquare Capital, LLC | 4,296 | $901.0K | 0.01% | +793+22.6% | Added |
| Public Employees Retirement Association of Colorado | 4,395 | $922.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 4,428 | $928.7K | 0.05% | +104+2.4% | Added |
| JustInvest LLC | 4,433 | $929.7K | 0.01% | +881+24.8% | Added |
| Squarepoint Ops LLC | 4,446 | $932.5K | 0.00% | +4,446 | New |
| State of Alaska, Department of Revenue | 4,771 | $1.00M | 0.01% | +135+2.9% | Added |
| Xponance, Inc. | 4,796 | $1.01M | 0.01% | −140−2.8% | Reduced |
| Lifestyle Asset Management, Inc. | 4,913 | $1.03M | 0.57% | +443+9.9% | Added |
| New York Life Investment Management LLC | 5,039 | $1.06M | 0.01% | −299−5.6% | Reduced |
| Montag & Caldwell, LLC | 5,051 | $1.06M | 0.22% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 5,476 | $1.15M | 0.01% | 00.0% | Unchanged |
| Sepio Capital, LP | 5,494 | $1.15M | 0.09% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 5,615 | $1.18M | 0.00% | +128+2.3% | Added |
| Daiwa Securities Group Inc. | 6,024 | $1.26M | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 6,325 | $1.33M | 0.01% | +6,325 | New |
| HighTower Advisors, LLC | 6,436 | $1.35M | 0.00% | +2,851+79.5% | Added |
| Lazard Asset Management LLC | 6,457 | $1.35M | 0.00% | −706−9.9% | Reduced |
| Atria Investments LLC | 6,528 | $1.37M | 0.02% | +4,850+289.0% | Added |
| Aurora Investment Counsel | 6,655 | $1.40M | 0.76% | −50−0.7% | Reduced |
| Utah Retirement Systems | 6,822 | $1.43M | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 7,375 | $1.55M | 0.01% | +2,606+54.6% | Added |
| Victory Capital Management Inc | 7,865 | $1.65M | 0.00% | −918−10.5% | Reduced |
| Pathstone Holdings, LLC | 7,952 | $1.67M | 0.01% | −184−2.3% | Reduced |
| Vident Advisory, LLC | 8,143 | $1.71M | 0.04% | −1,052−11.4% | Reduced |
| Formula Growth Ltd | 8,200 | $1.72M | 0.59% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 8,234 | $1.73M | 0.00% | +1,904+30.1% | Added |
| Oregon Public Employees Retirement Fund | 8,367 | $1.75M | 0.03% | −371−4.2% | Reduced |
| Algert Global LLC | 8,380 | $1.76M | 0.05% | −12,260−59.4% | Reduced |
| Voya Investment Management LLC | 8,397 | $1.76M | 0.00% | −1,192−12.4% | Reduced |
| New Mexico Educational Retirement Board | 8,900 | $1.87M | 0.06% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,056 | $1.90M | 0.01% | −231−2.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,101 | $1.91M | 0.01% | −136−1.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,116 | $1.91M | 0.04% | −237−2.5% | Reduced |
| Bridgewater Associates, LP | 9,152 | $1.92M | 0.01% | −77,226−89.4% | Reduced |
| Thrivent Financial for Lutherans | 9,652 | $2.02M | 0.00% | −472−4.7% | Reduced |
| State of Michigan Retirement System | 9,775 | $2.05M | 0.01% | −300−3.0% | Reduced |
| Logan Capital Management Inc | 9,870 | $2.07M | 0.09% | −182−1.8% | Reduced |
| Banc Funds Co LLC | 9,955 | $2.09M | 0.23% | 00.0% | Unchanged |
| Royce & Associates LP | 9,970 | $2.09M | 0.02% | −9,000−47.4% | Reduced |
| American Century Companies Inc | 10,186 | $2.14M | 0.00% | −239−2.3% | Reduced |
| GHP Investment Advisors, Inc. | 10,581 | $2.22M | 0.10% | −185−1.7% | Reduced |
| The PNC Financial Services Group, Inc. | 10,630 | $2.23M | 0.00% | +1,886+21.6% | Added |
| Susquehanna International Group, LLP | 10,667 | $2.24M | 0.00% | −1,183−10.0% | Reduced |
| Factorial Partners, LLC | 10,700 | $2.24M | 1.29% | +10,700 | New |
| Weil Company, Inc. | 10,728 | $2.25M | 0.74% | −2,442−18.5% | Reduced |
| CI Private Wealth, LLC | 10,811 | $2.27M | 0.00% | +650+6.4% | Added |
| Bullseye Asset Management LLC | 10,875 | $2.28M | 1.05% | +2,500+29.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 11,105 | $2.33M | 0.13% | +11,105 | New |
| D. E. Shaw & Co., Inc. | 11,317 | $2.37M | 0.00% | −9,443−45.5% | Reduced |
| Louisiana State Employees Retirement System | 11,400 | $2.39M | 0.04% | −500−4.2% | Reduced |
| Pinebridge Investments, L.P. | 11,979 | $2.51M | 0.02% | +11,979 | New |
| Arizona State Retirement System | 12,065 | $2.53M | 0.02% | +381+3.3% | Added |
| Stephens Inc | 12,258 | $2.57M | 0.04% | −100−0.8% | Reduced |
| Zions Bancorporation, N.A. | 12,333 | $2.59M | 0.19% | +1,877+18.0% | Added |
| Henshaw Capital LLC | 12,378 | $2.60M | 0.11% | 00.0% | Unchanged |
| Bank of Montreal | 12,438 | $2.60M | 0.00% | +5,049+68.3% | Added |
| XTX Topco Ltd | 13,344 | $2.80M | 0.20% | +12,083+958.2% | Added |
| Deutsche Bank AG | 13,647 | $2.86M | 0.00% | −9,878−42.0% | Reduced |
| Clark Estates Inc | 13,750 | $2.88M | 0.54% | −1,100−7.4% | Reduced |
| Quantinno Capital Management LP | 13,868 | $2.91M | 0.04% | +2,286+19.7% | Added |
| Verition Fund Management LLC | 14,089 | $2.95M | 0.02% | +11,636+474.4% | Added |
| Oppenheimer Asset Management Inc. | 14,280 | $2.99M | 0.04% | +10,625+290.7% | Added |