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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 14,337 | $3.01M | 0.01% | +14,337 | New |
| State of New Jersey Common Pension Fund D | 14,683 | $3.08M | 0.01% | −744−4.8% | Reduced |
| Yousif Capital Management, LLC | 15,093 | $3.17M | 0.03% | −2,478−14.1% | Reduced |
| Citigroup Inc | 15,099 | $3.17M | 0.00% | +1,790+13.4% | Added |
| Public Employees Retirement System of Ohio | 15,158 | $3.18M | 0.01% | −1,037−6.4% | Reduced |
| Macquarie Group Ltd | 15,163 | $3.18M | 0.00% | −64−0.4% | Reduced |
| CenterBook Partners LP | 15,176 | $3.18M | 0.20% | −52,636−77.6% | Reduced |
| Ameritas Investment Partners, Inc. | 15,429 | $3.24M | 0.11% | −483−3.0% | Reduced |
| Ensign Peak Advisors, Inc | 15,677 | $3.29M | 0.01% | −8,905−36.2% | Reduced |
| Oak Ridge Investments LLC | 16,188 | $3.40M | 0.30% | −486−2.9% | Reduced |
| Two Sigma Investments, LP | 16,420 | $3.44M | 0.01% | −31,351−65.6% | Reduced |
| Burney Co | 16,527 | $3.47M | 0.12% | −275−1.6% | Reduced |
| Martin & Co Inc | 16,983 | $3.56M | 0.84% | −12−0.1% | Reduced |
| State of Tennessee, Treasury Department | 17,305 | $3.63M | 0.01% | −6,795−28.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 17,799 | $3.73M | 0.04% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 17,799 | $3.73M | 0.04% | +17,799 | New |
| Treasurer of the State of North Carolina | 17,885 | $3.75M | 0.01% | −280−1.5% | Reduced |
| Clark Capital Management Group, Inc. | 18,178 | $3.81M | 0.03% | +2,120+13.2% | Added |
| Nisa Investment Advisors, LLC | 18,333 | $3.84M | 0.02% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 22,498 | $3.99M | 0.41% | 00.0% | Unchanged |
| Foyston, Gordon, & Payne Inc | 19,520 | $4.09M | 1.02% | +17,524+878.0% | Added |
| Amalgamated Bank | 19,686 | $4.13M | 0.03% | −5,265−21.1% | Reduced |
| PEAK6 Investments LLC | 19,822 | $4.16M | 0.21% | +19,822 | New |
| Verdence Capital Advisors LLC | 20,197 | $4.24M | 0.34% | +8,731+76.1% | Added |
| HRT Financial LP | 21,070 | $4.42M | 0.02% | +21,070 | New |
| MetLife Investment Management | 21,405 | $4.49M | 0.03% | −836−3.8% | Reduced |
| AXA S.A. | 21,412 | $4.49M | 0.01% | −4,130−16.2% | Reduced |
| Barclays PLC | 21,535 | $4.52M | 0.00% | +5,972+38.4% | Added |
| Walleye Capital LLC | 22,049 | $4.62M | 0.05% | −32,467−59.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 22,090 | $4.63M | 0.04% | −1,100−4.7% | Reduced |
| Mutual of America Capital Management LLC | 22,205 | $4.66M | 0.05% | −1,787−7.4% | Reduced |
| Sora Investors LLC | 22,630 | $4.75M | 0.83% | +22,630 | New |
| Bath Savings Trust Co | 24,565 | $5.15M | 0.51% | −1,828−6.9% | Reduced |
| Harbor Capital Advisors, Inc. | 24,869 | $5.22M | 0.23% | +13,104+111.4% | Added |
| Trexquant Investment LP | 24,915 | $5.23M | 0.07% | −6,448−20.6% | Reduced |
| LPL Financial LLC | 25,969 | $5.45M | 0.00% | +1,297+5.3% | Added |
| Long Road Investment Counsel, LLC | 26,699 | $5.60M | 2.23% | 00.0% | Unchanged |
| Portolan Capital Management, LLC | 26,870 | $5.64M | 0.41% | +14,007+108.9% | Added |
| Comerica Bank | 27,223 | $5.71M | 0.02% | −6,211−18.6% | Reduced |
| Royal Bank of Canada | 27,262 | $5.72M | 0.00% | +3,867+16.5% | Added |
| Dana Investment Advisors, Inc. | 27,373 | $5.74M | 0.19% | −3,238−10.6% | Reduced |
| Winton Group Ltd | 28,673 | $6.01M | 0.42% | +28,673 | New |
| Fisher Asset Management, LLC | 30,840 | $6.47M | 0.00% | +6,167+25.0% | Added |
| UBS Group AG | 33,004 | $6.92M | 0.00% | +7,167+27.7% | Added |
| Wisconsin Capital Management LLC | 33,675 | $7.06M | 3.71% | +4,403+15.0% | Added |
| Great West Life Assurance Co | 34,714 | $7.29M | 0.01% | −215−0.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 34,770 | $7.29M | 0.20% | +678+2.0% | Added |
| State Board of Administration of Florida Retirement System | 35,083 | $7.36M | 0.01% | 00.0% | Unchanged |
| Swedbank AB | 35,300 | $7.40M | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 38,149 | $8.00M | 0.01% | −2,150−5.3% | Reduced |
| California State Teachers Retirement System | 39,587 | $8.30M | 0.01% | −1,166−2.9% | Reduced |
| Tudor Investment Corp Et Al | 39,732 | $8.33M | 0.09% | +39,732 | New |
| Holocene Advisors, LP | 40,862 | $8.57M | 0.03% | +11,583+39.6% | Added |
| Allspring Global Investments Holdings, LLC | 40,870 | $8.57M | 0.01% | +22,638+124.2% | Added |
| Colony Group, LLC | 332,663 | $9.92M | 0.03% | +329,137+9,334.6% | Added |
| Peregrine Capital Management LLC | 47,442 | $9.95M | 0.30% | +105+0.2% | Added |
| State of Wisconsin Investment Board | 47,549 | $9.97M | 0.03% | −5,648−10.6% | Reduced |
| Corebridge Financial, Inc. | 48,627 | $10.2M | 0.05% | −4,419−8.3% | Reduced |
| New York State Teachers Retirement System | 50,337 | $10.6M | 0.02% | −2,200−4.2% | Reduced |
| Incline Global Management LLC | 50,626 | $10.6M | 4.72% | −13,116−20.6% | Reduced |
| New South Capital Management Inc | 55,459 | $11.6M | 0.48% | −1,605−2.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 55,503 | $11.6M | 0.18% | −11,433−17.1% | Reduced |
| Penserra Capital Management LLC | 56,926 | $11.9M | 0.26% | −2,608−4.4% | Reduced |
| Alliancebernstein L.P. | 57,263 | $12.0M | 0.00% | −1,788−3.0% | Reduced |
| Cambiar Investors LLC | 65,029 | $13.6M | 0.52% | +134+0.2% | Added |
| Spinnaker Trust | 65,633 | $13.8M | 0.85% | 00.0% | Unchanged |
| Legal & General Group Plc | 67,225 | $14.1M | 0.00% | +3,640+5.7% | Added |
| Invesco Ltd. | 67,605 | $14.2M | 0.00% | −84,712−55.6% | Reduced |
| Natixis Advisors, L.P. | 68,539 | $14.4M | 0.03% | +51,423+300.4% | Added |
| Price T Rowe Associates Inc | 70,987 | $14.9M | 0.00% | −1,251−1.7% | Reduced |
| Envestnet Asset Management Inc | 72,262 | $15.2M | 0.00% | +21,892+43.5% | Added |
| Wells Fargo & Company | 73,634 | $15.4M | 0.00% | +17,713+31.7% | Added |
| Raymond James & Associates | 74,442 | $15.6M | 0.01% | −1,913−2.5% | Reduced |
| Retirement Systems of Alabama | 76,807 | $16.1M | 0.06% | −1,809−2.3% | Reduced |
| California Public Employees Retirement System | 77,105 | $16.2M | 0.01% | +118+0.2% | Added |
| Marshall Wace, LLP | 77,512 | $16.3M | 0.02% | −77,807−50.1% | Reduced |
| Creative Planning | 78,721 | $16.5M | 0.02% | +1,398+1.8% | Added |
| Distillate Capital Partners LLC | 81,541 | $17.1M | 0.86% | +2,791+3.5% | Added |
| Swiss National Bank | 81,826 | $17.2M | 0.01% | −200−0.2% | Reduced |
| Hill City Capital, LP | 85,000 | $17.8M | 1.18% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 89,945 | $18.9M | 0.20% | +50,569+128.4% | Added |
| Millennium Management LLC | 93,937 | $19.7M | 0.02% | +40,772+76.7% | Added |
| Principal Financial Group Inc | 95,210 | $20.0M | 0.01% | −44,366−31.8% | Reduced |
| Snyder Capital Management L P | 102,141 | $21.4M | 0.45% | +102,141 | New |
| Williams Jones Wealth Management, LLC. | 108,379 | $22.7M | 0.27% | −11,344−9.5% | Reduced |
| WCM Investment Management, LLC | 113,223 | $23.7M | 0.05% | −1,175−1.0% | Reduced |
| Rhumbline Advisers | 122,407 | $25.7M | 0.02% | −3,166−2.5% | Reduced |
| Nuveen Asset Management, LLC | 126,144 | $26.5M | 0.01% | −1,847−1.4% | Reduced |
| New York State Common Retirement Fund | 127,570 | $26.8M | 0.04% | +97,807+328.6% | Added |
| Blair William & Co | 129,140 | $27.1M | 0.08% | +16,263+14.4% | Added |
| Goldman Sachs Group Inc | 138,786 | $29.1M | 0.01% | −16,172−10.4% | Reduced |
| Westfield Capital Management Co LP | 145,094 | $30.4M | 0.14% | −92,215−38.9% | Reduced |
| Handelsbanken Fonder AB | 148,844 | $31.2M | 0.12% | −10,000−6.3% | Reduced |
| HM Payson & Co | 149,341 | $31.3M | 0.54% | +56,775+61.3% | Added |
| Ariel Investments, LLC | 149,440 | $31.3M | 0.32% | +149,440 | New |
| Rice Hall James & Associates, LLC | 154,033 | $32.3M | 1.75% | +134,099+672.7% | Added |
| Renaissance Group LLC | 163,286 | $34.2M | 1.41% | +24,529+17.7% | Added |
| UBS Asset Management Americas Inc | 174,437 | $36.6M | 0.01% | +26,395+17.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 175,690 | $36.8M | 0.12% | +79,252+82.2% | Added |
| Jennison Associates LLC | 178,048 | $37.3M | 0.02% | −137,125−43.5% | Reduced |