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 |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 24,869 | $5.22M | 0.23% | +13,104+111.4% | Added |
| Bath Savings Trust Co | 24,565 | $5.15M | 0.51% | −1,828−6.9% | Reduced |
| Sora Investors LLC | 22,630 | $4.75M | 0.83% | +22,630 | New |
| Mutual of America Capital Management LLC | 22,205 | $4.66M | 0.05% | −1,787−7.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 22,090 | $4.63M | 0.04% | −1,100−4.7% | Reduced |
| Walleye Capital LLC | 22,049 | $4.62M | 0.05% | −32,467−59.6% | Reduced |
| Barclays PLC | 21,535 | $4.52M | 0.00% | +5,972+38.4% | Added |
| AXA S.A. | 21,412 | $4.49M | 0.01% | −4,130−16.2% | Reduced |
| MetLife Investment Management | 21,405 | $4.49M | 0.03% | −836−3.8% | Reduced |
| HRT Financial LP | 21,070 | $4.42M | 0.02% | +21,070 | New |
| Verdence Capital Advisors LLC | 20,197 | $4.24M | 0.34% | +8,731+76.1% | Added |
| PEAK6 Investments LLC | 19,822 | $4.16M | 0.21% | +19,822 | New |
| Amalgamated Bank | 19,686 | $4.13M | 0.03% | −5,265−21.1% | Reduced |
| Foyston, Gordon, & Payne Inc | 19,520 | $4.09M | 1.02% | +17,524+878.0% | Added |
| ClariVest Asset Management LLC | 22,498 | $3.99M | 0.41% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 18,333 | $3.84M | 0.02% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 18,178 | $3.81M | 0.03% | +2,120+13.2% | Added |
| Treasurer of the State of North Carolina | 17,885 | $3.75M | 0.01% | −280−1.5% | 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 |
| State of Tennessee, Treasury Department | 17,305 | $3.63M | 0.01% | −6,795−28.2% | Reduced |
| Martin & Co Inc | 16,983 | $3.56M | 0.84% | −12−0.1% | Reduced |
| Burney Co | 16,527 | $3.47M | 0.12% | −275−1.6% | Reduced |
| Two Sigma Investments, LP | 16,420 | $3.44M | 0.01% | −31,351−65.6% | Reduced |
| Oak Ridge Investments LLC | 16,188 | $3.40M | 0.30% | −486−2.9% | Reduced |
| Ensign Peak Advisors, Inc | 15,677 | $3.29M | 0.01% | −8,905−36.2% | Reduced |
| Ameritas Investment Partners, Inc. | 15,429 | $3.24M | 0.11% | −483−3.0% | Reduced |
| CenterBook Partners LP | 15,176 | $3.18M | 0.20% | −52,636−77.6% | Reduced |
| Macquarie Group Ltd | 15,163 | $3.18M | 0.00% | −64−0.4% | Reduced |
| Public Employees Retirement System of Ohio | 15,158 | $3.18M | 0.01% | −1,037−6.4% | Reduced |
| Citigroup Inc | 15,099 | $3.17M | 0.00% | +1,790+13.4% | Added |
| Yousif Capital Management, LLC | 15,093 | $3.17M | 0.03% | −2,478−14.1% | Reduced |
| State of New Jersey Common Pension Fund D | 14,683 | $3.08M | 0.01% | −744−4.8% | Reduced |
| Balyasny Asset Management LLC | 14,337 | $3.01M | 0.01% | +14,337 | New |
| Oppenheimer Asset Management Inc. | 14,280 | $2.99M | 0.04% | +10,625+290.7% | Added |
| Verition Fund Management LLC | 14,089 | $2.95M | 0.02% | +11,636+474.4% | Added |
| Quantinno Capital Management LP | 13,868 | $2.91M | 0.04% | +2,286+19.7% | Added |
| Clark Estates Inc | 13,750 | $2.88M | 0.54% | −1,100−7.4% | Reduced |
| Deutsche Bank AG | 13,647 | $2.86M | 0.00% | −9,878−42.0% | Reduced |
| XTX Topco Ltd | 13,344 | $2.80M | 0.20% | +12,083+958.2% | Added |
| Bank of Montreal | 12,438 | $2.60M | 0.00% | +5,049+68.3% | Added |
| Henshaw Capital LLC | 12,378 | $2.60M | 0.11% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 12,333 | $2.59M | 0.19% | +1,877+18.0% | Added |
| Stephens Inc | 12,258 | $2.57M | 0.04% | −100−0.8% | Reduced |
| Arizona State Retirement System | 12,065 | $2.53M | 0.02% | +381+3.3% | Added |
| Pinebridge Investments, L.P. | 11,979 | $2.51M | 0.02% | +11,979 | New |
| Louisiana State Employees Retirement System | 11,400 | $2.39M | 0.04% | −500−4.2% | Reduced |
| D. E. Shaw & Co., Inc. | 11,317 | $2.37M | 0.00% | −9,443−45.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 11,105 | $2.33M | 0.13% | +11,105 | New |
| Bullseye Asset Management LLC | 10,875 | $2.28M | 1.05% | +2,500+29.9% | Added |
| CI Private Wealth, LLC | 10,811 | $2.27M | 0.00% | +650+6.4% | Added |
| Weil Company, Inc. | 10,728 | $2.25M | 0.74% | −2,442−18.5% | Reduced |
| Factorial Partners, LLC | 10,700 | $2.24M | 1.29% | +10,700 | New |
| Susquehanna International Group, LLP | 10,667 | $2.24M | 0.00% | −1,183−10.0% | Reduced |
| The PNC Financial Services Group, Inc. | 10,630 | $2.23M | 0.00% | +1,886+21.6% | Added |
| GHP Investment Advisors, Inc. | 10,581 | $2.22M | 0.10% | −185−1.7% | Reduced |
| American Century Companies Inc | 10,186 | $2.14M | 0.00% | −239−2.3% | Reduced |
| Royce & Associates LP | 9,970 | $2.09M | 0.02% | −9,000−47.4% | Reduced |
| Banc Funds Co LLC | 9,955 | $2.09M | 0.23% | 00.0% | Unchanged |
| Logan Capital Management Inc | 9,870 | $2.07M | 0.09% | −182−1.8% | Reduced |
| State of Michigan Retirement System | 9,775 | $2.05M | 0.01% | −300−3.0% | Reduced |
| Thrivent Financial for Lutherans | 9,652 | $2.02M | 0.00% | −472−4.7% | Reduced |
| Bridgewater Associates, LP | 9,152 | $1.92M | 0.01% | −77,226−89.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,116 | $1.91M | 0.04% | −237−2.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,101 | $1.91M | 0.01% | −136−1.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,056 | $1.90M | 0.01% | −231−2.5% | Reduced |
| New Mexico Educational Retirement Board | 8,900 | $1.87M | 0.06% | 00.0% | Unchanged |
| Voya Investment Management LLC | 8,397 | $1.76M | 0.00% | −1,192−12.4% | Reduced |
| Algert Global LLC | 8,380 | $1.76M | 0.05% | −12,260−59.4% | Reduced |
| Oregon Public Employees Retirement Fund | 8,367 | $1.75M | 0.03% | −371−4.2% | Reduced |
| Pacer Advisors, Inc. | 8,234 | $1.73M | 0.00% | +1,904+30.1% | Added |
| Formula Growth Ltd | 8,200 | $1.72M | 0.59% | 00.0% | Unchanged |
| Vident Advisory, LLC | 8,143 | $1.71M | 0.04% | −1,052−11.4% | Reduced |
| Pathstone Holdings, LLC | 7,952 | $1.67M | 0.01% | −184−2.3% | Reduced |
| Victory Capital Management Inc | 7,865 | $1.65M | 0.00% | −918−10.5% | Reduced |
| Cresset Asset Management, LLC | 7,375 | $1.55M | 0.01% | +2,606+54.6% | Added |
| Utah Retirement Systems | 6,822 | $1.43M | 0.02% | 00.0% | Unchanged |
| Aurora Investment Counsel | 6,655 | $1.40M | 0.76% | −50−0.7% | Reduced |
| Atria Investments LLC | 6,528 | $1.37M | 0.02% | +4,850+289.0% | Added |
| Lazard Asset Management LLC | 6,457 | $1.35M | 0.00% | −706−9.9% | Reduced |
| HighTower Advisors, LLC | 6,436 | $1.35M | 0.00% | +2,851+79.5% | Added |
| ExodusPoint Capital Management, LP | 6,325 | $1.33M | 0.01% | +6,325 | New |
| Daiwa Securities Group Inc. | 6,024 | $1.26M | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 5,615 | $1.18M | 0.00% | +128+2.3% | Added |
| Sepio Capital, LP | 5,494 | $1.15M | 0.09% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 5,476 | $1.15M | 0.01% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 5,051 | $1.06M | 0.22% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 5,039 | $1.06M | 0.01% | −299−5.6% | Reduced |
| Lifestyle Asset Management, Inc. | 4,913 | $1.03M | 0.57% | +443+9.9% | Added |
| Xponance, Inc. | 4,796 | $1.01M | 0.01% | −140−2.8% | Reduced |
| State of Alaska, Department of Revenue | 4,771 | $1.00M | 0.01% | +135+2.9% | Added |
| Squarepoint Ops LLC | 4,446 | $932.5K | 0.00% | +4,446 | New |
| JustInvest LLC | 4,433 | $929.7K | 0.01% | +881+24.8% | Added |
| Cornerstone Investment Partners, LLC | 4,428 | $928.7K | 0.05% | +104+2.4% | Added |
| Public Employees Retirement Association of Colorado | 4,395 | $922.0K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,296 | $901.0K | 0.01% | +793+22.6% | Added |
| BNP Paribas Arbitrage, SA | 4,215 | $884.0K | 0.00% | −3,329−44.1% | Reduced |
| Sanctuary Advisors, LLC | 4,760 | $882.4K | 0.01% | +2,519+112.4% | Added |
| Flputnam Investment Management Co | 4,042 | $847.7K | 0.02% | +4,042 | New |
| CIBC Private Wealth Group, LLC | 3,988 | $836.4K | 0.00% | +304+8.3% | Added |