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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 3,942 | $827.0K | 0.00% | −2,168−35.5% | Reduced |
| Cetera Investment Advisers | 3,722 | $780.6K | 0.00% | −10,152−73.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,691 | $774.1K | 0.05% | +138+3.9% | Added |
| Engineers Gate Manager LP | 3,678 | $771.4K | 0.02% | −4,833−56.8% | Reduced |
| Keeley-Teton Advisors, LLC | 3,677 | $771.2K | 0.09% | −154−4.0% | Reduced |
| Mariner, LLC | 3,657 | $766.8K | 0.00% | −251−6.4% | Reduced |
| Commerce Bank | 3,624 | $760.1K | 0.00% | +60+1.7% | Added |
| Prudential Financial Inc | 3,612 | $757.5K | 0.00% | +789+27.9% | Added |
| Toroso Investments, LLC | 3,600 | $755.0K | 0.01% | −1,726−32.4% | Reduced |
| ProShare Advisors LLC | 3,582 | $751.3K | 0.00% | +1,606+81.3% | Added |
| Gsa Capital Partners LLP | 3,529 | $740.0K | 0.06% | −1,196−25.3% | Reduced |
| Captrust Financial Advisors | 3,485 | $730.9K | 0.00% | +2,291+191.9% | Added |
| Edgestream Partners, L.P. | 3,464 | $726.5K | 0.03% | +3,464 | New |
| Cerity Partners LLC | 3,372 | $707.2K | 0.00% | −289−7.9% | Reduced |
| First Trust Advisors LP | 3,288 | $689.6K | 0.00% | −85,268−96.3% | Reduced |
| Crossmark Global Holdings, Inc. | 3,218 | $675.0K | 0.01% | +572+21.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,208 | $672.8K | 0.00% | −669−17.3% | Reduced |
| Securian Asset Management, Inc | 3,195 | $670.1K | 0.02% | −147−4.4% | Reduced |
| First Hawaiian Bank | 3,167 | $664.2K | 0.02% | +3,167 | New |
| Vestcor Inc | 2,992 | $628.0K | 0.02% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,948 | $618.3K | 0.11% | +12+0.4% | Added |
| Illinois Municipal Retirement Fund | 2,931 | $614.7K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,921 | $612.6K | 0.02% | +1,469+101.2% | Added |
| Fiduciary Trust Co | 2,905 | $609.3K | 0.01% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 2,869 | $601.7K | 0.06% | −106−3.6% | Reduced |
| Seven Eight Capital, LP | 2,866 | $601.1K | 0.05% | −4,062−58.6% | Reduced |
| US Bancorp | 2,840 | $595.6K | 0.00% | −65−2.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,837 | $595.0K | 0.03% | +348+14.0% | Added |
| Bridgefront Capital, LLC | 2,833 | $594.2K | 0.23% | +2,833 | New |
| Gator Capital Management, LLC | 2,801 | $587.5K | 0.26% | 00.0% | Unchanged |
| Diversified Trust Co | 2,799 | $587.0K | 0.01% | +997+55.3% | Added |
| Eukles Asset Management | 2,769 | $580.7K | 0.23% | +35+1.3% | Added |
| Truist Financial Corp | 2,740 | $574.7K | 0.00% | −203−6.9% | Reduced |
| AQR Capital Management LLC | 2,669 | $559.8K | 0.00% | −17,608−86.8% | Reduced |
| Globeflex Capital L P | 2,600 | $545.3K | 0.05% | 00.0% | Unchanged |
| Ethic Inc. | 2,273 | $539.9K | 0.01% | −188−7.6% | Reduced |
| Amundi | 2,563 | $535.3K | 0.00% | +314+14.0% | Added |
| Welch & Forbes LLC | 2,525 | $529.6K | 0.01% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 2,519 | $528.3K | 0.00% | +2,519 | New |
| Shell Asset Management Co | 2,484 | $521.0K | 0.02% | +2,484 | New |
| Hancock Whitney Corp | 2,479 | $519.9K | 0.02% | −68−2.7% | Reduced |
| Wilkinson Global Asset Management LLC | 2,450 | $513.8K | 0.03% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,431 | $510.0K | 0.00% | +1,174+93.4% | Added |
| Raymond James Trust N.A. | 2,420 | $507.5K | 0.01% | +38+1.6% | Added |
| Maryland State Retirement & Pension System | 2,384 | $500.0K | 0.01% | −983−29.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,321 | $486.8K | 0.00% | +988+74.1% | Added |
| Boit C F David | 2,340 | $481.8K | 0.24% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 2,248 | $471.5K | 0.00% | +423+23.2% | Added |
| CWM Advisors, LLC | 2,218 | $465.2K | 0.05% | +10.0% | Added |
| Benin Management CORP | 2,201 | $461.6K | 0.13% | 00.0% | Unchanged |
| Versor Investments LP | 2,184 | $458.1K | 0.07% | −3,200−59.4% | Reduced |
| Snowden Capital Advisors LLC | 2,171 | $455.3K | 0.01% | +871+67.0% | Added |
| DekaBank Deutsche Girozentrale | 2,193 | $453.0K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,126 | $445.9K | 0.01% | −112−5.0% | Reduced |
| Cornercap Investment Counsel Inc | 2,105 | $441.5K | 0.13% | −2,471−54.0% | Reduced |
| Apollon Wealth Management, LLC | 2,041 | $428.1K | 0.01% | −13−0.6% | Reduced |
| Advisory Services Network, LLC | 2,355 | $417.2K | 0.01% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 1,933 | $405.4K | 0.07% | −2−0.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,925 | $403.7K | 0.08% | +1,925 | New |
| Petrus Trust Company, LTA | 1,899 | $398.3K | 0.04% | +476+33.5% | Added |
| Retirement Planning Co of New England, Inc. | 1,845 | $387.0K | 0.19% | +174+10.4% | Added |
| Commonwealth Equity Services, LLC | 1,841 | $386.0K | 0.00% | −198−9.7% | Reduced |
| Cadent Capital Advisors, LLC | 1,819 | $381.5K | 0.13% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 1,800 | $377.5K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,835 | $376.8K | 0.01% | +191+11.6% | Added |
| Isthmus Partners, LLC | 1,778 | $372.9K | 0.04% | +232+15.0% | Added |
| RSM US Wealth Management LLC | 1,775 | $371.6K | 0.01% | +565+46.7% | Added |
| Knollwood Investment Advisory, LLC | 1,744 | $365.8K | 0.04% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,728 | $362.4K | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 1,713 | $359.3K | 0.04% | +1,713 | New |
| Shelton Capital Management | 1,675 | $351.3K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 1,669 | $350.0K | 0.00% | −6,222−78.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,655 | $347.0K | 0.00% | +16+1.0% | Added |
| Advisor Group Holdings, Inc. | 1,621 | $340.0K | 0.00% | +338+26.3% | Added |
| SageView Advisory Group, LLC | 1,619 | $339.6K | 0.02% | +1,619 | New |
| Raymond James Financial Services Advisors, Inc. | 1,612 | $338.1K | 0.00% | +18+1.1% | Added |
| Truvestments Capital LLC | 1,608 | $337.2K | 0.09% | −314−16.3% | Reduced |
| Veriti Management LLC | 1,573 | $329.9K | 0.02% | +149+10.5% | Added |
| Sompo Asset Management Co., Ltd. | 1,570 | $329.3K | 0.05% | +1,570 | New |
| Panagora Asset Management Inc | 1,520 | $318.8K | 0.00% | −764−33.5% | Reduced |
| Sterling Capital Management LLC | 1,515 | $317.7K | 0.00% | +1,515 | New |
| Avantax Advisory Services, Inc. | 1,491 | $312.7K | 0.00% | +14+0.9% | Added |
| Fifth Third Wealth Advisors LLC | 1,446 | $303.3K | 0.02% | +32+2.3% | Added |
| Evercore Wealth Management, LLC | 1,432 | $300.3K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,428 | $299.5K | 0.01% | +1,428 | New |
| SG Americas Securities, LLC | 1,410 | $296.0K | 0.00% | −791−35.9% | Reduced |
| Alaska Permanent Fund Corp | 1,372 | $287.8K | 0.00% | 00.0% | Unchanged |
| Net Worth Advisory Group | 1,348 | $282.8K | 0.08% | +1,348 | New |
| Intech Investment Management LLC | 1,305 | $273.7K | 0.00% | −3,363−72.0% | Reduced |
| HSBC Holdings PLC | 1,295 | $271.6K | 0.00% | −27,650−95.5% | Reduced |
| EntryPoint Capital, LLC | 1,292 | $271.0K | 0.15% | +849+191.6% | Added |
| O'Shaughnessy Asset Management, LLC | 1,237 | $265.4K | 0.00% | −98−7.3% | Reduced |
| Mercer Global Advisors Inc | 1,249 | $261.5K | 0.00% | −43−3.3% | Reduced |
| Walleye Trading LLC | 1,221 | $256.1K | 0.01% | +1,221 | New |
| CIBC Asset Management Inc | 1,218 | $255.5K | 0.00% | +44+3.7% | Added |
| MML Investors Services, LLC | 1,209 | $254.0K | 0.00% | +25+2.1% | Added |
| EP Wealth Advisors, LLC | 1,198 | $251.3K | 0.00% | +1,198 | New |
| Rehmann Capital Advisory Group | 1,196 | $250.8K | 0.02% | +1,196 | New |
| 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 |