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 |
|---|---|---|---|---|---|
| Redmont Wealth Advisors LLC | 20 | $4.20K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 19 | $3.98K | 0.00% | −28,328−99.9% | Reduced |
| Fairscale Capital, LLC | 19 | $3.98K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 19 | $3.98K | 0.00% | +19 | New |
| Farmers & Merchants Investments Inc | 18 | $3.77K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $3.77K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 17 | $3.56K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 16 | $3.36K | 0.00% | +16 | New |
| Rothschild Investment LLC | 15 | $3.15K | 0.00% | −104−87.4% | Reduced |
| EverSource Wealth Advisors, LLC | 15 | $3.15K | 0.00% | −2−11.8% | Reduced |
| Colonial Trust Co | 14 | $3.01K | 0.00% | +14 | New |
| Capital Analysts, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Hemington Wealth Management | 18 | $3.00K | 0.00% | +18 | New |
| Creative Financial Designs Inc | 13 | $2.73K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 11 | $2.31K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10 | $2.10K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 9 | $1.89K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 7 | $1.47K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.26K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 6 | $1.26K | 0.00% | −4−40.0% | Reduced |
| Washington Trust Co | 6 | $1.26K | 0.00% | +6 | New |
| Quest Partners LLC | 5 | $1.05K | 0.00% | −9,483−99.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 5 | $1.05K | 0.00% | +5 | New |
| Private Wealth Management Group, LLC | 4 | $839 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $629 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 3 | $629 | 0.00% | +3 | New |
| Macroview Investment Management LLC | 2 | $420 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 2 | $420 | 0.00% | +2 | New |
| Claris Advisors, LLC | 2 | $419 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $210 | 0.00% | +1 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −74,269−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −50,564−100.0% | Sold out |
| LTS One Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −48,196−100.0% | Sold out |
| Northern Right Capital Management, L.P. | 0 | $0 | 0.00% | −41,959−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −40,300−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −34,837−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −31,339−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −29,187−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −27,955−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −23,425−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −21,383−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −20,825−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −20,648−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −17,257−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −15,243−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −12,190−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −11,328−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −10,247−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,051−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −7,668−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −7,315−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,669−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −6,544−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,115−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −5,814−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −4,678−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −4,620−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −4,051−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,557−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,505−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −3,446−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −2,862−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −2,790−100.0% | Sold out |
| LMCG Investments, LLC | 0 | $0 | 0.00% | −2,776−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −2,749−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2,119−100.0% | Sold out |
| Cozad Asset Management Inc | 0 | $0 | 0.00% | −2,021−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −1,815−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −1,694−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −1,673−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,662−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −1,629−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,523−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,467−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −1,226−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −1,136−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Solstein Capital, LLC | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| IAG Wealth Partners, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Robbins Farley LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −6−100.0% | Sold out |