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, Q4 2024
Institutional positions in WEX Inc. as of Dec 31, 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
- 431
- +6 vs. Q3 2024
- Shares held
- 40.3M
- −2.14M (−5.1%) vs. Q3 2024
- Total value
- $7.06B
- −$1.73B (−19.7%) vs. Q3 2024
- New holders
- 64
- 121 more added
- Sold out
- 58
- 173 more reduced
9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding WEX Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 4,052,379 | $710.5M | 0.36% | −111,299−2.7% | Reduced |
| Vanguard Group Inc | 3,777,965 | $662.4M | 0.01% | −69,343−1.8% | Reduced |
| BlackRock, Inc. | 3,622,888 | $635.2M | 0.01% | −19,489−0.5% | Reduced |
| Morgan Stanley | 2,197,304 | $385.2M | 0.03% | −70,696−3.1% | Reduced |
| Impactive Capital LP | 2,116,618 | $371.1M | 15.23% | −54,647−2.5% | Reduced |
| JPMorgan Chase & Co | 2,046,614 | $358.8M | 0.03% | +1,052,087+105.8% | Added |
| Par Capital Management Inc | 1,850,000 | $324.3M | 9.58% | 00.0% | Unchanged |
| State Street Corp | 1,245,059 | $218.3M | 0.01% | +4,106+0.3% | Added |
| FMR LLC | 1,175,117 | $206.0M | 0.01% | −380,390−24.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 883,495 | $162.7M | 1.40% | −26,494−2.9% | Reduced |
| Earnest Partners LLC | 872,734 | $153.0M | 0.68% | +8,780+1.0% | Added |
| Wellington Management Group LLP | 828,990 | $145.3M | 0.03% | −1,778,170−68.2% | Reduced |
| Lyrical Asset Management LP | 823,434 | $144.4M | 2.13% | +3,190+0.4% | Added |
| River Road Asset Management, LLC | 725,842 | $127.3M | 1.69% | +5,377+0.7% | Added |
| Geode Capital Management, LLC | 678,331 | $119.0M | 0.01% | −14,966−2.2% | Reduced |
| Bank of America Corp | 670,406 | $117.5M | 0.01% | +83,564+14.2% | Added |
| Bessemer Group Inc | 648,548 | $113.7M | 0.19% | −137,423−17.5% | Reduced |
| Dimensional Fund Advisors LP | 602,693 | $105.7M | 0.03% | +18,331+3.1% | Added |
| SEI Investments Co | 481,490 | $84.4M | 0.11% | +23,859+5.2% | Added |
| Norges Bank | 459,361 | $80.5M | 0.01% | +19,661+4.5% | Added |
| Federated Hermes, Inc. | 403,089 | $70.7M | 0.15% | −10,406−2.5% | Reduced |
| Bank of New York Mellon Corp | 374,359 | $65.6M | 0.01% | +30,395+8.8% | Added |
| Northern Trust Corp | 358,371 | $62.8M | 0.01% | +51,617+16.8% | Added |
| Neuberger Berman Group LLC | 357,297 | $62.6M | 0.05% | −48,021−11.8% | Reduced |
| Ariel Investments, LLC | 318,272 | $55.8M | 0.60% | +168,832+113.0% | Added |
| Charles Schwab Investment Management Inc | 316,682 | $55.5M | 0.01% | +2,244+0.7% | Added |
| Primecap Management Co | 315,280 | $55.3M | 0.04% | +23,690+8.1% | Added |
| Loomis Sayles & Co L P | 306,911 | $53.8M | 0.07% | −1,154−0.4% | Reduced |
| Premier Fund Managers Ltd | 300,000 | $51.2M | 1.82% | 00.0% | Unchanged |
| Brown Advisory Inc | 276,639 | $48.5M | 0.06% | −235,991−46.0% | Reduced |
| Ameriprise Financial Inc | 266,344 | $46.7M | 0.01% | −67,951−20.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 212,630 | $37.3M | 0.12% | +36,940+21.0% | Added |
| UBS Group AG | 206,820 | $36.3M | 0.01% | +173,816+526.7% | Added |
| Bamco Inc | 203,300 | $35.6M | 0.09% | −40,200−16.5% | Reduced |
| D. E. Shaw & Co., Inc. | 201,922 | $35.4M | 0.04% | +190,605+1,684.2% | Added |
| UBS Asset Management Americas Inc | 193,971 | $34.0M | 0.01% | +19,534+11.2% | Added |
| Sunriver Management LLC | 178,579 | $31.3M | 3.75% | −85,954−32.5% | Reduced |
| Snyder Capital Management L P | 151,625 | $26.6M | 0.56% | +49,484+48.4% | Added |
| AQR Capital Management LLC | 151,125 | $26.1M | 0.03% | +148,456+5,562.2% | Added |
| Rice Hall James & Associates, LLC | 144,030 | $25.3M | 1.39% | −10,003−6.5% | Reduced |
| Goldman Sachs Group Inc | 135,856 | $23.8M | 0.00% | −2,930−2.1% | Reduced |
| New York State Common Retirement Fund | 125,599 | $22.0M | 0.03% | −1,971−1.5% | Reduced |
| Blair William & Co | 124,141 | $21.8M | 0.06% | −4,999−3.9% | Reduced |
| Nuveen Asset Management, LLC | 122,977 | $21.6M | 0.01% | −3,167−2.5% | Reduced |
| Rhumbline Advisers | 120,502 | $21.1M | 0.02% | −1,905−1.6% | Reduced |
| WCM Investment Management, LLC | 111,128 | $19.0M | 0.04% | −2,095−1.9% | Reduced |
| Gotham Asset Management, LLC | 104,898 | $18.4M | 0.17% | +14,953+16.6% | Added |
| Williams Jones Wealth Management, LLC. | 103,238 | $18.1M | 0.22% | −5,141−4.7% | Reduced |
| Invenomic Capital Management LP | 95,123 | $16.7M | 0.94% | +95,123 | New |
| Principal Financial Group Inc | 91,332 | $16.0M | 0.01% | −3,878−4.1% | Reduced |
| Distillate Capital Partners LLC | 89,823 | $15.7M | 0.77% | +8,282+10.2% | Added |
| Hill City Capital, LP | 85,000 | $14.9M | 0.95% | 00.0% | Unchanged |
| Creative Planning | 84,826 | $14.9M | 0.01% | +6,105+7.8% | Added |
| Fisher Asset Management, LLC | 82,896 | $14.5M | 0.01% | +52,056+168.8% | Added |
| Swiss National Bank | 80,726 | $14.2M | 0.01% | −1,100−1.3% | Reduced |
| Handelsbanken Fonder AB | 80,344 | $14.1M | 0.05% | −68,500−46.0% | Reduced |
| Retirement Systems of Alabama | 75,273 | $13.2M | 0.05% | −1,534−2.0% | Reduced |
| CenterBook Partners LP | 72,815 | $12.8M | 0.76% | +57,639+379.8% | Added |
| California Public Employees Retirement System | 72,721 | $12.7M | 0.01% | −4,384−5.7% | Reduced |
| Freshford Capital Management, LLC | 71,499 | $12.5M | 3.68% | −120,280−62.7% | Reduced |
| Raymond James Financial Inc | 70,978 | $12.4M | 0.00% | +70,978 | New |
| Price T Rowe Associates Inc | 67,231 | $11.8M | 0.00% | −3,756−5.3% | Reduced |
| Spinnaker Trust | 65,633 | $11.5M | 0.73% | 00.0% | Unchanged |
| Legal & General Group Plc | 65,420 | $11.5M | 0.00% | −1,805−2.7% | Reduced |
| Invesco Ltd. | 62,240 | $10.9M | 0.00% | −5,365−7.9% | Reduced |
| HM Payson & Co | 61,829 | $10.8M | 0.18% | −87,512−58.6% | Reduced |
| Natixis Advisors, L.P. | 60,921 | $10.7M | 0.02% | −7,618−11.1% | Reduced |
| Penserra Capital Management LLC | 60,215 | $10.6M | 0.19% | +3,289+5.8% | Added |
| Thompson Siegel & Walmsley LLC | 59,697 | $10.5M | 0.16% | +4,194+7.6% | Added |
| Envestnet Asset Management Inc | 58,475 | $10.3M | 0.00% | −13,787−19.1% | Reduced |
| Cambiar Investors LLC | 57,206 | $10.0M | 0.40% | −7,823−12.0% | Reduced |
| Marshall Wace, LLP | 56,756 | $9.95M | 0.01% | −20,756−26.8% | Reduced |
| State of Wisconsin Investment Board | 55,090 | $9.66M | 0.02% | +7,541+15.9% | Added |
| Millennium Management LLC | 54,823 | $9.61M | 0.01% | −39,114−41.6% | Reduced |
| Tudor Investment Corp Et Al | 54,185 | $9.50M | 0.10% | +14,453+36.4% | Added |
| Alliancebernstein L.P. | 53,418 | $9.37M | 0.00% | −3,845−6.7% | Reduced |
| Man Group plc | 51,104 | $8.96M | 0.03% | +51,104 | New |
| New York State Teachers Retirement System | 49,637 | $8.70M | 0.02% | −700−1.4% | Reduced |
| Peregrine Capital Management LLC | 48,304 | $8.47M | 0.25% | +862+1.8% | Added |
| Wells Fargo & Company | 46,795 | $8.20M | 0.00% | −26,839−36.4% | Reduced |
| Incline Global Management LLC | 45,331 | $7.95M | 6.03% | −5,295−10.5% | Reduced |
| Corebridge Financial, Inc. | 45,058 | $7.90M | 0.04% | −3,569−7.3% | Reduced |
| Holocene Advisors, LP | 43,321 | $7.60M | 0.02% | +2,459+6.0% | Added |
| Susquehanna Fundamental Investments, LLC | 41,514 | $7.28M | 0.12% | +41,514 | New |
| California State Teachers Retirement System | 38,339 | $6.72M | 0.01% | −1,248−3.2% | Reduced |
| Jane Street Group, LLC | 37,449 | $6.57M | 0.01% | +35,780+2,143.8% | Added |
| New South Capital Management Inc | 35,701 | $6.26M | 0.26% | −19,758−35.6% | Reduced |
| Manufacturers Life Insurance Company, The | 35,497 | $6.21M | 0.01% | −2,652−7.0% | Reduced |
| Swedbank AB | 35,300 | $6.19M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 34,973 | $6.13M | 0.01% | −110−0.3% | Reduced |
| Great West Life Assurance Co | 34,714 | $6.09M | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 34,061 | $5.97M | 0.00% | +12,526+58.2% | Added |
| Wisconsin Capital Management LLC | 33,320 | $5.84M | 3.21% | −355−1.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 30,448 | $5.34M | 0.15% | −4,322−12.4% | Reduced |
| Roubaix Capital, LLC | 30,376 | $5.33M | 2.55% | +30,376 | New |
| LPL Financial LLC | 29,408 | $5.28M | 0.00% | +3,439+13.2% | Added |
| Aquatic Capital Management LLC | 27,242 | $4.78M | 0.13% | +27,242 | New |
| Long Road Investment Counsel, LLC | 26,469 | $4.64M | 1.89% | −230−0.9% | Reduced |
| Dana Investment Advisors, Inc. | 25,893 | $4.54M | 0.15% | −1,480−5.4% | Reduced |
| Royal Bank of Canada | 25,832 | $4.53M | 0.00% | −1,430−5.2% | Reduced |