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Livermore
ZHEN

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.

Q4 2024 vs. Q3 2024

How the institutions holding WEX Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of WEX: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders4349431+6
Shares42.5M141.1K40.3M−2.14M (−5.1%)
Value$8.83B$28.9M$7.06B−$1.73B (−19.7%)

9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (64)

Institutions that held WEX Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to WEX in Q4 2024
InstitutionSharesValue% of portfolio
Invenomic Capital Management LP95,123$16.7M0.94%
Raymond James Financial Inc70,978$12.4M0.00%
Man Group plc51,104$8.96M0.03%
Susquehanna Fundamental Investments, LLC41,514$7.28M0.12%
Roubaix Capital, LLC30,376$5.33M2.55%
Aquatic Capital Management LLC27,242$4.78M0.13%
Brandywine Global Investment Management, LLC24,442$4.29M0.03%
Arrowstreet Capital, Limited Partnership19,654$3.45M0.00%
Magnetar Financial LLC18,906$3.31M0.08%
Ieq Capital, LLC14,657$2.57M0.02%
Police & Firemen's Retirement System of New Jersey14,390$2.52M0.02%
Quantbot Technologies LP13,342$2.34M0.09%
Bank of Nova Scotia12,800$2.24M0.00%
Healthcare of Ontario Pension Plan Trust Fund12,441$2.18M0.00%
Twinbeech Capital LP11,690$2.05M0.04%
Numerai GP LLC9,288$1.63M0.45%
Crestline Management, LP9,105$1.60M0.06%
New Age Alpha Advisors, LLC9,011$1.58M0.06%
KLP Kapitalforvaltning AS8,500$1.49M0.01%
Freestone Grove Partners LP7,234$1.27M0.02%
Assenagon Asset Management S.A.6,663$1.17M0.00%
Savant Capital, LLC6,654$1.17M0.01%
Natixis6,339$1.11M0.01%
Palisade Capital Management LLC5,317$932.2K0.02%
Nomura Holdings Inc5,279$925.5K0.00%
Eagle Rock Investment Company, LLC5,234$917.6K0.15%
PEAK6 LLC4,409$773.0K0.03%
Union Bancaire Privee, UBP SA4,054$701.5K0.01%
Entropy Technologies, LP3,500$613.6K0.06%
Dark Forest Capital Management LP3,393$594.9K0.09%
Inceptionr LLC2,595$455.0K0.10%
Centiva Capital, LP2,274$398.7K0.02%
Axq Capital, LP2,018$353.8K0.16%
Radnor Capital Management, LLC1,890$331.0K0.06%
Quantessence Capital LLC1,788$313.5K0.13%
Two Sigma Securities, LLC1,698$297.7K0.05%
J2 Capital Management Inc1,688$295.9K0.28%
Schonfeld Strategic Advisors LLC1,546$271.0K0.00%
Blueshift Asset Management, LLC1,455$255.1K0.09%
Campbell & CO Investment Adviser LLC1,453$254.7K0.02%
Empirical Asset Management, LLC2,275$239.7K0.08%
Occudo Quantitative Strategies LP1,259$220.7K0.04%
Level Wealth Management LLC1,250$219.2K0.15%
Merit Financial Group, LLC1,143$200.4K0.00%
MAI Capital Management500$87.7K0.00%
Aster Capital Management (DIFC) Ltd422$74.0K0.03%
North Star Investment Management Corp.300$52.6K0.00%
State of Wyoming202$35.4K0.00%
Investment Management Corp144$25.2K0.02%
Clear Street Markets LLC100$17.5K0.01%
Compass Planning Associates Inc75$13.1K0.01%
TCTC Holdings, LLC54$9.47K0.00%
R Squared Ltd50$8.77K0.01%
True Wealth Design, LLC33$5.79K0.00%
High Note Wealth, LLC23$4.03K0.00%
Bokf, NA13$2.21K0.00%
Newbridge Financial Services Group, Inc.6$1.05K0.00%
Nemes Rush Group LLC6$1.05K0.00%
Cassady Schiller Wealth Management, LLC5$8770.00%
Golden State Wealth Management, LLC3$5260.00%
Global Financial Private Client, LLC2$3510.00%
Sierra Ocean, LLC2$3510.00%
Transce3nd, LLC1$1750.00%
Parkworth Wealth Management, Inc.1$1750.00%

Sold out (58)

Institutions that held WEX Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of WEX in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
TimesSquare Capital Management, LLC276,412$58.0M
Jennison Associates LLC178,048$37.3M
Renaissance Group LLC163,286$34.2M
Westfield Capital Management Co LP145,094$30.4M
Portolan Capital Management, LLC26,870$5.64M
Trexquant Investment LP24,915$5.23M
Sora Investors LLC22,630$4.75M
Walleye Capital LLC22,049$4.62M
Clark Capital Management Group, Inc.18,178$3.81M
Balyasny Asset Management LLC14,337$3.01M
XTX Topco Ltd13,344$2.80M
Weil Company, Inc.10,728$2.25M
Bridgewater Associates, LP9,152$1.92M
Edgestream Partners, L.P.3,464$726.5K
Vestcor Inc2,992$628.0K
Seven Eight Capital, LP2,866$601.1K
Bridgefront Capital, LLC2,833$594.2K
Guggenheim Capital LLC2,248$471.5K
Advisory Services Network, LLC2,355$417.2K
Petrus Trust Company, LTA1,899$398.3K
Veriti Management LLC1,573$329.9K
Sompo Asset Management Co., Ltd.1,570$329.3K
Avantax Advisory Services, Inc.1,491$312.7K
Perigon Wealth Management, LLC1,428$299.5K
SG Americas Securities, LLC1,410$296.0K
Mercer Global Advisors Inc1,249$261.5K
MML Investors Services, LLC1,209$254.0K
Profund Advisors LLC1,185$248.5K
Summit Trail Advisors, LLC1,176$246.6K
Oxford Asset Management LLP1,168$245.0K
Wiley Bros.-Aintree Capital, LLC1,156$242.4K
Chicago Trust Co NA1,130$237.0K
Wedmont Private Capital1,113$232.4K
B.O.S.S. Retirement Advisors, LLC1,065$223.4K
Inspire Advisors, LLC1,053$220.9K
QRG Capital Management, Inc.1,046$219.4K
United Capital Financial Advisers, LLC1,044$219.0K
Meiji Yasuda Asset Management Co Ltd.1,011$212.0K
International Assets Investment Management, LLC38,800$185.0K
Catalyst Funds Management Pty Ltd300$62.9K
Elequin Capital LP207$43.4K
NBC Securities, Inc.105$22.0K
Castleview Partners, LLC68$14.3K
Private Trust Co NA66$13.8K
Richardson Financial Services Inc.37$6.55K
Colonial Trust Advisors30$6.29K
Ashton Thomas Securities, LLC29$6.08K
Foster Dykema Cabot & Partners, LLC24$5.03K
Brown Brothers Harriman & Co22$4.61K
Redmont Wealth Advisors LLC20$4.20K
Jaffetilchin Investment Partners, LLC19$3.98K
Citadel Advisors LLC19$3.98K
Rosenberg Matthew Hamilton5$1.05K
Kennebec Savings Bank5$1.05K
Capital Performance Advisors LLP3$629
Macroview Investment Management LLC2$420
Voisard Asset Management Group, Inc.2$420
Claris Advisors, LLC2$419

Not filed for Q4 2024 yet (9)

Institutions that held WEX Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEX in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates74,442$15.6M
PEAK6 Investments LLC19,822$4.16M
ClariVest Asset Management LLC22,498$3.99M
B. Metzler seel. Sohn & Co. Holding AG17,799$3.73M
Raymond James Trust N.A.2,420$507.5K
SpiderRock Advisors, LLC1,800$377.5K
Raymond James Financial Services Advisors, Inc.1,612$338.1K
Carmichael Hill & Associates, Inc.500$104.9K
FinTrust Capital Advisors, LLC197$41.3K