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 |
|---|---|---|---|---|---|
| Benin Management CORP | 3,041 | $533.1K | 0.15% | +840+38.2% | Added |
| HSBC Holdings PLC | 3,113 | $547.1K | 0.00% | +1,818+140.4% | Added |
| Mariner, LLC | 3,123 | $547.5K | 0.00% | −534−14.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,292 | $577.2K | 0.03% | +455+16.0% | Added |
| Procyon Private Wealth Partners, LLC | 3,317 | $581.5K | 0.04% | −374−10.1% | Reduced |
| Dark Forest Capital Management LP | 3,393 | $594.9K | 0.09% | +3,393 | New |
| Keeley-Teton Advisors, LLC | 3,413 | $598.4K | 0.07% | −264−7.2% | Reduced |
| Entropy Technologies, LP | 3,500 | $613.6K | 0.06% | +3,500 | New |
| Commerce Bank | 3,554 | $623.1K | 0.00% | −70−1.9% | Reduced |
| Davy Global Fund Management Ltd | 3,574 | $626.6K | 0.07% | +705+24.6% | Added |
| JustInvest LLC | 3,785 | $663.4K | 0.01% | −648−14.6% | Reduced |
| CIBC Private Wealth Group, LLC | 3,837 | $670.8K | 0.00% | −151−3.8% | Reduced |
| TownSquare Capital, LLC | 3,890 | $682.0K | 0.01% | −406−9.5% | Reduced |
| Union Bancaire Privee, UBP SA | 4,054 | $701.5K | 0.01% | +4,054 | New |
| Flputnam Investment Management Co | 4,042 | $708.6K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 4,073 | $714.1K | 0.00% | −373−8.4% | Reduced |
| EntryPoint Capital, LLC | 4,100 | $718.8K | 0.30% | +2,808+217.3% | Added |
| New York Life Investment Management LLC | 4,127 | $723.5K | 0.01% | −912−18.1% | Reduced |
| Captrust Financial Advisors | 4,271 | $748.8K | 0.00% | +786+22.6% | Added |
| Tower Research Capital LLC (TRC) | 4,375 | $767.0K | 0.02% | +1,454+49.8% | Added |
| Public Employees Retirement Association of Colorado | 4,395 | $771.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 4,409 | $773.0K | 0.03% | +4,409 | New |
| State of Alaska, Department of Revenue | 4,536 | $795.0K | 0.01% | −235−4.9% | Reduced |
| Cornerstone Investment Partners, LLC | 4,572 | $801.6K | 0.04% | +144+3.3% | Added |
| Atria Investments LLC | 4,740 | $831.0K | 0.01% | −1,788−27.4% | Reduced |
| Colony Group, LLC | 4,843 | $849.1K | 0.00% | −327,820−98.5% | Reduced |
| Xponance, Inc. | 4,864 | $852.8K | 0.01% | +68+1.4% | Added |
| Montag & Caldwell, LLC | 4,868 | $853.5K | 0.18% | −183−3.6% | Reduced |
| Lifestyle Asset Management, Inc. | 4,877 | $855.0K | 0.47% | −36−0.7% | Reduced |
| Toroso Investments, LLC | 5,129 | $899.2K | 0.01% | +1,529+42.5% | Added |
| Legacy Advisors, LLC | 5,220 | $915.2K | 0.09% | +4,172+398.1% | Added |
| Eagle Rock Investment Company, LLC | 5,234 | $917.6K | 0.15% | +5,234 | New |
| CWM, LLC | 5,250 | $920.0K | 0.00% | +4,926+1,520.4% | Added |
| Nomura Holdings Inc | 5,279 | $925.5K | 0.00% | +5,279 | New |
| Fifth Third Wealth Advisors LLC | 5,280 | $925.7K | 0.05% | +3,834+265.1% | Added |
| Palisade Capital Management LLC | 5,317 | $932.2K | 0.02% | +5,317 | New |
| Sepio Capital, LP | 5,491 | $962.7K | 0.08% | −3−0.1% | Reduced |
| Johnson Investment Counsel Inc | 5,493 | $963.0K | 0.01% | +17+0.3% | Added |
| Cerity Partners LLC | 5,307 | $1.01M | 0.00% | +1,935+57.4% | Added |
| HRT Financial LP | 5,857 | $1.03M | 0.01% | −15,213−72.2% | Reduced |
| Voya Investment Management LLC | 6,008 | $1.05M | 0.00% | −2,389−28.5% | Reduced |
| Pictet Asset Management Holding SA | 6,008 | $1.05M | 0.00% | +393+7.0% | Added |
| Daiwa Securities Group Inc. | 6,174 | $1.08M | 0.00% | +150+2.5% | Added |
| Natixis | 6,339 | $1.11M | 0.01% | +6,339 | New |
| Engineers Gate Manager LP | 6,340 | $1.11M | 0.02% | +2,662+72.4% | Added |
| Utah Retirement Systems | 6,522 | $1.14M | 0.01% | −300−4.4% | Reduced |
| HighTower Advisors, LLC | 6,619 | $1.16M | 0.00% | +183+2.8% | Added |
| Russell Investments Group, Ltd. | 6,623 | $1.16M | 0.00% | +4,192+172.4% | Added |
| Savant Capital, LLC | 6,654 | $1.17M | 0.01% | +6,654 | New |
| Assenagon Asset Management S.A. | 6,663 | $1.17M | 0.00% | +6,663 | New |
| BNP Paribas Arbitrage, SA | 6,825 | $1.20M | 0.00% | +2,610+61.9% | Added |
| Gsa Capital Partners LLP | 6,857 | $1.20M | 0.09% | +3,328+94.3% | Added |
| Aurora Investment Counsel | 7,046 | $1.24M | 0.68% | +391+5.9% | Added |
| Freestone Grove Partners LP | 7,234 | $1.27M | 0.02% | +7,234 | New |
| Susquehanna International Group, LLP | 7,273 | $1.28M | 0.00% | −3,394−31.8% | Reduced |
| Lazard Asset Management LLC | 7,422 | $1.30M | 0.00% | +965+14.9% | Added |
| Pathstone Holdings, LLC | 7,492 | $1.31M | 0.01% | −460−5.8% | Reduced |
| Victory Capital Management Inc | 7,536 | $1.32M | 0.00% | −329−4.2% | Reduced |
| Sanctuary Advisors, LLC | 7,427 | $1.38M | 0.01% | +2,667+56.0% | Added |
| Oregon Public Employees Retirement Fund | 8,120 | $1.42M | 0.03% | −247−3.0% | Reduced |
| Formula Growth Ltd | 8,200 | $1.44M | 0.49% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 8,287 | $1.45M | 0.00% | +53+0.6% | Added |
| Vident Advisory, LLC | 8,497 | $1.49M | 0.03% | +354+4.3% | Added |
| KLP Kapitalforvaltning AS | 8,500 | $1.49M | 0.01% | +8,500 | New |
| Teacher Retirement System of Texas | 8,688 | $1.52M | 0.01% | +4,746+120.4% | Added |
| Fifth Third Bancorp | 8,783 | $1.54M | 0.01% | +8,277+1,635.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,786 | $1.54M | 0.01% | −270−3.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,842 | $1.55M | 0.03% | −274−3.0% | Reduced |
| New Mexico Educational Retirement Board | 8,900 | $1.56M | 0.05% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 9,011 | $1.58M | 0.06% | +9,011 | New |
| CI Private Wealth, LLC | 9,080 | $1.59M | 0.00% | −1,731−16.0% | Reduced |
| Crestline Management, LP | 9,105 | $1.60M | 0.06% | +9,105 | New |
| Logan Capital Management Inc | 9,146 | $1.60M | 0.07% | −724−7.3% | Reduced |
| The PNC Financial Services Group, Inc. | 9,197 | $1.61M | 0.00% | −1,433−13.5% | Reduced |
| Numerai GP LLC | 9,288 | $1.63M | 0.45% | +9,288 | New |
| Thrivent Financial for Lutherans | 9,361 | $1.64M | 0.00% | −291−3.0% | Reduced |
| State of Michigan Retirement System | 9,375 | $1.64M | 0.01% | −400−4.1% | Reduced |
| Banc Funds Co LLC | 9,955 | $1.75M | 0.19% | 00.0% | Unchanged |
| Royce & Associates LP | 9,970 | $1.75M | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 10,356 | $1.82M | 0.08% | −225−2.1% | Reduced |
| Bullseye Asset Management LLC | 10,742 | $1.88M | 0.88% | −133−1.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,784 | $1.89M | 0.01% | +1,683+18.5% | Added |
| Louisiana State Employees Retirement System | 11,000 | $1.93M | 0.04% | −400−3.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 11,175 | $1.96M | 0.11% | +70+0.6% | Added |
| Factorial Partners, LLC | 11,400 | $2.00M | 1.15% | +700+6.5% | Added |
| Twinbeech Capital LP | 11,690 | $2.05M | 0.04% | +11,690 | New |
| Arizona State Retirement System | 11,924 | $2.09M | 0.01% | −141−1.2% | Reduced |
| Stephens Inc | 12,018 | $2.11M | 0.03% | −240−2.0% | Reduced |
| Clark Estates Inc | 12,264 | $2.15M | 0.42% | −1,486−10.8% | Reduced |
| Henshaw Capital LLC | 12,378 | $2.17M | 0.09% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 12,441 | $2.18M | 0.00% | +12,441 | New |
| Wealth Enhancement Advisory Services, LLC | 12,769 | $2.24M | 0.00% | +9,561+298.0% | Added |
| Bank of Nova Scotia | 12,800 | $2.24M | 0.00% | +12,800 | New |
| Quantinno Capital Management LP | 12,905 | $2.26M | 0.02% | −963−6.9% | Reduced |
| AXA S.A. | 13,291 | $2.33M | 0.01% | −8,121−37.9% | Reduced |
| Quantbot Technologies LP | 13,342 | $2.34M | 0.09% | +13,342 | New |
| Winton Group Ltd | 13,376 | $2.35M | 0.16% | −15,297−53.3% | Reduced |
| Oppenheimer Asset Management Inc. | 13,784 | $2.42M | 0.03% | −496−3.5% | Reduced |
| Public Employees Retirement System of Ohio | 13,926 | $2.44M | 0.01% | −1,232−8.1% | Reduced |
| Yousif Capital Management, LLC | 14,013 | $2.46M | 0.03% | −1,080−7.2% | Reduced |