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 |
|---|---|---|---|---|---|
| Citigroup Inc | 14,209 | $2.49M | 0.00% | −890−5.9% | Reduced |
| Ensign Peak Advisors, Inc | 14,303 | $2.51M | 0.00% | −1,374−8.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,390 | $2.52M | 0.02% | +14,390 | New |
| Ieq Capital, LLC | 14,657 | $2.57M | 0.02% | +14,657 | New |
| State of New Jersey Common Pension Fund D | 14,683 | $2.57M | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 14,968 | $2.62M | 0.09% | −461−3.0% | Reduced |
| Macquarie Group Ltd | 14,970 | $2.63M | 0.00% | −193−1.3% | Reduced |
| Zions Bancorporation, N.A. | 14,995 | $2.63M | 0.17% | +2,662+21.6% | Added |
| Amundi | 15,200 | $2.66M | 0.00% | +12,637+493.1% | Added |
| Comerica Bank | 15,306 | $2.68M | 0.01% | −11,917−43.8% | Reduced |
| Oak Ridge Investments LLC | 15,653 | $2.74M | 0.22% | −535−3.3% | Reduced |
| Martin & Co Inc | 16,320 | $2.86M | 0.71% | −663−3.9% | Reduced |
| State of Tennessee, Treasury Department | 16,831 | $2.95M | 0.01% | −474−2.7% | Reduced |
| Pinebridge Investments, L.P. | 17,091 | $3.00M | 0.02% | +5,112+42.7% | Added |
| Treasurer of the State of North Carolina | 17,425 | $3.06M | 0.01% | −460−2.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 17,799 | $3.12M | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 18,333 | $3.21M | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 18,508 | $3.25M | 0.14% | −6,361−25.6% | Reduced |
| Magnetar Financial LLC | 18,906 | $3.31M | 0.08% | +18,906 | New |
| Amalgamated Bank | 18,939 | $3.32M | 0.03% | −747−3.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 19,416 | $3.40M | 0.03% | −2,674−12.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 19,654 | $3.45M | 0.00% | +19,654 | New |
| Foyston, Gordon, & Payne Inc | 19,657 | $3.45M | 0.91% | +137+0.7% | Added |
| Deutsche Bank AG | 20,324 | $3.56M | 0.00% | +6,677+48.9% | Added |
| Verdence Capital Advisors LLC | 20,531 | $3.60M | 0.29% | +334+1.7% | Added |
| Bank of Montreal | 20,689 | $3.63M | 0.00% | +8,251+66.3% | Added |
| Bath Savings Trust Co | 20,960 | $3.67M | 0.37% | −3,605−14.7% | Reduced |
| Mutual of America Capital Management LLC | 21,015 | $3.68M | 0.04% | −1,190−5.4% | Reduced |
| MetLife Investment Management | 22,586 | $3.96M | 0.02% | +1,181+5.5% | Added |
| Brandywine Global Investment Management, LLC | 24,442 | $4.29M | 0.03% | +24,442 | New |
| Algert Global LLC | 25,002 | $4.38M | 0.10% | +16,622+198.4% | Added |
| Royal Bank of Canada | 25,832 | $4.53M | 0.00% | −1,430−5.2% | Reduced |
| Dana Investment Advisors, Inc. | 25,893 | $4.54M | 0.15% | −1,480−5.4% | Reduced |
| Long Road Investment Counsel, LLC | 26,469 | $4.64M | 1.89% | −230−0.9% | Reduced |
| Aquatic Capital Management LLC | 27,242 | $4.78M | 0.13% | +27,242 | New |
| LPL Financial LLC | 29,408 | $5.28M | 0.00% | +3,439+13.2% | Added |
| Roubaix Capital, LLC | 30,376 | $5.33M | 2.55% | +30,376 | New |
| Oversea-Chinese Banking CORP Ltd | 30,448 | $5.34M | 0.15% | −4,322−12.4% | Reduced |
| Wisconsin Capital Management LLC | 33,320 | $5.84M | 3.21% | −355−1.1% | Reduced |
| Barclays PLC | 34,061 | $5.97M | 0.00% | +12,526+58.2% | Added |
| Great West Life Assurance Co | 34,714 | $6.09M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 34,973 | $6.13M | 0.01% | −110−0.3% | Reduced |
| Swedbank AB | 35,300 | $6.19M | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 35,497 | $6.21M | 0.01% | −2,652−7.0% | Reduced |
| New South Capital Management Inc | 35,701 | $6.26M | 0.26% | −19,758−35.6% | Reduced |
| Jane Street Group, LLC | 37,449 | $6.57M | 0.01% | +35,780+2,143.8% | Added |
| California State Teachers Retirement System | 38,339 | $6.72M | 0.01% | −1,248−3.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 41,514 | $7.28M | 0.12% | +41,514 | New |
| Holocene Advisors, LP | 43,321 | $7.60M | 0.02% | +2,459+6.0% | Added |
| Corebridge Financial, Inc. | 45,058 | $7.90M | 0.04% | −3,569−7.3% | Reduced |
| Incline Global Management LLC | 45,331 | $7.95M | 6.03% | −5,295−10.5% | Reduced |
| Wells Fargo & Company | 46,795 | $8.20M | 0.00% | −26,839−36.4% | Reduced |
| Peregrine Capital Management LLC | 48,304 | $8.47M | 0.25% | +862+1.8% | Added |
| New York State Teachers Retirement System | 49,637 | $8.70M | 0.02% | −700−1.4% | Reduced |
| Man Group plc | 51,104 | $8.96M | 0.03% | +51,104 | New |
| Alliancebernstein L.P. | 53,418 | $9.37M | 0.00% | −3,845−6.7% | Reduced |
| Tudor Investment Corp Et Al | 54,185 | $9.50M | 0.10% | +14,453+36.4% | Added |
| Millennium Management LLC | 54,823 | $9.61M | 0.01% | −39,114−41.6% | Reduced |
| State of Wisconsin Investment Board | 55,090 | $9.66M | 0.02% | +7,541+15.9% | Added |
| Marshall Wace, LLP | 56,756 | $9.95M | 0.01% | −20,756−26.8% | Reduced |
| Cambiar Investors LLC | 57,206 | $10.0M | 0.40% | −7,823−12.0% | Reduced |
| Envestnet Asset Management Inc | 58,475 | $10.3M | 0.00% | −13,787−19.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 59,697 | $10.5M | 0.16% | +4,194+7.6% | Added |
| Penserra Capital Management LLC | 60,215 | $10.6M | 0.19% | +3,289+5.8% | Added |
| Natixis Advisors, L.P. | 60,921 | $10.7M | 0.02% | −7,618−11.1% | Reduced |
| HM Payson & Co | 61,829 | $10.8M | 0.18% | −87,512−58.6% | Reduced |
| Invesco Ltd. | 62,240 | $10.9M | 0.00% | −5,365−7.9% | Reduced |
| Legal & General Group Plc | 65,420 | $11.5M | 0.00% | −1,805−2.7% | Reduced |
| Spinnaker Trust | 65,633 | $11.5M | 0.73% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 67,231 | $11.8M | 0.00% | −3,756−5.3% | Reduced |
| Raymond James Financial Inc | 70,978 | $12.4M | 0.00% | +70,978 | New |
| Freshford Capital Management, LLC | 71,499 | $12.5M | 3.68% | −120,280−62.7% | Reduced |
| California Public Employees Retirement System | 72,721 | $12.7M | 0.01% | −4,384−5.7% | Reduced |
| CenterBook Partners LP | 72,815 | $12.8M | 0.76% | +57,639+379.8% | Added |
| Retirement Systems of Alabama | 75,273 | $13.2M | 0.05% | −1,534−2.0% | Reduced |
| Handelsbanken Fonder AB | 80,344 | $14.1M | 0.05% | −68,500−46.0% | Reduced |
| Swiss National Bank | 80,726 | $14.2M | 0.01% | −1,100−1.3% | Reduced |
| Fisher Asset Management, LLC | 82,896 | $14.5M | 0.01% | +52,056+168.8% | Added |
| Creative Planning | 84,826 | $14.9M | 0.01% | +6,105+7.8% | Added |
| Hill City Capital, LP | 85,000 | $14.9M | 0.95% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 89,823 | $15.7M | 0.77% | +8,282+10.2% | Added |
| Principal Financial Group Inc | 91,332 | $16.0M | 0.01% | −3,878−4.1% | Reduced |
| Invenomic Capital Management LP | 95,123 | $16.7M | 0.94% | +95,123 | New |
| Williams Jones Wealth Management, LLC. | 103,238 | $18.1M | 0.22% | −5,141−4.7% | Reduced |
| Gotham Asset Management, LLC | 104,898 | $18.4M | 0.17% | +14,953+16.6% | Added |
| WCM Investment Management, LLC | 111,128 | $19.0M | 0.04% | −2,095−1.9% | Reduced |
| Rhumbline Advisers | 120,502 | $21.1M | 0.02% | −1,905−1.6% | Reduced |
| Nuveen Asset Management, LLC | 122,977 | $21.6M | 0.01% | −3,167−2.5% | Reduced |
| Blair William & Co | 124,141 | $21.8M | 0.06% | −4,999−3.9% | Reduced |
| New York State Common Retirement Fund | 125,599 | $22.0M | 0.03% | −1,971−1.5% | Reduced |
| Goldman Sachs Group Inc | 135,856 | $23.8M | 0.00% | −2,930−2.1% | Reduced |
| Rice Hall James & Associates, LLC | 144,030 | $25.3M | 1.39% | −10,003−6.5% | Reduced |
| AQR Capital Management LLC | 151,125 | $26.1M | 0.03% | +148,456+5,562.2% | Added |
| Snyder Capital Management L P | 151,625 | $26.6M | 0.56% | +49,484+48.4% | Added |
| Sunriver Management LLC | 178,579 | $31.3M | 3.75% | −85,954−32.5% | Reduced |
| UBS Asset Management Americas Inc | 193,971 | $34.0M | 0.01% | +19,534+11.2% | Added |
| D. E. Shaw & Co., Inc. | 201,922 | $35.4M | 0.04% | +190,605+1,684.2% | Added |
| Bamco Inc | 203,300 | $35.6M | 0.09% | −40,200−16.5% | Reduced |
| UBS Group AG | 206,820 | $36.3M | 0.01% | +173,816+526.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 212,630 | $37.3M | 0.12% | +36,940+21.0% | Added |