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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 266,344 | $46.7M | 0.01% | −67,951−20.3% | Reduced |
| Brown Advisory Inc | 276,639 | $48.5M | 0.06% | −235,991−46.0% | Reduced |
| Premier Fund Managers Ltd | 300,000 | $51.2M | 1.82% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 306,911 | $53.8M | 0.07% | −1,154−0.4% | Reduced |
| Primecap Management Co | 315,280 | $55.3M | 0.04% | +23,690+8.1% | Added |
| Charles Schwab Investment Management Inc | 316,682 | $55.5M | 0.01% | +2,244+0.7% | Added |
| Ariel Investments, LLC | 318,272 | $55.8M | 0.60% | +168,832+113.0% | Added |
| Neuberger Berman Group LLC | 357,297 | $62.6M | 0.05% | −48,021−11.8% | Reduced |
| Northern Trust Corp | 358,371 | $62.8M | 0.01% | +51,617+16.8% | Added |
| Bank of New York Mellon Corp | 374,359 | $65.6M | 0.01% | +30,395+8.8% | Added |
| Federated Hermes, Inc. | 403,089 | $70.7M | 0.15% | −10,406−2.5% | Reduced |
| Norges Bank | 459,361 | $80.5M | 0.01% | +19,661+4.5% | Added |
| SEI Investments Co | 481,490 | $84.4M | 0.11% | +23,859+5.2% | Added |
| Dimensional Fund Advisors LP | 602,693 | $105.7M | 0.03% | +18,331+3.1% | Added |
| Bessemer Group Inc | 648,548 | $113.7M | 0.19% | −137,423−17.5% | Reduced |
| Bank of America Corp | 670,406 | $117.5M | 0.01% | +83,564+14.2% | Added |
| Geode Capital Management, LLC | 678,331 | $119.0M | 0.01% | −14,966−2.2% | Reduced |
| River Road Asset Management, LLC | 725,842 | $127.3M | 1.69% | +5,377+0.7% | Added |
| Lyrical Asset Management LP | 823,434 | $144.4M | 2.13% | +3,190+0.4% | Added |
| Wellington Management Group LLP | 828,990 | $145.3M | 0.03% | −1,778,170−68.2% | Reduced |
| Earnest Partners LLC | 872,734 | $153.0M | 0.68% | +8,780+1.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 883,495 | $162.7M | 1.40% | −26,494−2.9% | Reduced |
| FMR LLC | 1,175,117 | $206.0M | 0.01% | −380,390−24.5% | Reduced |
| State Street Corp | 1,245,059 | $218.3M | 0.01% | +4,106+0.3% | Added |
| Par Capital Management Inc | 1,850,000 | $324.3M | 9.58% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,046,614 | $358.8M | 0.03% | +1,052,087+105.8% | Added |
| Impactive Capital LP | 2,116,618 | $371.1M | 15.23% | −54,647−2.5% | Reduced |
| Morgan Stanley | 2,197,304 | $385.2M | 0.03% | −70,696−3.1% | Reduced |
| BlackRock, Inc. | 3,622,888 | $635.2M | 0.01% | −19,489−0.5% | Reduced |
| Vanguard Group Inc | 3,777,965 | $662.4M | 0.01% | −69,343−1.8% | Reduced |
| Janus Henderson Group PLC | 4,052,379 | $710.5M | 0.36% | −111,299−2.7% | Reduced |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −276,412−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −178,048−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −163,286−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −145,094−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −26,870−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −24,915−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −22,630−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −22,049−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −18,178−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −14,337−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,344−100.0% | Sold out |
| Weil Company, Inc. | 0 | $0 | 0.00% | −10,728−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −9,152−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −3,464−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −2,992−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,866−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,833−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −2,248−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,355−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,899−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −1,573−100.0% | Sold out |
| Sompo Asset Management Co., Ltd. | 0 | $0 | 0.00% | −1,570−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −1,491−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −1,428−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,410−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −1,249−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −1,209−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −1,185−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −1,176−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −1,168−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −1,156−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −1,130−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −1,113−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −1,065−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −1,053−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −1,046−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −1,044−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −38,800−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Foster Dykema Cabot & Partners, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Kennebec Savings Bank | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| SpiderRock Advisors, LLC | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Carmichael Hill & Associates, Inc. | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |