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 |
|---|---|---|---|---|---|
| Algert Global LLC | 25,002 | $4.38M | 0.10% | +16,622+198.4% | Added |
| Brandywine Global Investment Management, LLC | 24,442 | $4.29M | 0.03% | +24,442 | New |
| MetLife Investment Management | 22,586 | $3.96M | 0.02% | +1,181+5.5% | Added |
| Mutual of America Capital Management LLC | 21,015 | $3.68M | 0.04% | −1,190−5.4% | Reduced |
| Bath Savings Trust Co | 20,960 | $3.67M | 0.37% | −3,605−14.7% | Reduced |
| Bank of Montreal | 20,689 | $3.63M | 0.00% | +8,251+66.3% | Added |
| Verdence Capital Advisors LLC | 20,531 | $3.60M | 0.29% | +334+1.7% | Added |
| Deutsche Bank AG | 20,324 | $3.56M | 0.00% | +6,677+48.9% | Added |
| Foyston, Gordon, & Payne Inc | 19,657 | $3.45M | 0.91% | +137+0.7% | Added |
| Arrowstreet Capital, Limited Partnership | 19,654 | $3.45M | 0.00% | +19,654 | New |
| Teachers Retirement System of the State of Kentucky | 19,416 | $3.40M | 0.03% | −2,674−12.1% | Reduced |
| Amalgamated Bank | 18,939 | $3.32M | 0.03% | −747−3.8% | Reduced |
| Magnetar Financial LLC | 18,906 | $3.31M | 0.08% | +18,906 | New |
| Harbor Capital Advisors, Inc. | 18,508 | $3.25M | 0.14% | −6,361−25.6% | Reduced |
| Nisa Investment Advisors, LLC | 18,333 | $3.21M | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 17,799 | $3.12M | 0.03% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 17,425 | $3.06M | 0.01% | −460−2.6% | Reduced |
| Pinebridge Investments, L.P. | 17,091 | $3.00M | 0.02% | +5,112+42.7% | Added |
| State of Tennessee, Treasury Department | 16,831 | $2.95M | 0.01% | −474−2.7% | Reduced |
| Martin & Co Inc | 16,320 | $2.86M | 0.71% | −663−3.9% | Reduced |
| Oak Ridge Investments LLC | 15,653 | $2.74M | 0.22% | −535−3.3% | Reduced |
| Comerica Bank | 15,306 | $2.68M | 0.01% | −11,917−43.8% | Reduced |
| Amundi | 15,200 | $2.66M | 0.00% | +12,637+493.1% | Added |
| Zions Bancorporation, N.A. | 14,995 | $2.63M | 0.17% | +2,662+21.6% | Added |
| Macquarie Group Ltd | 14,970 | $2.63M | 0.00% | −193−1.3% | Reduced |
| Ameritas Investment Partners, Inc. | 14,968 | $2.62M | 0.09% | −461−3.0% | Reduced |
| State of New Jersey Common Pension Fund D | 14,683 | $2.57M | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 14,657 | $2.57M | 0.02% | +14,657 | New |
| Police & Firemen's Retirement System of New Jersey | 14,390 | $2.52M | 0.02% | +14,390 | New |
| Ensign Peak Advisors, Inc | 14,303 | $2.51M | 0.00% | −1,374−8.8% | Reduced |
| Citigroup Inc | 14,209 | $2.49M | 0.00% | −890−5.9% | Reduced |
| Yousif Capital Management, LLC | 14,013 | $2.46M | 0.03% | −1,080−7.2% | Reduced |
| Public Employees Retirement System of Ohio | 13,926 | $2.44M | 0.01% | −1,232−8.1% | Reduced |
| Oppenheimer Asset Management Inc. | 13,784 | $2.42M | 0.03% | −496−3.5% | Reduced |
| Winton Group Ltd | 13,376 | $2.35M | 0.16% | −15,297−53.3% | Reduced |
| Quantbot Technologies LP | 13,342 | $2.34M | 0.09% | +13,342 | New |
| AXA S.A. | 13,291 | $2.33M | 0.01% | −8,121−37.9% | Reduced |
| Quantinno Capital Management LP | 12,905 | $2.26M | 0.02% | −963−6.9% | Reduced |
| Bank of Nova Scotia | 12,800 | $2.24M | 0.00% | +12,800 | New |
| Wealth Enhancement Advisory Services, LLC | 12,769 | $2.24M | 0.00% | +9,561+298.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 12,441 | $2.18M | 0.00% | +12,441 | New |
| Henshaw Capital LLC | 12,378 | $2.17M | 0.09% | 00.0% | Unchanged |
| Clark Estates Inc | 12,264 | $2.15M | 0.42% | −1,486−10.8% | Reduced |
| Stephens Inc | 12,018 | $2.11M | 0.03% | −240−2.0% | Reduced |
| Arizona State Retirement System | 11,924 | $2.09M | 0.01% | −141−1.2% | Reduced |
| Twinbeech Capital LP | 11,690 | $2.05M | 0.04% | +11,690 | New |
| Factorial Partners, LLC | 11,400 | $2.00M | 1.15% | +700+6.5% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 11,175 | $1.96M | 0.11% | +70+0.6% | Added |
| Louisiana State Employees Retirement System | 11,000 | $1.93M | 0.04% | −400−3.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,784 | $1.89M | 0.01% | +1,683+18.5% | Added |
| Bullseye Asset Management LLC | 10,742 | $1.88M | 0.88% | −133−1.2% | Reduced |
| GHP Investment Advisors, Inc. | 10,356 | $1.82M | 0.08% | −225−2.1% | Reduced |
| Royce & Associates LP | 9,970 | $1.75M | 0.02% | 00.0% | Unchanged |
| Banc Funds Co LLC | 9,955 | $1.75M | 0.19% | 00.0% | Unchanged |
| State of Michigan Retirement System | 9,375 | $1.64M | 0.01% | −400−4.1% | Reduced |
| Thrivent Financial for Lutherans | 9,361 | $1.64M | 0.00% | −291−3.0% | Reduced |
| Numerai GP LLC | 9,288 | $1.63M | 0.45% | +9,288 | New |
| The PNC Financial Services Group, Inc. | 9,197 | $1.61M | 0.00% | −1,433−13.5% | Reduced |
| Logan Capital Management Inc | 9,146 | $1.60M | 0.07% | −724−7.3% | Reduced |
| Crestline Management, LP | 9,105 | $1.60M | 0.06% | +9,105 | New |
| CI Private Wealth, LLC | 9,080 | $1.59M | 0.00% | −1,731−16.0% | Reduced |
| New Age Alpha Advisors, LLC | 9,011 | $1.58M | 0.06% | +9,011 | New |
| New Mexico Educational Retirement Board | 8,900 | $1.56M | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 8,842 | $1.55M | 0.03% | −274−3.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,786 | $1.54M | 0.01% | −270−3.0% | Reduced |
| Fifth Third Bancorp | 8,783 | $1.54M | 0.01% | +8,277+1,635.8% | Added |
| Teacher Retirement System of Texas | 8,688 | $1.52M | 0.01% | +4,746+120.4% | Added |
| KLP Kapitalforvaltning AS | 8,500 | $1.49M | 0.01% | +8,500 | New |
| Vident Advisory, LLC | 8,497 | $1.49M | 0.03% | +354+4.3% | Added |
| Pacer Advisors, Inc. | 8,287 | $1.45M | 0.00% | +53+0.6% | Added |
| Formula Growth Ltd | 8,200 | $1.44M | 0.49% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 8,120 | $1.42M | 0.03% | −247−3.0% | Reduced |
| Sanctuary Advisors, LLC | 7,427 | $1.38M | 0.01% | +2,667+56.0% | Added |
| Victory Capital Management Inc | 7,536 | $1.32M | 0.00% | −329−4.2% | Reduced |
| Pathstone Holdings, LLC | 7,492 | $1.31M | 0.01% | −460−5.8% | Reduced |
| Lazard Asset Management LLC | 7,422 | $1.30M | 0.00% | +965+14.9% | Added |
| Susquehanna International Group, LLP | 7,273 | $1.28M | 0.00% | −3,394−31.8% | Reduced |
| Freestone Grove Partners LP | 7,234 | $1.27M | 0.02% | +7,234 | New |
| Aurora Investment Counsel | 7,046 | $1.24M | 0.68% | +391+5.9% | Added |
| Gsa Capital Partners LLP | 6,857 | $1.20M | 0.09% | +3,328+94.3% | Added |
| BNP Paribas Arbitrage, SA | 6,825 | $1.20M | 0.00% | +2,610+61.9% | Added |
| Assenagon Asset Management S.A. | 6,663 | $1.17M | 0.00% | +6,663 | New |
| Savant Capital, LLC | 6,654 | $1.17M | 0.01% | +6,654 | New |
| Russell Investments Group, Ltd. | 6,623 | $1.16M | 0.00% | +4,192+172.4% | Added |
| HighTower Advisors, LLC | 6,619 | $1.16M | 0.00% | +183+2.8% | Added |
| Utah Retirement Systems | 6,522 | $1.14M | 0.01% | −300−4.4% | Reduced |
| Engineers Gate Manager LP | 6,340 | $1.11M | 0.02% | +2,662+72.4% | Added |
| Natixis | 6,339 | $1.11M | 0.01% | +6,339 | New |
| Daiwa Securities Group Inc. | 6,174 | $1.08M | 0.00% | +150+2.5% | Added |
| 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 |
| HRT Financial LP | 5,857 | $1.03M | 0.01% | −15,213−72.2% | Reduced |
| Cerity Partners LLC | 5,307 | $1.01M | 0.00% | +1,935+57.4% | Added |
| Johnson Investment Counsel Inc | 5,493 | $963.0K | 0.01% | +17+0.3% | Added |
| Sepio Capital, LP | 5,491 | $962.7K | 0.08% | −3−0.1% | Reduced |
| Palisade Capital Management LLC | 5,317 | $932.2K | 0.02% | +5,317 | New |
| Fifth Third Wealth Advisors LLC | 5,280 | $925.7K | 0.05% | +3,834+265.1% | Added |
| Nomura Holdings Inc | 5,279 | $925.5K | 0.00% | +5,279 | New |
| CWM, LLC | 5,250 | $920.0K | 0.00% | +4,926+1,520.4% | Added |
| Eagle Rock Investment Company, LLC | 5,234 | $917.6K | 0.15% | +5,234 | New |