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 |
|---|---|---|---|---|---|
| Legacy Advisors, LLC | 5,220 | $915.2K | 0.09% | +4,172+398.1% | Added |
| Toroso Investments, LLC | 5,129 | $899.2K | 0.01% | +1,529+42.5% | Added |
| Lifestyle Asset Management, Inc. | 4,877 | $855.0K | 0.47% | −36−0.7% | Reduced |
| Montag & Caldwell, LLC | 4,868 | $853.5K | 0.18% | −183−3.6% | Reduced |
| Xponance, Inc. | 4,864 | $852.8K | 0.01% | +68+1.4% | Added |
| Colony Group, LLC | 4,843 | $849.1K | 0.00% | −327,820−98.5% | Reduced |
| Atria Investments LLC | 4,740 | $831.0K | 0.01% | −1,788−27.4% | Reduced |
| Cornerstone Investment Partners, LLC | 4,572 | $801.6K | 0.04% | +144+3.3% | Added |
| State of Alaska, Department of Revenue | 4,536 | $795.0K | 0.01% | −235−4.9% | Reduced |
| PEAK6 LLC | 4,409 | $773.0K | 0.03% | +4,409 | New |
| Public Employees Retirement Association of Colorado | 4,395 | $771.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,375 | $767.0K | 0.02% | +1,454+49.8% | Added |
| Captrust Financial Advisors | 4,271 | $748.8K | 0.00% | +786+22.6% | Added |
| New York Life Investment Management LLC | 4,127 | $723.5K | 0.01% | −912−18.1% | Reduced |
| EntryPoint Capital, LLC | 4,100 | $718.8K | 0.30% | +2,808+217.3% | Added |
| Squarepoint Ops LLC | 4,073 | $714.1K | 0.00% | −373−8.4% | Reduced |
| Flputnam Investment Management Co | 4,042 | $708.6K | 0.01% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 4,054 | $701.5K | 0.01% | +4,054 | New |
| TownSquare Capital, LLC | 3,890 | $682.0K | 0.01% | −406−9.5% | Reduced |
| CIBC Private Wealth Group, LLC | 3,837 | $670.8K | 0.00% | −151−3.8% | Reduced |
| JustInvest LLC | 3,785 | $663.4K | 0.01% | −648−14.6% | Reduced |
| Davy Global Fund Management Ltd | 3,574 | $626.6K | 0.07% | +705+24.6% | Added |
| Commerce Bank | 3,554 | $623.1K | 0.00% | −70−1.9% | Reduced |
| Entropy Technologies, LP | 3,500 | $613.6K | 0.06% | +3,500 | New |
| Keeley-Teton Advisors, LLC | 3,413 | $598.4K | 0.07% | −264−7.2% | Reduced |
| Dark Forest Capital Management LP | 3,393 | $594.9K | 0.09% | +3,393 | New |
| Procyon Private Wealth Partners, LLC | 3,317 | $581.5K | 0.04% | −374−10.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,292 | $577.2K | 0.03% | +455+16.0% | Added |
| Mariner, LLC | 3,123 | $547.5K | 0.00% | −534−14.6% | Reduced |
| HSBC Holdings PLC | 3,113 | $547.1K | 0.00% | +1,818+140.4% | Added |
| Benin Management CORP | 3,041 | $533.1K | 0.15% | +840+38.2% | Added |
| Securian Asset Management, Inc | 3,007 | $527.2K | 0.02% | −188−5.9% | Reduced |
| Fiduciary Trust Co | 2,965 | $519.8K | 0.01% | +60+2.1% | Added |
| Prudential Financial Inc | 2,899 | $519.2K | 0.00% | −713−19.7% | Reduced |
| Portside Wealth Group, LLC | 2,938 | $515.1K | 0.09% | −10−0.3% | Reduced |
| First Hawaiian Bank | 2,933 | $514.2K | 0.02% | −234−7.4% | Reduced |
| Illinois Municipal Retirement Fund | 2,931 | $513.9K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,915 | $511.1K | 0.00% | −807−21.7% | Reduced |
| US Bancorp | 2,867 | $502.6K | 0.00% | +27+1.0% | Added |
| American Century Companies Inc | 2,839 | $497.7K | 0.00% | −7,347−72.1% | Reduced |
| Gator Capital Management, LLC | 2,801 | $491.1K | 0.19% | 00.0% | Unchanged |
| Eukles Asset Management | 2,729 | $478.5K | 0.20% | −40−1.4% | Reduced |
| Inceptionr LLC | 2,595 | $455.0K | 0.10% | +2,595 | New |
| Welch & Forbes LLC | 2,525 | $442.7K | 0.01% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 2,520 | $441.8K | 0.00% | +10.0% | Added |
| CWM Advisors, LLC | 2,501 | $438.5K | 0.05% | +283+12.8% | Added |
| Shell Asset Management Co | 2,480 | $435.0K | 0.02% | −4−0.2% | Reduced |
| Wilkinson Global Asset Management LLC | 2,450 | $429.5K | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,444 | $429.0K | 0.01% | −774−24.1% | Reduced |
| Boit C F David | 2,340 | $410.2K | 0.21% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,373 | $405.3K | 0.01% | +598+33.7% | Added |
| Truist Financial Corp | 2,279 | $399.6K | 0.00% | −461−16.8% | Reduced |
| Centiva Capital, LP | 2,274 | $398.7K | 0.02% | +2,274 | New |
| Sterling Capital Management LLC | 2,198 | $385.4K | 0.01% | +683+45.1% | Added |
| Ballentine Partners, LLC | 2,126 | $372.7K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,193 | $371.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 2,116 | $371.0K | 0.01% | −268−11.2% | Reduced |
| Cornercap Investment Counsel Inc | 2,105 | $369.0K | 0.12% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,054 | $360.1K | 0.01% | +13+0.6% | Added |
| Axq Capital, LP | 2,018 | $353.8K | 0.16% | +2,018 | New |
| Retirement Planning Co of New England, Inc. | 2,002 | $351.0K | 0.17% | +157+8.5% | Added |
| Verition Fund Management LLC | 1,983 | $347.7K | 0.00% | −12,106−85.9% | Reduced |
| Snowden Capital Advisors LLC | 1,976 | $346.4K | 0.01% | −195−9.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,931 | $338.5K | 0.00% | −390−16.8% | Reduced |
| Moody Aldrich Partners LLC | 1,924 | $337.3K | 0.06% | −9−0.5% | Reduced |
| Radnor Capital Management, LLC | 1,890 | $331.0K | 0.06% | +1,890 | New |
| Isthmus Partners, LLC | 1,886 | $330.7K | 0.04% | +108+6.1% | Added |
| Walleye Trading LLC | 1,883 | $330.1K | 0.01% | +662+54.2% | Added |
| ProShare Advisors LLC | 1,862 | $326.4K | 0.00% | −1,720−48.0% | Reduced |
| Globeflex Capital L P | 1,836 | $321.9K | 0.03% | −764−29.4% | Reduced |
| KBC Group NV | 1,825 | $320.0K | 0.00% | +638+53.7% | Added |
| Cadent Capital Advisors, LLC | 1,819 | $318.9K | 0.11% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 1,805 | $316.0K | 0.00% | −4,520−71.5% | Reduced |
| Quantessence Capital LLC | 1,788 | $313.5K | 0.13% | +1,788 | New |
| Knollwood Investment Advisory, LLC | 1,744 | $305.8K | 0.03% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 1,742 | $305.4K | 0.06% | −183−9.5% | Reduced |
| Chicago Capital, LLC | 1,728 | $303.0K | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 1,713 | $300.3K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,698 | $297.7K | 0.05% | +1,698 | New |
| J2 Capital Management Inc | 1,688 | $295.9K | 0.28% | +1,688 | New |
| Truvestments Capital LLC | 1,686 | $295.6K | 0.08% | +78+4.9% | Added |
| First Trust Advisors LP | 1,674 | $293.5K | 0.00% | −1,614−49.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,644 | $288.0K | 0.00% | −11−0.7% | Reduced |
| Intech Investment Management LLC | 1,615 | $283.1K | 0.00% | +310+23.8% | Added |
| SageView Advisory Group, LLC | 1,609 | $282.1K | 0.01% | −10−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 1,590 | $279.0K | 0.00% | −251−13.6% | Reduced |
| Shelton Capital Management | 1,550 | $271.7K | 0.01% | −125−7.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,546 | $271.0K | 0.00% | +1,546 | New |
| Versor Investments LP | 1,534 | $268.9K | 0.05% | −650−29.8% | Reduced |
| Panagora Asset Management Inc | 1,520 | $266.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,514 | $265.4K | 0.00% | +690+83.7% | Added |
| Coldstream Capital Management Inc | 1,504 | $263.7K | 0.01% | −331−18.0% | Reduced |
| Blueshift Asset Management, LLC | 1,455 | $255.1K | 0.09% | +1,455 | New |
| Campbell & CO Investment Adviser LLC | 1,453 | $254.7K | 0.02% | +1,453 | New |
| Evercore Wealth Management, LLC | 1,432 | $251.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,425 | $249.8K | 0.00% | +1,007+240.9% | Added |
| Trust Co of Vermont | 1,424 | $249.7K | 0.01% | +1,005+239.9% | Added |
| Alaska Permanent Fund Corp | 1,372 | $240.5K | 0.00% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 2,275 | $239.7K | 0.08% | +2,275 | New |
| EP Wealth Advisors, LLC | 1,356 | $237.7K | 0.00% | +158+13.2% | Added |