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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.

Q1 2025 vs. Q4 2024

How the institutions holding WEX Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of WEX: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders4318422−1
Shares40.3M175.1K39.6M−504.9K (−1.3%)
Value$7.06B$30.7M$6.18B−$854.7M (−12.2%)

8 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (69)

Institutions that held WEX Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to WEX in Q1 2025
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC614,675$96.5M0.24%
Citadel Advisors LLC139,833$22.0M0.02%
Nuveen, LLC119,622$18.8M0.01%
Murchinson Ltd.100,000$15.7M2.75%
Qube Research & Technologies Ltd93,473$14.7M0.02%
Kodai Capital Management LP57,958$9.10M0.36%
Public Sector Pension Investment Board40,165$6.31M0.03%
Hawk Ridge Capital Management LP39,867$6.26M0.30%
Boothbay Fund Management, LLC38,025$5.97M0.21%
Two Sigma Advisers, LP37,500$5.89M0.01%
Jain Global LLC32,063$5.03M0.10%
Toronto Dominion Bank25,000$3.93M0.01%
Lighthouse Investment Partners, LLC16,108$2.53M0.12%
Zions Bancorporation, National Association15,667$2.46M0.16%
Voloridge Investment Management, LLC15,213$2.39M0.01%
XTX Topco Ltd13,869$2.18M0.11%
Nebula Research & Development LLC13,498$2.12M0.20%
Lightrock Netherlands B.V.12,000$1.89M0.50%
Brevan Howard Capital Management LP11,847$1.86M0.05%
Aigen Investment Management, LP11,500$1.81M0.29%
Cove Street Capital, LLC10,968$1.72M2.70%
CSS LLC9,568$1.50M0.10%
EJF Capital LLC9,300$1.46M0.93%
Lecap Asset Management Ltd8,450$1.33M0.31%
Virginia Retirement Systems Et Al6,419$1.01M0.01%
Prana Capital Management, LP5,918$929.2K0.04%
Prelude Capital Management, LLC5,829$915.3K0.09%
Bridgefront Capital, LLC5,546$870.8K0.25%
Point72 Asset Management, L.P.5,210$818.0K0.00%
Point72 (DIFC) Ltd4,855$762.4K0.07%
Universal- Beteiligungs- und Servicegesellschaft mbH3,394$532.9K0.00%
Petrus Trust Company, LTA2,844$446.6K0.04%
Jump Financial, LLC2,600$408.3K0.01%
United Services Automobile Association2,585$399.5K0.01%
Empowered Funds, LLC2,508$393.8K0.01%
Oak Thistle LLC2,495$391.8K0.08%
Optimize Financial Inc2,479$389.3K0.15%
Point72 Asia (Singapore) Pte. Ltd.2,398$376.6K0.10%
Cubist Systematic Strategies, LLC2,099$329.6K0.00%
Fieldview Capital Management, LLC1,955$307.0K0.04%
SG Americas Securities, LLC1,776$279.0K0.00%
Brookwood Investment Group LLC1,774$278.6K0.05%
Clifford Capital Partners LLC1,737$272.7K0.06%
Everence Capital Management Inc1,680$264.0K0.02%
ISAM Funds (UK) Ltd1,610$252.8K0.12%
DRW Securities, LLC1,523$239.1K0.02%
Gallacher Capital Management LLC1,346$211.3K0.10%
Wolverine Trading, LLC1,349$208.5K0.01%
Bridgewater Advisors Inc.1,546$203.7K0.02%
Caitong International Asset Management Co., Ltd1,281$201.1K0.15%
Boston Private Wealth LLC309$48.5K0.00%
Quarry LP278$43.7K0.01%
FNY Investment Advisers, LLC149$23.0K0.01%
Headlands Technologies LLC94$14.8K0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.56$8.79K0.00%
Larson Financial Group LLC20$3.14K0.00%
Private Trust Co NA16$2.51K0.00%
Oakworth Capital, Inc.15$2.35K0.00%
South State Corp.14$2.20K0.00%
First Command Advisory Services, Inc.10$1.57K0.00%
Bare Financial Services, Inc9$1.41K0.00%
Hantz Financial Services, Inc.9$1.00K0.00%
Cherry Tree Wealth Management, LLC6$9430.00%
Bogart Wealth, LLC3$4710.00%
CVA Family Office, LLC3$4710.00%
Private Wealth Asset Management, LLC2$3140.00%
Cromwell Holdings LLC2$3140.00%
CoreCap Advisors, LLC1$1570.00%
Rakuten Securities, Inc.1$1570.00%

Sold out (70)

Institutions that held WEX Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of WEX in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Premier Fund Managers Ltd300,000$51.2M
Brown Advisory Inc276,639$48.5M
Bamco Inc203,300$35.6M
WCM Investment Management, LLC111,128$19.0M
Distillate Capital Partners LLC89,823$15.7M
Freshford Capital Management, LLC71,499$12.5M
Peregrine Capital Management LLC48,304$8.47M
Wisconsin Capital Management LLC33,320$5.84M
Arrowstreet Capital, Limited Partnership19,654$3.45M
Magnetar Financial LLC18,906$3.31M
B. Metzler seel. Sohn & Co. AG17,799$3.12M
Oak Ridge Investments LLC15,653$2.74M
Macquarie Group Ltd14,970$2.63M
Winton Group Ltd13,376$2.35M
Bank of Nova Scotia12,800$2.24M
Healthcare of Ontario Pension Plan Trust Fund12,441$2.18M
Twinbeech Capital LP11,690$2.05M
Deroy & Devereaux Private Investment Counsel Inc11,175$1.96M
Crestline Management, LP9,105$1.60M
Freestone Grove Partners LP7,234$1.27M
Assenagon Asset Management S.A.6,663$1.17M
Savant Capital, LLC6,654$1.17M
Natixis6,339$1.11M
Montag & Caldwell, LLC4,868$853.5K
PEAK6 LLC4,409$773.0K
Dark Forest Capital Management LP3,393$594.9K
First Hawaiian Bank2,933$514.2K
Welch & Forbes LLC2,525$442.7K
RSM US Wealth Management LLC2,373$405.3K
Centiva Capital, LP2,274$398.7K
Cornercap Investment Counsel Inc2,105$369.0K
Axq Capital, LP2,018$353.8K
Envestnet Portfolio Solutions, Inc.1,931$338.5K
Walleye Trading LLC1,883$330.1K
Globeflex Capital L P1,836$321.9K
Quantessence Capital LLC1,788$313.5K
J2 Capital Management Inc1,688$295.9K
Cambridge Investment Research Advisors, Inc.1,644$288.0K
Versor Investments LP1,534$268.9K
Blueshift Asset Management, LLC1,455$255.1K
Campbell & CO Investment Adviser LLC1,453$254.7K
Ethic Inc.1,333$233.7K
Diversified Trust Co1,294$226.9K
Hancock Whitney Corp1,275$223.5K
Burney Co1,264$221.6K
Level Wealth Management LLC1,250$219.2K
Rehmann Capital Advisory Group1,235$216.5K
Wendell David Associates Inc1,189$208.0K
Cresset Asset Management, LLC1,167$204.6K
Claret Asset Management Corp1,145$201.0K
Merit Financial Group, LLC1,143$200.4K
Proequities, Inc.1,025$187.4K
Venturi Wealth Management, LLC735$128.9K
Allspring Global Investments Holdings, LLC348$61.0K
Atlantic Trust, LLC337$59.1K
Mendota Financial Group, LLC150$26.3K
Essex Investment Management Co LLC137$24.0K
LGT Financial Advisors LLC123$21.6K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC113$19.8K
Colonial Trust Co82$14.4K
Beacon Capital Management, LLC49$8.59K
Clearstead Advisors, LLC44$7.71K
Coppell Advisory Solutions LLC22$3.75K
Leonteq Securities AG20$3.51K
Mather Group, LLC.11$1.93K
Rothschild Investment LLC10$1.75K
Raleigh Capital Management Inc.7$1.23K
Sierra Ocean, LLC2$351
TFC Financial Management1$176
Transce3nd, LLC1$175

Not filed for Q1 2025 yet (8)

Institutions that held WEX Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEX in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC122,977$21.6M
Swedbank AB35,300$6.19M
Zions Bancorporation, N.A.14,995$2.63M
Wetherby Asset Management Inc1,168$204.8K
Hilltop National Bank488$85.6K
Global Retirement Partners, LLC130$22.8K
Kiely Wealth Advisory Group, Inc.24$3.70K
Cassady Schiller Wealth Management, LLC5$877