WEX Inc.
WEX- 交易所
- NYSE
- 產業
- Services-Business Services, NEC
- SEC CIK
- 0001309108
近 90 天,WEX Inc. 內部人申報 0 筆公開市場買進、7 筆賣出;2026 年第 2 季末有 416 家機構在 13F 申報持有,市值合計 $56.1 億;沒有大師持有。
2023 年第 3 季 13F 持有人
WEX Inc. 在 2023/9/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 412
- 較 2023 年第 2 季 +7 家
- 持有股數
- 4,196 萬
- 較 2023 年第 2 季 −25.8 萬 (−0.6%)
- 總市值
- $78.8 億
- 較 2023 年第 2 季 +$1.95 億 (+2.5%)
- 新進機構
- 50
- 另有 111 家加碼
- 清倉機構
- 43
- 另有 177 家減碼
另有 3 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 WEX 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 416 | $56.1 億 |
| 2026 年第 1 季 | 434 | $59.2 億 |
| 2025 年第 4 季 | 428 | $57.3 億 |
| 2025 年第 3 季 | 392 | $59.5 億 |
| 2025 年第 2 季 | 386 | $56.0 億 |
| 2025 年第 1 季 | 422 | $61.8 億 |
| 2024 年第 4 季 | 431 | $70.6 億 |
| 2024 年第 3 季 | 434 | $88.3 億 |
| 2024 年第 2 季 | 442 | $72.8 億 |
| 2024 年第 1 季 | 421 | $99.2 億 |
| 2023 年第 4 季 | 418 | $81.6 億 |
| 2023 年第 3 季 | 412 | $78.8 億 |
| 2023 年第 2 季 | 408 | $76.9 億 |
| 2023 年第 1 季 | 405 | $78.8 億 |
| 2022 年第 4 季 | 366 | $71.0 億 |
| 2022 年第 3 季 | 354 | $56.1 億 |
| 2022 年第 2 季 | 356 | $68.5 億 |
| 2022 年第 1 季 | 368 | $79.0 億 |
| 2021 年第 4 季 | 345 | $61.7 億 |
| 2021 年第 3 季 | 337 | $79.3 億 |
| 2021 年第 2 季 | 352 | $87.8 億 |
| 2021 年第 1 季 | 362 | $94.8 億 |
2023 年第 3 季持有機構
每家機構持有 WEX Inc. 的股數、市值與佔組合比重;股數變化跟 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 1,258 | $23.7 萬 | 0.00% | −17−1.3% | 減碼 |
| Perpetual Ltd | 1,264 | $23.8 萬 | 0.00% | −2,141−62.9% | 減碼 |
| Watershed Asset Management, L.L.C. | 1,323 | $24.9 萬 | 0.30% | +1,323 | 新進 |
| Harvest Fund Management Co., Ltd | 1,354 | $25.4 萬 | 0.04% | 00.0% | 不變 |
| Coury Firm Asset Management LLC | 1,375 | $25.9 萬 | 0.41% | 00.0% | 不變 |
| Foyston, Gordon, & Payne Inc | 1,410 | $26.5 萬 | 0.07% | +1,410 | 新進 |
| Stifel Financial Corp | 1,443 | $27.1 萬 | 0.00% | −72−4.8% | 減碼 |
| Truvestments Capital LLC | 1,501 | $28.2 萬 | 0.15% | +16+1.1% | 加碼 |
| Evercore Wealth Management, LLC | 1,503 | $28.3 萬 | 0.01% | 00.0% | 不變 |
| Boit C F David | 1,540 | $28.8 萬 | 0.20% | 00.0% | 不變 |
| GWM Advisors LLC | 1,541 | $29.0 萬 | 0.00% | +1,291+516.4% | 加碼 |
| CSS LLC | 1,550 | $29.2 萬 | 0.02% | −803−34.1% | 減碼 |
| SageView Advisory Group, LLC | 1,566 | $29.5 萬 | 0.02% | +50+3.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 1,566 | $29.5 萬 | 0.00% | −1,371−46.7% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,618 | $30.4 萬 | 0.00% | +188+13.1% | 加碼 |
| RDA Financial Network | 1,650 | $31.0 萬 | 0.13% | +475+40.4% | 加碼 |
| Los Angeles Capital Management LLC | 1,661 | $31.2 萬 | 0.00% | −400−19.4% | 減碼 |
| Nilsine Partners, LLC | 1,674 | $31.5 萬 | 0.05% | −472−22.0% | 減碼 |
| Coldstream Capital Management Inc | 1,690 | $31.8 萬 | 0.01% | +14+0.8% | 加碼 |
| PEAK6 Investments LLC | 1,697 | $31.9 萬 | 0.02% | +730+75.5% | 加碼 |
| SG Americas Securities, LLC | 1,711 | $32.2 萬 | 0.00% | +244+16.6% | 加碼 |
| Chicago Capital, LLC | 1,728 | $32.5 萬 | 0.02% | 00.0% | 不變 |
| Vident Advisory, LLC | 1,734 | $32.6 萬 | 0.01% | +1,734 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 1,799 | $33.8 萬 | 0.00% | +40+2.3% | 加碼 |
| Vontobel Holding Ltd. | 1,800 | $33.9 萬 | 0.00% | −1,110−38.1% | 減碼 |
| AtonRa Partners | 1,814 | $34.1 萬 | 0.72% | −361−16.6% | 減碼 |
| Cadent Capital Advisors, LLC | 1,819 | $34.2 萬 | 0.17% | 00.0% | 不變 |
| First Republic Investment Management, Inc. | 1,841 | $34.6 萬 | 0.00% | +562+43.9% | 加碼 |
| Fifth Third Bancorp | 1,854 | $34.9 萬 | 0.00% | +1,516+448.5% | 加碼 |
| Jackson Creek Investment Advisors LLC | 1,873 | $35.2 萬 | 0.15% | −89−4.5% | 減碼 |
| Apollon Wealth Management, LLC | 1,894 | $35.6 萬 | 0.02% | −93−4.7% | 減碼 |
| CWM Advisors, LLC | 1,895 | $35.6 萬 | 0.05% | −77−3.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 1,937 | $36.4 萬 | 0.00% | +1,937 | 新進 |
| Moody Aldrich Partners LLC | 1,952 | $36.7 萬 | 0.07% | −43−2.2% | 減碼 |
| ExodusPoint Capital Management, LP | 1,954 | $36.8 萬 | 0.00% | −69,927−97.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,973 | $37.1 萬 | 0.01% | −1,925−49.4% | 減碼 |
| Engineers Gate Manager LP | 2,016 | $37.9 萬 | 0.01% | −10,050−83.3% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 2,025 | $38.1 萬 | 0.00% | 00.0% | 不變 |
| Shelton Capital Management | 2,050 | $38.6 萬 | 0.01% | 00.0% | 不變 |
| Walleye Trading LLC | 2,064 | $38.8 萬 | 0.01% | +2,064 | 新進 |
| Verition Fund Management LLC | 2,096 | $39.4 萬 | 0.01% | −22,776−91.6% | 減碼 |
| Capstone Investment Advisors, LLC | 2,108 | $39.6 萬 | 0.01% | +2,108 | 新進 |
| Ballentine Partners, LLC | 2,189 | $41.2 萬 | 0.01% | 00.0% | 不變 |
| Whittier Trust Co | 2,197 | $41.3 萬 | 0.01% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 2,211 | $41.6 萬 | 0.00% | +752+51.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 2,193 | $41.8 萬 | 0.00% | +2,193 | 新進 |
| Bessemer Securities LLC | 2,253 | $42.4 萬 | 0.59% | −4,879−68.4% | 減碼 |
| Truist Financial Corp | 2,277 | $42.8 萬 | 0.00% | −481−17.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 2,306 | $43.4 萬 | 0.01% | +1,202+108.9% | 加碼 |
| Yarbrough Capital, LLC | 2,318 | $43.6 萬 | 0.03% | 00.0% | 不變 |
| ProShare Advisors LLC | 2,319 | $43.6 萬 | 0.00% | −183−7.3% | 減碼 |
| Commonwealth Equity Services, LLC | 2,339 | $44.0 萬 | 0.00% | −172−6.8% | 減碼 |
| Boothbay Fund Management, LLC | 2,345 | $44.1 萬 | 0.02% | +2,345 | 新進 |
| Lombard Odier Asset Management (USA) Corp | 2,417 | $45.5 萬 | 0.08% | +2,417 | 新進 |
| Wilkinson Global Asset Management LLC | 2,450 | $46.1 萬 | 0.04% | 00.0% | 不變 |
| Raymond James Trust N.A. | 2,496 | $46.9 萬 | 0.01% | −6−0.2% | 減碼 |
| SYSTM Wealth Solutions LLC | 2,525 | $47.5 萬 | 0.07% | −263−9.4% | 減碼 |
| Welch & Forbes LLC | 2,525 | $47.5 萬 | 0.01% | 00.0% | 不變 |
| Seelaus Asset Management LLC | 2,583 | $48.6 萬 | 0.55% | −1,917−42.6% | 減碼 |
| Globeflex Capital L P | 2,600 | $48.9 萬 | 0.06% | +600+30.0% | 加碼 |
| National Wealth Management Group, LLC | 2,625 | $49.4 萬 | 0.54% | +2,625 | 新進 |
| Eukles Asset Management | 2,746 | $51.6 萬 | 0.27% | +26+1.0% | 加碼 |
| Qtron Investments LLC | 2,790 | $52.5 萬 | 0.10% | +1,590+132.5% | 加碼 |
| Magnetar Financial LLC | 2,793 | $52.5 萬 | 0.01% | −11,634−80.6% | 減碼 |
| FORA Capital, LLC | 2,804 | $52.7 萬 | 0.05% | −2,748−49.5% | 減碼 |
| Waldron Private Wealth LLC | 2,841 | $53.4 萬 | 0.03% | 00.0% | 不變 |
| Toroso Investments, LLC | 2,896 | $54.5 萬 | 0.02% | +314+12.2% | 加碼 |
| Fiduciary Trust Co | 2,905 | $54.6 萬 | 0.01% | 00.0% | 不變 |
| Hancock Whitney Corp | 2,922 | $55.0 萬 | 0.02% | −202−6.5% | 減碼 |
| Portside Wealth Group, LLC | 2,929 | $55.1 萬 | 0.10% | +32+1.1% | 加碼 |
| Cornerstone Investment Partners, LLC | 3,015 | $56.7 萬 | 0.04% | +23+0.8% | 加碼 |
| Amundi | 3,051 | $57.6 萬 | 0.00% | +90+3.0% | 加碼 |
| Vestcor Inc | 3,073 | $57.8 萬 | 0.02% | +3,073 | 新進 |
| Fosun International Ltd | 3,175 | $59.7 萬 | 0.10% | +3,175 | 新進 |
| TownSquare Capital, LLC | 3,197 | $60.1 萬 | 0.01% | +209+7.0% | 加碼 |
| Maryland State Retirement & Pension System | 3,367 | $63.3 萬 | 0.01% | 00.0% | 不變 |
| Lazard Asset Management LLC | 3,410 | $64.0 萬 | 0.00% | +654+23.7% | 加碼 |
| Susquehanna International Group, LLP | 3,482 | $65.5 萬 | 0.00% | −3,800−52.2% | 減碼 |
| Mariner, LLC | 3,522 | $66.2 萬 | 0.00% | +375+11.9% | 加碼 |
| Shell Asset Management Co | 3,551 | $66.8 萬 | 0.03% | −62−1.7% | 減碼 |
| CIBC Private Wealth Group, LLC | 3,552 | $66.8 萬 | 0.00% | +3,552 | 新進 |
| HighTower Advisors, LLC | 3,557 | $67.4 萬 | 0.00% | −281−7.3% | 減碼 |
| Commerce Bank | 3,586 | $67.4 萬 | 0.01% | 00.0% | 不變 |
| Securian Asset Management, Inc | 3,638 | $68.4 萬 | 0.02% | −178−4.7% | 減碼 |
| Pacer Advisors, Inc. | 3,640 | $68.5 萬 | 0.00% | −6,663−64.7% | 減碼 |
| Advisory Research Inc | 3,843 | $72.3 萬 | 0.10% | +3,843 | 新進 |
| Procyon Private Wealth Partners, LLC | 3,950 | $74.3 萬 | 0.08% | +549+16.1% | 加碼 |
| Aviva PLC | 3,966 | $74.6 萬 | 0.00% | +3,966 | 新進 |
| XTX Topco Ltd | 3,978 | $74.8 萬 | 0.13% | −989−19.9% | 減碼 |
| LMCG Investments, LLC | 3,999 | $75.2 萬 | 0.05% | +3,999 | 新進 |
| Davy Global Fund Management Ltd | 4,068 | $76.5 萬 | 0.16% | +547+15.5% | 加碼 |
| Guggenheim Capital LLC | 4,072 | $76.6 萬 | 0.01% | +2,325+133.1% | 加碼 |
| Moloney Securities Asset Management, LLC | 4,092 | $77.0 萬 | 0.14% | +4,092 | 新進 |
| Advisor Group Holdings, Inc. | 4,114 | $77.4 萬 | 0.00% | +251+6.5% | 加碼 |
| JustInvest LLC | 4,214 | $79.3 萬 | 0.02% | −27−0.6% | 減碼 |
| Mackenzie Financial Corp | 4,449 | $81.2 萬 | 0.00% | −388−8.0% | 減碼 |
| Fox Run Management, L.L.C. | 4,326 | $81.4 萬 | 0.24% | −1,111−20.4% | 減碼 |
| Cozad Asset Management Inc | 4,350 | $81.8 萬 | 0.11% | +410+10.4% | 加碼 |
| CenterBook Partners LP | 4,372 | $82.2 萬 | 0.10% | −15,713−78.2% | 減碼 |
| Point72 Middle East FZE | 4,397 | $82.7 萬 | 0.05% | −3,579−44.9% | 減碼 |