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。
2024 年第 1 季 13F 持有人
WEX Inc. 在 2024/3/31 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
- 421
- 較 2023 年第 4 季 +8 家
- 持有股數
- 4,181 萬
- 較 2023 年第 4 季 −4.38 萬 (−0.1%)
- 總市值
- $99.2 億
- 較 2023 年第 4 季 +$17.7 億 (+21.7%)
- 新進機構
- 55
- 另有 117 家加碼
- 清倉機構
- 47
- 另有 171 家減碼
另有 5 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 4,380 | $103.9 萬 | 0.00% | −14−0.3% | 減碼 |
| Edgestream Partners, L.P. | 4,352 | $103.4 萬 | 0.05% | +2,972+215.4% | 加碼 |
| Cerity Partners LLC | 4,286 | $101.8 萬 | 0.00% | +4,286 | 新進 |
| Schonfeld Strategic Advisors LLC | 4,223 | $100.3 萬 | 0.01% | −96,178−95.8% | 減碼 |
| Phoenix Holdings Ltd. | 4,180 | $99.0 萬 | 0.01% | +4,180 | 新進 |
| Oppenheimer Asset Management Inc. | 4,164 | $98.9 萬 | 0.01% | +2,901+229.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,100 | $97.4 萬 | 0.00% | −11−0.3% | 減碼 |
| JustInvest LLC | 4,017 | $95.4 萬 | 0.02% | +1,488+58.8% | 加碼 |
| Renaissance Technologies LLC | 4,000 | $95.0 萬 | 0.00% | −28,200−87.6% | 減碼 |
| HighTower Advisors, LLC | 4,017 | $94.9 萬 | 0.00% | +43+1.1% | 加碼 |
| Keeley-Teton Advisors, LLC | 3,956 | $94.0 萬 | 0.12% | −32−0.8% | 減碼 |
| Davy Global Fund Management Ltd | 3,947 | $93.8 萬 | 0.11% | −49−1.2% | 減碼 |
| Mackenzie Financial Corp | 3,899 | $92.6 萬 | 0.00% | −240−5.8% | 減碼 |
| SageView Advisory Group, LLC | 15,603 | $90.4 萬 | 0.05% | +14,608+1,468.1% | 加碼 |
| Procyon Private Wealth Partners, LLC | 3,807 | $90.4 萬 | 0.07% | −156−3.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 3,760 | $89.2 萬 | 0.00% | −11−0.3% | 減碼 |
| Commerce Bank | 3,564 | $84.7 萬 | 0.01% | −8−0.2% | 減碼 |
| Securian Asset Management, Inc | 3,538 | $84.0 萬 | 0.02% | −100−2.7% | 減碼 |
| Mariner, LLC | 3,457 | $82.1 萬 | 0.00% | +281+8.8% | 加碼 |
| Versor Investments LP | 3,379 | $80.3 萬 | 0.16% | −5,212−60.7% | 減碼 |
| Harbor Capital Advisors, Inc. | 3,299 | $78.4 萬 | 0.10% | +3,299 | 新進 |
| TownSquare Capital, LLC | 3,294 | $78.2 萬 | 0.01% | +165+5.3% | 加碼 |
| Maryland State Retirement & Pension System | 3,367 | $77.3 萬 | 0.02% | 00.0% | 不變 |
| Cornerstone Investment Partners, LLC | 3,250 | $77.2 萬 | 0.04% | −28−0.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 3,196 | $76.0 萬 | 0.01% | −6,402−66.7% | 減碼 |
| Prudential Financial Inc | 2,974 | $70.6 萬 | 0.00% | −3,519−54.2% | 減碼 |
| Dynamic Technology Lab Private Ltd | 2,950 | $70.1 萬 | 0.07% | +2,950 | 新進 |
| Portside Wealth Group, LLC | 2,917 | $69.3 萬 | 0.13% | −10.0% | 減碼 |
| Fiduciary Trust Co | 2,905 | $69.0 萬 | 0.01% | 00.0% | 不變 |
| Gator Capital Management, LLC | 2,801 | $66.5 萬 | 0.36% | +2,801 | 新進 |
| LMCG Investments, LLC | 2,800 | $66.5 萬 | 0.04% | −1,199−30.0% | 減碼 |
| Qtron Investments LLC | 2,790 | $66.3 萬 | 0.09% | 00.0% | 不變 |
| Central Pacific Bank - Trust Division | 2,749 | $65.2 萬 | 0.08% | +2,749 | 新進 |
| Eukles Asset Management | 2,738 | $65.0 萬 | 0.28% | −10.0% | 減碼 |
| Amundi | 2,699 | $62.0 萬 | 0.00% | +27+1.0% | 加碼 |
| SYSTM Wealth Solutions LLC | 2,607 | $61.9 萬 | 0.08% | −329−11.2% | 減碼 |
| Globeflex Capital L P | 2,600 | $61.8 萬 | 0.06% | 00.0% | 不變 |
| Hancock Whitney Corp | 2,597 | $61.7 萬 | 0.02% | −245−8.6% | 減碼 |
| Welch & Forbes LLC | 2,525 | $60.0 萬 | 0.01% | 00.0% | 不變 |
| Wilkinson Global Asset Management LLC | 2,450 | $58.2 萬 | 0.04% | 00.0% | 不變 |
| Truist Financial Corp | 2,433 | $57.8 萬 | 0.00% | +734+43.2% | 加碼 |
| Raymond James Trust N.A. | 2,423 | $57.6 萬 | 0.01% | −33−1.3% | 減碼 |
| Captrust Financial Advisors | 2,396 | $56.9 萬 | 0.00% | −5,456−69.5% | 減碼 |
| Advisory Services Network, LLC | 2,296 | $54.5 萬 | 0.01% | +1,855+420.6% | 加碼 |
| Ethic Inc. | 2,273 | $54.0 萬 | 0.01% | −330−12.7% | 減碼 |
| Engineers Gate Manager LP | 2,261 | $53.7 萬 | 0.01% | +2,261 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 2,253 | $53.5 萬 | 0.00% | +299+15.3% | 加碼 |
| Commonwealth Equity Services, LLC | 2,217 | $52.7 萬 | 0.00% | −112−4.8% | 減碼 |
| Ballentine Partners, LLC | 2,166 | $51.4 萬 | 0.01% | −23−1.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 2,193 | $50.2 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 2,085 | $49.5 萬 | 0.00% | −163−7.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,053 | $48.8 萬 | 0.01% | −5,539−73.0% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 2,044 | $48.6 萬 | 0.01% | +805+65.0% | 加碼 |
| Aigen Investment Management, LP | 1,996 | $47.4 萬 | 0.10% | +1,996 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 1,972 | $46.8 萬 | 0.00% | +79+4.2% | 加碼 |
| Moody Aldrich Partners LLC | 1,936 | $46.0 萬 | 0.08% | −12−0.6% | 減碼 |
| Two Sigma Investments, LP | 1,900 | $45.1 萬 | 0.00% | −7,100−78.9% | 減碼 |
| Walleye Trading LLC | 1,895 | $45.0 萬 | 0.01% | +708+59.6% | 加碼 |
| Apollon Wealth Management, LLC | 1,869 | $44.4 萬 | 0.01% | −46−2.4% | 減碼 |
| Shell Asset Management Co | 2,484 | $44.0 萬 | 0.02% | −249−9.1% | 減碼 |
| Shelton Capital Management | 1,843 | $43.8 萬 | 0.01% | 00.0% | 不變 |
| Cadent Capital Advisors, LLC | 1,819 | $43.2 萬 | 0.17% | 00.0% | 不變 |
| Truvestments Capital LLC | 1,819 | $43.2 萬 | 0.17% | +271+17.5% | 加碼 |
| XTX Topco Ltd | 1,811 | $43.0 萬 | 0.06% | −758−29.5% | 減碼 |
| Banco Santander, S.A. | 1,803 | $42.8 萬 | 0.01% | +1,803 | 新進 |
| InterOcean Capital Group, LLC | 1,795 | $42.6 萬 | 0.01% | 00.0% | 不變 |
| CWM Advisors, LLC | 1,735 | $41.2 萬 | 0.04% | −479−21.6% | 減碼 |
| Los Angeles Capital Management LLC | 1,733 | $41.2 萬 | 0.00% | 00.0% | 不變 |
| Chicago Capital, LLC | 1,728 | $41.0 萬 | 0.01% | 00.0% | 不變 |
| Profund Advisors LLC | 1,693 | $40.2 萬 | 0.02% | +309+22.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 1,659 | $39.4 萬 | 0.00% | −23−1.4% | 減碼 |
| Coldstream Capital Management Inc | 1,607 | $38.2 萬 | 0.01% | −16−1.0% | 減碼 |
| Ossiam | 1,585 | $37.6 萬 | 0.01% | +1,285+428.3% | 加碼 |
| Guggenheim Capital LLC | 1,564 | $37.1 萬 | 0.00% | +1,564 | 新進 |
| Retirement Planning Co of New England, Inc. | 1,535 | $36.5 萬 | 0.20% | −20−1.3% | 減碼 |
| Boit C F David | 1,740 | $36.4 萬 | 0.20% | 00.0% | 不變 |
| HSBC Holdings PLC | 1,505 | $35.7 萬 | 0.00% | −15,408−91.1% | 減碼 |
| Evercore Wealth Management, LLC | 1,432 | $34.0 萬 | 0.01% | 00.0% | 不變 |
| Petrus Trust Company, LTA | 1,423 | $33.8 萬 | 0.03% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 1,421 | $33.8 萬 | 0.00% | +1,421 | 新進 |
| Foyston, Gordon, & Payne Inc | 1,410 | $33.5 萬 | 0.08% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 1,382 | $32.8 萬 | 0.00% | −4,894−78.0% | 減碼 |
| Vontobel Holding Ltd. | 1,357 | $32.2 萬 | 0.00% | −279−17.1% | 減碼 |
| Simon Quick Advisors, LLC | 1,354 | $32.2 萬 | 0.02% | +1,354 | 新進 |
| Atria Wealth Solutions, Inc. | 1,322 | $31.4 萬 | 0.00% | +153+13.1% | 加碼 |
| Veriti Management LLC | 1,261 | $30.0 萬 | 0.02% | +36+2.9% | 加碼 |
| Stifel Financial Corp | 1,258 | $29.9 萬 | 0.00% | −641−33.8% | 減碼 |
| Snowden Capital Advisors LLC | 1,224 | $29.1 萬 | 0.01% | −67−5.2% | 減碼 |
| Handelsinvest Investeringsforvaltning | 1,208 | $28.7 萬 | 0.14% | −628−34.2% | 減碼 |
| CIBC Asset Management Inc | 1,206 | $28.6 萬 | 0.00% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 1,190 | $28.3 萬 | 0.00% | −1,107−48.2% | 減碼 |
| Wendell David Associates Inc | 1,189 | $28.2 萬 | 0.03% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 1,180 | $28.0 萬 | 0.00% | −85−6.7% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 1,153 | $27.4 萬 | 0.01% | −32−2.7% | 減碼 |
| Two Sigma Securities, LLC | 1,142 | $27.1 萬 | 0.01% | +1,142 | 新進 |
| Scientech Research LLC | 1,121 | $26.6 萬 | 0.14% | +1,121 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 1,095 | $26.0 萬 | 0.01% | +1,095 | 新進 |
| Seelaus Asset Management LLC | 1,091 | $25.9 萬 | 0.26% | −850−43.8% | 減碼 |
| Ieq Capital, LLC | 1,078 | $25.6 萬 | 0.00% | +5+0.5% | 加碼 |
| Moors & Cabot, Inc. | 1,050 | $24.9 萬 | 0.01% | +1,050 | 新進 |