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 4 季 13F 持有人
WEX Inc. 在 2024/12/31 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
- 431
- 較 2024 年第 3 季 +6 家
- 持有股數
- 4,026 萬
- 較 2024 年第 3 季 −214.2 萬 (−5.1%)
- 總市值
- $70.6 億
- 較 2024 年第 3 季 −$17.3 億 (−19.7%)
- 新進機構
- 64
- 另有 121 家加碼
- 清倉機構
- 58
- 另有 173 家減碼
另有 9 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Legacy Advisors, LLC | 5,220 | $91.5 萬 | 0.09% | +4,172+398.1% | 加碼 |
| Toroso Investments, LLC | 5,129 | $89.9 萬 | 0.01% | +1,529+42.5% | 加碼 |
| Lifestyle Asset Management, Inc. | 4,877 | $85.5 萬 | 0.47% | −36−0.7% | 減碼 |
| Montag & Caldwell, LLC | 4,868 | $85.3 萬 | 0.18% | −183−3.6% | 減碼 |
| Xponance, Inc. | 4,864 | $85.3 萬 | 0.01% | +68+1.4% | 加碼 |
| Colony Group, LLC | 4,843 | $84.9 萬 | 0.00% | −327,820−98.5% | 減碼 |
| Atria Investments LLC | 4,740 | $83.1 萬 | 0.01% | −1,788−27.4% | 減碼 |
| Cornerstone Investment Partners, LLC | 4,572 | $80.2 萬 | 0.04% | +144+3.3% | 加碼 |
| State of Alaska, Department of Revenue | 4,536 | $79.5 萬 | 0.01% | −235−4.9% | 減碼 |
| PEAK6 LLC | 4,409 | $77.3 萬 | 0.03% | +4,409 | 新進 |
| Public Employees Retirement Association of Colorado | 4,395 | $77.1 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 4,375 | $76.7 萬 | 0.02% | +1,454+49.8% | 加碼 |
| Captrust Financial Advisors | 4,271 | $74.9 萬 | 0.00% | +786+22.6% | 加碼 |
| New York Life Investment Management LLC | 4,127 | $72.4 萬 | 0.01% | −912−18.1% | 減碼 |
| EntryPoint Capital, LLC | 4,100 | $71.9 萬 | 0.30% | +2,808+217.3% | 加碼 |
| Squarepoint Ops LLC | 4,073 | $71.4 萬 | 0.00% | −373−8.4% | 減碼 |
| Flputnam Investment Management Co | 4,042 | $70.9 萬 | 0.01% | 00.0% | 不變 |
| Union Bancaire Privee, UBP SA | 4,054 | $70.2 萬 | 0.01% | +4,054 | 新進 |
| TownSquare Capital, LLC | 3,890 | $68.2 萬 | 0.01% | −406−9.5% | 減碼 |
| CIBC Private Wealth Group, LLC | 3,837 | $67.1 萬 | 0.00% | −151−3.8% | 減碼 |
| JustInvest LLC | 3,785 | $66.3 萬 | 0.01% | −648−14.6% | 減碼 |
| Davy Global Fund Management Ltd | 3,574 | $62.7 萬 | 0.07% | +705+24.6% | 加碼 |
| Commerce Bank | 3,554 | $62.3 萬 | 0.00% | −70−1.9% | 減碼 |
| Entropy Technologies, LP | 3,500 | $61.4 萬 | 0.06% | +3,500 | 新進 |
| Keeley-Teton Advisors, LLC | 3,413 | $59.8 萬 | 0.07% | −264−7.2% | 減碼 |
| Dark Forest Capital Management LP | 3,393 | $59.5 萬 | 0.09% | +3,393 | 新進 |
| Procyon Private Wealth Partners, LLC | 3,317 | $58.2 萬 | 0.04% | −374−10.1% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 3,292 | $57.7 萬 | 0.03% | +455+16.0% | 加碼 |
| Mariner, LLC | 3,123 | $54.8 萬 | 0.00% | −534−14.6% | 減碼 |
| HSBC Holdings PLC | 3,113 | $54.7 萬 | 0.00% | +1,818+140.4% | 加碼 |
| Benin Management CORP | 3,041 | $53.3 萬 | 0.15% | +840+38.2% | 加碼 |
| Securian Asset Management, Inc | 3,007 | $52.7 萬 | 0.02% | −188−5.9% | 減碼 |
| Fiduciary Trust Co | 2,965 | $52.0 萬 | 0.01% | +60+2.1% | 加碼 |
| Prudential Financial Inc | 2,899 | $51.9 萬 | 0.00% | −713−19.7% | 減碼 |
| Portside Wealth Group, LLC | 2,938 | $51.5 萬 | 0.09% | −10−0.3% | 減碼 |
| First Hawaiian Bank | 2,933 | $51.4 萬 | 0.02% | −234−7.4% | 減碼 |
| Illinois Municipal Retirement Fund | 2,931 | $51.4 萬 | 0.01% | 00.0% | 不變 |
| Cetera Investment Advisers | 2,915 | $51.1 萬 | 0.00% | −807−21.7% | 減碼 |
| US Bancorp | 2,867 | $50.3 萬 | 0.00% | +27+1.0% | 加碼 |
| American Century Companies Inc | 2,839 | $49.8 萬 | 0.00% | −7,347−72.1% | 減碼 |
| Gator Capital Management, LLC | 2,801 | $49.1 萬 | 0.19% | 00.0% | 不變 |
| Eukles Asset Management | 2,729 | $47.8 萬 | 0.20% | −40−1.4% | 減碼 |
| Inceptionr LLC | 2,595 | $45.5 萬 | 0.10% | +2,595 | 新進 |
| Welch & Forbes LLC | 2,525 | $44.3 萬 | 0.01% | 00.0% | 不變 |
| William Blair Investment Management, LLC | 2,520 | $44.2 萬 | 0.00% | +10.0% | 加碼 |
| CWM Advisors, LLC | 2,501 | $43.8 萬 | 0.05% | +283+12.8% | 加碼 |
| Shell Asset Management Co | 2,480 | $43.5 萬 | 0.02% | −4−0.2% | 減碼 |
| Wilkinson Global Asset Management LLC | 2,450 | $43.0 萬 | 0.03% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 2,444 | $42.9 萬 | 0.01% | −774−24.1% | 減碼 |
| Boit C F David | 2,340 | $41.0 萬 | 0.21% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 2,373 | $40.5 萬 | 0.01% | +598+33.7% | 加碼 |
| Truist Financial Corp | 2,279 | $40.0 萬 | 0.00% | −461−16.8% | 減碼 |
| Centiva Capital, LP | 2,274 | $39.9 萬 | 0.02% | +2,274 | 新進 |
| Sterling Capital Management LLC | 2,198 | $38.5 萬 | 0.01% | +683+45.1% | 加碼 |
| Ballentine Partners, LLC | 2,126 | $37.3 萬 | 0.01% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 2,193 | $37.1 萬 | 0.00% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 2,116 | $37.1 萬 | 0.01% | −268−11.2% | 減碼 |
| Cornercap Investment Counsel Inc | 2,105 | $36.9 萬 | 0.12% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 2,054 | $36.0 萬 | 0.01% | +13+0.6% | 加碼 |
| Axq Capital, LP | 2,018 | $35.4 萬 | 0.16% | +2,018 | 新進 |
| Retirement Planning Co of New England, Inc. | 2,002 | $35.1 萬 | 0.17% | +157+8.5% | 加碼 |
| Verition Fund Management LLC | 1,983 | $34.8 萬 | 0.00% | −12,106−85.9% | 減碼 |
| Snowden Capital Advisors LLC | 1,976 | $34.6 萬 | 0.01% | −195−9.0% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 1,931 | $33.9 萬 | 0.00% | −390−16.8% | 減碼 |
| Moody Aldrich Partners LLC | 1,924 | $33.7 萬 | 0.06% | −9−0.5% | 減碼 |
| Radnor Capital Management, LLC | 1,890 | $33.1 萬 | 0.06% | +1,890 | 新進 |
| Isthmus Partners, LLC | 1,886 | $33.1 萬 | 0.04% | +108+6.1% | 加碼 |
| Walleye Trading LLC | 1,883 | $33.0 萬 | 0.01% | +662+54.2% | 加碼 |
| ProShare Advisors LLC | 1,862 | $32.6 萬 | 0.00% | −1,720−48.0% | 減碼 |
| Globeflex Capital L P | 1,836 | $32.2 萬 | 0.03% | −764−29.4% | 減碼 |
| KBC Group NV | 1,825 | $32.0 萬 | 0.00% | +638+53.7% | 加碼 |
| Cadent Capital Advisors, LLC | 1,819 | $31.9 萬 | 0.11% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 1,805 | $31.6 萬 | 0.00% | −4,520−71.5% | 減碼 |
| Quantessence Capital LLC | 1,788 | $31.3 萬 | 0.13% | +1,788 | 新進 |
| Knollwood Investment Advisory, LLC | 1,744 | $30.6 萬 | 0.03% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 1,742 | $30.5 萬 | 0.06% | −183−9.5% | 減碼 |
| Chicago Capital, LLC | 1,728 | $30.3 萬 | 0.01% | 00.0% | 不變 |
| Legato Capital Management LLC | 1,713 | $30.0 萬 | 0.04% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 1,698 | $29.8 萬 | 0.05% | +1,698 | 新進 |
| J2 Capital Management Inc | 1,688 | $29.6 萬 | 0.28% | +1,688 | 新進 |
| Truvestments Capital LLC | 1,686 | $29.6 萬 | 0.08% | +78+4.9% | 加碼 |
| First Trust Advisors LP | 1,674 | $29.3 萬 | 0.00% | −1,614−49.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 1,644 | $28.8 萬 | 0.00% | −11−0.7% | 減碼 |
| Intech Investment Management LLC | 1,615 | $28.3 萬 | 0.00% | +310+23.8% | 加碼 |
| SageView Advisory Group, LLC | 1,609 | $28.2 萬 | 0.01% | −10−0.6% | 減碼 |
| Commonwealth Equity Services, LLC | 1,590 | $27.9 萬 | 0.00% | −251−13.6% | 減碼 |
| Shelton Capital Management | 1,550 | $27.2 萬 | 0.01% | −125−7.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 1,546 | $27.1 萬 | 0.00% | +1,546 | 新進 |
| Versor Investments LP | 1,534 | $26.9 萬 | 0.05% | −650−29.8% | 減碼 |
| Panagora Asset Management Inc | 1,520 | $26.6 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 1,514 | $26.5 萬 | 0.00% | +690+83.7% | 加碼 |
| Coldstream Capital Management Inc | 1,504 | $26.4 萬 | 0.01% | −331−18.0% | 減碼 |
| Blueshift Asset Management, LLC | 1,455 | $25.5 萬 | 0.09% | +1,455 | 新進 |
| Campbell & CO Investment Adviser LLC | 1,453 | $25.5 萬 | 0.02% | +1,453 | 新進 |
| Evercore Wealth Management, LLC | 1,432 | $25.1 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,425 | $25.0 萬 | 0.00% | +1,007+240.9% | 加碼 |
| Trust Co of Vermont | 1,424 | $25.0 萬 | 0.01% | +1,005+239.9% | 加碼 |
| Alaska Permanent Fund Corp | 1,372 | $24.1 萬 | 0.00% | 00.0% | 不變 |
| Empirical Asset Management, LLC | 2,275 | $24.0 萬 | 0.08% | +2,275 | 新進 |
| EP Wealth Advisors, LLC | 1,356 | $23.8 萬 | 0.00% | +158+13.2% | 加碼 |