Institutional Ownership Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX). We have compiled data on the 441 institutions that hold shares in the stock, with a total of 39.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
2,383
shares
|
$326,256
0.02% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,315
shares
|
$316,946
0.05% of portfolio
|
Q3 2025
Reduced 83.0%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,271
shares
|
$310,922
0.0% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Deka Bank Deutsche Girozentrale
|
Nov 03, 2025 Q3 2025 |
2,193
shares
|
$300,243
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
2,147
shares
|
$293,945
0.0% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
2,140
shares
|
$292,987
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
2,135
shares
|
$292,302
0.01% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Legato Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
2,072
shares
|
$283,677
0.04% of portfolio
|
Q2 2025
Added 32.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2,027
shares
|
$277,516
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 10, 2025 Q3 2025 |
2,023
shares
|
$276,968
0.04% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,979
shares
|
$270,944
0.0% of portfolio
|
Q3 2025
Added 3198.33%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,932
shares
|
$264,510
0.0% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
1,852
shares
|
$253,557
0.01% of portfolio
|
Q1 2025
Reduced 12.48%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
1,843
shares
|
$252,325
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,841
shares
|
$252,051
0.0% of portfolio
|
Q3 2023
Added 43.94%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
1,818
shares
|
$248,902
0.02% of portfolio
|
Q3 2025
Added 62.18%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,800
shares
|
$246,438
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,795
shares
|
$245,753
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
1,794
shares
|
$245,616
0.0% of portfolio
|
Q2 2025
Reduced 14.57%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
1,787
shares
|
$244,658
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,776
shares
|
$243,152
0.0% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
1,749
shares
|
$239,455
0.08% of portfolio
|
Q3 2025
Reduced 17.62%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
1,728
shares
|
$236,580
0.01% of portfolio
|
Q2 2022
Reduced 2.26%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,706
shares
|
$233,568
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
1,674
shares
|
$229,187
0.02% of portfolio
|
Q3 2025
Reduced 4.01%
|
|