Institutional Ownership Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX). We have compiled data on the 461 institutions that hold shares in the stock, with a total of 41.5 Million shares, which have been reported (via 13F filing form) to have a value of $7.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
82,090
shares
|
$15.1 Million
0.02% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 07, 2024 Q3 2024 |
81,826
shares
|
$15 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Distillate Capital Partners LLC
|
Nov 13, 2024 Q3 2024 |
81,541
shares
|
$15 Million
0.87% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Handelsbanken Fonder Ab
|
Feb 03, 2025 Q4 2024 |
80,344
shares
|
$14.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 46.02%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
78,721
shares
|
$14.5 Million
0.02% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
77,512
shares
|
$14.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 50.09%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Nov 13, 2024 Q3 2024 |
77,105
shares
|
$14.2 Million
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Retirement Systems Of Alabama
|
Jan 27, 2025 Q4 2024 |
75,273
shares
|
$13.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,442
shares
|
$13.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
73,634
shares
|
$13.5 Million
0.0% of portfolio
|
Q3 2024
Added 31.68%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
72,262
shares
|
$13.3 Million
0.01% of portfolio
|
Q3 2024
Added 43.46%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
71,836
shares
|
$13.2 Million
0.0% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
70,987
shares
|
$13.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
68,539
shares
|
$12.6 Million
0.03% of portfolio
|
Q3 2024
Added 300.44%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
67,605
shares
|
$12.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.62%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
65,633
shares
|
$12.1 Million
0.73% of portfolio
|
Q4 2023
Added 387.25%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
57,263
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Cambiar Investors LLC
|
Jan 29, 2025 Q4 2024 |
57,206
shares
|
$10.5 Million
0.42% of portfolio
|
Q4 2024
Reduced 12.03%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
56,926
shares
|
$10.5 Million
0.26% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
55,503
shares
|
$10.2 Million
0.17% of portfolio
|
Q3 2024
Reduced 17.08%
|
|
|
New South Capital Management Inc
Memphis, TN |
Nov 05, 2024 Q3 2024 |
55,459
shares
|
$10.2 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Incline Global Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
50,626
shares
|
$9.31 Million
5.44% of portfolio
|
Q3 2024
Reduced 20.58%
|
|
|
New York State Teachers Retirement System
|
Jan 30, 2025 Q4 2024 |
49,637
shares
|
$9.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Peregrine Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
48,304
shares
|
$8.88 Million
0.27% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
47,549
shares
|
$8.74 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.62%
|