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 |
|---|---|---|---|---|---|
|
Cambiar Investors LLC
|
Nov 03, 2025 Q3 2025 |
40,719
shares
|
$5.57 Million
0.33% of portfolio
|
Q3 2025
Reduced 22.3%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
39,500
shares
|
$5.41 Million
0.0% of portfolio
|
Q3 2025
Reduced 67.09%
|
|
|
New South Capital Management Inc
Memphis, TN |
Nov 06, 2025 Q3 2025 |
36,865
shares
|
$5.05 Million
0.3% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2025 Q3 2025 |
35,300
shares
|
$4.83 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Graham & Co., Investment Advisors, LP
|
Jan 29, 2024 Q4 2023 |
33,979
shares
|
$4.65 Million
0.76% of portfolio
|
Q4 2023
Reduced 0.61%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
31,518
shares
|
$4.32 Million
0.06% of portfolio
|
Q3 2025
Reduced 19.54%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 14, 2025 Q3 2025 |
31,398
shares
|
$4.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.5%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
30,948
shares
|
$4.24 Million
0.01% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
30,673
shares
|
$4.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
30,275
shares
|
$4.14 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
29,344
shares
|
$4.02 Million
0.05% of portfolio
|
Q3 2025
Added 665.96%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
27,877
shares
|
$3.82 Million
0.06% of portfolio
|
Q3 2025
Reduced 23.73%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
27,692
shares
|
$3.79 Million
0.07% of portfolio
|
Q3 2025
Reduced 31.05%
|
|
|
Long Road Investment Counsel, LLC
|
Nov 14, 2025 Q3 2025 |
27,674
shares
|
$3.79 Million
1.61% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
27,657
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
27,510
shares
|
$3.77 Million
0.01% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
26,782
shares
|
$3.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
26,405
shares
|
$3.62 Million
0.0% of portfolio
|
Q2 2025
Added 117.18%
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
25,751
shares
|
$3.53 Million
0.01% of portfolio
|
Q3 2025
Reduced 49.51%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
24,667
shares
|
$3.38 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
24,088
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2025
Added 103.76%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
23,305
shares
|
$3.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
22,826
shares
|
$3.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2025 Q3 2025 |
22,682
shares
|
$3.11 Million
0.18% of portfolio
|
Q3 2025
Added 52.25%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
22,498
shares
|
$3.08 Million
0.47% of portfolio
|
Q2 2024
Reduced 0.29%
|
|