WexWEX
13F holders, Q1 2024 (March 31)421holders
9famous investors
$237.23avg. 13F price*
At the end of Q1 2024, 421 institutions reported holding Wex Inc. (WEX) in their 13F filings. The largest holders were Vanguard Group Inc. ($976.0M), Janus Henderson Group PLC ($971.2M) and BlackRock Inc. ($915.8M). 9 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Wex Inc.
- CUSIP
- 96208T104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $268.5M |
| Exits | 47 | $119.1M |
Ownership 421 holders
| Vanguard Group Inc. | 0.02% | Reduce -2.1% | 4,108,779 | $976.0M |
| Janus Henderson Group PLC | 0.53% | Reduce -0.1% | 4,088,581 | $971.2M |
| BlackRock Inc. | 0.02% | Add +0.4% | 3,855,565 | $915.8M |
| Wellington Management Group LLP | 0.12% | Reduce -10.9% | 2,782,601 | $661.0M |
| Impactive Capital LP | 18.91% | No change | 2,105,947 | $500.2M |
| Morgan Stanley | 0.04% | Add +2.0% | 1,956,196 | $464.7M |
| Par Capital Management Inc. | 13.67% | No change | 1,850,000 | $439.4M |
| State Street Corp. | 0.01% | Add +4.0% | 1,268,759 | $301.4M |
| FMR LLC | 0.02% | Add +135.1% | 1,101,712 | $261.7M |
| Lyrical Asset Management LP | 3.12% | New | 883,929 | $210.0M |
| JPMorgan Chase & Co. | 0.02% | Reduce -17.5% | 851,884 | $202.3M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1.99% | Reduce -0.0% | 866,068 | $199.7M |
| Bessemer Group Inc. | 0.32% | Add +0.6% | 735,313 | $174.7M |
| Geode Capital Management, LLC | 0.02% | Add +4.5% | 699,367 | $166.2M |
| River Road Asset Management, LLC | 2.11% | Reduce -9.6% | 658,000 | $156.3M |
| Neuberger Berman Group LLC | 0.12% | Reduce -3.5% | 617,444 | $146.7M |
| Bank of America Corp. | 0.01% | Add +4.8% | 610,681 | $145.1M |
| Brown Advisory Inc. | 0.19% | Reduce -1.2% | 609,436 | $144.8M |
| Norges Bank | 0.02% | Reduce -3.1% | 446,773 | $106.1M |
| Primecap Management Co. | 0.08% | Reduce -3.0% | 441,040 | $104.8M |
| Federated Hermes, Inc. | 0.21% | Add +5.0% | 390,544 | $92.8M |
| Jennison Associates LLC | 0.06% | Reduce -13.8% | 380,873 | $90.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +9.0% | 368,864 | $87.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.3% | 360,980 | $85.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.0% | 334,740 | $79.5M |
| Loomis Sayles & Co. L P | 0.11% | Reduce -0.5% | 312,581 | $74.2M |
| Stephens Investment Management Group LLC | 0.97% | Reduce -16.1% | 305,523 | $72.6M |
| Ameriprise Financial Inc. | 0.02% | Add +1.8% | 300,617 | $71.4M |
| Northern Trust Corp. | 0.01% | Reduce -12.9% | 288,817 | $68.6M |
| TimesSquare Capital Management, LLC | 0.91% | Reduce -9.0% | 262,452 | $62.3M |
| Westfield Capital Management Co. LP | 0.32% | Add +13.3% | 258,384 | $61.4M |
| Baron Capital (BAMCO) | 0.16% | Add +0.1% | 253,576 | $60.2M |
| Premier Fund Managers Ltd | 2.36% | No change | 254,000 | $59.5M |
| Deutsche Bank AG | 0.02% | Add +436.8% | 224,049 | $53.2M |
| Nuveen Asset Management, LLC | 0.02% | Reduce -19.9% | 223,468 | $53.1M |
| Rockefeller Capital Management L.P. | 0.14% | Reduce -0.6% | 208,205 | $49.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -10.6% | 198,852 | $47.2M |
| Handelsbanken Fonder AB | 0.20% | Add +21.4% | 198,844 | $47.2M |
| HM Payson & Co. | 0.75% | Add +4.8% | 169,230 | $40.2M |
| Principal Financial Group Inc. | 0.02% | Add +2.2% | 161,266 | $38.3M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +33.8% | 160,328 | $38.1M |
| Renaissance Group LLC | 1.41% | Add +7.2% | 157,552 | $37.4M |
| Millennium Management | 0.03% | Reduce -42.6% | 147,313 | $35.0M |
| Kodai Capital Management LP | 0.81% | Reduce -42.8% | 146,391 | $34.8M |
| Rhumbline Advisers | 0.03% | Reduce -4.0% | 131,195 | $31.2M |
| Williams Jones Wealth Management, LLC. | 0.39% | Reduce -0.8% | 128,428 | $30.5M |
| Marshall Wace, LLP | 0.05% | Reduce -26.4% | 126,580 | $30.1M |
| Freshford Capital Management, LLC | 5.03% | Add +36.0% | 123,127 | $29.2M |
| Blair William & Co. | 0.09% | Reduce -13.6% | 116,152 | $27.6M |
| Invesco Ltd. | 0.01% | Add +26.5% | 116,033 | $27.6M |
| Panagora Asset Management Inc. | 0.14% | Reduce -0.2% | 114,009 | $27.1M |
| WCM Investment Management, LLC | 0.06% | Add +0.4% | 108,569 | $25.8M |
| Invenomic Capital Management LP | 1.23% | Reduce -51.0% | 96,966 | $23.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -6.1% | 89,125 | $21.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +6.9% | 86,318 | $20.5M |
| Hill City Capital, LP | 1.49% | No change | 85,000 | $20.2M |
| Swiss National Bank | 0.01% | Reduce -0.5% | 84,326 | $20.0M |
| New South Capital Management Inc. | 0.83% | Reduce -4.4% | 83,282 | $19.8M |
| Credit Suisse AG/ | 0.02% | Add +0.1% | 82,090 | $19.5M |
| Retirement Systems of Alabama | 0.07% | Add +0.2% | 80,567 | $19.1M |
| California Public Employees Retirement System | 0.01% | Reduce -1.5% | 78,798 | $18.7M |
| Raymond James & Associates | 0.01% | Reduce -1.7% | 76,666 | $18.2M |
| Creative Planning | 0.02% | Reduce -1.1% | 76,435 | $18.2M |
| Hotchkis & Wiley Capital Management LLC | 0.06% | Add +0.0% | 75,123 | $17.8M |
| Incline Global Management LLC | 5.02% | Reduce -29.2% | 66,590 | $15.8M |
| Spinnaker Trust | 1.01% | No change | 65,633 | $15.6M |
| Legal & General Group Plc | 0.00% | Add +0.9% | 65,065 | $15.5M |
| Penserra Capital Management LLC | 0.19% | New | 64,701 | $15.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -7.1% | 60,237 | $14.3M |
| Vident Advisory, LLC | 0.29% | Add +1610.6% | 58,264 | $13.8M |
| Wells Fargo & Company | 0.00% | Reduce -5.9% | 58,253 | $13.8M |
| American International Group, Inc. | 0.05% | Reduce -2.0% | 56,738 | $13.5M |
| Cambiar Investors LLC | 0.49% | Add +0.3% | 54,874 | $13.0M |
| Thompson Siegel & Walmsley LLC | 0.19% | Reduce -12.8% | 52,492 | $12.5M |
| AQR Capital Management | 0.02% | Reduce -42.3% | 52,573 | $12.4M |
| New York State Teachers Retirement System | 0.03% | Add +1.2% | 52,245 | $12.4M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +44.7% | 51,422 | $12.2M |
| State of Wisconsin Investment Board | 0.03% | Reduce -10.7% | 50,442 | $12.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.1% | 49,767 | $11.8M |
| Peregrine Capital Management LLC | 0.32% | Add +0.0% | 46,724 | $11.1M |
| Barclays PLC | 0.00% | Add +14.6% | 45,934 | $10.9M |
| Sei Investments Co. | 0.02% | Add +60.0% | 44,981 | $10.7M |
| California State Teachers Retirement System | 0.01% | Reduce -5.7% | 42,789 | $10.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.4% | 41,210 | $9.8M |
| Bridgewater Associates | 0.05% | Add +1753.8% | 40,135 | $9.5M |
| D. E. Shaw & Co. | 0.01% | Add +20.9% | 38,771 | $9.2M |
| Comerica Bank | 0.04% | Reduce -31.4% | 37,835 | $9.0M |
| Texas Permanent School Fund Corp. | 0.07% | Add +1.3% | 37,403 | $8.9M |
| Boston Partners | 0.01% | Reduce -5.6% | 38,332 | $8.8M |
| Gotham Asset Management | 0.13% | Add +31.0% | 36,506 | $8.7M |
| Danske Bank A/S | 0.03% | — | 35,670 | $8.5M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +0.6% | 35,375 | $8.4M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -79.3% | 35,156 | $8.4M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +10.7% | 45,259 | $8.3M |
| Trexquant Investment LP | 0.17% | New | 34,867 | $8.3M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.26% | Add +3.5% | 34,092 | $8.1M |
| First Trust Advisors LP | 0.01% | Reduce -68.7% | 34,012 | $8.1M |
| New York State Common Retirement Fund | 0.01% | Reduce -14.2% | 33,741 | $8.0M |
| Jacobs Levy Equity Management, Inc. | 0.04% | Add +0.5% | 33,186 | $7.9M |
| Dana Investment Advisors, Inc. | 0.24% | New | 30,999 | $7.4M |
"% of holder's portfolio" is WEX's weight in each manager's 13F, not the share of Wex Inc. the manager owns.