WexWEX
13F holders, Q4 2024 (December 31)431holders −3
47new positions
55sold out
8famous investors
$175.46avg. 13F price*
At the end of Q4 2024, 431 institutions reported holding Wex Inc. (WEX) in their 13F filings, down 3 from Q3 2024. 47 opened new positions and 55 sold out. The largest holders were Janus Henderson Group PLC ($710.5M), Vanguard Group Inc. ($662.4M) and BlackRock, Inc. ($635.2M). 8 famous investors held it, including John W. Rogers Jr. (0.6% of Ariel Investments's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Wex Inc.
- CUSIP
- 96208T104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $74.0M |
| Exits | 55 | $201.8M |
All 13F filers, Q3 2024 → Q4 2024: 2,892,573 shares bought and 5,147,624 shares sold, net −2,255,051 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 431 holders
| Janus Henderson Group PLC | 0.36% | Reduce -2.7% | 4,052,379 | $710.5M |
| Vanguard Group Inc. | 0.01% | Reduce -1.8% | 3,777,965 | $662.4M |
| BlackRock, Inc. | 0.01% | Reduce -0.5% | 3,622,888 | $635.2M |
| Morgan Stanley | 0.03% | Reduce -3.1% | 2,197,304 | $385.2M |
| Impactive Capital LP | 15.23% | Reduce -2.5% | 2,116,618 | $371.1M |
| JPMorgan Chase & Co. | 0.03% | Add +105.8% | 2,046,614 | $358.8M |
| Par Capital Management Inc. | 9.58% | No change | 1,850,000 | $324.3M |
| State Street Corp. | 0.01% | Add +0.3% | 1,245,059 | $218.3M |
| FMR LLC | 0.01% | Reduce -24.4% | 1,175,117 | $206.0M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1.40% | Reduce -2.9% | 883,495 | $162.7M |
| Earnest Partners LLC | 0.68% | Add +1.0% | 872,734 | $153.0M |
| Wellington Management Group LLP | 0.03% | Reduce -68.2% | 828,990 | $145.3M |
| Lyrical Asset Management LP | 2.13% | Add +0.4% | 823,434 | $144.4M |
| River Road Asset Management, LLC | 1.69% | Add +0.8% | 725,842 | $127.3M |
| Geode Capital Management, LLC | 0.01% | Reduce -2.2% | 678,331 | $119.0M |
| Bank of America Corp. | 0.01% | Add +14.2% | 670,406 | $117.5M |
| Bessemer Group Inc. | 0.19% | Reduce -17.5% | 648,548 | $113.7M |
| Dimensional Fund Advisors LP | 0.03% | Add +3.1% | 602,693 | $105.7M |
| Sei Investments Co. | 0.11% | Add +5.2% | 481,490 | $84.4M |
| Norges Bank | 0.01% | Add +4.5% | 459,361 | $80.5M |
| Federated Hermes, Inc. | 0.15% | Reduce -2.5% | 403,089 | $70.7M |
| Bank of New York Mellon Corp | 0.01% | Add +8.8% | 374,359 | $65.6M |
| Northern Trust Corp. | 0.01% | Add +16.8% | 358,371 | $62.8M |
| Neuberger Berman Group LLC | 0.05% | Reduce -11.8% | 357,297 | $62.6M |
| Ariel Investments | 0.60% | Add +113.0% | 318,272 | $55.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.7% | 316,682 | $55.5M |
| Primecap Management Co. | 0.04% | Add +8.1% | 315,280 | $55.3M |
| Loomis Sayles & Co. L P | 0.07% | Reduce -0.4% | 306,911 | $53.8M |
| Premier Fund Managers Ltd | 1.82% | No change | 300,000 | $51.2M |
| Brown Advisory Inc. | 0.06% | Reduce -46.0% | 276,639 | $48.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -20.3% | 266,344 | $46.7M |
| Hotchkis & Wiley Capital Management LLC | 0.12% | Add +21.0% | 212,630 | $37.3M |
| UBS Group AG | 0.01% | Add +526.6% | 206,820 | $36.3M |
| Baron Capital (BAMCO) | 0.09% | Reduce -16.5% | 203,300 | $35.6M |
| D. E. Shaw & Co. | 0.04% | Add +1684.2% | 201,922 | $35.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +11.2% | 193,971 | $34.0M |
| Sunriver Management LLC | 3.75% | Reduce -32.5% | 178,579 | $31.3M |
| Snyder Capital Management L P | 0.56% | Add +48.5% | 151,625 | $26.6M |
| AQR Capital Management | 0.03% | Add +5562.2% | 151,125 | $26.1M |
| Rice Hall James & Associates, LLC | 1.39% | Reduce -6.5% | 144,030 | $25.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.1% | 135,856 | $23.8M |
| New York State Common Retirement Fund | 0.03% | Reduce -1.6% | 125,599 | $22.0M |
| Blair William & Co. | 0.06% | Reduce -3.9% | 124,141 | $21.8M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -2.5% | 122,977 | $21.6M |
| Rhumbline Advisers | 0.02% | Reduce -1.6% | 120,502 | $21.1M |
| WCM Investment Management, LLC | 0.04% | Reduce -1.9% | 111,128 | $19.0M |
| Gotham Asset Management | 0.17% | Add +16.6% | 104,898 | $18.4M |
| Williams Jones Wealth Management, LLC. | 0.22% | Reduce -4.7% | 103,238 | $18.1M |
| Invenomic Capital Management LP | 0.94% | New | 95,123 | $16.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.1% | 91,332 | $16.0M |
| Distillate Capital Partners LLC | 0.77% | Add +10.2% | 89,823 | $15.7M |
| Hill City Capital, LP | 0.95% | No change | 85,000 | $14.9M |
| Creative Planning | 0.01% | Add +7.8% | 84,826 | $14.9M |
| Fisher Asset Management | 0.01% | Add +168.8% | 82,896 | $14.5M |
| Swiss National Bank | 0.01% | Reduce -1.3% | 80,726 | $14.2M |
| Handelsbanken Fonder AB | 0.05% | Reduce -46.0% | 80,344 | $14.1M |
| Retirement Systems of Alabama | 0.05% | Reduce -2.0% | 75,273 | $13.2M |
| CenterBook Partners LP | 0.76% | Add +379.8% | 72,815 | $12.8M |
| California Public Employees Retirement System | 0.01% | Reduce -5.7% | 72,721 | $12.7M |
| Freshford Capital Management, LLC | 3.68% | Reduce -62.7% | 71,499 | $12.5M |
| Raymond James Financial Inc. | 0.00% | — | 70,978 | $12.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -5.3% | 67,231 | $11.8M |
| Spinnaker Trust | 0.73% | No change | 65,633 | $11.5M |
| Legal & General Group Plc | 0.00% | Reduce -2.7% | 65,420 | $11.5M |
| Invesco Ltd. | 0.00% | Reduce -7.9% | 62,240 | $10.9M |
| HM Payson & Co. | 0.18% | Reduce -58.6% | 61,829 | $10.8M |
| Natixis Advisors, LLC | 0.02% | Reduce -11.1% | 60,921 | $10.7M |
| Penserra Capital Management LLC | 0.19% | Add +5.8% | 60,215 | $10.6M |
| Thompson Siegel & Walmsley LLC | 0.16% | Add +7.6% | 59,697 | $10.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -19.1% | 58,475 | $10.3M |
| Cambiar Investors LLC | 0.40% | Reduce -12.0% | 57,206 | $10.0M |
| Marshall Wace, LLP | 0.01% | Reduce -26.8% | 56,756 | $10.0M |
| State of Wisconsin Investment Board | 0.03% | Add +15.9% | 55,090 | $9.7M |
| Millennium Management | 0.01% | Reduce -41.6% | 54,823 | $9.6M |
| Tudor Investment Corporation | 0.10% | Add +36.4% | 54,185 | $9.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.7% | 53,418 | $9.4M |
| Man Group plc | 0.03% | New | 51,104 | $9.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -1.4% | 49,637 | $8.7M |
| Peregrine Capital Management LLC | 0.25% | Add +1.8% | 48,304 | $8.5M |
| Wells Fargo & Company | 0.00% | Reduce -36.5% | 46,795 | $8.2M |
| Incline Global Management LLC | 6.03% | Reduce -10.5% | 45,331 | $7.9M |
| Corebridge Financial, Inc. | 0.04% | Reduce -7.3% | 45,058 | $7.9M |
| Holocene Advisors, LP | 0.02% | Add +6.0% | 43,321 | $7.6M |
| Susquehanna Fundamental Investments, LLC | 0.12% | — | 41,514 | $7.3M |
| California State Teachers Retirement System | 0.01% | Reduce -3.1% | 38,339 | $6.7M |
| Jane Street Group, LLC | 0.01% | Add +2143.8% | 37,449 | $6.6M |
| New South Capital Management Inc. | 0.26% | Reduce -35.6% | 35,701 | $6.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -7.0% | 35,497 | $6.2M |
| Swedbank AB | 0.01% | No change | 35,300 | $6.2M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -0.3% | 34,973 | $6.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | No change | 34,714 | $6.1M |
| Barclays PLC | 0.00% | Add +58.2% | 34,061 | $6.0M |
| Wisconsin Capital Management LLC | 3.21% | Reduce -1.1% | 33,320 | $5.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.15% | Reduce -12.4% | 30,448 | $5.3M |
| Roubaix Capital, LLC | 2.55% | New | 30,376 | $5.3M |
| LPL Financial LLC | 0.00% | Add +13.2% | 29,408 | $5.3M |
| Aquatic Capital Management LLC | 0.13% | New | 27,242 | $4.8M |
| Long Road Investment Counsel, LLC | 1.89% | Reduce -0.9% | 26,469 | $4.6M |
| Dana Investment Advisors, Inc. | 0.15% | Reduce -5.4% | 25,893 | $4.5M |
| Royal Bank of Canada | 0.00% | Reduce -5.3% | 25,832 | $4.5M |
"% of holder's portfolio" is WEX's weight in each manager's 13F, not the share of Wex Inc. the manager owns.