Institutional Ownership Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX). We have compiled data on the 479 institutions that hold shares in the stock, with a total of 40.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
4,395
shares
|
$612,706
0.0% of portfolio
|
Q2 2024
Reduced 5.38%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
4,243
shares
|
$591,516
0.01% of portfolio
|
Q1 2025
Reduced 17.27%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
4,102
shares
|
$571,859
0.01% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
4,094
shares
|
$570,744
0.0% of portfolio
|
Q1 2025
Added 40.45%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,090
shares
|
$570,186
0.07% of portfolio
|
Q1 2025
Reduced 21.65%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
4,024
shares
|
$560,985
0.01% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
3,963
shares
|
$552,481
0.18% of portfolio
|
Q1 2023
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,885
shares
|
$541,607
0.0% of portfolio
|
Q1 2025
Added 24.4%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
3,718
shares
|
$518,326
0.0% of portfolio
|
Q1 2025
Reduced 12.95%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,694
shares
|
$514,980
0.09% of portfolio
|
Q1 2025
Added 117.55%
|
|
|
Royce & Associates LP
|
May 06, 2025 Q1 2025 |
3,680
shares
|
$513,028
0.01% of portfolio
|
Q1 2025
Reduced 63.09%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,616
shares
|
$504,106
0.0% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
3,608
shares
|
$502,991
0.01% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
3,602
shares
|
$502,154
0.0% of portfolio
|
Q1 2025
Reduced 51.92%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,544
shares
|
$494,069
0.0% of portfolio
|
Q1 2025
Reduced 52.25%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
3,543
shares
|
$493,929
0.01% of portfolio
|
Q1 2025
Reduced 12.35%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
3,394
shares
|
$473,157
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
3,344
shares
|
$466,187
0.0% of portfolio
|
Q1 2025
Added 15.35%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
3,265
shares
|
$455,173
0.0% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
3,226
shares
|
$449,736
0.23% of portfolio
|
Q1 2025
Added 18.21%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
3,214
shares
|
$448,063
0.0% of portfolio
|
Q1 2025
Reduced 78.07%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
May 09, 2025 Q1 2025 |
3,209
shares
|
$447,366
0.06% of portfolio
|
Q1 2025
Reduced 10.21%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
3,208
shares
|
$447,227
0.02% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
3,205
shares
|
$446,809
0.0% of portfolio
|
Q1 2025
Added 61.62%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
3,199
shares
|
$445,972
0.03% of portfolio
|
Q1 2025
Reduced 3.56%
|