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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
86,675
shares
|
$12.1 Million
0.01% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
85,201
shares
|
$11.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 43.62%
|
|
|
Hill City Capital, LP
Boston, MA |
May 14, 2025 Q1 2025 |
85,000
shares
|
$11.8 Million
1.1% of portfolio
|
Q3 2022
Added 3.66%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
82,090
shares
|
$11.4 Million
0.02% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
80,745
shares
|
$11.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.59%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
80,639
shares
|
$11.2 Million
0.0% of portfolio
|
Q1 2025
Added 29.56%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
75,010
shares
|
$10.5 Million
0.1% of portfolio
|
Q1 2025
Reduced 28.49%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,442
shares
|
$10.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
72,339
shares
|
$10.1 Million
0.19% of portfolio
|
Q1 2025
Added 21.18%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
71,748
shares
|
$10 Million
0.0% of portfolio
|
Q1 2025
Added 34.31%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
May 13, 2025 Q1 2025 |
71,025
shares
|
$9.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
69,621
shares
|
$9.71 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
69,379
shares
|
$9.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
69,089
shares
|
$9.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 99.36%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
67,348
shares
|
$9.39 Million
0.0% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
65,633
shares
|
$9.15 Million
0.68% of portfolio
|
Q4 2023
Added 387.25%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
62,126
shares
|
$8.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.04%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
61,425
shares
|
$8.56 Million
0.13% of portfolio
|
Q1 2025
Reduced 40.5%
|
|
|
Invenomic Capital Management LP
Boston, MA |
May 15, 2025 Q1 2025 |
60,624
shares
|
$8.45 Million
0.48% of portfolio
|
Q1 2025
Reduced 36.27%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
59,796
shares
|
$8.34 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Holocene Advisors, LP
New York, NY |
May 15, 2025 Q1 2025 |
59,458
shares
|
$8.29 Million
0.03% of portfolio
|
Q1 2025
Added 37.25%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
59,053
shares
|
$8.23 Million
0.0% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
58,792
shares
|
$8.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 52.64%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
58,774
shares
|
$8.19 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Kodai Capital Management LP
Chicago, IL |
May 15, 2025 Q1 2025 |
57,958
shares
|
$8.08 Million
0.36% of portfolio
|
Q1 2025
New holding
|