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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
30,841
shares
|
$4.3 Million
0.38% of portfolio
|
Q1 2025
Added 50.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
30,667
shares
|
$4.28 Million
0.0% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
May 13, 2025 Q1 2025 |
30,569
shares
|
$4.26 Million
0.04% of portfolio
|
Q1 2025
Added 25.07%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
30,448
shares
|
$4.24 Million
0.14% of portfolio
|
Q4 2024
Reduced 12.43%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
29,505
shares
|
$4.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.01%
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
28,505
shares
|
$3.97 Million
0.06% of portfolio
|
Q1 2025
Reduced 31.34%
|
|
|
Long Road Investment Counsel, LLC
|
May 12, 2025 Q1 2025 |
27,784
shares
|
$3.87 Million
1.76% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
27,551
shares
|
$3.84 Million
0.03% of portfolio
|
Q1 2025
Added 113.49%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
27,073
shares
|
$3.77 Million
0.08% of portfolio
|
Q1 2025
Added 327.02%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
25,246
shares
|
$3.52 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
25,000
shares
|
$3.49 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Factorial Partners, LLC
|
May 09, 2025 Q1 2025 |
24,600
shares
|
$3.43 Million
2.59% of portfolio
|
Q1 2025
Added 115.79%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
23,494
shares
|
$3.28 Million
0.36% of portfolio
|
Q1 2025
Added 571.26%
|
|
|
Texas Permanent School Fund
Austin, TX |
May 14, 2025 Q1 2025 |
23,493
shares
|
$3.28 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
22,498
shares
|
$3.14 Million
0.47% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
22,181
shares
|
$3.09 Million
0.0% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
21,967
shares
|
$3.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.96%
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
21,228
shares
|
$2.96 Million
0.86% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
21,128
shares
|
$2.95 Million
0.01% of portfolio
|
Q1 2025
Added 38.04%
|
|
|
Roubaix Capital, LLC
|
May 13, 2025 Q1 2025 |
19,902
shares
|
$2.77 Million
1.95% of portfolio
|
Q1 2025
Reduced 34.48%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
19,822
shares
|
$2.76 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
19,632
shares
|
$2.74 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
19,284
shares
|
$2.69 Million
0.0% of portfolio
|
Q1 2025
Added 191.17%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
19,016
shares
|
$2.65 Million
0.01% of portfolio
|
Q1 2025
Added 260.22%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
18,674
shares
|
$2.6 Million
0.54% of portfolio
|
Q1 2025
Added 4325.12%
|