L3VLUP
ProSign in

WEX in the 13F filings

Wex Inc · CUSIP 96208T104

Sector · Business and payment services
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Sep 2024
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 12 Nov 2024
Managers listing it
6
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 4 listed it in both
Shares listed
7,285,423
combined, among listed positions
Reported value
$1.5bn
combined, at the quarter end

Among the 94 comparable managers: 4 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing WEX in Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

6 of 6 holders

ActionFiling
Janus Henderson Group Ltd4,163,678$873m0.45%Added+25,36514 Nov 2024 (the filing on sec.gov)
Wellington Management Group LLP2,607,160$547m0.10%Trimmed-100,92614 Nov 2024 (the filing on sec.gov)
Neuberger Berman Group LLC405,318$85m0.07%Trimmed-60,52614 Nov 2024 (the filing on sec.gov)
Holocene Advisors LP40,862$8.6munder 0.1%Added+11,58314 Nov 2024 (the filing on sec.gov)
Tudor Investment Corp39,732$8.3munder 0.1%Newnew14 Nov 2024 (the filing on sec.gov)
Winton Group Ltd28,673$6.0m0.42%Newnew12 Nov 2024 (the filing on sec.gov)

What managers have written about WEX

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

By writers not tracked in the 13F universe

Their positions are not shown: no 13F filings of theirs are tracked here.

Every letter beside its positions →

Largest increases and reductions, by shares

Q2 2024 to Q3 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
6 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

0510152014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
WEX by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20134$422mn.a.n.a.
Q3 20133$463mn.a.n.a.
Q4 20134$534mn.a.n.a.
Q1 20144$528mn.a.n.a.
Q2 20145$604mn.a.n.a.
Q3 20146$734mn.a.n.a.
Q4 20147$706mn.a.n.a.
Q1 20157$932mn.a.n.a.
Q2 20158$1.1bnn.a.n.a.
Q3 20157$827mn.a.n.a.
Q4 20157$586mn.a.n.a.
Q1 20165$496mn.a.n.a.
Q2 20165$649mn.a.n.a.
Q3 20167$898mn.a.n.a.
Q4 20167$874mn.a.n.a.
Q1 20179$659mn.a.n.a.
Q2 20176$1.1bnn.a.n.a.
Q3 20176$1.4bnn.a.n.a.
Q4 20177$1.6bnn.a.n.a.
Q1 201812$1.7bnn.a.n.a.
Q2 201814$2.1bnn.a.n.a.
Q3 20189$2.0bnn.a.n.a.
Q4 20188$1.5bnn.a.n.a.
Q1 201911$2.0bnn.a.n.a.
Q2 201911$2.1bnn.a.n.a.
Q3 20199$2.0bnn.a.n.a.
Q4 20198$2.3bnn.a.n.a.
Q1 202012$1.3bnn.a.n.a.
Q2 20206$1.8bnn.a.n.a.
Q3 202010$1.6bnn.a.n.a.
Q4 202010$2.3bnn.a.n.a.
Q1 20218$2.3bnn.a.n.a.
Q2 20218$1.9bnn.a.n.a.
Q3 20215$1.6bnn.a.n.a.
Q4 20218$1.3bnn.a.n.a.
Q1 20229$1.7bnn.a.n.a.
Q2 202212$1.4bnn.a.n.a.
Q3 202210$1.2bnn.a.n.a.
Q4 20229$1.5bnn.a.n.a.
Q1 20239$1.6bnn.a.n.a.
Q2 20239$1.5bnn.a.n.a.
Q3 20236$1.5bnn.a.n.a.
Q4 20237$1.6bn52
Q1 20247$1.9bn34
Q2 20248$1.4bn62
Q3 20246$1.5bn43
Q4 20248$941m34
Q1 20259$839m72
Q2 20255$621m25
Q3 20253$622m04
Q4 20256$740m1612
Q1 20263$835m1513
Q2 20264$654m1712

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

WEX and V →WEX and MA →WEX and MCO →Choose a stock to compare with WEX →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own WEX, latest filings →Back to the 13F Explorer →