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WEX WEX INC

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COM (common), issuer CIK 1309108

422 managers (431 13F filers) reported a position in WEX shares at 2024-12-31, 40,255,031 shares in all. 47 filers opened a position and 58 filers sold out during the quarter.

Managers
422
13F filers
431
New
47
Added
121
Reduced
173
Sold out
58
Shares held by filers
40,255,031

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Deshaies Robert Josephofficer (COO, Benefits)2026-10-05-88 S$175.71Form 4
Deshaies Robert Josephofficer (COO, Benefits)2026-10-05-615 S$174.94Form 4
Deshaies Robert Josephofficer (COO, Benefits)2026-10-05-549 S$173.54Form 4
Deshaies Robert Josephofficer (COO, Benefits)2026-10-05-602 S$172.63Form 4
Deshaies Robert Josephofficer (COO, Benefits)2026-10-05-48 S$171.3Form 4
Deshaies Robert Josephofficer (COO, Benefits)2026-10-05-98 S$169.81Form 4

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Financial Management Professionals, Inc.11$1.93K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC10$1.75K<0.01%-513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.8$1.4K<0.01%-113F-HRTimeline
SJS Investment Consulting Inc.7$1.23K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.7$1.23K<0.01%-313F-HRTimeline
Tortoise Investment Management, LLC6$1.05K<0.01%013F-HR/ATimeline
NFSG Corp6$1.05K<0.01%new13F-HRTimeline
Nemes Rush Group LLC6$1.05K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$1.05K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…5$877<0.01%013F-HR/ATimeline
Cassady Schiller Wealth Management, LLC5$877<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.5$877<0.01%013F-HRTimeline
Private Wealth Management Group, LLC4$702<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3$526<0.01%013F-HRTimeline
Golden State Wealth Management, LLC3$526<0.01%13F-HRTimeline
Global Financial Private Client, LLC2$351<0.01%new13F-HRTimeline
SIERRA OCEAN, LLC2$351<0.01%13F-HRTimeline
TFC Financial Management, Inc.1$176<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1$175<0.01%-7713F-HRTimeline
Transce3nd, LLC1$175<0.01%13F-HRTimeline
Parkworth Wealth Management, Inc.1$175<0.01%13F-HRTimeline
SIMPLEX TRADING, LLC2$00%-1,08013F-HRTimelineValue filed as zero, left out of ratios.

Events

  • Deshaies Robert Joseph sold 2,000 WEX shares on 2026-10-05, Form 4 filed 2026-10-07. 0001788329-26-000019

    Accepted , ingested