WEX WEX INC
FollowCOM (common), issuer CIK 1309108
415 managers (423 13F filers) reported a position in WEX shares at 2025-03-31, 39,575,065 shares in all. 64 filers opened a position and 69 filers sold out during the quarter.
- Managers
- 415
- 13F filers
- 423
- New
- 64
- Added
- 117
- Reduced
- 174
- Sold out
- 69
- Shares held by filers
- 39,575,065
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
| Owner | Date | Shares | Price | Filing |
|---|---|---|---|---|
| Deshaies Robert Josephofficer (COO, Benefits) | 2026-10-05 | -88 S | $175.71 | Form 4 |
| Deshaies Robert Josephofficer (COO, Benefits) | 2026-10-05 | -615 S | $174.94 | Form 4 |
| Deshaies Robert Josephofficer (COO, Benefits) | 2026-10-05 | -549 S | $173.54 | Form 4 |
| Deshaies Robert Josephofficer (COO, Benefits) | 2026-10-05 | -602 S | $172.63 | Form 4 |
| Deshaies Robert Josephofficer (COO, Benefits) | 2026-10-05 | -48 S | $171.3 | Form 4 |
| Deshaies Robert Josephofficer (COO, Benefits) | 2026-10-05 | -98 S | $169.81 | Form 4 |
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 3 | $472 | <0.01% | -30 | 13F-HRTimeline |
| RAFFA WEALTH MANAGEMENT, LLC | 3 | $471 | <0.01% | 0 | 13F-HRTimeline |
| Bogart Wealth, LLC | 3 | $471 | <0.01% | new | 13F-HRTimeline |
| Golden State Wealth Management, LLC | 3 | $471 | <0.01% | 0 | 13F-HR/ATimeline |
| CVA Family Office, LLC | 3 | $471 | <0.01% | new | 13F-HRTimeline |
| Global Financial Private Client, LLC | 3 | $471 | <0.01% | +1 | 13F-HRTimeline |
| SJS Investment Consulting Inc. | 2 | $315 | <0.01% | -5 | 13F-HRTimeline |
| Private Wealth Asset Management, LLC | 2 | $314 | <0.01% | 13F-HRTimeline | |
| Cromwell Holdings LLC | 2 | $314 | <0.01% | new | 13F-HRTimeline |
| AdvisorNet Financial, Inc | 1 | $157 | <0.01% | 0 | 13F-HRTimeline |
| SUMMIT SECURITIES GROUP LLC | 1 | $157 | <0.01% | -99 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 1 | $157 | <0.01% | new | 13F-HRTimeline |
| Rakuten Securities, Inc.in group Rakuten Group, Inc. | 1 | $157 | <0.01% | new | 13F-HRTimelineGroup |
| Parkworth Wealth Management, Inc. | 1 | $157 | <0.01% | 0 | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | -1,025 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount 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