WEX Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of W2EX34?
Owner TypeNumber of SharesOwnership Percentage
State or Government34,2560.086%
Individual Insiders315,1690.791%
Hedge Funds4,434,04711.1%
Institutions35,067,49788%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 89.66% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
11.8%
Janus Henderson Group plc
4,052,379R$2.8b-2.67%0.22%
10.6%
BlackRock, Inc.
3,621,088R$2.5b-0.58%0.01%
9.46%
The Vanguard Group, Inc.
3,240,495R$2.2b-14.2%0.01%
7.55%
Impactive Capital LP
2,584,047R$1.8b22.1%15.76%
5.94%
Eaton Vance Management
2,035,534R$1.4b0%0.06%
5.4%
Par Capital Management, Inc.
1,850,000R$1.3b0%8.51%
5.27%
JP Morgan Asset Management
1,804,609R$1.2b110%0.03%
3.64%
State Street Global Advisors, Inc.
1,245,059R$855.0m0.33%0.01%
3.43%
FMR LLC
1,173,778R$806.1m-24.5%0.01%
2.55%
EARNEST Partners, LLC
872,734R$599.3m1.02%0.54%
2.42%
Wellington Management Group LLP
828,990R$569.3m-68.2%0.02%
2.4%
Lyrical Asset Management LP
823,434R$565.5m0.39%1.64%
2.32%
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
795,857R$546.5m-10.2%0.97%
2.12%
River Road Asset Management, LLC
725,842R$498.5m0.75%1.36%
1.98%
Geode Capital Management, LLC
678,331R$465.8m-2.16%0.01%
1.84%
Managed Account Advisors LLC
629,787R$432.5m23.3%0.02%
1.76%
Dimensional Fund Advisors LP
602,693R$413.9m3.14%0.01%
1.41%
SEI Investments Company
481,490R$330.7m5.21%0.08%
1.34%
Norges Bank Investment Management
459,361R$315.5m-0.34%no data
1.17%
UBS Asset Management AG
400,791R$275.2m93.2%no data
1.16%
Hermes Investment Management Limited
396,327R$272.2m-2.85%0.33%
1.07%
BNY Asset Management
366,021R$251.4m9.46%0.01%
1.05%
Northern Trust Global Investments
358,371R$246.1m16.8%0.01%
1.04%
Neuberger Berman Investment Advisers LLC
357,297R$245.4m-11.9%0.04%
0.93%
Ariel Investments, LLC
318,272R$218.6m113%0.47%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/02 12:52
End of Day Share Price 2025/05/02 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

WEX Inc. is covered by 32 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David KoningBaird
Ramsey El-AssalBarclays
Mihir BhatiaBofA Global Research