WEX Ownership

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

Recent Insider Transactions

DB:WL9 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
29 Nov 24	Sell€31,421	Robert Deshaies	Individual	175	€179.55
21 Aug 24	Sell€269,464	Robert Deshaies	Individual	1,651	€163.21
02 Aug 24	Sell€186,956	Ann Drew	Individual	1,182	€158.17
31 Jul 24	Sell€267,408	Melanie Tinto	Individual	1,564	€170.98
02 May 24	Sell€237,283	Jennifer Kimball	Individual	1,200	€197.74
02 May 24	Sell€135,334	Carlos Carriedo	Individual	683	€198.15
02 May 24	Sell€374,147	Robert Deshaies	Individual	1,897	€197.23
01 May 24	Sell€144,617	Sara Trickett	Individual	734	€197.03
05 Mar 24	Sell€350,914	Jagtar Narula	Individual	1,725	€203.43
23 Feb 24	Sell€307,584	Robert Deshaies	Individual	1,500	€205.06
20 Feb 24	Sell€504,216	Ann Drew	Individual	2,502	€201.53
16 Feb 24	Sell€184,924	Sara Trickett	Individual	887	€208.48
16 Feb 24	Sell€864,086	Hilary Rapkin	Individual	4,183	€206.57
16 Feb 24	Sell€79,625	Jennifer Kimball	Individual	386	€206.28
16 Feb 24	Sell€92,006	Melanie Tinto	Individual	444	€207.22

Insider Trading Volume

Insider Buying: WL9 insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of WL9?
Owner Type	Number of Shares	Ownership Percentage
State or Government	35,190	0.0809%
Individual Insiders	270,779	0.622%
Hedge Funds	2,171,265	4.99%
Institutions	41,032,260	94.3%

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

Top Shareholders

Top 25 shareholders own 82.37% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.5%	Janus Henderson Group plc	4,163,678	€748.3m	0.61%	0.29%
9.67%	The Vanguard Group, Inc.	3,847,308	€691.5m	-3.86%	0.01%
9.16%	BlackRock, Inc.	3,642,377	€654.6m	-2.06%	0.01%
6.55%	Wellington Management Group LLP	2,607,160	€468.6m	-3.73%	0.07%
5.46%	Impactive Capital LP	2,171,265	€390.2m	9.73%	16.42%
5.17%	Eaton Vance Management	2,054,942	€369.3m	0%	0.08%
4.65%	Par Capital Management, Inc.	1,850,000	€332.5m	0.54%	7.83%
3.91%	FMR LLC	1,554,125	€279.3m	8.76%	0.02%
3.12%	State Street Global Advisors, Inc.	1,240,953	€223.0m	0.31%	0.01%
2.23%	Loring, Wolcott & Coolidge Fiduciary Advisors, LLP	885,835	€159.2m	-2.9%	1.35%
2.17%	EARNEST Partners, LLC	863,954	€155.3m	0%	0.66%
2.16%	JP Morgan Asset Management	861,147	€154.8m	-5.67%	0.02%
2.06%	Lyrical Asset Management LP	820,244	€147.4m	-4.88%	2.12%
1.98%	Bessemer Investment Management LLC	785,971	€141.3m	1.23%	0.19%
1.81%	River Road Asset Management, LLC	720,465	€129.5m	4.99%	1.62%
1.74%	Geode Capital Management, LLC	693,297	€124.6m	-0.79%	0.01%
1.47%	Dimensional Fund Advisors LP	584,362	€105.0m	17.9%	0.02%
1.29%	Brown Advisory Incorporated	512,298	€92.1m	-5.82%	0.11%
1.28%	Managed Account Advisors LLC	510,800	€91.8m	104%	0.02%
1.16%	Norges Bank Investment Management	460,918	€82.8m	0%	0.01%
1.15%	SEI Investments Company	457,631	€82.2m	753%	0.1%
1.03%	Hermes Investment Management Limited	407,957	€73.3m	2.9%	0.44%
1.02%	Neuberger Berman Investment Advisers LLC	405,318	€72.8m	-13%	0.05%
0.84%	BNY Asset Management	334,384	€60.1m	-9.99%	0.01%
0.84%	Columbia Management Investment Advisers, LLC	334,295	€60.1m	5.81%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/31 09:29
End of Day Share Price	2025/01/31 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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 here.

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 .

Analyst Sources

WEX Inc. is covered by 32 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
David Koning	Baird
Ramsey El-Assal	Barclays
Mihir Bhatia	BofA Global Research