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
03 Apr 25	Sell€26,294,351	Impactive Capital LP	Company	190,882	€147.26
07 Mar 25	Buy€297,002	Impactive Capital LP	Company	2,088	€142.24
06 Mar 25	Buy€66,794,658	Impactive Capital LP	Company	467,429	€143.83
11 Feb 25	Sell€478,460	Melanie Tinto	Individual	3,243	€147.54
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

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 WL9?
Owner Type	Number of Shares	Ownership Percentage
State or Government	34,966	0.086%
Individual Insiders	337,679	0.831%
Hedge Funds	4,245,753	10.4%
Institutions	36,021,793	88.6%

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

Top Shareholders

Top 25 shareholders own 87.5% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.7%	Janus Henderson Group plc	4,011,730	€488.0m	-1%	0.23%
9.55%	BlackRock, Inc.	3,269,364	€397.7m	-9.71%	0.01%
9.46%	The Vanguard Group, Inc.	3,240,495	€394.2m	-14.2%	0.01%
6.99%	Impactive Capital LP	2,395,253	€291.4m	-0.59%	14.26%
6.79%	Eaton Vance Management	2,323,521	€282.6m	14.2%	0.07%
5.4%	Par Capital Management, Inc.	1,850,500	€225.1m	0.03%	7.94%
3.41%	State Street Global Advisors, Inc.	1,166,576	€141.9m	-6.3%	0.01%
2.99%	FMR LLC	1,024,341	€124.6m	-12.7%	0.01%
2.83%	JP Morgan Asset Management	967,754	€117.7m	-46.4%	0.01%
2.61%	EARNEST Partners, LLC	895,406	€108.9m	2.6%	0.56%
2.41%	Lyrical Asset Management LP	826,188	€100.5m	0.33%	1.63%
2.32%	Loring, Wolcott & Coolidge Fiduciary Advisors, LLP	795,857	€96.8m	-10.2%	0.98%
2.01%	Managed Account Advisors LLC	686,606	€83.5m	9.02%	0.02%
1.93%	River Road Asset Management, LLC	660,198	€80.3m	-9.04%	1.24%
1.9%	Geode Capital Management, LLC	651,004	€79.2m	-4.03%	0.01%
1.86%	HSBC Global Asset Management (UK) Limited	638,563	€77.7m	20,400%	0.03%
1.79%	Balyasny Asset Management L.P.	614,675	€74.8m	0%	0.21%
1.79%	Dimensional Fund Advisors LP	613,477	€74.6m	1.79%	0.01%
1.74%	Barclays PLC Private Banking & Investment Banking Investment	595,400	€72.4m	1,750%	0.05%
1.58%	Wellington Management Group LLP	539,460	€65.6m	-34.9%	0.01%
1.39%	SEI Investments Company	474,443	€57.7m	-1.46%	0.08%
1.34%	Norges Bank Investment Management	459,361	€55.9m	0%	no data
1.29%	UBS Asset Management AG	440,340	€53.6m	9.87%	0.01%
1.21%	Millennium Management LLC	412,665	€50.2m	653%	0.05%
1.2%	Ariel Investments, LLC	412,247	€50.1m	29.5%	0.63%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/28 19:38
End of Day Share Price	2025/05/28 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

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.

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. 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