WEX Ownership

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

Recent Insider Transactions

NYSE:WEX Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
28 May 26	SellUS$173,808	Robert Deshaies	Individual	1,200	US$144.84
18 May 26	BuyUS$214,425	James Groch	Individual	1,500	US$142.95
25 Feb 26	SellUS$272,159	Sara Trickett	Individual	1,815	US$149.95
24 Feb 26	SellUS$486,416	Robert Deshaies	Individual	3,238	US$151.88
18 Feb 26	SellUS$251,848	Carlos Carriedo	Individual	1,575	US$159.90
13 Feb 26	BuyUS$45,303	Kurt Adams	Individual	300	US$151.01
06 Feb 26	SellUS$73,522,556	Impactive Capital LP	Company	488,000	US$155.05
26 Nov 25	SellUS$225,328	Robert Deshaies	Individual	1,506	US$149.62
13 Nov 25	BuyUS$144,250	Stephen Smith	Individual	1,000	US$144.25
13 Oct 25	BuyUS$152,710	James Fox	Individual	1,000	US$152.71
03 Oct 25	BuyUS$969,493	Ellen Alemany	Individual	6,000	US$161.58
02 Oct 25	BuyUS$100,000	Kushagra Saxena	Individual	621.21	US$161.01
26 Sep 25	BuyUS$1,176,560	Kenneth Cornick	Individual	7,000	US$168.08
06 Aug 25	SellUS$331,533	Ann Drew	Individual	1,931	US$171.69
31 Jul 25	SellUS$150,224	Carlos Carriedo	Individual	875	US$171.68

Insider Trading Volume

Insider Buying: WEX insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of WEX?
Owner Type	Number of Shares	Ownership Percentage
State or Government	28,272	0.0709%
Individual Insiders	428,005	1.07%
Hedge Funds	2,254,984	5.66%
Institutions	37,141,622	93.2%

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

Top Shareholders

Top 25 shareholders own 83.72% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.3%	Janus Henderson Group plc	3,916,073	US$573.6m	1.14%	0.19%
8.96%	BlackRock, Inc.	3,105,441	US$454.9m	1.53%	0.01%
6.5%	Par Capital Management, Inc.	2,254,984	US$330.3m	0.13%	8.02%
5.53%	Eaton Vance Management	1,916,154	US$280.7m	-6.2%	0.05%
4.92%	Impactive Capital LP	1,707,253	US$250.1m	0%	14.01%
4.79%	Boston Partners Global Investors, Inc.	1,660,773	US$243.3m	14.7%	0.13%
4.45%	Vanguard Capital Management, LLC	1,542,446	US$225.9m	0%	no data
4.28%	Vanguard Portfolio Management, LLC	1,483,603	US$217.3m	0%	0.01%
3.73%	AQR Capital Management, LLC	1,291,485	US$189.2m	47.1%	0.08%
3.53%	FMR LLC	1,224,104	US$179.3m	6.84%	0.01%
3.15%	State Street Global Advisors, Inc.	1,091,413	US$159.9m	2.79%	no data
2.55%	EARNEST Partners, LLC	883,005	US$129.3m	-0.75%	0.45%
2.19%	Lyrical Asset Management LP	760,936	US$111.5m	-1.68%	1.36%
2.16%	Managed Account Advisors LLC	748,223	US$109.6m	10.3%	0.01%
1.98%	Dimensional Fund Advisors LP	686,135	US$100.5m	-0.22%	0.01%
1.93%	Turtle Creek Asset Management Inc.	669,335	US$98.0m	58.5%	3.31%
1.89%	Geode Capital Management, LLC	655,837	US$96.1m	2.64%	no data
1.72%	SEI Investments Company	597,600	US$87.5m	8.7%	0.06%
1.38%	Charles Schwab Investment Management, Inc.	478,553	US$70.1m	7.4%	0.01%
1.37%	River Road Asset Management, LLC	476,077	US$69.7m	-38.7%	0.73%
1.2%	UBS Asset Management AG	415,392	US$60.8m	-25%	no data
1.08%	Loring, Wolcott & Coolidge Fiduciary Advisors, LLP	375,110	US$54.9m	-8.29%	0.51%
1.08%	Gotham Asset Management, LLC	375,048	US$54.9m	40.2%	0.15%
1.07%	Snyder Capital Management, L.P.	370,664	US$54.3m	6.46%	0.96%
0.97%	Ariel Investments, LLC	337,724	US$49.5m	0.28%	0.45%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/07/06 19:43
End of Day Share Price	2026/07/02 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

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 31 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.

Analyst	Institution
David Koning	Baird
Ramsey El-Assal	Barclays
Gary Prestopino	Barrington Research Associates, Inc.