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
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
02 Jun 25	SellUS$183,512	Jennifer Kimball	Individual	1,400	US$131.08
29 May 25	BuyUS$500,720	Melissa Smith	Individual	3,721	US$134.57
03 Apr 25	SellUS$29,105,989	Impactive Capital LP	Company	190,882	US$163.01
07 Mar 25	BuyUS$322,407	Impactive Capital LP	Company	2,088	US$154.41
06 Mar 25	BuyUS$72,335,562	Impactive Capital LP	Company	467,429	US$155.76
11 Feb 25	SellUS$495,044	Melanie Tinto	Individual	3,243	US$152.65
29 Nov 24	SellUS$33,152	Robert Deshaies	Individual	175	US$189.44

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of WEX?
Owner Type	Number of Shares	Ownership Percentage
State or Government	30,189	0.0774%
Individual Insiders	342,831	0.879%
Hedge Funds	4,246,353	10.9%
Institutions	34,394,688	88.2%

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

Top Shareholders

Top 25 shareholders own 86.92% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.3%	Janus Henderson Group plc	3,870,484	US$615.8m	-3.52%	0.22%
9.49%	The Vanguard Group, Inc.	3,250,156	US$517.1m	0.3%	0.01%
9.02%	BlackRock, Inc.	3,090,568	US$491.7m	-5.47%	0.01%
7.48%	Eaton Vance Management	2,564,082	US$407.9m	10.4%	0.08%
6.99%	Impactive Capital LP	2,395,253	US$381.1m	-0.59%	15.52%
5.4%	Par Capital Management, Inc.	1,851,100	US$294.5m	0.03%	8.86%
3.7%	Boston Partners Global Investors, Inc.	1,269,136	US$201.9m	3,210%	0.1%
3.19%	State Street Global Advisors, Inc.	1,093,072	US$173.9m	-6.3%	0.01%
3.06%	FMR LLC	1,048,843	US$166.9m	2.39%	0.01%
2.9%	JP Morgan Asset Management	995,207	US$158.3m	2.84%	0.01%
2.62%	EARNEST Partners, LLC	897,776	US$142.8m	0.26%	0.59%
2.33%	River Road Asset Management, LLC	797,871	US$126.9m	20.9%	1.6%
2.25%	Lyrical Asset Management LP	772,113	US$122.8m	-6.55%	1.68%
2.25%	Loring, Wolcott & Coolidge Fiduciary Advisors, LLP	770,238	US$122.5m	-3.22%	1.05%
2.21%	Managed Account Advisors LLC	755,583	US$120.2m	10.1%	0.02%
1.85%	Dimensional Fund Advisors LP	634,819	US$101.0m	3.48%	0.01%
1.79%	Geode Capital Management, LLC	613,283	US$97.6m	-5.79%	0.01%
1.42%	SEI Investments Company	485,491	US$77.2m	2.33%	0.07%
1.3%	UBS Asset Management AG	445,531	US$70.9m	1.18%	0.01%
1.18%	Hawk Ridge Capital Management LP	403,271	US$64.2m	912%	2.58%
1.17%	Ariel Investments, LLC	401,086	US$63.8m	-2.71%	0.64%
1.12%	Hotchkis and Wiley Capital Management, LLC	385,118	US$61.3m	0.88%	0.17%
1%	Sunriver Management LLC	340,956	US$54.2m	8.56%	5.72%
0.98%	Wellington Management Group LLP	334,865	US$53.3m	-37.9%	0.01%
0.92%	Charles Schwab Investment Management, Inc.	316,322	US$50.3m	2.71%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/10/09 11:36
End of Day Share Price	2025/10/09 00:00
Earnings	2025/06/30
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 34 analysts. 12 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.