WEX Inc. (WEX)
NYSE: WEX · Services-Business Services, NEC · Portland, ME · filing with the SEC since 2004
Grade5.4
◀ Past 6.6● Present 6.1▶ Future 4.1
Who owns WEX Inc.
As filed with the SECHolders of 5% or more
5
Janus Henderson Group PLC holds 11.3% of Common Stock, as its SCHEDULE 13G/A filed Aug 14, 2025 says.
Directors and officers
24
report now, of 68 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 5 named at left.
Holders of 5% or moreshare of the class, as filed
Janus Henderson Group PLC
SCHEDULE 13G/A · filed Aug 14, 2025 · Common Stock · 10.3% in May 14, 2025
PAR Investment Partners, L.P.
SCHEDULE 13G/A · filed Feb 17, 2026 · Common Stock, $0.01 par value per share · 5.4% in May 15, 2025
Morgan Stanley
SCHEDULE 13G/A · filed May 12, 2026 · Common Stock · 7.1% in May 7, 2025
Fmr LLC
SCHEDULE 13G · filed Aug 6, 2026 · COMMON STOCK
Vanguard Capital Management
SCHEDULE 13G · filed Apr 30, 2026 · Common Stock
Impactive Capital LP
SCHEDULE 13D/A · filed Apr 1, 2026 · Common Stock, $0.01 par value per share · reported falling below 5%, from 5% in Feb 9, 2026
JPMorgan Chase & Co.
SCHEDULE 13G/A · filed Apr 16, 2025 · Common Stock, $0.01 par value · reported falling below 5%, from 5% in Feb 10, 2025
Wellington Management Group LLP
SCHEDULE 13G/A · filed Feb 10, 2025 · Common Stock · reported falling below 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%, from 9.49% in Jul 29, 2025
What WEX reports owning in othersstakes of 5% or more, and other ties
76 subsidiaries in 19 countries, from the list filed with the 10-K filed Feb 13, 2026.
Insider tradesForm 4
45sales
2purchases
29sales on a scheduled plan
11people selling
$54.7Msold, in dollars
$400,000bought, in dollars
Open-market trades on Form 4 from Nov 12, 2025 to Nov 12, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 12, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window13 of 64 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Wolfe Lauren Taylor | director | 2 | $42.6M | 0 | 0 | $0 |
| Smith Melissa D | CEO and President | 4 | $5.3M | 4 | 0 | $0 |
| Deshaies Robert Joseph | COO, Benefits | 19 | $1.9M | 12 | 0 | $0 |
| Dearborn Joel Alan Jr | COO, International | 9 | $1.8M | 9 | 0 | $0 |
| Dhawan Sachin | Chief Technology Officer | 1 | $700,000 | 0 | 0 | $0 |
| Drew Ann Elena | Chief Risk and Compliance | 1 | $600,000 | 0 | 0 | $0 |
| Carriedo Carlos | COO, Amer. Payments & Mobility | 2 | $500,000 | 0 | 0 | $0 |
| Stroup Karen B. | Chief Digital Officer | 1 | $400,000 | 0 | 0 | $0 |
| Kimball Jennifer | Chief Accounting Officer | 4 | $400,000 | 3 | 0 | $0 |
| Narula Jagtar | Chief Financial Officer | 1 | $300,000 | 1 | 0 | $0 |
| Trickett Sara | Chief Legal Officer | 1 | $300,000 | 0 | 0 | $0 |
| Groch James R | director | 0 | $0 | 0 | 1 | $200,000 |
| Smith Stephen Montgomery | director | 0 | $0 | 0 | 1 | $100,000 |