WEX Inc.
WEX- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001309108
In the last 90 days, WEX Inc. insiders filed 0 open-market purchases and 7 sales; 419 institutions reported holding it in 13F filings for Q2 2026, worth $5.61B in total; no superinvestor holds it.
Holders of 5% or more of WEX
Holders whose latest Schedule 13D or 13G filing reports 5% or more of WEX Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Janus Henderson Group PLC | 13G/A | 11.30%3.87M shares | +1.00 ppfrom 10.30% | Feb 11, 20219 filings | Aug 14, 2025 | SEC |
| Par Investment Partners LP | 13G/A | 6.60%2.25M shares | +1.20 ppfrom 5.40% | May 15, 20252 filings | Feb 17, 2026 | SEC |
| Morgan Stanley | 13G/A | 5.80%2.02M shares | −1.30 ppfrom 7.10% | Dec 10, 20216 filings | May 12, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.20%1.80M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
50 Schedule 13D and 13G filings on WEX Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Nov 5, 20261:29 PM ET | FMR LLCand 1 other | 13G/A | 3.90%1.33M shares | −1.30 ppfrom 5.20%Below 5% | Sep 30, 2026 | SEC |
| Aug 6, 202610:43 AM ET | FMR LLCand 1 other | 13G | 5.20%1.80M shares | New | Jun 30, 2026 | SEC |
| May 12, 20261:28 PM ET | Morgan Stanleyand 1 other | 13G/A | 5.80%2.02M shares | −1.30 ppfrom 7.10% | Mar 31, 2026 | SEC |
| Apr 30, 20262:38 PM ET | Vanguard Capital Management LLC | 13G | 5.20%1.80M shares | New | Mar 31, 2026 | SEC |
| Apr 1, 20267:52 PM ET | Impactive Capital LPand 6 others | 13D/A | 4.90%1.71M shares | −0.10 ppfrom 5.00%Below 5% | Mar 30, 2026 | SEC |
| Mar 27, 20262:14 PM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | −9.49 ppfrom 9.49%Below 5% | Mar 13, 2026 | SEC |
| Feb 17, 20264:00 PM ET | Par Investment Partners LPand 2 others | 13G/A | 6.60%2.25M shares | +1.20 ppfrom 5.40% | Dec 31, 2025 | SEC |
| Feb 9, 20268:31 AM ET | Impactive Capital LPand 8 others | 13D/A | 5.00%1.71M shares | −1.40 ppfrom 6.40% | Feb 6, 2026 | SEC |
| Oct 20, 20255:00 PM ET | Impactive Capital LPand 9 others | 13D/A | 6.40%2.20M shares | −0.60 ppfrom 7.00% | Oct 20, 2025 | SEC |
| Aug 14, 202511:01 AM ET | Janus Henderson Group PLCand 1 other | 13G/A | 11.30%3.87M shares | +1.00 ppfrom 10.30% | Jun 30, 2025 | SEC |
| Jul 29, 20252:49 PM ET | Vanguard Group Inc | 13G/A | 9.49%3.25M shares | +1.15 ppfrom 8.34% | Jun 30, 2025 | SEC |
| May 23, 20254:00 PM ET | Impactive Capital LPand 3 others | 13D/A | 7.00%2.40M shares | 0.00 ppfrom 7.00% | May 22, 2025 | SEC |
| May 15, 20254:00 PM ET | Par Investment Partners LPand 2 others | 13G | 5.40%1.85M shares | New | Mar 31, 2025 | SEC |
| May 14, 202512:15 PM ET | Janus Henderson Group PLCand 1 other | 13G/A | 10.30%4.01M shares | +0.10 ppfrom 10.20% | Mar 31, 2025 | SEC |
| May 7, 202511:10 AM ET | Morgan Stanleyand 1 other | 13G/A | 7.10%2.42M shares | – | Mar 31, 2025 | SEC |
| May 2, 20258:54 AM ET | Impactive Capital LPand 3 others | 13D/A | 7.00%2.40M shares | +0.30 ppfrom 6.70% | May 2, 2025 | SEC |
| Apr 30, 202511:12 AM ET | Vanguard Group Inc | 13G/A | 8.34%3.24M shares | – | Mar 31, 2025 | SEC |
| Apr 16, 20251:42 PM ET | JPMorgan Chase & Co | 13G/A | 2.70%1.07M shares | −2.30 ppfrom 5.00%Below 5% | Mar 31, 2025 | SEC |
| Mar 6, 20255:17 PM ET | Impactive Capital LPand 3 others | 13D/A | 6.70%2.58M shares | – | Mar 4, 2025 | SEC |
| Feb 14, 202512:10 PM ET | Janus Henderson Group PLCand 1 other | 13G/A | 10.20%4.05M shares | – | Dec 31, 2024 | SEC |
| Feb 10, 20252:21 PM ET | JPMorgan Chase & Co | 13G | 5.00%2.01M shares | – | Dec 31, 2024 | SEC |
| Feb 10, 202510:25 AM ET | Wellington Management Group LLPand 2 others | 13G/A | 2.10%829.0K shares | –Below 5% | Dec 31, 2024 | SEC |
| Nov 14, 2024 | Janus Henderson Group PLC | 13G/AOld format | – | – | – | SEC |
| Nov 8, 2024 | Morgan Stanley | 13GOld format | – | – | – | SEC |
| Aug 9, 2024 | Janus Henderson Group PLC | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2024 | Janus Henderson Group PLC | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2024 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 8, 2024 | Wellington Management Group LLP | 13G/AOld format | – | – | – | SEC |
| Jan 25, 20241:48 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| May 10, 2023 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2023 | Janus Henderson Group PLC | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2023 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 6, 2023 | Wellington Management Group LLP | 13G/AOld format | – | – | – | SEC |
| Jan 25, 202310:36 AM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Dec 9, 2022 | Impactive Capital LP | 13DOld format | – | New | – | SEC |
| Dec 9, 2022 | Morgan Stanley | 13G/AOld format | – | – | – | SEC |
| Oct 6, 2022 | JPMorgan Chase & Co | 13G/AOld format | – | – | – | SEC |
| Feb 11, 2022 | Janus Henderson Group PLC | 13G/AOld format | – | – | – | SEC |
| Feb 11, 2022 | Morgan Stanley | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2022 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 4, 2022 | Wellington Management Group LLP | 13G/AOld format | – | – | – | SEC |
| Feb 2, 20227:11 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Jan 18, 2022 | JPMorgan Chase & Co | 13G/AOld format | – | – | – | SEC |
| Dec 10, 2021 | Morgan Stanley | 13G/AOld format | – | – | – | SEC |
| Feb 12, 2021 | Eaton Vance Management | 13G/AOld format | – | – | – | SEC |
| Feb 11, 2021 | Janus Henderson Group PLC | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2021 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 4, 2021 | Wellington Management Group LLP | 13G/AOld format | – | – | – | SEC |
| Feb 1, 20218:30 AM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Jan 19, 2021 | JPMorgan Chase & Co | 13GOld format | – | New | – | SEC |
Form 144: proposed insider sales
64 notices from officers, directors and other affiliates planning to sell WEX Inc. shares, newest first.
| Filed (ET) | Seller | Shares to sell | Market value | Planned sale | Broker | Filing |
|---|---|---|---|---|---|---|
| Nov 12, 20268:34 AM ET | Karen StroupOfficer | 2.15K | $391.6K | Nov 11, 2026 | Merrill Lynch | SEC |
| Nov 9, 20264:39 PM ET | Jagtar NarulaOfficer | 1.67K | $301.2K | Nov 9, 202610b5-1 | Merrill Lynch | SEC |
| Nov 6, 20266:18 PM ET | Impactive Capital LPDirector | 34.6K | $6.30M | Nov 6, 2026 | Goldman Sachs & Co. LLC | SEC |
| Nov 5, 20265:00 PM ET | Impactive Capital LPDirector | 200.0K | $36.0M | Nov 5, 2026 | Goldman Sachs & Co. LLC | SEC |
| Nov 3, 20264:33 PM ET | Sachin DhawanOfficer | 3.87K | $708.8K | Nov 3, 2026 | Merrill Lynch | SEC |
| Oct 5, 20264:48 PM ET | Robert DeshaiesOfficer | 2.00K | $347.0K | Oct 5, 202610b5-1 | Merrill Lynch | SEC |
| Sep 14, 20265:36 PM ET | Joel DearbornOfficer | 3.34K | $668.5K | Sep 14, 202610b5-1 | Merrill Lynch | SEC |
| Sep 1, 20264:51 PM ET | Melissa SmithOfficer | 28.1K | $5.34M | Sep 1, 202610b5-1 | Merrill Lynch | SEC |
| Aug 4, 20264:12 PM ET | Carlos CarriedoOfficer | 1.07K | $199.9K | Aug 4, 2026 | Merrill Lynch | SEC |
| Jul 31, 20264:52 PM ET | Shikhar GhoshFormer director | 2.02K | $377.8K | Jul 31, 2026 | Goldman Sachs & Co. LLC | SEC |
| Jul 30, 20265:26 PM ET | Robert DeshaiesOfficer | 1.00K | $184.9K | Jul 30, 2026 | Merrill Lynch | SEC |
| Jul 27, 20264:40 PM ET | Ann DrewOfficer | 3.40K | $598.4K | Jul 27, 2026 | Merrill Lynch | SEC |
| Jul 27, 20264:39 PM ET | Jennifer KimballOfficer | 1.18K | $208.8K | Jul 27, 2026 | Merrill Lynch | SEC |
| Jul 6, 20264:14 PM ET | Robert DeshaiesOfficer | 2.00K | $296.7K | Jul 6, 202610b5-1 | Merrill Lynch | SEC |
| May 28, 20265:12 PM ET | Robert DeshaiesOfficer | 1.20K | $173.8K | May 28, 2026 | Merrill Lynch | SEC |
| Apr 16, 20265:25 PM ET | Joel DearbornOfficer | 3.50K | $612.5K | Apr 16, 202610b5-1 | Merrill Lynch | SEC |
| Apr 1, 20265:34 PM ET | Joel DearbornOfficer | 3.50K | $532.4K | Apr 1, 202610b5-1 | Merrill Lynch | SEC |
| Mar 19, 20264:48 PM ET | Jennifer KimballOfficer | 104 | $15.3K | Mar 19, 202610b5-1 | Merrill Lynch | SEC |
| Mar 17, 20264:56 PM ET | Jennifer KimballOfficer | 715 | $112.8K | Mar 17, 202610b5-1 | Merrill Lynch | SEC |
| Feb 25, 20265:34 PM ET | Sara TrickettOfficer | 1.81K | $272.1K | Feb 25, 2026 | Merrill Lynch | SEC |
| Feb 24, 20264:32 PM ET | Robert DeshaiesOfficer | 3.24K | $486.3K | Feb 24, 2026 | Merrill Lynch | SEC |
| Feb 18, 20264:10 PM ET | Carlos CarriedoOfficer | 1.57K | $251.8K | Feb 18, 2026 | Merrill Lynch | SEC |
| Feb 11, 20264:28 PM ET | Robert DeshaiesOfficer | 1.03K | $171.3K | Feb 11, 2026 | Merrill Lynch | SEC |
| Dec 18, 20254:43 PM ET | Jennifer KimballOfficer | 494 | $74.8K | Dec 18, 202510b5-1 | Merrill Lynch | SEC |
| Nov 26, 20253:14 PM ET | Robert DeshaiesOfficer | 1.51K | $225.3K | Nov 26, 2025 | Merrill Lynch | SEC |
Showing the latest 25. See the WEX notices from the last 12 months