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WEX Inc

US · WEX #1968 by market cap Listed 1970
169.96 -1.52 -0.89%
Live - 5344 symbols - heartbeat 464s ago · 2026-10-07 19:54
After-hours 169.96 0.00%
Market cap
5.79B
P/B
4.31
EPS
8.47
Reader sentiment Are you bullish or bearish on WEX?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Accumulating
  • The number of reporting institutions decreased by 1 in the most recent period (2026/Q3).
  • Total institutional ownership rose 0.4 percentage points.

Institutional ownership

Held by institutions
118.00% +0.37pp
Institutions
483 -1
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Diverging

Institutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund90.23%
Hedge Fund20.36%
Government Pension Fund1.76%
Public Company1.70%
Family Office/Trust1.43%
Individual/Insider1.22%
Sovereign Wealth Fund1.08%
Private Company1.03%
Insurance Company0.33%

Top holders as of 2026-06-30

Janus Henderson Group plc 11.64% · 3.97M sh
BlackRock 9.29% · 3.17M sh
Par Capital Management, Inc. 6.62% · 2.25M sh
Eaton Vance Management 5.41% · 1.84M sh
FMR 5.28% · 1.80M sh
Vanguard Capital Management, LLC 5.08% · 1.73M sh
Impactive Capital LP 5.01% · 1.71M sh
Boston Partners Global Investors, Inc. 4.38% · 1.49M sh
Vanguard Portfolio Management, LLC 4.20% · 1.43M sh
State Street Global Advisors 3.33% · 1.13M sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 31 buys · 17 sells

NameRoleStake
Melissa Smith Chairperson & CEO 0.56%
Joel Dearborn Chief Strategy Officer 0.08%
Jagtar Narula Chief Financial Officer 0.08%
Karen Stroup Chief Digital Officer 0.07%
Robert Deshaies Chief Operating Officer of Americas 0.06%
Sachin Dhawan Chief Technology Officer 0.04%
Carlos Carriedo Chief Operating Officer - International 0.03%
Jack VanWoerkom Vice Chair & Lead Independent Director 0.03%
Stephen Smith Independent Director 0.03%
James Neary Independent Director 0.02%

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-09-29 James Groch Independent Director Other Acquisition +155 --
2026-09-29 Kurt Adams Nominee Director Other Acquisition +125 --
2026-09-29 Daniel Callahan Independent Director Other Acquisition +155 --
2026-09-29 Impactive Capital LP -- Other Acquisition +125 --
2026-09-13 Joel Dearborn Chief Strategy Officer Automatic Disposition -2,500 $200.00
2026-09-13 Joel Dearborn Chief Strategy Officer Derivative Exercise and Sale -843 $104.95–200.00
2026-08-31 Melissa Smith Chairperson & CEO Derivative Exercise and Sale -28,109 $99.69–191.11
2026-08-03 Carlos Carriedo Chief Operating Officer - International Open Market Disposition -1,075 $186.00
2026-07-30 Shikhar Ghosh Independent Director Intent to Sell (Form 144) -2,021 $186.96
2026-07-29 Robert Deshaies Chief Operating Officer of Americas Open Market Disposition -1,000 $184.95
2026-07-26 Ann Drew Chief Risk & Compliance Officer Open Market Disposition -3,400 $176.02
2026-07-26 Jennifer Kimball Chief Accounting Officer Open Market Disposition -1,183 $176.55
2026-07-05 Robert Deshaies Chief Operating Officer of Americas Automatic Disposition -2,000 $143.46–149.77
2026-06-29 James Groch Independent Director Other Acquisition +186 --
2026-06-29 Kurt Adams Nominee Director Other Acquisition +79 --
2026-06-29 Daniel Callahan Independent Director Other Acquisition +186 --
2026-06-29 Lauren Taylor Wolfe Nominee Director Other Acquisition +79 --
2026-06-16 Carlos Carriedo Chief Operating Officer - International Derivative Exercise and Sale -174 $131.27
2026-06-16 Carlos Carriedo Chief Operating Officer - International Derivative Exercise and Retained +217 --
2026-06-16 Sara Trickett Senior VP & Acting General Counsel Derivative Exercise and Sale -52 $131.27

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-07 19:54:59 · For reference only, not investment advice and not tailored to your situation.