$WEX

$192.09 -$5.37 (2.72%) Close

$WEX Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 34.1M shares outstanding

Who owns WEX?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 63.0%

Jupiter Topco LLC 11.6% · BlackRock, Inc. 9.3%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

412

-20 vs last qtr

Net shares bought

+537.6K

by institutions in Q2 2026

New / sold out

68 / 88

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jupiter Topco LLC NEW +4.0M
FMR LLC +576.1K

Biggest sellers in Q2 2026

Janus Henderson Group PLC SOLD OUT −3.9M
Aqr Capital Management LLC −1.2M

Who is planning to sell?

Notices of proposed sale, last 12 months

$11.2M

20 notices from 8 people

Shares covered

62.8K

0.18% of the company

Arranged in advance

72%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Melissa Smith Officer 10b5-1 $5.34M
Robert Deshaies Officer $1.89M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−12.3%

−1.44% a year

Each share's claim on the business

+14.0%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$2.04B vs $706M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years59% 3–5 years6% 1–3 years16% Under 1 year19%

Quarterly turnover

21.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting WEX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
JT Jupiter Topco LLC	4.0M	11.64%	NEW	Q2 '26	0.2%
Shares held by quarter Peak holding4.0M (Q2'26) Change over 8 quarters+4.0M Share of the company11.640% Jupiter Topco LLC's full portfolio →
JH Janus Henderson Group PLC	—	—	SOLD OUT	—	0.0%
Shares held by quarter Peak holding4.2M (Q3'24) Change over 8 quarters−4.2M Janus Henderson Group PLC's full portfolio →

Jupiter Topco LLC

4.0M

% of company

11.64%

Change vs last qtr

NEW

Held since

Q2 '26

Janus Henderson Group PLC

—

% of company

—

Change vs last qtr

SOLD OUT

Held since

—

28 more super investors behind a free account

See every manager holding WEX Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting WEX on Form N-PORT; together they hold 46.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
JH Janus Henderson Enterprise Fund Janus Investment Fund	$353M	2.5M	7.33%	1.57%	June 30, 2026
EV Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust	$171M	1.2M	3.55%	1.94%	June 30, 2026

Janus Henderson Enterprise Fund

Janus Investment Fund

Position value

$353M

% of company

7.33%

% of the fund

1.57%

As of

June 30, 2026

Eaton Vance Atlanta Capital SMID-Cap Fund

Eaton Vance Growth Trust

Position value

$171M

% of company

3.55%

% of the fund

1.94%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding WEX Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
WL Wolfe Lauren Taylor 5%+ holder 13D · 4.9%	1.7M	5.01%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company5.010% Disclosed stake13D · 4.9% View the 13D/G filing →
IC Impactive Capital LLC 5%+ holder 13D · 4.9%	1.7M	5.01%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company5.010% Disclosed stake13D · 4.9% View the 13D/G filing →

Wolfe Lauren Taylor

5%+ holder13D · 4.9%

1.7M

% of company

5.01%

Change vs last qtr

—

Held since

—

Impactive Capital LLC

5%+ holder13D · 4.9%

1.7M

% of company

5.01%

Change vs last qtr

—

Held since

—

25 more holders behind a free account

See every insider and 5%+ holder of WEX Inc..

Comments