WEX Inc.
WEX Inc. (WEX) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · WEX · as of Sep 30, 2025
Ownership Breakdown
398
Institutional Holders
▲ 6 vs Q2
$5.95B
Total Inst. Value
▲ $339.17M vs Q2
34.67M
Shares Outstanding
freeFloat 92.15%
37.76M
13F Shares Held
▼ 304,852 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
WEX largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
JANUS HENDERSON GROUP PLC services-business services, nec | 3.87M | 11.27% | 11.27% | $608.87B | Nov 14, 2025 | ▼ 5.4K |
VANGUARD GROUP INC services-business services, nec | 3.26M | 9.51% | 9.51% | $513.90B | Nov 7, 2025 | ▲ 12.1K |
BLACKROCK, INC. services-business services, nec | 3.06M | 8.91% | 8.91% | $481.46B | Nov 12, 2025 | ▼ 37.7K |
MORGAN STANLEY services-business services, nec | 2.73M | 7.96% | 7.96% | $430.32B | May 27, 2026 | ▲ 47.8K |
IMPACTIVE CAPITAL LP services-business services, nec | 2.20M | 6.40% | 6.40% | $345.82B | Nov 14, 2025 | ▼ 200.0K |
PAR CAPITAL MANAGEMENT INC services-business services, nec | 1.85M | 5.40% | 5.40% | $291.67B | Nov 14, 2025 | ▲ 400 |
BOSTON PARTNERS services-business services, nec | 1.27M | 3.71% | 3.71% | $200.70B | Nov 13, 2025 | ▲ 4.2K |
FMR LLC services-business services, nec | 1.07M | 3.13% | 3.13% | $169.04B | Nov 13, 2025 | ▲ 23.4K |
STATE STREET CORP services-business services, nec | 1.07M | 3.12% | 3.12% | $168.82B | Nov 14, 2025 | ▼ 21.4K |
EARNEST PARTNERS LLC services-business services, nec | 907.8K | 2.65% | 2.65% | $143.01B | Nov 14, 2025 | ▲ 10.0K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
24
Increased
+1.81M shares3
New Positions
first time holders23
Decreased
−1.70M shares0
Sold Out
fully exitedNet shares change (top 50)
+109.8K
+1.81M / −1.70M
Net new holders
+4
3 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
WEX insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
17
Buy transactions
13
Sell transactions
1.31
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Deshaies Robert Joseph COO, Benefits | May 28, 2026 | Sale | 1,200 | $144.84 | $173.8K | 22.3K | Form 4 ↗ |
GROCH JAMES R director | May 18, 2026 | Purchase | 1,500 | $142.95 | $214.4K | 18.0K | Form 4 ↗ |
Wolfe Lauren Taylor director | May 14, 2026 | Award | 2,352 | — | — | 2.4K | Form 4 ↗ |
Foss David B director | May 14, 2026 | Award | 2,352 | — | — | 2.4K | Form 4 ↗ |
Alemany Ellen R director | May 14, 2026 | Award | 2,352 | — | — | 2.4K | Form 4 ↗ |
Roman Derrick A. director | May 14, 2026 | Award | 1,605 | — | — | 1.6K | Form 4 ↗ |
Cardwell Aimee director | May 14, 2026 | Award | 1,605 | — | — | 1.6K | Form 4 ↗ |
Adams Kurt Patrick director | May 14, 2026 | Award | 2,352 | — | — | 2.4K | Form 4 ↗ |
Sobbott Susan director | May 14, 2026 | Award | 1,605 | — | — | 1.6K | Form 4 ↗ |
Smith Stephen Montgomery director | May 14, 2026 | Award | 1,605 | — | — | 1.6K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
WEX Inc. (WEX) is primarily owned by institutional investors, who hold approximately 100.0% of total shares outstanding. Company insiders own approximately 7.85%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of WEX Inc. is JANUS HENDERSON GROUP PLC, holding approximately 3.87 million shares — equal to 11.27% of outstanding shares — as of September 30, 2025.
A total of 398 institutional investors currently hold WEX stock, with a combined institutional value of approximately $5.95 billion as of the most recent 13F filing period.
Frequently asked questions
WEX ownershipWEX Inc. (WEX) is primarily owned by institutional investors, who hold approximately 100.0% of shares. The largest shareholder is JANUS HENDERSON GROUP PLC with a 11.27% stake. Company insiders hold 7.85%. Data sourced from SEC Form 13F as of September 30, 2025.