Wex Inc
Ownership
Ownership Structure
Who owns Wex Inc (WEX)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 87.1% of the shares are freely tradable; institutional investors hold 114.9%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Jupiter Topco LLC | 11.64 | 3,967,061 | +0.0 | 06/30/2026 |
| HHG PLC | 11.49 | 3,916,073 | +1.1 | 03/31/2026 |
| BlackRock Inc | 9.29 | 3,167,005 | +2.0 | 06/30/2026 |
| Par Capital Management Inc | 6.62 | 2,254,984 | +0.0 | 06/30/2026 |
| Morgan Stanley - Brokerage Accounts | 5.72 | 1,949,295 | -7.2 | 06/30/2026 |
| FMR Inc | 5.29 | 1,801,385 | +47.0 | 06/30/2026 |
| Impactive Capital LP | 5.01 | 1,707,253 | +0.0 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.44 | 1,513,612 | -1.9 | 06/30/2026 |
| Boston Partners Global Investors, Inc | 4.38 | 1,493,028 | -10.1 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Janus Henderson Enterprise D | 4.88 | 1,661,658 | -19.4 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Wolfe Lauren Taylor | Director | 1,707,457 | 315,196,562 $ | Sep 30, 2026 | indirect |
| Smith Melissa D | CEO and President | 126,625 | 23,374,975 $ | Sep 1, 2026 | direct |
| Groch James R | Director | 18,298 | 3,377,811 $ | Sep 30, 2026 | direct |
| Deshaies Robert Joseph | COO, Benefits | 17,288 | 3,191,365 $ | Oct 5, 2026 | direct |
| Dearborn Joel Alan JR | COO, International | 17,021 | 3,142,077 $ | Sep 14, 2026 | direct |
| Callahan Don | Director | 12,418 | 2,292,363 $ | Sep 30, 2026 | direct |
| Carriedo Carlos | COO, Amer. Payments & Mobility | 11,076 | 2,044,630 $ | Aug 4, 2026 | direct |
| Drew Ann Elena | Chief Risk and Compliance | 7,988 | 1,474,585 $ | Jul 27, 2026 | direct |
| Kimball Jennifer | Chief Accounting Officer | 4,916 | 907,494 $ | Jul 27, 2026 | direct |
| Adams Kurt Patrick | Director | 504 | 93,038 $ | Sep 30, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 5, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell | 88 | 175.71 | 15,462 |
| Oct 5, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell | 615 | 174.94 | 107,588 |
| Oct 5, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell | 549 | 173.54 | 95,273 |
| Oct 5, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell | 602 | 172.63 | 103,923 |
| Oct 5, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell | 48 | 171.30 | 8,222 |
| Oct 5, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell | 98 | 169.81 | 16,641 |
| Sep 30, 2026 | Adams Kurt Patrick | Director | Other | 125 | – | – |
| Sep 30, 2026 | Callahan Don | Director | Other | 155 | – | – |
| Sep 30, 2026 | Groch James R | Director | Other | 155 | – | – |
| Sep 30, 2026 | Wolfe Lauren Taylor | Director | Other | 125 | – | – |
| Sep 14, 2026 | Dearborn Joel Alan JR | COO, International | Sell | 843 | 200.00 | 168,600 |
| Sep 14, 2026 | Dearborn Joel Alan JR | COO, International | Other | 843 | 104.95 | 88,473 |
| Sep 14, 2026 | Dearborn Joel Alan JR | COO, International | Sell | 2,500 | 200.00 | 500,000 |
| Sep 1, 2026 | Smith Melissa D | CEO and President | Sell | 11,109 | 191.11 | 2,123,041 |
| Sep 1, 2026 | Smith Melissa D | CEO and President | Sell | 7,575 | 189.87 | 1,438,265 |
| Sep 1, 2026 | Smith Melissa D | CEO and President | Sell | 9,245 | 189.12 | 1,748,414 |
| Sep 1, 2026 | Smith Melissa D | CEO and President | Sell | 180 | 186.48 | 33,566 |
| Sep 1, 2026 | Smith Melissa D | CEO and President | Other | 4,922 | 99.69 | 490,674 |
| Sep 1, 2026 | Smith Melissa D | CEO and President | Other | 23,187 | 104.95 | 2,433,476 |
| Aug 4, 2026 | Carriedo Carlos | COO, Amer. Payments & Mobility | Sell | 1,075 | 186.00 | 199,950 |
| Jul 30, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell | 1,000 | 184.95 | 184,950 |
| Jul 27, 2026 | Kimball Jennifer | Chief Accounting Officer | Sell | 1,183 | 176.55 | 208,859 |
| Jul 27, 2026 | Drew Ann Elena | Chief Risk and Compliance | Sell | 3,400 | 176.02 | 598,468 |
| Jul 6, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell | 8 | 149.77 | 1,198 |
| Jul 6, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell | 1,317 | 149.26 | 196,575 |
| Jul 6, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell | 265 | 147.92 | 39,199 |
| Jul 6, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell | 135 | 146.90 | 19,832 |
| Jul 6, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell | 227 | 145.84 | 33,106 |
| Jul 6, 2026 | Deshaies Robert Joseph | COO, Benefits | Sell | 48 | 143.46 | 6,886 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: October 30, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.