WEXNYSEServices-Business Services, NECFiscal year ends December 31
WEX Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 23, 2026
$183.26+1.25 (+0.69%)
Close on Oct 19, 2026
- Market cap
- $6.40B
- P/E (TTM)
- 18.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
40M of 34M shares
Institutional holders
415
68 new, 79 sold out
Net institutional buying
5M
In Q2 2026
Insider trades, 12 months
2 buys · 34 sales
Net sold $10.07M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Janus Henderson Group PLC | 3,870,484 | 11.30% | 13G (passive) amendment | Jun 30, 2025 |
| BlackRock, Inc. | 3,841,491 | 9.00% | 13G (passive) amendment | Dec 31, 2023 |
| Asmar Christian | 2,395,253 | 7.00% | 13D (active) amendment | May 2, 2025 |
| PAR Investment Partners, L.P. | 2,252,000 | 6.60% | 13G (passive) amendment | Dec 31, 2025 |
| Wolfe Lauren Taylor | 2,195,253 | 6.40% | 13D (active) amendment | Oct 20, 2025 |
| Morgan Stanley | 2,015,213 | 5.80% | 13G (passive) amendment | Mar 31, 2026 |
| Vanguard Capital Management | 1,804,206 | 5.20% | 13G (passive) | Mar 31, 2026 |
| Abigail P. Johnson | 1,801,385 | 5.20% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WEX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Jupiter Topco LLC | 3,967,061 | 11.64% | $559.71M | New | 0.23% |
| BlackRock, Inc. | 3,167,005 | 9.29% | $446.83M | +61,564 | 0.01% |
| Par Capital Management Inc | 2,254,984 | 6.62% | $318.16M | – | 7.89% |
| Morgan Stanley | 1,949,295 | 5.72% | $275.03M | −150,973 | 0.01% |
| FMR LLC | 1,801,385 | 5.29% | $254.16M | +576,081 | 0.01% |
| Impactive Capital LP | 1,707,253 | 5.01% | $240.88M | – | 17.19% |
| Vanguard Capital Management LLC | 1,513,612 | 4.44% | $213.56M | −28,834 | 0.00% |
| Boston Partners | 1,493,028 | 4.38% | $210.78M | −167,745 | 0.19% |
| Vanguard Portfolio Management LLC | 1,430,765 | 4.20% | $201.87M | −52,838 | 0.01% |
| State Street Corp | 1,133,228 | 3.33% | $159.89M | +41,815 | 0.00% |
| Earnest Partners LLC | 857,373 | 2.52% | $120.97M | −25,632 | 0.44% |
| Bank Of America Corp /De/ | 815,695 | 2.39% | $115.09M | −7,986 | 0.01% |
| Lyrical Asset Management LP | 770,524 | 2.26% | $108.71M | +9,588 | 1.38% |
| Dimensional Fund Advisors LP | 733,560 | 2.15% | $103.48M | +47,425 | 0.02% |
| Turtle Creek Asset Management Inc. | 728,088 | 2.14% | $102.73M | +58,753 | 4.01% |
| Geode Capital Management, LLC | 671,582 | 1.97% | $110.40M | +15,745 | 0.01% |
| Citadel Advisors LLC | 582,786 | 1.71% | $82.23M | +307,959 | 0.01% |
| Sei Investments Co | 549,632 | 1.61% | $77.55M | −47,968 | 0.07% |
| Capital World Investors | 547,682 | 1.61% | $77.27M | +336,442 | 0.01% |
| Charles Schwab Investment Management Inc | 487,579 | 1.43% | $68.79M | +9,026 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 415 | 40M | 100.0% | 68 / 118 | 167 / 79 | 8M | 3M |
| Q1 2026 | 434 | 39M | 100.0% | 70 / 175 | 122 / 59 | 7M | 3M |
| Q4 2025 | 428 | 38M | 100.0% | 79 / 128 | 150 / 38 | 4M | 3M |
| Q3 2025 | 392 | 38M | 100.0% | 48 / 121 | 145 / 39 | 3M | 3M |
| Q2 2025 | 386 | 38M | 100.0% | 57 / 119 | 159 / 90 | 4M | 5M |
| Q1 2025 | 422 | 40M | 100.0% | 69 / 117 | 173 / 70 | 5M | 6M |
| Q4 2024 | 431 | 40M | 100.0% | 64 / 121 | 173 / 58 | 2M | 5M |
| Q3 2024 | 434 | 44M | 100.0% | 65 / 132 | 151 / 71 | 8M | 3M |
| Q2 2024 | 442 | 42M | 100.0% | 84 / 135 | 153 / 59 | 3M | 7M |
| Q1 2024 | 421 | 47M | 100.0% | 55 / 117 | 171 / 47 | 5M | 3M |
| Q4 2023 | 418 | 45M | 100.0% | 59 / 129 | 160 / 45 | 5M | 2M |
| Q3 2023 | 412 | 42M | 100.0% | 51 / 111 | 177 / 44 | 2M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WEX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Janus Henderson Enterprise Fund | 2,499,077 | 7.33% | $352.59M | 1.57% | Jun 30, 2026 |
| Eaton Vance Atlanta Capital SMID-Cap Fund | 1,209,692 | 3.55% | $170.68M | 1.94% | Jun 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 1,185,336 | 3.48% | $167.24M | 0.13% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,046,475 | 3.07% | $147.65M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 755,637 | 2.22% | $106.61M | 0.06% | Jun 30, 2026 |
| Disciplined Value Mid Cap Fund | 560,755 | 1.65% | $79.12M | 0.34% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 478,467 | 1.40% | $67.51M | 0.10% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 397,602 | 1.17% | $56.10M | 0.06% | Jun 30, 2026 |
| Capital Group U.S. Small and Mid Cap ETF | 340,475 | 1.00% | $49.36M | 1.77% | May 31, 2026 |
| Fidelity Value Fund | 337,300 | 0.99% | $63.06M | 0.60% | Jul 31, 2026 |
| Janus Henderson Triton Fund | 240,317 | 0.71% | $33.91M | 0.57% | Jun 30, 2026 |
| Janus Henderson VIT Enterprise Portfolio | 215,829 | 0.63% | $30.45M | 1.59% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund | 214,100 | 0.63% | $40.03M | 0.54% | Jul 31, 2026 |
| EQ/Janus Enterprise Portfolio | 195,009 | 0.57% | $27.51M | 1.80% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 177,415 | 0.52% | $25.72M | 0.06% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Melissa D. Smith | CEO and President, Director | 192,254 | 0.56% | Sep 3, 2026 |
| Joel Alan Dearborn JR | COO, International | 28,615 | 0.08% | Sep 16, 2026 |
| Carlos Carriedo | COO, Amer. Payments & Mobility | 11,076 | 0.03% | Aug 6, 2026 |
| Robert Joseph Deshaies | COO, Benefits | 19,288 | 0.06% | Jul 31, 2026 |
| Ann Elena Drew | Chief Risk and Compliance | 7,988 | 0.02% | Jul 29, 2026 |
| Jennifer Kimball | Chief Accounting Officer | 4,916 | 0.01% | Jul 29, 2026 |
| Sara Trickett | Chief Legal Officer | 3,572 | 0.01% | Jun 22, 2026 |
| Sandra D. Kuohn | Chief People Officer | – | – | Mar 18, 2026 |
| Karen B. Stroup | Chief Digital Officer | 22,285 | 0.07% | Mar 18, 2026 |
| Jagtar Narula | Chief Financial Officer | 26,110 | 0.08% | Mar 18, 2026 |
| Sachin Dhawan | Chief Technology Officer | 15,115 | 0.04% | Mar 18, 2026 |
| Melanie J. Tinto | Chief People Officer | 5,778 | 0.02% | Feb 24, 2025 |
| James R. Groch | Director | 18,143 | 0.05% | Jul 2, 2026 |
| Kurt Patrick Adams | Director | 379 | 0.00% | Jul 2, 2026 |
| Christian Asmar | Director | – | – | Jul 2, 2026 |
| Capital LP Impactive | Director | 1,707,332 | 5.01% | Jul 2, 2026 |
| Capital LLC Impactive | Director | – | – | Jul 2, 2026 |
| Lauren Taylor Wolfe | Director | 1,707,253 | 5.01% | Jul 2, 2026 |
| Don Callahan | Director | 12,263 | 0.04% | Jul 2, 2026 |
| Ellen R. Alemany | Director | 6,000 | 0.02% | May 18, 2026 |
| Aimee Cardwell | Director | 3,007 | 0.01% | May 18, 2026 |
| Stephen Montgomery Smith | Director | 9,538 | 0.03% | May 18, 2026 |
| David B. Foss | Director | 1,500 | 0.00% | May 18, 2026 |
| Derrick A. Roman | Director | 6,434 | 0.02% | May 18, 2026 |
| Susan Sobbott | Director | 7,881 | 0.02% | May 18, 2026 |
| Nancy A. Altobello | Director | 4,387 | 0.01% | May 19, 2025 |
| Jack Vanwoerkom | Director | 10,426 | 0.03% | May 19, 2025 |
| Shikhar Ghosh | Director | 49,727 | 0.15% | May 19, 2025 |
| James Neary | Director | 8,183 | 0.02% | May 19, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Joel Alan Dearborn JR COO, International | Sep 14, 2026 | Option exercise | +843 | $104.95 | $88.47K | 17,864 |
| Joel Alan Dearborn JR COO, International | Sep 14, 2026 | Sale(10b5-1 plan) | −2,500 | $200.00 | $500.00K | 17,021 |
| Joel Alan Dearborn JR COO, International | Sep 14, 2026 | Sale(10b5-1 plan) | −843 | $200.00 | $168.60K | 17,021 |
| Melissa D. Smith CEO and President, Director | Sep 1, 2026 | Sale(10b5-1 plan) | −11,109 | $191.11 | $2.12M | 126,625 |
| Melissa D. Smith CEO and President, Director | Sep 1, 2026 | Option exercise | +23,187 | $104.95 | $2.43M | 149,812 |
| Melissa D. Smith CEO and President, Director | Sep 1, 2026 | Option exercise | +4,922 | $99.69 | $490.67K | 154,734 |
| Melissa D. Smith CEO and President, Director | Sep 1, 2026 | Sale(10b5-1 plan) | −180 | $186.48 | $33.57K | 154,554 |
| Melissa D. Smith CEO and President, Director | Sep 1, 2026 | Sale(10b5-1 plan) | −9,245 | $189.12 | $1.75M | 145,309 |
| Melissa D. Smith CEO and President, Director | Sep 1, 2026 | Sale(10b5-1 plan) | −7,575 | $189.87 | $1.44M | 137,734 |
| Carlos Carriedo COO, Amer. Payments & Mobility | Aug 4, 2026 | Sale | −1,075 | $186.00 | $199.95K | 11,076 |
| Robert Joseph Deshaies COO, Benefits | Jul 30, 2026 | Sale | −1,000 | $184.95 | $184.95K | 19,288 |
| Ann Elena Drew Chief Risk and Compliance | Jul 27, 2026 | Sale | −3,400 | $176.02 | $598.47K | 7,988 |
| Jennifer Kimball Chief Accounting Officer | Jul 27, 2026 | Sale | −1,183 | $176.55 | $208.86K | 4,916 |
| Robert Joseph Deshaies COO, Benefits | Jul 6, 2026 | Sale(10b5-1 plan) | −48 | $143.46 | $6.89K | 22,240 |
| Robert Joseph Deshaies COO, Benefits | Jul 6, 2026 | Sale(10b5-1 plan) | −227 | $145.84 | $33.11K | 22,013 |
| Robert Joseph Deshaies COO, Benefits | Jul 6, 2026 | Sale(10b5-1 plan) | −135 | $146.90 | $19.83K | 21,878 |
| Robert Joseph Deshaies COO, Benefits | Jul 6, 2026 | Sale(10b5-1 plan) | −265 | $147.92 | $39.20K | 21,613 |
| Robert Joseph Deshaies COO, Benefits | Jul 6, 2026 | Sale(10b5-1 plan) | −1,317 | $149.26 | $196.58K | 20,296 |
| Robert Joseph Deshaies COO, Benefits | Jul 6, 2026 | Sale(10b5-1 plan) | −8 | $149.77 | $1.20K | 20,288 |
| Kurt Patrick Adams Director | Jun 30, 2026 | Award | +79 | – | – | 379 |
| James R. Groch Director | Jun 30, 2026 | Award | +186 | – | – | 18,143 |
| Don Callahan Director | Jun 30, 2026 | Award | +186 | – | – | 12,263 |
| Capital LP Impactive Director | Jun 30, 2026 | Award | +79 | – | – | 1,707,332 |
| Carlos Carriedo COO, Amer. Payments & Mobility | Jun 17, 2026 | Option exercise | +391 | – | – | 12,325 |
| Carlos Carriedo COO, Amer. Payments & Mobility | Jun 17, 2026 | Tax withholding | −174 | $131.27 | $22.84K | 12,151 |
| Sara Trickett Chief Legal Officer | Jun 17, 2026 | Option exercise | +98 | – | – | 3,572 |
| Sara Trickett Chief Legal Officer | Jun 17, 2026 | Tax withholding | −23 | $131.27 | $3.02K | 3,595 |
| Sara Trickett Chief Legal Officer | Jun 17, 2026 | Option exercise | +75 | – | – | 3,618 |
| Sara Trickett Chief Legal Officer | Jun 17, 2026 | Tax withholding | −29 | $131.27 | $3.81K | 3,543 |
| Robert Joseph Deshaies COO, Benefits | May 28, 2026 | Sale | −1,200 | $144.84 | $173.81K | 22,288 |
| James R. Groch Director | May 18, 2026 | Buy | +1,500 | $142.95 | $214.42K | 17,957 |
| James R. Groch Director | May 15, 2026 | Option exercise | +1,567 | – | – | 16,457 |
| Aimee Cardwell Director | May 15, 2026 | Option exercise | +1,567 | – | – | 3,007 |
| Stephen Montgomery Smith Director | May 15, 2026 | Option exercise | +1,567 | – | – | 9,538 |
| Don Callahan Director | May 15, 2026 | Option exercise | +1,567 | – | – | 12,077 |
| Susan Sobbott Director | May 15, 2026 | Option exercise | +1,567 | – | – | 7,881 |
| Derrick A. Roman Director | May 15, 2026 | Option exercise | +1,567 | – | – | 6,434 |
| Joel Alan Dearborn JR COO, International | Apr 16, 2026 | Sale(10b5-1 plan) | −3,500 | $175.00 | $612.50K | 22,872 |
| Joel Alan Dearborn JR COO, International | Apr 1, 2026 | Sale(10b5-1 plan) | −675 | $152.42 | $102.88K | 28,522 |
| Joel Alan Dearborn JR COO, International | Apr 1, 2026 | Sale(10b5-1 plan) | −73 | $147.93 | $10.80K | 29,799 |
| Joel Alan Dearborn JR COO, International | Apr 1, 2026 | Sale(10b5-1 plan) | −93 | $148.70 | $13.83K | 29,706 |
| Joel Alan Dearborn JR COO, International | Apr 1, 2026 | Sale(10b5-1 plan) | −2,150 | $152.71 | $328.33K | 26,372 |
| Joel Alan Dearborn JR COO, International | Apr 1, 2026 | Sale(10b5-1 plan) | −168 | $151.14 | $25.39K | 29,197 |
| Joel Alan Dearborn JR COO, International | Apr 1, 2026 | Sale(10b5-1 plan) | −341 | $150.32 | $51.26K | 29,365 |
| James R. Groch Director | Mar 31, 2026 | Award | +171 | – | – | 14,890 |
| Don Callahan Director | Mar 31, 2026 | Award | +171 | – | – | 10,510 |
| Jennifer Kimball Chief Accounting Officer | Mar 19, 2026 | Sale(10b5-1 plan) | −104 | $147.66 | $15.36K | 6,099 |
| Karen B. Stroup Chief Digital Officer | Mar 17, 2026 | Tax withholding | −350 | $156.79 | $54.88K | 22,285 |
| Karen B. Stroup Chief Digital Officer | Mar 17, 2026 | Option exercise | +888 | – | – | 22,635 |
| Karen B. Stroup Chief Digital Officer | Mar 17, 2026 | Tax withholding | −332 | $156.79 | $52.05K | 21,747 |
| Karen B. Stroup Chief Digital Officer | Mar 17, 2026 | Option exercise | +843 | – | – | 22,079 |
| Robert Joseph Deshaies COO, Benefits | Mar 17, 2026 | Tax withholding | −335 | $156.79 | $52.52K | 23,130 |
| Robert Joseph Deshaies COO, Benefits | Mar 17, 2026 | Option exercise | +711 | – | – | 23,841 |
| Robert Joseph Deshaies COO, Benefits | Mar 17, 2026 | Tax withholding | −353 | $156.79 | $55.35K | 23,488 |
| Robert Joseph Deshaies COO, Benefits | Mar 17, 2026 | Option exercise | +675 | – | – | 23,465 |
| Ann Elena Drew Chief Risk and Compliance | Mar 17, 2026 | Option exercise | +533 | – | – | 11,625 |
| Ann Elena Drew Chief Risk and Compliance | Mar 17, 2026 | Tax withholding | −237 | $156.79 | $37.16K | 11,388 |
| Ann Elena Drew Chief Risk and Compliance | Mar 17, 2026 | Option exercise | +506 | – | – | 11,317 |
| Ann Elena Drew Chief Risk and Compliance | Mar 17, 2026 | Tax withholding | −225 | $156.79 | $35.28K | 11,092 |
| Carlos Carriedo COO, Amer. Payments & Mobility | Mar 17, 2026 | Option exercise | +1,771 | – | – | 12,720 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Deshaies Robert Officer | Oct 5, 2026 | 2,000 | $347.04K | Oct 5, 2026 | Stock Plan Activity |
| Dearborn Joel Officer | Sep 14, 2026 | 3,343 | $668.49K | Sep 14, 2026 | Stock plan activity |
| Smith Melissa Officer | Sep 1, 2026 | 28,109 | $5.34M | Sep 1, 2026 | Stock Plan Activity |
| Carriedo Carlos Officer | Aug 4, 2026 | 1,075 | $199.91K | Aug 4, 2026 | Stock Plan Activity |
| Ghosh Shikhar Former Director | Jul 31, 2026 | 2,021 | $377.85K | Jul 31, 2026 | Acquired as compensation -- Restricted Stock Units |
| Deshaies Robert Officer | Jul 30, 2026 | 1,000 | $184.91K | Jul 30, 2026 | Stock Plan Activity |
| Drew Ann Officer | Jul 27, 2026 | 3,400 | $598.35K | Jul 27, 2026 | Stock plan activity |
| Kimball Jennifer Officer | Jul 27, 2026 | 1,183 | $208.81K | Jul 27, 2026 | Stock Plan Activity |
| Deshaies Robert Officer | Jul 6, 2026 | 2,000 | $296.74K | Jul 6, 2026 | Stock Plan Activity |
| Deshaies Robert Officer | May 28, 2026 | 1,200 | $173.76K | May 28, 2026 | Stock Plan Activity |
| Dearborn Joel Officer | Apr 16, 2026 | 3,500 | $612.50K | Apr 16, 2026 | Stock Plan Activity |
| Dearborn Joel Officer | Apr 1, 2026 | 3,500 | $532.38K | Apr 1, 2026 | Stock Plan Activity |
| Kimball Jennifer Officer | Mar 19, 2026 | 104 | $15.34K | Mar 19, 2026 | Stock Plan Activity |
| Kimball Jennifer Officer | Mar 17, 2026 | 715 | $112.80K | Mar 17, 2026 | Stock Plan Activity |
| Trickett Sara Officer | Feb 25, 2026 | 1,815 | $272.10K | Feb 25, 2026 | Stock plan activity |