WEX Inc. (WEX) Ownership
WEX ownership summary
as of October 18, 2026- Institutions
- 120.6% of shares outstanding
- Insiders
- 1.32% of shares outstanding
- Shares outstanding
- 34.1M
- Float
- 29.7M shares available to trade
- Short interest
- 10.70% 2.8M shares short
- Days to cover
- 4.96 short interest up 14.1% vs prior month
- Institutions 120.59%
- Insiders 1.32%
WEX top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Jupiter Topco LLC | 11.64% | 4.0M | $722.0M | +4.0M (0.0%) | June 30, 2026 |
| 2 | HHG PLC | 11.49% | 3.9M | $712.8M | +44,031 (+1.1%) | March 31, 2026 |
| 3 | BlackRock Inc | 9.29% | 3.2M | $576.4M | +61,564 (+2.0%) | June 30, 2026 |
| 4 | Par Capital Management Inc | 6.62% | 2.3M | $410.4M | — | June 30, 2026 |
| 5 | Morgan Stanley - Brokerage Accounts | 5.72% | 1.9M | $354.8M | −150,973 (−7.2%) | June 30, 2026 |
| 6 | FMR Inc | 5.29% | 1.8M | $327.9M | +576,081 (+47.0%) | June 30, 2026 |
| 7 | Impactive Capital LP | 5.01% | 1.7M | $310.7M | — | June 30, 2026 |
| 8 | Vanguard Capital Management, LLC | 4.44% | 1.5M | $275.5M | −28,834 (−1.9%) | June 30, 2026 |
| 9 | Boston Partners Global Investors, Inc | 4.38% | 1.5M | $271.7M | −167,745 (−10.1%) | June 30, 2026 |
| 10 | Vanguard Portfolio Management, LLC | 4.20% | 1.4M | $260.4M | −52,838 (−3.6%) | June 30, 2026 |
| 11 | State Street Corp | 3.33% | 1.1M | $206.3M | +41,815 (+3.8%) | June 30, 2026 |
| 12 | Earnest Partners LLC | 2.52% | 857K | $156.1M | −25,632 (−2.9%) | June 30, 2026 |
| 13 | Bank of America Corp | 2.39% | 816K | $148.5M | −7,986 (−1.0%) | June 30, 2026 |
| 14 | Lyrical Asset Management LP | 2.26% | 771K | $140.2M | +9,588 (+1.3%) | June 30, 2026 |
| 15 | Dimensional Fund Advisors, Inc. | 2.15% | 734K | $133.5M | +47,425 (+6.9%) | June 30, 2026 |
| 16 | Turtle Creek Asset Management Inc. | 2.14% | 728K | $132.5M | +58,753 (+8.8%) | June 30, 2026 |
| 17 | Geode Capital Management, LLC | 1.97% | 672K | $122.2M | +15,745 (+2.4%) | June 30, 2026 |
| 18 | Citadel Advisors Llc | 1.71% | 583K | $106.1M | +307,959 (+112.1%) | June 30, 2026 |
| 19 | SEI Investments Co | 1.61% | 550K | $100.0M | −47,968 (−8.0%) | June 30, 2026 |
| 20 | Capital World Investors | 1.61% | 548K | $99.7M | +336,442 (+159.3%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 11 holders added 5.5M shares and 7 cut 482K.
WEX top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Janus Henderson Enterprise D | 4.88% | 1.7M | $302.4M | −400,214 (−19.4%) | August 31, 2026 |
| 2 | iShares Core S&P Mid-Cap ETF | 3.35% | 1.1M | $207.5M | −408 (−0.0%) | September 30, 2026 |
| 3 | Eaton Vance Atlanta Capital SMID-Cap I | 3.19% | 1.1M | $197.7M | −44,500 (−3.9%) | August 31, 2026 |
| 4 | Vanguard MStar Total Stk Mkt Idx Invest | 3.08% | 1.0M | $190.9M | −1,292 (−0.1%) | August 31, 2026 |
| 5 | American Funds SMALLCAP World A | 2.26% | 769K | $140.0M | +716,531 (+1,358.4%) | September 30, 2026 |
| 6 | Vanguard Small Cap Index | 2.14% | 729K | $132.7M | −28,909 (−3.8%) | September 30, 2026 |
| 7 | JHancock Disciplined Value Mid Cap I | 1.58% | 537K | $97.8M | −15,011 (−2.7%) | August 31, 2026 |
| 8 | Vanguard MStar Small Cap Value Index | 1.39% | 474K | $86.3M | −6,936 (−1.4%) | September 30, 2026 |
| 9 | Fidelity Value | 0.74% | 253K | $46.1M | −83,900 (−24.9%) | August 31, 2026 |
| 10 | State Street® SPDR® S&P MIDCAP 400® ETF | 0.69% | 237K | $43.1M | −16,652 (−6.6%) | September 30, 2026 |
| 11 | Robeco BP US Premium Equities IH € | 0.63% | 216K | $39.3M | +3,422 (+1.6%) | August 31, 2026 |
| 12 | Fidelity Stock Selector Small Cap | 0.63% | 214K | $39.0M | +123,790 (+137.1%) | July 31, 2026 |
| 13 | EQ/Janus Enterprise IB | 0.57% | 195K | $35.5M | — | August 31, 2026 |
| 14 | State Street SPDR Port S&P 400 Md CpETF | 0.50% | 169K | $30.8M | −240 (−0.1%) | September 30, 2026 |
| 15 | Fidelity Extended Market Index | 0.50% | 169K | $30.8M | −2,918 (−1.7%) | August 31, 2026 |
| 16 | Schwab US Small-Cap ETF™ | 0.49% | 169K | $30.7M | +108 (+0.1%) | September 30, 2026 |
| 17 | Janus Henderson Triton D | 0.47% | 160K | $29.1M | −38,486 (−19.4%) | August 31, 2026 |
| 18 | Janus Henderson VIT Enterprise Instl | 0.43% | 147K | $26.7M | −32,550 (−18.2%) | August 31, 2026 |
| 19 | Schwab Fundamental U.S. Small CompanyETF | 0.41% | 141K | $25.7M | +196 (+0.1%) | September 30, 2026 |
| 20 | Fidelity Series Small Cap Opps | 0.41% | 141K | $25.6M | +79,434 (+129.4%) | July 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
WEX insider transactions
latest 16| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-16 | Joel Alan Dearborn Jr | Sell | $175.00 | 3,500 | $612,500 |
| 2026-04-01 | Joel Alan Dearborn Jr | Sell | $152.14 | 3,500 | $532,490 |
| 2026-03-19 | Jennifer Kimball | Sell | $147.66 | 104 | $15,357 |
| 2026-03-17 | Jennifer Kimball | Sell | $157.82 | 715 | $112,841 |
| 2026-02-25 | Sara Trickett | Sell | $149.95 | 1,815 | $272,159 |
| 2026-02-24 | Robert Joseph Deshaies | Sell | $150.22 | 3,238 | $486,412 |
| 2026-02-18 | Carlos Carriedo | Sell | $159.90 | 1,575 | $251,842 |
| 2026-02-11 | Robert Joseph Deshaies | Sell | $166.00 | 1,032 | $171,312 |
| 2025-12-18 | Jennifer Kimball | Sell | $151.40 | 494 | $74,792 |
| 2025-11-26 | Robert Joseph Deshaies | Sell | $149.62 | 1,506 | $225,328 |
| 2025-11-13 | Stephen Montgomery Smith | Buy | $144.25 | 1,000 | $144,250 |
| 2025-08-06 | Ann Elena Drew | Sell | $171.69 | 1,931 | $331,533 |
| 2025-07-31 | Carlos Carriedo | Sell | $171.68 | 875 | $150,220 |
| 2025-06-04 | Kelly Morrison | Sell | $138.54 | — | — |
| 2025-06-02 | Jennifer Kimball | Sell | $131.08 | 1,400 | $183,512 |
| 2025-05-29 | Melissa D Smith | Buy | $134.57 | 3,721 | $500,735 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
WEX shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns WEX
Institutional investors own 120.6% of WEX's shares and insiders 1.32%. The largest holder is Jupiter Topco LLC with 11.64% of the shares (4.0M), as of June 30, 2026. Among the top 20 institutions, 11 added shares and 7 reduced their stake in the latest filings. Short interest is 10.70% of the float, or 4.96 days of average trading volume. The share count fell 10.2% since 2014.
Related: WEX analyst forecast, WEX key metrics. See the WEX stock overview for the latest quote and news.
WEX ownership FAQ
Who owns the most WEX stock?
The largest shareholders of WEX are Jupiter Topco LLC (11.64%), HHG PLC (11.49%), BlackRock Inc (9.29%), Par Capital Management Inc (6.62%), Morgan Stanley - Brokerage Accounts (5.72%).
What percentage of WEX is owned by institutions?
Institutions hold 120.6% of WEX's shares outstanding; insiders hold 1.32%.
Which funds own WEX?
The largest fund holders of WEX are Janus Henderson Enterprise D (4.88%), iShares Core S&P Mid-Cap ETF (3.35%), Eaton Vance Atlanta Capital SMID-Cap I (3.19%), Vanguard MStar Total Stk Mkt Idx Invest (3.08%), American Funds SMALLCAP World A (2.26%).
What is WEX's short interest?
2.8M shares of WEX were sold short, 10.70% of the float; at the average daily volume it would take 4.96 days to cover.
Are insiders buying or selling WEX?
Of the latest 16 reported insider transactions in WEX (since May 29, 2025), 2 were purchases and 14 were sales.
How many shares of WEX are outstanding?
WEX has 34.1M shares outstanding, of which 29.7M are in the public float.