Comparable stake leader
JANUS HENDERSON GROUP PLC
SEC ownership of WEX Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001309108.
Disclosed value leader
JANUS HENDERSON GROUP PLC
Comparable rows
50/50
Latest evidence
30 Jun 2026
- Public ticker
- WEX on NYSE
- Parsed ownership sources
-
13F, 13D/G, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
JANUS HENDERSON GROUP PLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
JANUS HENDERSON GROUP PLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001309108
- Issuer location
- Portland, ME
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of WEX Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
JANUS HENDERSON GROUP PLC
Disclosed value leader
JANUS HENDERSON GROUP PLC
Comparable rows
50/50
Latest evidence
30 Jun 2026
13F
13D/G
3/4/5
Lead comparable stake: 11%
13D/G row: JANUS HENDERSON GROUP PLC
Showing 1-8 of 50 holder rows.
Quick read
JANUS HENDERSON GROUP PLC leads the comparable SEC ownership view at 11%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens JANUS HENDERSON GROUP PLC's linked filing trail.
Comparable ownership
Top 5
JANUS HENDERSON GROUP PLC
11%
PAR INVESTMENT PARTNERS LP
6.6%
MORGAN STANLEY
5.8%
VANGUARD CAPITAL MANAGEMENT LLC
5.2%
Impactive Capital LP
4.9%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC |
13F
13D/G
Company
|
11%
from 13D/G
|
$599,313,395
3,916,073 shares
|
— | 31 Mar 2026 |
| PAR INVESTMENT PARTNERS LP |
13D/G
PAR Investment Partners, L.P.
|
6.6%
|
$362,189,160
2,252,000 shares
|
+$64,573,245 | 31 Dec 2025 |
| MORGAN STANLEY |
13D/G
13F
Company
|
5.8%
|
$334,404,445
2,015,213 shares
|
-$67,129,368 | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
5.2%
|
$276,115,867
1,804,206 shares
|
$0 | 31 Mar 2026 |
| Impactive Capital LP |
13D/G
3/4/5
13F
Director · Company
|
4.9%
|
$271,060,559
1,707,253 shares
|
$0 | 30 Mar 2026 |
| JPMORGAN CHASE & CO |
13D/G
13F
Company
|
2.7%
|
$138,773,240
1,066,994 shares
|
-$123,225,347 | 31 Mar 2025 |
| WELLINGTON MANAGEMENT GROUP LLP |
13D/G
13F
Company
|
2.1%
|
$107,821,561
829,014 shares
|
$0 | 31 Dec 2024 |
| James R. Groch |
3/4/5
Director
|
0.05%
|
$2,776,604
18,143 shares
|
+$214,425 | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$3,348,727.
Buys
$358,675
Insiders: 2
Sells
$3,707,402
Insiders: 6
Net
-$3,348,727
Shares: -20,985
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 2,500
Shares: 23,485
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 1,500 | 3,200 | $214,425 | $470,604 | -$256,179 |
| 3-6 | 0 | 15,479 | $0 | $2,454,922 | -$2,454,922 |
| 6-9 | 1,000 | 2,000 | $144,250 | $300,119 | -$155,869 |
| 9-12 | 0 | 2,806 | $0 | $481,757 | -$481,757 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 34 reporting-owner rows connected to WEX Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
34
Largest Forms 3/4/5 holder
Impactive Capital LLC
Net 12M change
-$3,348,726
Latest report
06 Jul 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Impactive Capital LLC | Director | $261,290,089 | Mixed | 30 Jun 2026 | ||
| Impactive Capital LP | Director | $261,290,089 | Mixed | 30 Jun 2026 | ||
| Lauren Taylor Wolfe | Director | $261,290,089 | Mixed | 30 Jun 2026 | ||
| Christian Asmar | Director | $261,290,089 | Mixed | 30 Jun 2026 | ||
| Melissa D. Smith | Chair, CEO, and President, Director | $35,147,781 | Mixed | 16 Mar 2026 | ||
| Shikhar Ghosh | Director | $6,616,177 | Mixed | 15 May 2025 | ||
| Joel A. Dearborn | COO, International | $6,101,763 | -$1,144,989 | -16% | Mixed | 16 Apr 2026 |
| Jagtar Narula | Chief Financial Officer | $5,693,783 | Mixed | 16 Mar 2026 | ||
| Karen B. Stroup | Chief Digital Officer | $4,522,098 | Mixed | 16 Mar 2026 | ||
| Sachin Dhawan | Chief Technology Officer | $3,756,769 | Mixed | 16 Mar 2026 | ||
| Robert Joseph Deshaies | COO, Benefits | $3,702,713 | -$1,353,659 | -27% | Mixed | 06 Jul 2026 |
| Hilary A. Rapkin | Chief Legal Officer | $3,424,811 | Mixed | 07 May 2024 | ||
| Regina O Sommer | Director | $3,136,910 | Mixed | 11 May 2023 | ||
| Carlos Carriedo | COO, Amer. Payments & Mobility | $2,783,868 | -$402,071 | -13% | Mixed | 17 Jun 2026 |
| James R. Groch | Director | $2,776,604 | +$214,425 | +8.4% | Mixed | 30 Jun 2026 |
| Ann Elena Drew | Chief Risk and Compliance | $2,384,866 | -$331,533 | -12% | Mixed | 16 Mar 2026 |
| Melanie J. Tinto | Chief People Officer | $2,172,160 | Mixed | 20 Feb 2025 | ||
| David G. Cooper | Chief Technology Officer | $1,948,525 | Mixed | 26 Jun 2023 | ||
| Don Callahan | Director | $1,876,729 | Mixed | 30 Jun 2026 | ||
| Stephen M. Smith | Director | $1,459,695 | +$144,250 | +11% | Mixed | 14 May 2026 |
Recent insider transactions for WEX Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Robert Joseph Deshaies | WEX | Common Stock | Sale | -8.97% | $296,796 | $148.40 | -2,000 | 20,288 | 06 Jul 2026 | Direct |
| Lauren Taylor Wolfe | WEX | Common Stock | Award | 79 | 1,707,332 | 30 Jun 2026 | See Footnote | |||
| Wolfe Lauren Taylor | WEX | Common Stock | Award | 79 | 1,707,332 | 30 Jun 2026 | See Footnote | |||
| Wolfe Lauren Taylor | WEX | Common Stock | Award | 79 | 1,707,332 | 30 Jun 2026 | See Footnote | |||
| Lauren Taylor Wolfe | WEX | Common Stock | Award | 79 | 1,707,332 | 30 Jun 2026 | See Footnote | |||
| James R. Groch | WEX | Common Stock | Award | 1.04% | 186 | 18,143 | 30 Jun 2026 | Direct | ||
| Don Callahan | WEX | Common Stock | Award | 1.54% | 186 | 12,263 | 30 Jun 2026 | Direct | ||
| Kurt Patrick Adams | WEX | Common Stock | Award | 26.3% | 79 | 379 | 30 Jun 2026 | Direct | ||
| Sara Trickett | WEX | Common Stock | Tax liability | -1.45% | -52 | 3,543 | 17 Jun 2026 | Direct | ||
| Sara Trickett | WEX | Common Stock | Options Exercise | 5.02% | 173 | 3,618 | 17 Jun 2026 | Direct | ||
| Sara Trickett | WEX | Market Share Units | Options Exercise | -43.4% | -75 | 98 | 17 Jun 2026 | Direct | ||
| Sara Trickett | WEX | Restricted Stock Units | Options Exercise | -50% | -98 | 98 | 17 Jun 2026 | Direct | ||
| Carlos Carriedo | WEX | Common Stock | Tax liability | -1.41% | -174 | 12,151 | 17 Jun 2026 | Direct | ||
| Carlos Carriedo | WEX | Common Stock | Options Exercise | 3.28% | 391 | 12,325 | 17 Jun 2026 | Direct | ||
| Carlos Carriedo | WEX | Restricted Stock Units | Options Exercise | -50% | -391 | 391 | 17 Jun 2026 | Direct | ||
| Robert Joseph Deshaies | WEX | Common Stock | Sale | -5.11% | $173,808 | $144.84 | -1,200 | 22,288 | 28 May 2026 | Direct |
| James R. Groch | WEX | Common Stock | Purchase | 9.11% | $214,425 | $142.95 | 1,500 | 17,957 | 18 May 2026 | Direct |
| Derrick A. Roman | WEX | Common Stock | Options Exercise | 32.2% | 1,567 | 6,434 | 15 May 2026 | Direct | ||
| Derrick A. Roman | WEX | Restricted Stock Units | Options Exercise | -100% | -1,567 | 0 | 15 May 2026 | Direct | ||
| Aimee Cardwell | WEX | Common Stock | Options Exercise | 108.8% | 1,567 | 3,007 | 15 May 2026 | Direct | ||
| Aimee Cardwell | WEX | Restricted Stock Units | Options Exercise | -100% | -1,567 | 0 | 15 May 2026 | Direct | ||
| Susan Sobbott | WEX | Common Stock | Options Exercise | 24.8% | 1,567 | 7,881 | 15 May 2026 | Direct | ||
| Susan Sobbott | WEX | Restricted Stock Units | Options Exercise | -100% | -1,567 | 0 | 15 May 2026 | Direct | ||
| Stephen M. Smith | WEX | Common Stock | Options Exercise | 19.7% | 1,567 | 9,538 | 15 May 2026 | Direct | ||
| Stephen M. Smith | WEX | Restricted Stock Units | Options Exercise | -100% | -1,567 | 0 | 15 May 2026 | Direct | ||
| Don Callahan | WEX | Common Stock | Options Exercise | 14.9% | 1,567 | 12,077 | 15 May 2026 | Direct | ||
| Don Callahan | WEX | Restricted Stock Units | Options Exercise | -100% | -1,567 | 0 | 15 May 2026 | Direct | ||
| James R. Groch | WEX | Common Stock | Options Exercise | 10.5% | 1,567 | 16,457 | 15 May 2026 | Direct | ||
| James R. Groch | WEX | Restricted Stock Units | Options Exercise | -100% | -1,567 | 0 | 15 May 2026 | Direct | ||
| Lauren Taylor Wolfe | WEX | Restricted Stock Units | Award | 2,352 | 2,352 | 14 May 2026 | See Footnote | |||
| Wolfe Lauren Taylor | WEX | Restricted Stock Units | Award | 2,352 | 2,352 | 14 May 2026 | See Footnote | |||
| Wolfe Lauren Taylor | WEX | Restricted Stock Units | Award | 2,352 | 2,352 | 14 May 2026 | See Footnote | |||
| Lauren Taylor Wolfe | WEX | Restricted Stock Units | Award | 2,352 | 2,352 | 14 May 2026 | See Footnote | |||
| David B. Foss | WEX | Restricted Stock Units | Award | 2,352 | 2,352 | 14 May 2026 | Direct | |||
| Ellen R. Alemany | WEX | Restricted Stock Units | Award | 2,352 | 2,352 | 14 May 2026 | Direct | |||
| Derrick A. Roman | WEX | Restricted Stock Units | Award | 1,605 | 1,605 | 14 May 2026 | Direct | |||
| Aimee Cardwell | WEX | Restricted Stock Units | Award | 1,605 | 1,605 | 14 May 2026 | Direct | |||
| Kurt Patrick Adams | WEX | Restricted Stock Units | Award | 2,352 | 2,352 | 14 May 2026 | Direct | |||
| Susan Sobbott | WEX | Restricted Stock Units | Award | 1,605 | 1,605 | 14 May 2026 | Direct | |||
| Stephen M. Smith | WEX | Restricted Stock Units | Award | 1,605 | 1,605 | 14 May 2026 | Direct | |||
| Don Callahan | WEX | Restricted Stock Units | Award | 1,605 | 1,605 | 14 May 2026 | Direct | |||
| James R. Groch | WEX | Restricted Stock Units | Award | 1,605 | 1,605 | 14 May 2026 | Direct | |||
| Joel A. Dearborn | WEX | Common Stock | Sale | -13.3% | $612,500 | $175.00 | -3,500 | 22,872 | 16 Apr 2026 | Direct |
| Joel A. Dearborn | WEX | Common Stock | Sale | -11.7% | $532,489 | $152.14 | -3,500 | 26,372 | 01 Apr 2026 | Direct |
| Don Callahan | WEX | Common Stock | Award | 1.65% | 171 | 10,510 | 31 Mar 2026 | Direct | ||
| James R. Groch | WEX | Common Stock | Award | 1.16% | 171 | 14,890 | 31 Mar 2026 | Direct | ||
| Jennifer Kimball | WEX | Common Stock | Sale | -1.68% | $15,357 | $147.66 | -104 | 6,099 | 19 Mar 2026 | Direct |
| Ann Elena Drew | WEX | Common Stock | Tax liability | -4% | -462 | 11,092 | 17 Mar 2026 | Direct | ||
| Ann Elena Drew | WEX | Common Stock | Options Exercise | 9.81% | 1,039 | 11,625 | 17 Mar 2026 | Direct | ||
| Ann Elena Drew | WEX | Market Share Units | Options Exercise | -35.1% | -533 | 986 | 17 Mar 2026 | Direct |
* marks a reported price that did not pass the local price check.