Follow-The-Filings

Security · featured owners

WEX

Wex Inc. COM Equity as of 2026 Q2 among managers we track

  • 2 Owners
  • Max 1.4%
  • $155M
  • 1 add 1 reduce

Who owns this now

Largest portfolio weights among featured holders · max 1.4% (Lyrical Asset Management) · not free-float ownership

  1. Lyrical Asset Management add 1.4%
  2. John Rogers reduce 0.47%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Lyrical Asset Management 2026 Q2 1.4% Add +1.3% 770,524 $109M history
John Rogers - Ariel Investments 2026 Q2 0.47% Reduce −1.9% 331,383 $47M history

2 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.84B $1.87B $1.85B
Gross profit * $865.1M $829.5M $744.8M
Gross margin * 47.1% 44.4% 40.4%
Net income $266.6M $309.6M $304.1M
Net margin * 14.5% 16.6% 16.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $8.94B $8.52B $9.71B
Total non-current assets * $4.95B $4.81B $4.69B
Total assets $13.88B $13.32B $14.4B
Total current liabilities $8.52B $8.33B $9.29B
Total non-current liabilities * $3.54B $3.51B $3.88B
Total equity $1.82B $1.49B $1.23B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $907.9M $481.4M $454.3M
Cash from investing -$2.14B -$960.6M -$696.9M
Cash from financing $1.57B -$260.3M $418.9M
Net change in cash $370.3M -$793M $241.4M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders