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WEX

Financials, filed as WEX INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

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

In 2026 Q2 Lyrical Asset Management added to WEX, while John Rogers trimmed.

Who owns this now

Largest portfolio weights among holders, up to 1.4% (Lyrical Asset Management). Not free-float ownership.

  1. Lyrical Asset Management Add 1.4%
  2. John Rogers Reduce 0.47%

Who owns WEX

Sorted by value, long equity only, as of 2026 Q2.

History
Lyrical Asset Management 1.4% Add +1.3% 770,524 $109M History
John Rogers, Ariel Investments 0.47%, was 0.58% Reduce −1.9% 331,383 $47M History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by WEX's executives, directors and 10% owners in the last 12 months, from their Form 4s

All WEX insider trades
  • $359K bought by 2 insiders
  • $2.8M sold by 5 insiders outside a trading plan
  • $8M sold by 4 insiders under 10b5-1 plans
  1. Robert Joseph Deshaies COO
    Planned sale
    $347K 2,000 shares at $173.56 10% of stake
    Traded Oct 5 Filed Oct 7
    ↗
  2. Joel Alan Dearborn Jr. COO
    Planned sale
    $669K 3,343 shares at $200.00 16% of stake
    Traded Sep 14 Filed Sep 16
    ↗
  3. Melissa D Smith CEO
    Planned sale
    $5.3M 28,109 shares at $190.09 18% of stake
    Traded Sep 1 Filed Sep 3
    ↗
  4. Carlos Carriedo COO
    Sale
    $200K 1,075 shares at $186.00 8.8% of stake
    Traded Aug 4 Filed Aug 6
    ↗
  5. Robert Joseph Deshaies COO
    Sale
    $185K 1,000 shares at $184.95 4.9% of stake
    Traded Jul 30 Filed Jul 31
    ↗
  6. Jennifer Kimball Chief Accounting Officer
    Sale
    $209K 1,183 shares at $176.55 19% of stake
    Traded Jul 27 Filed Jul 29
    ↗
  7. Ann Elena Drew Chief Risk and Compliance
    Sale
    $598K 3,400 shares at $176.02 30% of stake
    Traded Jul 27 Filed Jul 29
    ↗
  8. Robert Joseph Deshaies COO
    Planned sale
    $297K 2,000 shares at $148.40 9% of stake
    Traded Jul 6 Filed Jul 8
    ↗
  9. Robert Joseph Deshaies COO
    Sale
    $174K 1,200 shares at $144.84 5.1% of stake
    Traded May 28 Filed Jun 1
    ↗
  10. James R Groch Director
    Buy
    $214K 1,500 shares at $142.95 +9.1% to stake
    Traded May 18 Filed May 20
    ↗
  11. Joel Alan Dearborn Jr. COO
    Planned sale
    $613K 3,500 shares at $175.00 13% of stake
    Traded Apr 16 Filed Apr 20
    ↗
  12. Joel Alan Dearborn Jr. COO
    Planned sale
    $532K 3,500 shares at $152.14 12% of stake
    Traded Apr 1 Filed Apr 2
    ↗
  13. Jennifer Kimball Chief Accounting Officer
    Planned sale
    $15K 104 shares at $147.66 1.7% of stake
    Traded Mar 19 Filed Mar 23
    ↗
  14. Jennifer Kimball Chief Accounting Officer
    Planned sale
    $113K 715 shares at $157.82 10% of stake
    Traded Mar 17 Filed Mar 18
    ↗
  15. Sara Trickett Chief Legal Officer
    Sale
    $272K 1,815 shares at $149.95 46% of stake
    Traded Feb 25 Filed Feb 25
    ↗

Also filed in the last 12 months, not counted as buying or selling: 71 option exercises, 71 share withholdings for taxes, and 22 stock grants.

Congress

1 member of Congress traded WEX in the last three years: 0 buys and 3 sales. 2 members listed it in 2025 annual reports.

All Congress trades
  1. Kelly Morrison D-MN-3 Sell $1K–$15K Jun 4, 2025 filed Jun 18, 2025
  2. Kelly Morrison D-MN-3 Sell $1K–$15K Jun 4, 2025 filed Jun 18, 2025
  3. Kelly Morrison D-MN-3 Sell $1K–$15K Jun 4, 2025 filed Jun 18, 2025

SEC filings

Recent issuer filings from EDGAR, 10 shown.

Filed Form Detail Links
SCHEDULE 13G — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07,8.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
DEFA14A DEFINITIVE ADDITIONAL MATERIALS Filing Doc
8-K 1.01,7.01,8.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
DEFA14A DEFINITIVE ADDITIONAL MATERIALS Filing Doc
10-Q Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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 -$0.961B -$0.697B
Cash from financing $1.57B -$0.26B $0.419B
Net change in cash $370.3M -$793M $241.4M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.