Wex Inc has 10 Schedule 13D or 13G filings on record since 2025-07-29. 5 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Janus Henderson Group Plc | 11.3% | 3,870,484 | SCHEDULE 13G/A, 2025-08-14 | 2025-06-30 |
| PAR Investment Partners, L.P. | 6.6% | 2,252,000 | SCHEDULE 13G/A, 2026-02-17 | 2025-12-31 |
| Morgan Stanley | 5.8% | 2,015,213 | SCHEDULE 13G/A, 2026-05-12 | 2026-03-31 |
| Vanguard Capital Management | 5.2% | 1,804,206 | SCHEDULE 13G, 2026-04-30 | 2026-03-31 |
| Fmr LLC | 5.2% | 1,801,385 | SCHEDULE 13G, 2026-08-06 | 2026-06-30 |
| Impactive Capital LP | 4.9% | 1,707,253 | SCHEDULE 13D/A, 2026-04-01 | 2026-03-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
Purpose of Transaction (Item 4)
Impactive Capital LP
Item 4 is hereby amended to add the following: On March 30, 2026, Impactive filed a preliminary proxy statement with the Securities and Exchange Commission in connection with its solicitation of proxies for the election of its director nominees at the Issuer's 2026 annual meeting of stockholders (the "2026 Annual Meeting"). In light of the Issuer further reducing the size of the Board from ten directors to nine directors, effective as of the 2026 Annual Meeting, Impactive withdrew its nomination of Kenneth L. Cornick as a nominee for election to the Board at the 2026 Annual Meeting.Item 4 of the SCHEDULE 13D/A filed 2026-04-01
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-29 | The Vanguard Group | 9.49% | SCHEDULE 13G/A |
| 2025-08-14 | Janus Henderson Group Plc | 11.3% | SCHEDULE 13G/A |
| 2025-10-20 | Impactive Capital LP | 6.4% | SCHEDULE 13D/A |
| 2026-02-09 | Impactive Capital LP | 5% | SCHEDULE 13D/A |
| 2026-02-17 | PAR Investment Partners, L.P. | 6.6% | SCHEDULE 13G/A |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-01 | Impactive Capital LP | 4.9% | SCHEDULE 13D/A |
| 2026-04-30 | Vanguard Capital Management | 5.2% | SCHEDULE 13G |
| 2026-05-12 | Morgan Stanley | 5.8% | SCHEDULE 13G/A |
| 2026-08-06 | Fmr LLC | 5.2% | SCHEDULE 13G |
Tools for this story
Each opens in a new tab, filled in for Wex Inc. With no account yet, you sign up free and land on the result.
Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.