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NYSE · Consumer Discretionary

WEX Inc. WEX

WEX Inc. operates a commerce platform in the United States and internationally. The Mobility segment offers fleet payment solutions, transaction processing, and information management services; and provides account activation and account retention services; authorization and billing inquiries, and account maintenance services; account management; credit and collections services; merchant services; analytics solutions; and ancillary services and offerings.

Sources StockAnalysis company profile stockanalysis.com
Business Services

Company profile

Business mix

  • The Mobility segment offers fleet payment solutions, transaction processing, and information management services.
  • This segment markets its products directly and indirectly to businesses and government agencies with fleets of commercial vehicles; and indirectly through co-branded and private label relationships.
  • The Corporate Payments segment provides payment solutions, including embedded payments; and accounts payable automation and spend management solutions.
  • This segment also markets its products directly and indirectly to customers in travel, fintech, insurance, consumer bill pay, and media verticals.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - infrastructure?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 16.61 FCF 8.95% Buyback 14.18%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Lyrical Asset Management 1.8% $116.5M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.2% $57.4M 2026-03-31
Ariel Investments John Rogers 0.6% $51.7M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 2 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $45.9M Estimated from net added shares
Reduction amount $21.4M Estimated from net reduced shares
Net share change / base shares +12.2% +160,263 / 1,313,445
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 158.3% 13F value change +$16.7M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 39.8% 13F value change +$14.2M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -1.3% 13F value change -$2.8M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 40.2% 13F value change +$17.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 75,010 Last 4 periods +300,038 (+400.0%) Total shares 375,048 Value $57.4M
Ariel Investments John Rogers 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -2.7% 13F value change -$5.8M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -15.0% 13F value change -$5.2M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -1.2% 13F value change -$3.5M
13F 2026-03-31 Filed 2026-05-14
Minor increase Shares 0.3% 13F value change +$1.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 412,247 Last 4 periods -74,523 (-18.1%) Total shares 337,724 Value $51.7M
Lyrical Asset Management 4 filing periods
13F 2025-06-30 Filed 2025-08-12
Minor reduction Shares -6.5% 13F value change -$16.3M
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 7.5% 13F value change +$17.4M
13F 2025-12-31 Filed 2026-02-11
Minor reduction Shares -6.8% 13F value change -$15.5M
13F 2026-03-31 Filed 2026-05-11
Minor reduction Shares -1.7% 13F value change +$1.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 826,188 Last 4 periods -65,252 (-7.9%) Total shares 760,936 Value $116.5M

Recent mentions

No public mentions.