• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Helper
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees for your businessNEW
    Legal
    Terms of usePrivacy policyCookie policy

    Amendment: SEC Form SCHEDULE 13G/A filed by WEX Inc.

    4/16/25 1:42:40 PM ET
    $WEX
    Business Services
    Consumer Discretionary
    Get the next $WEX alert in real time by email



    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549


    SCHEDULE 13G


    UNDER THE SECURITIES EXCHANGE ACT OF 1934
    (Amendment No. 1)


    WEX Inc.

    (Name of Issuer)


    Common Stock, $0.01 par value

    (Title of Class of Securities)


    96208T104

    (CUSIP Number)


    03/31/2025

    (Date of Event Which Requires Filing of this Statement)


    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
    Checkbox checked   Rule 13d-1(b)
    Checkbox not checked   Rule 13d-1(c)
    Checkbox not checked   Rule 13d-1(d)






    SCHEDULE 13G

    CUSIP No.
    96208T104


    1Names of Reporting Persons

    JPMORGAN CHASE & CO.
    2Check the appropriate box if a member of a Group (see instructions)

    Checkbox not checked  (a)
    Checkbox not checked  (b)
    3Sec Use Only
    4Citizenship or Place of Organization

    DELAWARE
    Number of Shares Beneficially Owned by Each Reporting Person With:
    5Sole Voting Power

    963,325.00
    6Shared Voting Power

    0.00
    7Sole Dispositive Power

    1,062,201.00
    8Shared Dispositive Power

    139.00
    9Aggregate Amount Beneficially Owned by Each Reporting Person

    1,066,994.00
    10Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

    Checkbox not checked
    11Percent of class represented by amount in row (9)

    2.7 %
    12Type of Reporting Person (See Instructions)

    HC


    SCHEDULE 13G

    Item 1. 
    (a)Name of issuer:

    WEX Inc.
    (b)Address of issuer's principal executive offices:

    1 Hancock St. Portland ME 04101
    Item 2. 
    (a)Name of person filing:

    JPMORGAN CHASE & CO.
    (b)Address or principal business office or, if none, residence:

    383 Madison Avenue,,New York, NY 10179
    (c)Citizenship:

    DE
    (d)Title of class of securities:

    Common Stock, $0.01 par value
    (e)CUSIP No.:

    96208T104
    Item 3.If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
    (a)Checkbox not checked   Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
    (b)Checkbox not checked   Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
    (c)Checkbox not checked   Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
    (d)Checkbox not checked   Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
    (e)Checkbox not checked   An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
    (f)Checkbox not checked   An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
    (g)Checkbox checked   A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
    (h)Checkbox not checked   A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
    (i)Checkbox not checked   A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
    (j)Checkbox not checked   A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
           please specify the type of institution:
    (k)Checkbox not checked   Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
     
    Item 4.Ownership
    (a)Amount beneficially owned:

    1066994
    (b)Percent of class:

    2.7  %
    (c)Number of shares as to which the person has:
     (i) Sole power to vote or to direct the vote:

    963325

     (ii) Shared power to vote or to direct the vote:

    0

     (iii) Sole power to dispose or to direct the disposition of:

    1062201

     (iv) Shared power to dispose or to direct the disposition of:

    139

    Item 5.Ownership of 5 Percent or Less of a Class.
     
    Checkbox checked    Ownership of 5 percent or less of a class
    Item 6.Ownership of more than 5 Percent on Behalf of Another Person.
     
    Not Applicable
    Item 7.Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
     
    If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.


    J.P. Morgan Trust Company of Delaware; J.P. Morgan Securities LLC; JPMorgan Chase Bank, National Association; JPMorgan Asset Management (UK) Limited; J.P. Morgan Investment Management Inc.; 55I, LLC
    Item 8.Identification and Classification of Members of the Group.
     
    Not Applicable
    Item 9.Notice of Dissolution of Group.
     
    Not Applicable

    Item 10.Certifications:
     
    By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

        SIGNATURE 
     
    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

     
    JPMORGAN CHASE & CO.
     
    Signature:Rachel Tsvaygoft
    Name/Title:Vice President
    Date:04/16/2025
    Get the next $WEX alert in real time by email

    Crush Q3 2025 with the Best AI Executive Assistant

    Stay ahead of the competition with Tailforce.ai - your AI-powered business intelligence partner.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Tailforce.ai

    Recent Analyst Ratings for
    $WEX

    DatePrice TargetRatingAnalyst
    7/17/2025Hold
    Deutsche Bank
    5/15/2025Perform
    Oppenheimer
    2/6/2025Outperform → Mkt Perform
    William Blair
    2/6/2025Buy → Neutral
    BofA Securities
    1/14/2025$260.00 → $190.00Buy → Neutral
    Citigroup
    12/17/2024$207.00 → $200.00Overweight → Equal Weight
    Barclays
    10/28/2024Outperform → Peer Perform
    Wolfe Research
    6/5/2024$200.00Equal Weight
    Wells Fargo
    More analyst ratings

    $WEX
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • WEX Inc. to Release Second Quarter 2025 Financial Results on July 23, 2025

      Results will be released after market hours on July 23; Conference call scheduled for July 24 WEX Inc. (NYSE:WEX), the global commerce platform that simplifies the business of running a business, today announced it will report second quarter 2025 financial results in a release to be issued on Wednesday, July 23, 2025, after market close. The press release and WEX's supplemental materials packet—which include a summary and discussion of our second quarter performance—will be available that same afternoon through the investor relations section of the WEX website, www.wexinc.com. On Thursday, July 24, 2025, at 10:00 AM ET, Melissa Smith, WEX's Chair, Chief Executive Officer, and President,

      7/10/25 4:30:00 PM ET
      $WEX
      Business Services
      Consumer Discretionary
    • Impactive Capital Comments on Clear Message Sent by WEX Inc. Shareholders That Board Change Is Needed

      Believes Significant Number of Votes Against Directors Jack VanWoerkom, Melissa Smith, and James Neary Demonstrate a Crisis of Confidence Among Company's Shareholders Announces Intention to Nominate At Least Four Director Nominees at 2026 Annual Meeting Unless WEX Reverses Pattern of Underperformance and Unconstructive Engagement Impactive Capital, LP, ("Impactive" or "we") together with its affiliates, one of the largest shareholders of WEX Inc. (NYSE:WEX) (the "Company" or "WEX") with an ownership interest of approximately 7.0%, today commented on the results of the Company's 2025 annual meeting of stockholders (the "annual meeting"). Impactive previously disclosed its intention to vot

      5/22/25 4:00:00 PM ET
      $WEX
      Business Services
      Consumer Discretionary
    • WEX to Present at the William Blair 45th Annual Growth Stock Conference

      WEX Inc. (NYSE:WEX), the global commerce platform that simplifies the business of running a business, today announced that its Chair and Chief Executive Officer, Melissa Smith, will present at the William Blair 45th Annual Growth Stock Conference on Wednesday, June 4, at approximately 4:20 PM ET. A webcast of the presentation will be available live on the Investor Relations section of the Company's website, www.wexinc.com, or through the link here. For those unable to listen to the live webcast, an audio replay will also be available on the Company's website for up to 30 days. About WEX WEX (NYSE:WEX) is the global commerce platform that simplifies the business of running a business. WEX

      5/21/25 6:30:00 AM ET
      $WEX
      Business Services
      Consumer Discretionary

    $WEX
    SEC Filings

    See more
    • WEX Inc. filed SEC Form 8-K: Leadership Update, Submission of Matters to a Vote of Security Holders, Financial Statements and Exhibits

      8-K - WEX Inc. (0001309108) (Filer)

      5/20/25 4:53:43 PM ET
      $WEX
      Business Services
      Consumer Discretionary
    • SEC Form SCHEDULE 13G filed by WEX Inc.

      SCHEDULE 13G - WEX Inc. (0001309108) (Subject)

      5/15/25 4:00:03 PM ET
      $WEX
      Business Services
      Consumer Discretionary
    • Amendment: SEC Form SCHEDULE 13G/A filed by WEX Inc.

      SCHEDULE 13G/A - WEX Inc. (0001309108) (Subject)

      5/14/25 12:15:02 PM ET
      $WEX
      Business Services
      Consumer Discretionary

    $WEX
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Director Groch James R was granted 178 shares, increasing direct ownership by 1% to 14,377 units (SEC Form 4)

      4 - WEX Inc. (0001309108) (Issuer)

      7/2/25 4:53:13 PM ET
      $WEX
      Business Services
      Consumer Discretionary
    • Director Callahan Don was granted 178 units of Common Stock, increasing direct ownership by 2% to 9,997 units (SEC Form 4)

      4 - WEX Inc. (0001309108) (Issuer)

      7/2/25 4:49:59 PM ET
      $WEX
      Business Services
      Consumer Discretionary
    • Amendment: Chief Legal Officer Trickett Sara covered exercise/tax liability with 34 units of Common Stock, decreasing direct ownership by 2% to 1,842 units (SEC Form 4)

      4/A - WEX Inc. (0001309108) (Issuer)

      6/24/25 8:31:46 PM ET
      $WEX
      Business Services
      Consumer Discretionary

    $WEX
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • Deutsche Bank resumed coverage on WEX

      Deutsche Bank resumed coverage of WEX with a rating of Hold

      7/17/25 9:23:35 AM ET
      $WEX
      Business Services
      Consumer Discretionary
    • Oppenheimer initiated coverage on WEX

      Oppenheimer initiated coverage of WEX with a rating of Perform

      5/15/25 8:15:09 AM ET
      $WEX
      Business Services
      Consumer Discretionary
    • WEX downgraded by William Blair

      William Blair downgraded WEX from Outperform to Mkt Perform

      2/6/25 1:52:08 PM ET
      $WEX
      Business Services
      Consumer Discretionary

    $WEX
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Chair, CEO, and President Smith Melissa D bought $500,720 worth of shares (3,721 units at $134.57), increasing direct ownership by 4% to 101,182 units (SEC Form 4)

      4 - WEX Inc. (0001309108) (Issuer)

      6/2/25 5:05:03 PM ET
      $WEX
      Business Services
      Consumer Discretionary
    • Smith Stephen Montgomery bought $165,310 worth of shares (1,000 units at $165.31), increasing direct ownership by 26% to 4,864 units (SEC Form 4)

      4 - WEX Inc. (0001309108) (Issuer)

      11/2/23 8:11:14 PM ET
      $WEX
      Business Services
      Consumer Discretionary

    $WEX
    Financials

    Live finance-specific insights

    See more
    • WEX Inc. to Release Second Quarter 2025 Financial Results on July 23, 2025

      Results will be released after market hours on July 23; Conference call scheduled for July 24 WEX Inc. (NYSE:WEX), the global commerce platform that simplifies the business of running a business, today announced it will report second quarter 2025 financial results in a release to be issued on Wednesday, July 23, 2025, after market close. The press release and WEX's supplemental materials packet—which include a summary and discussion of our second quarter performance—will be available that same afternoon through the investor relations section of the WEX website, www.wexinc.com. On Thursday, July 24, 2025, at 10:00 AM ET, Melissa Smith, WEX's Chair, Chief Executive Officer, and President,

      7/10/25 4:30:00 PM ET
      $WEX
      Business Services
      Consumer Discretionary
    • WEX Inc. Reports First Quarter 2025 Financial Results

      Q1 revenue decreased 2% year-over-year to $637 million, driven by fuel prices and foreign exchange rates Q1 GAAP net income was $1.81 per diluted share; Q1 adjusted net income was $3.51 per diluted share Q1 GAAP operating income margin of 24.7% and adjusted operating income margin of 36.7% $790 million spent on share repurchases in Q1, reducing share count by approximately 13.1% WEX (NYSE:WEX), the global commerce platform that simplifies the business of running a business, today reported financial results for the three months ended March 31, 2025. "I am pleased with WEX's Q1 performance and the continued progress we are making against our strategic priorities. WEX's strong financial p

      4/30/25 4:30:00 PM ET
      $WEX
      Business Services
      Consumer Discretionary
    • WEX Inc. to Release First Quarter 2025 Financial Results on April 30, 2025

      Results will be released April 30; Conference call scheduled for May 1 WEX Inc. (NYSE:WEX), the global commerce platform that simplifies the business of running a business, today announced it will report first quarter 2025 financial results on Wednesday, April 30, 2025, after market close. The press release and WEX's supplemental materials packet—which includes a summary and discussion of our first quarter performance—will be available that same afternoon through the investor relations section of the WEX website, www.wexinc.com. On Thursday, May 1, 2025, at 10:00 AM ET, Melissa Smith, WEX's Chair, Chief Executive Officer, and President, and Jagtar Narula, WEX's Chief Financial Officer, wi

      4/10/25 4:30:00 PM ET
      $WEX
      Business Services
      Consumer Discretionary

    $WEX
    Leadership Updates

    Live Leadership Updates

    See more
    • WEX Names Sachin Dhawan New Chief Technology Officer

      WEX (NYSE:WEX), the global commerce platform that simplifies the business of running a business, today announced that Sachin Dhawan has been appointed Chief Technology Officer (CTO). In this position, Mr. Dhawan will lead WEX's global Technology Organization, including product and platform technology, architecture, cybersecurity, infrastructure and cloud engineering, technical operations, enterprise applications and Corporate IT, and technology-risk management. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20231212875342/en/(Photo: Business Wire) "Sachin is a career technologist with decades of global experience articulating and

      12/12/23 6:30:00 AM ET
      $WEX
      Business Services
      Consumer Discretionary
    • Alegeus Appoints Seasoned Employee Benefits & Consumer-Directed Healthcare Executive Melanie Hallenbeck as Chief Growth Officer

      Alegeus, the market leader in healthcare payment solutions, today announced the appointment of Melanie Hallenbeck as chief growth officer. With more than two decades of channel experience in the employee benefits and consumer-directed healthcare space, Hallenbeck most recently served as chief growth officer at Elevate, a fast-growing developer of employee benefits technology. Prior to Elevate, she served as chief growth and marketing officer at benefitexpress, which was acquired by Wex (NASDAQ:WEX), a leading global benefits company. Previously, she was senior vice president at WageWorks, leading the organization's health plan partner channel business. Earlier in her career, she held seni

      5/1/23 8:00:00 AM ET
      $WEX
      Business Services
      Consumer Discretionary
    • WEX Appoints Jay Dearborn Chief Strategy Officer

      Veteran WEX officer to take on additional strategic duties WEX (NYSE:WEX), the global commerce platform that simplifies the business of running a business, today announced the appointment of Jay Dearborn as Chief Strategy Officer, effective immediately. In this newly created role, Dearborn will drive both strategy and operational planning across the organization. He will also be responsible for end-to-end M&A activities, including deal origination, execution, and integration, as well as government affairs and external communications. "As we outlined at our Investor Day in March, WEX has a strong history of evolution, and today's announcement represents our commitment to further streamlini

      8/4/22 4:30:00 PM ET
      $WEX
      Business Services
      Consumer Discretionary

    $WEX
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13G/A filed by WEX Inc.

      SC 13G/A - WEX Inc. (0001309108) (Subject)

      11/14/24 11:36:51 AM ET
      $WEX
      Business Services
      Consumer Discretionary
    • SEC Form SC 13G filed by WEX Inc.

      SC 13G - WEX Inc. (0001309108) (Subject)

      11/8/24 10:17:26 AM ET
      $WEX
      Business Services
      Consumer Discretionary
    • Amendment: SEC Form SC 13G/A filed by WEX Inc.

      SC 13G/A - WEX Inc. (0001309108) (Subject)

      8/9/24 12:06:37 PM ET
      $WEX
      Business Services
      Consumer Discretionary