rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

The company

WEX Inc.

WEX · NYSE

IndustrialsBusiness ServicesLeading

WEX stood above a rising 150-day average in 20 of the last 52 weekly readings, including each of the last 15 weeks. It is 19.0% above that average now. Business Services: 38% of its 115 stocks in an uptrend (+4 points in four weeks); Industrials: 27% (−4 points in four weeks).

Statistics

Last close, 23 Oct 2026
197.46 −0.34%
52-week range
—
Volume
0.64M
Average volume (50 days)
—
Relative volume
—
Rotation
Leading
Weeks in an uptrend
15 in a row
Industry in uptrend
38% +4 in 4 wk
Insider buys, 12 months
$573K
Insider sales, 12 months
$20.9M
Officials’ trades on record
20
Institutions holding
385 (-18)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 20 of 52 weeks.

24 Apr – 23 Oct
18%31%44%Apr 26Jun 26Jul 26Sep 26Oct 26

Business Services: A minority of its stocks are in an uptrend and the share has been climbing. Industrials: A minority of its stocks are in an uptrend and the share has been slipping.

Price and volume

$166.97$184.36$201.7511 Sep23 Sep5 Oct14 Oct23 Oct
close

Daily bars to 23 Oct 2026: 30 sessions (1Y reaches back before the first session held here, 11 Sep 2026, so this is all of them). 1D is the last two sessions and 1W the last week of the same daily bars; nothing here is intraday.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$11.6M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

20 disclosed lines: House 15, Senate 2, executive 3; 8 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k28 Apr 2026filed 1 Jul 2026
Kelly Morrison House: U.S. House ClerkMN03sold$1k–$15k4 Jun 2025filed 18 Jun 2025
Kelly Morrison House: U.S. House ClerkMN03sold$1k–$15k4 Jun 2025filed 18 Jun 2025
Kelly Morrison House: U.S. House ClerkMN03sold$1k–$15k4 Jun 2025filed 18 Jun 2025
Susan M. Collins Senate: U.S. Senate eFDSenatorsoldspouse$15k–$50k6 Jan 2022filed 17 Feb 2022
Eric S. Lander Executive branch: Office of Government EthicsOffice of Science and Technology Policysold$15k–$50k11 Jun 2021filed 8 Sep 2021
Eric S. Lander Executive branch: Office of Government EthicsOffice of Science and Technology Policysold$15k–$50k11 Jun 2021filed 8 Sep 2021
Susan M. Collins Senate: U.S. Senate eFDSenatorboughtspouse$15k–$50k21 May 2019filed 11 Jun 2019
Alan S. Lowenthal House: U.S. House ClerkCA47soldspouse$1k–$15k23 Jul 2018filed 14 Aug 2018
Alan S. Lowenthal House: U.S. House ClerkCA47soldspouse$1k23 Jul 2018filed 14 Aug 2018
Alan S. Lowenthal House: U.S. House ClerkCA47sold$1k–$15k23 Jul 2018filed 27 Jul 2018
Alan S. Lowenthal House: U.S. House ClerkCA47sold$1k23 Jul 2018filed 27 Jul 2018

Insiders

Buy orders, 12 months2
Sale orders, 12 months19
Buyers · sellers2 · 7
WhoDidSharesTraded
Robert Joseph DeshaiesCOO, Benefitssold98at $169.815 Oct 2026filed 7 Oct 2026
Robert Joseph DeshaiesCOO, Benefitssold48at $171.305 Oct 2026filed 7 Oct 2026
Robert Joseph DeshaiesCOO, Benefitssold602at $172.635 Oct 2026filed 7 Oct 2026
Robert Joseph DeshaiesCOO, Benefitssold549at $173.545 Oct 2026filed 7 Oct 2026
Robert Joseph DeshaiesCOO, Benefitssold615at $174.945 Oct 2026filed 7 Oct 2026
Robert Joseph DeshaiesCOO, Benefitssold88at $175.715 Oct 2026filed 7 Oct 2026
Joel Alan Dearborn, Jr.COO, Internationalsold2,500at $200.0014 Sep 2026filed 16 Sep 2026
Joel Alan Dearborn, Jr.COO, Internationalsold843at $200.0014 Sep 2026filed 16 Sep 2026
Melissa D. SmithCEO and Presidentsold180at $186.481 Sep 2026filed 3 Sep 2026
Melissa D. SmithCEO and Presidentsold9,245at $189.121 Sep 2026filed 3 Sep 2026
Melissa D. SmithCEO and Presidentsold7,575at $189.871 Sep 2026filed 3 Sep 2026
Melissa D. SmithCEO and Presidentsold11,109at $191.111 Sep 2026filed 3 Sep 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders385-18 on the quarter
New · exited68 · 84
Reported value$5.6B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
Jupiter Topco LLCnew · filed 14 Aug 20263,967,061$559.7M+3,967,061
BlackRock, Inc.added · filed 7 Aug 20263,167,005$446.8M+61,564+2.0%
PAR CAPITAL MANAGEMENT INCunchanged · filed 14 Aug 20262,254,984$318.2M00.0%
MORGAN STANLEYreduced · filed 13 Aug 20261,949,295$275.0M-150,973−7.2%
FMR LLCadded · filed 13 Aug 20261,801,385$254.2M+576,081+47.0%
Impactive Capital LPunchanged · filed 14 Aug 20261,707,253$240.9M00.0%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 20261,513,612$213.6M-28,834−1.9%
Boston Partnersreduced · filed 4 Aug 20261,493,028$210.8M-167,745−10.1%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 20261,430,765$201.9M-52,838−3.6%
STATE STREET CORPadded · filed 7 Aug 20261,133,228$159.9M+41,815+3.8%
31 Mar 2023 – 30 Jun 2026
330365400Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Robert Joseph Deshaies Company insiderCOO, Benefits · last 5 Oct 20260 · 20
Don Callahan Company insiderDirector · last 30 Sep 20260 · 0
James R. Groch Company insiderDirector · last 30 Sep 20264 · 0
Kurt Patrick Adams Company insiderDirector · last 30 Sep 20260 · 0
Lauren Taylor Wolfe Company insiderDirector · last 30 Sep 20260 · 0
Joel Alan Dearborn Jr. Company insiderCOO, International · last 14 Sep 20260 · 4
Melissa D. Smith Company insiderCEO and President · last 1 Sep 20264 · 49
Carlos Carriedo Company insiderCOO, Amer. Payments & Mobility · last 4 Aug 20260 · 5
Ann Elena Drew Company insiderChief Risk and Compliance · last 27 Jul 20260 · 4
Jennifer Kimball Company insiderChief Accounting Officer · last 27 Jul 20260 · 11
Impactive Capital Lp Company insiderDirector · last 30 Jun 20260 · 0
Sara Trickett Company insiderChief Legal Officer · last 17 Jun 20260 · 3

Same industry

CBZ CbizLeading+32%
TISI TeamLeading+22%
DHX DHI GroupLeading+20%

Distance from each stock’s own 150-day average.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202558.6%
Operating profit marginFY 2025 · to 31 Dec 202525.0%
Free cash flow marginFY 2025 · to 31 Dec 202511.8%
Return on capital employedFY 2025 · to 31 Dec 202513.0%
Cash conversionFY 2025 · to 31 Dec 2025149%
Debt to equityFY 2025 · to 31 Dec 20252.91×
Share count trendFY 2025 · to 6 Feb 20260.0%
Cash and equivalentsFY 2025 · to 31 Dec 2025$905.8M
Free cash flowFY 2025 · to 31 Dec 2025$313.7M

Analyst forecasts

No analyst forecasts yet.