WEX

Wex Inc

Latest period2024 - Q4Total superinvestors42

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 42 superinvestors own shares of Wex Inc (WEX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Wex Inc (WEX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Wex Inc (WEX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Wex Inc (WEX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Sarah Grover@Bath Savings Trust Co
Recent Activity
Decreased -14.67%
0.38%
$3.675M
20,960 shares@ 175.33 avg price
Stephanie Nee@Harbor Capital Advisors, Inc.
Recent Activity
Decreased -25.57%
0.15%
$3.245M
18,508 shares@ 175.33 avg price
John Brinckerhoff@Oak Ridge Investments Llc
Recent Activity
Decreased -3.3%
0.22%
$2.744M
15,653 shares@ 175.33 avg price
Ross Wegner@Lifestyle Asset Management, Inc.
Recent Activity
Decreased -0.73%
0.47%
$855,036
4,877 shares@ 175.33 avg price
Christopher Foster@Procyon Advisors, Llc
Recent Activity
Decreased -10.13%
0.04%
$581,536
3,317 shares@ 175.32 avg price
Staci Compagno@Portside Wealth Group, Llc
Recent Activity
Decreased -0.03%
0.11%
$618,075
2,947 shares@ 209.74 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
Decreased -7.38%
0.02%
$514,214
2,933 shares@ 175.33 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -24.05%
0.01%
$429,000
2,444 shares@ 175.54 avg price
Terry M. Stanford@Diversified Trust Co
Recent Activity
Decreased -53.76%
0.01%
$226,864
1,294 shares@ 175.32 avg price
Michael J. Newman@Burney Co
Recent Activity
Decreased -92.35%
0.01%
$221,604
1,264 shares@ 175.32 avg price