Wex Inc
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
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Stephanie Kelm@Rise Advisors, Llc
| 0.02% | $21,214 121 shares@ 175.33 avg price | |
Brandon Yee@Versant Capital Management, Inc
| 0.01% | $9,292 53 shares@ 175.33 avg price | Increased 60.61% |
BRUCE G ALLEN@Bruce G. Allen Investments, Llc
| 0.01% | $3,331 19 shares@ 175.32 avg price | Increased 5.56% |
Kevin Hixson@Financial Management Professionals, Inc.
| 0.01% | $1,929 11 shares@ 175.37 avg price | |
Geoffrey A. Frazier@Global Financial Private Client, Llc
| 0.01% | $351 2 shares@ 175.5 avg price | New Position |
Steve Corless@Advisornet Financial, Inc
| 0.01% | $175 1 shares@ 175.0 avg price | Decreased -98.71% |