IDEX CORP /DE/ hedge fund holdings
IEXNYSE$232.99+3.14 (+1.37%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
IEX · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+41.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 238 | 184 | $1.15B | $769M | 595 | Aug 14, 2025 |
| Q3 2025 | 216 | 213 | $1.33B | $1.26B | 598 | Nov 14, 2025 |
| Q4 2025 | 197 | 200 | $1.34B | $1.36B | 596 | Feb 14, 2026 |
| Q1 2026 | 243 | 174 | $1.93B | $2.25B | 643 | May 15, 2026 |
| Q2 2026 | 237 | 174 | $1.36B | $1.58B | 647 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
647 filersNew position
68$217M+956K sh
Increased
169$1.15B+5.06M sh
Reduced
115-$1.22B-5.35M sh
Out / sold
59-$364M-1.61M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Van Eck Associates Corp | Sell 100% | -$178M | $0 | 0.00% | Aug 14, 2026 |
| Pictet Asset Management Holding SA | Added 93.04% | +$138M | $286M | 0.27% | Jul 30, 2026 |
| Wellington Management Group LLP | Reduce 34.47% | -$136M | $259M | 0.04% | Aug 14, 2026 |
| Champlain Investment Partners, LLC | Reduce 72.12% | -$105M | $40.5M | 1.04% | Aug 12, 2026 |
| Adage Capital Partners GP, L.L.C. | Added 489.81% | +$74.2M | $89.4M | 0.13% | Aug 14, 2026 |
| Freestone Grove Partners LP | Added 107.91% | +$53.2M | $103M | 0.66% | Aug 14, 2026 |
| Alecta Tjanstepension Omsesidigt | Reduce 34.46% | -$45.2M | $86.1M | 0.36% | Jul 23, 2026 |
| Interval Partners, LP | Reduce 80.53% | -$42.6M | $10.3M | 0.27% | Aug 14, 2026 |
| First Trust Advisors LP | Reduce 27.00% | -$41.2M | $111M | 0.07% | Aug 11, 2026 |
| Erste Asset Management GmbH | New Buy | +$33.9M | $33.9M | 0.26% | Jul 28, 2026 |
| BLI - Banque de Luxembourg Investments | Reduce 74.81% | -$32M | $10.8M | 0.38% | Aug 10, 2026 |
| Caisse de depot et placement du Quebec | Added 11293.07% | +$28.9M | $29.1M | 0.04% | Aug 14, 2026 |
| Thrivent Financial for Lutherans | Added 41.64% | +$27.9M | $94.9M | 0.16% | Aug 14, 2026 |
| Segall Bryant & Hamill, LLC | New Buy | +$27.4M | $27.4M | 0.33% | Aug 12, 2026 |
| Regents Gate Capital LLP | Sell 100% | -$24.7M | $0 | 0.00% | Aug 6, 2026 |
| T. Rowe Price Investment Management, Inc. | New Buy | +$22.9M | $22.9M | 0.02% | Aug 14, 2026 |
| Adams Diversified Equity Fund, Inc. | New Buy | +$22.7M | $22.7M | 0.69% | Jul 22, 2026 |
| Quantinno Capital Management LP | Added 87.03% | +$22.6M | $48.6M | 0.06% | Aug 13, 2026 |
| Sone Capital Management, LLC | Reduce 47.84% | -$22.1M | $24.1M | 1.84% | Aug 14, 2026 |
| King Luther Capital Management Corp | Added 56.64% | +$22.1M | $61.1M | 0.25% | Aug 10, 2026 |
| Flossbach von Storch SE | Reduce 12.62% | -$21.2M | $147M | 0.66% | Aug 10, 2026 |
| Aureus Asset Management, LLC | New Buy | +$20.5M | $20.5M | 1.24% | Aug 14, 2026 |
| Westfield Capital Management Co LP | Added 20.55% | +$19.9M | $117M | 0.38% | Aug 12, 2026 |
| Shellback Capital, LP | New Buy | +$19.5M | $19.5M | 1.71% | Aug 14, 2026 |
| Longaeva Partners L.P. | Added 106.64% | +$17.7M | $34.2M | 0.75% | Aug 14, 2026 |
| J. Goldman & Co LP | Sell 100% | -$16.6M | $0 | 0.00% | Aug 14, 2026 |
| Picton Mahoney Asset Management | New Buy | +$15.5M | $15.5M | 0.11% | Aug 13, 2026 |
| Premier Fund Managers Ltd | Reduce 51.16% | -$14.6M | $14M | 1.27% | Jul 22, 2026 |
| Jain Global LLC | New Buy | +$14.5M | $14.5M | 0.06% | Aug 14, 2026 |
| Boston Trust Walden Corp | Reduce 13.81% | -$14.2M | $88.6M | 0.67% | Jul 24, 2026 |
| Robeco Schweiz AG | Reduce 15.04% | -$12.9M | $73.1M | 1.17% | Jul 28, 2026 |
| Eurizon Capital SGR S.p.A. | Added 123.32% | +$12.7M | $23M | 0.06% | Jul 29, 2026 |
| Robeco Institutional Asset Management B.V. | Added 1812.36% | +$12.7M | $13.4M | 0.02% | Jul 21, 2026 |
| Nomura Asset Management International Inc. | Added 122.21% | +$12.6M | $22.9M | 0.03% | Aug 14, 2026 |
| Deprince Race & Zollo Inc | Reduce 13.27% | -$10.5M | $68.8M | 1.15% | Aug 20, 2026 |
| Congruence Capital, LLC | Added 57.01% | +$9.99M | $27.5M | 7.19% | Aug 13, 2026 |
| Fisher Asset Management, LLC | Added 5.74% | +$9.23M | $170M | 0.05% | Aug 4, 2026 |
| Nuance Investments, LLC | Reduce 83.36% | -$8.48M | $1.69M | 0.29% | Aug 7, 2026 |
| Nordea Investment Management AB | Reduce 1.67% | -$7.12M | $419M | 0.34% | Aug 5, 2026 |
| Clarkston Capital Partners, LLC | Sell 100% | -$6.87M | $0 | 0.00% | Aug 11, 2026 |
| Korea Investment CORP | Reduce 42.92% | -$5.69M | $7.56M | 0.01% | Aug 12, 2026 |
| Campbell & CO Investment Adviser LLC | Sell 100% | -$5.64M | $0 | 0.00% | Aug 3, 2026 |
| ICICI Prudential Asset Management Co Ltd | Sell 100% | -$5.45M | $0 | 0.00% | Aug 6, 2026 |
| Voloridge Investment Management, LLC | Sell 100% | -$5.34M | $0 | 0.00% | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | Reduce 10.93% | -$4.98M | $40.6M | 0.07% | Aug 14, 2026 |
| Schroder Investment Management Group | Reduce 7.58% | -$4.73M | $57.7M | 0.04% | Aug 13, 2026 |
| SummitTX Capital, L.P. | Reduce 93.12% | -$4.27M | $315K | 0.01% | Aug 14, 2026 |
| Concentric Capital Strategies, LP | Added 565.87% | +$4.09M | $4.81M | 0.27% | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | New Buy | +$3.95M | $3.95M | 0.05% | Aug 19, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Added 42.63% | +$3.84M | $12.9M | 0.02% | Aug 13, 2026 |
| Oxbow Advisors, LLC | New Buy | +$3.84M | $3.84M | 0.31% | Aug 7, 2026 |
| K.J. Harrison & Partners Inc | Sell 100% | -$3.79M | $0 | 0.00% | Aug 7, 2026 |
| DNB Asset Management AS | Reduce 39.03% | -$3.76M | $5.87M | 0.02% | Aug 11, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added 16.46% | +$3.37M | $23.8M | 0.02% | Aug 13, 2026 |
| Public Employees Retirement Association of Colorado | Added 17.64% | +$3.27M | $21.8M | 0.08% | Aug 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | Added 8.51% | +$3.22M | $41.1M | 0.02% | Aug 7, 2026 |
| Impax Asset Management Group plc | Added 1.48% | +$3.19M | $218M | 1.42% | Aug 11, 2026 |
| Gotham Asset Management, LLC | Added 27.18% | +$2.96M | $13.8M | 0.03% | Aug 14, 2026 |
| Aberdeen Group plc | Added 23.01% | +$2.87M | $15.3M | 0.02% | Jul 31, 2026 |
| Snyder Capital Management L P | Reduce 2.72% | -$2.8M | $100M | 1.73% | Aug 13, 2026 |
| APG Asset Management N.V. | Added 35.71% | +$2.72M | $10.3M | 0.03% | Aug 12, 2026 |
| Capital Fund Management S.A. | New Buy | +$2.72M | $2.72M | 0.01% | Aug 13, 2026 |
| Weitz Investment Management, Inc. | Reduce 4.50% | -$2.7M | $57.3M | 3.97% | Aug 12, 2026 |
| Baader Bank Aktiengesellschaft | Added 92.01% | +$2.56M | $5.34M | 0.40% | Jul 23, 2026 |
| Lord, Abbett & Co. LLC | Added 39.95% | +$2.47M | $8.64M | 0.02% | Aug 14, 2026 |
| AEGON ASSET MANAGEMENT UK Plc | Added 13.90% | +$2.45M | $20.1M | 0.21% | Jul 13, 2026 |
| Whittier Trust Co | Added 18662.07% | +$2.43M | $2.44M | 0.02% | Jul 28, 2026 |
| Findlay Park Partners LLP | Reduce 3.22% | -$2.43M | $72.9M | 0.98% | Aug 12, 2026 |
| Heartland Advisors Inc | Added 65.92% | +$2.41M | $6.07M | 0.27% | Aug 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 8.53% | +$2.37M | $30.2M | 0.02% | Aug 13, 2026 |
| Cibc World Market Inc. | Added 176.04% | +$2.27M | $3.57M | 0.01% | Aug 13, 2026 |
| Qsemble Capital Management, LP | Sell 100% | -$2.24M | $0 | 0.00% | Aug 3, 2026 |
| SMA Capital LLC | Added 22.85% | +$2.19M | $11.8M | 4.96% | Aug 14, 2026 |
| Mirova | Reduce 5.49% | -$2M | $34.5M | 1.27% | Aug 13, 2026 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | Added 19.97% | +$2M | $12M | 0.06% | Jul 29, 2026 |
| Machina Capital S.A.S. | New Buy | +$1.97M | $1.97M | 0.31% | Aug 10, 2026 |
| Secured Retirement Advisors, LLC | New Buy | +$1.79M | $1.79M | 0.92% | Jul 16, 2026 |
| Tidal Investments LLC | Added 104.34% | +$1.77M | $3.47M | 0.01% | Aug 13, 2026 |
| GAM Holding AG | Sell 100% | -$1.74M | $0 | 0.00% | Aug 14, 2026 |
| Mn Services Vermogensbeheer B.V. | Reduce 25.76% | -$1.7M | $4.91M | 0.04% | Jul 31, 2026 |
| Lecap Asset Management Ltd | Reduce 56.34% | -$1.68M | $1.3M | 0.56% | Jul 30, 2026 |
| Vest Financial, LLC | Sell 100% | -$1.66M | $0 | 0.00% | Jul 24, 2026 |
| Sandler Capital Management | New Buy | +$1.58M | $1.58M | 0.78% | Aug 14, 2026 |
| iSAM Funds (UK) Ltd | Reduce 84.77% | -$1.39M | $250K | 0.18% | Aug 12, 2026 |
| Bamco Inc | Reduce 11.48% | -$1.38M | $10.6M | 0.02% | Aug 14, 2026 |
| Waratah Capital Advisors Ltd. | Sell 100% | -$1.37M | $0 | 0.00% | Aug 11, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | New Buy | +$1.36M | $1.36M | 0.09% | Jul 31, 2026 |
| Envestnet Portfolio Solutions, Inc. | New Buy | +$1.34M | $1.34M | 0.01% | Jul 20, 2026 |
| Duff & Phelps Investment Management Co | Added 13.74% | +$1.33M | $11M | 0.10% | Aug 13, 2026 |
| New Age Alpha Advisors, LLC | New Buy | +$1.31M | $1.31M | 0.06% | Aug 13, 2026 |
| ASR Vermogensbeheer N.V. | Reduce 3.30% | -$1.29M | $37.7M | 0.39% | Jul 20, 2026 |
| Natixis Advisors, LLC | Added 26.90% | +$1.28M | $6.04M | 0.01% | Aug 14, 2026 |
| Mizuho Securities USA LLC | Added 128.07% | +$1.22M | $2.17M | 0.02% | Jul 28, 2026 |
| Contravisory Investment Management, Inc. | New Buy | +$1.18M | $1.18M | 0.21% | Jul 9, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added 118.74% | +$1.13M | $2.09M | 0.00% | Aug 14, 2026 |
| Empowered Funds, LLC | Reduce 58.36% | -$1.12M | $795K | 0.00% | Aug 17, 2026 |
| Geneva Capital Management LLC | Added 5.11% | +$1.09M | $22.4M | 0.51% | Aug 6, 2026 |
| Metis Global Partners, LLC | Reduce 72.12% | -$1.06M | $409K | 0.01% | Aug 10, 2026 |
| Swiss Life Asset Management Ltd | Reduce 18.15% | -$1.01M | $4.55M | 0.02% | Jul 29, 2026 |
| Treasurer of the State of North Carolina | Added 13.47% | +$989K | $8.33M | 0.02% | Aug 14, 2026 |