IEX
IDEX CORPMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $190 | $209 | +10% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $189 | $209 | +10% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $189 | $209 | +10% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $189 | $209 | +10% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $189 | $209 | +10% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $189 | $209 | +10% |
| Point72 Asset Management | Q4 2025(8Q snapshot) | 2Q | $164 | $209 | +27% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates 10× in & out | Q4 2025 | Q1 2026 | → $210 | +26% |
| Soros Fund Management | Q1 2025 | Q4 2025 | → $164 | -15% |
| Maverick Capital 4× in & out | Q2 2023 | Q3 2023 | → $214 | +8% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at IDEX CORP /DE/. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 13, 2026 — the most recent Form 4 on file — not from today.
- Form 40000905148-26-002252May 13, 2026
- Form 40000905148-26-002196May 8, 2026
- Form 40000905148-26-002195May 8, 2026
- Form 40000905148-26-002194May 8, 2026
- Form 40000905148-26-002193May 8, 2026
- Form 40000905148-26-002192May 8, 2026
- Form 40000905148-26-002191May 8, 2026
- Form 40000905148-26-002190May 8, 2026
- Form 40000905148-26-002189May 8, 2026
- Form 40000905148-26-002188May 8, 2026
- Form 40000905148-26-001001Feb 23, 2026
- Form 40000905148-26-001000Feb 23, 2026
- Form 40000905148-26-000999Feb 23, 2026
- Form 40000905148-26-000998Feb 23, 2026
- Form 40000905148-26-000997Feb 23, 2026
Fundamentals
XBRL · IDEX CORPAnnual figures sourced directly from IDEX CORP's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for IDEX CORP /DE/ — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 8, 2026
- 10-QQuarterly reportApr 29, 2026
- 8-KMaterial eventApr 29, 2026
- DEF 14AProxy statementMar 26, 2026
- 10-KAnnual reportFeb 19, 2026
- 8-KMaterial eventFeb 9, 2026
- 8-KMaterial eventFeb 4, 2026
- 8-KMaterial eventDec 4, 2025
- 10-QQuarterly reportOct 29, 2025
- 8-KMaterial eventOct 29, 2025
- 8-KMaterial eventSep 18, 2025
- 10-QQuarterly reportJul 30, 2025
- 8-KMaterial eventJul 30, 2025
- 8-KMaterial eventMay 21, 2025
- 8-KMaterial eventMay 12, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Renaissance Technologies | Q2 2026 | open | $211 | $209 | -1% |
| Point72 Asset Management | Q4 2025 | open | $164 | $209 | +27% |
| Bridgewater Associates | Q4 2025 | Q1 2026 | $166 | $210 | +26% |
| D.E. Shaw | Q3 2025 | open | $166 | $209 | +26% |
| Renaissance Technologies | Q3 2025 | Q1 2026 | $168 | $205 | +22% |
| Soros Fund Management | Q1 2025 | Q4 2025 | $192 | $164 | -15% |
| Bridgewater Associates | Q3 2024 | Q4 2024 | $188 | $226 | +20% |
| Citadel Advisors | Q3 2024 | open | $189 | $209 | +10% |
| Two Sigma Investments | Q3 2024 | open | $189 | $209 | +10% |
| D.E. Shaw | Q3 2024 | Q1 2025 | $189 | $192 | +2% |
| AQR Capital Management | Q3 2024 | open | $189 | $209 | +10% |
| Millennium Management | Q3 2024 | open | $189 | $209 | +10% |
| Renaissance Technologies | Q3 2024 | Q1 2025 | $190 | $190 | -0% |
| Maverick Capital | Q2 2023 | Q3 2023 | $199 | $214 | +8% |
| Bridgewater Associates | Q2 2022 | Q4 2022 | $176 | $222 | +26% |
| Maverick Capital | Q3 2021 | Q4 2021 | $214 | $221 | +3% |
| Bridgewater Associates | Q3 2021 | Q4 2021 | $211 | $222 | +5% |
| Maverick Capital | Q4 2020 | Q2 2021 | $184 | $210 | +14% |
| Bridgewater Associates | Q4 2020 | Q2 2021 | $180 | $210 | +16% |
| Bridgewater Associates | Q1 2020 | Q2 2020 | $162 | $138 | -14% |
| Maverick Capital | Q4 2019 | Q3 2020 | $149 | $165 | +10% |
| Bridgewater Associates | Q1 2019 | Q2 2019 | $130 | $138 | +6% |
| Bridgewater Associates | Q2 2018 | Q4 2018 | $124 | $121 | -3% |
| Bridgewater Associates | Q3 2017 | Q4 2017 | $101 | $115 | +14% |
| Bridgewater Associates | Q4 2015 | Q1 2016 | $66 | $62 | -5% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.