Which hedge funds own IEX? IDEX CORP, Q2 2026 13F holders
62 tracked hedge funds disclosed a position in IEX (IDEX CORP) in their Q2 2026 13F filings, worth $2.3bn in total. The largest holder by portfolio weight is Redwood Grove Capital, LLC at 5.3% of its book. 14 opened a new position this quarter: Shellback Capital, LP, Sandler Capital Management, Dark Forest Capital Management LP, Pinnbrook Capital Management LP. 20 exited: Regents Gate Capital LLP, J. Goldman & Co LP, Scientech Research LLC.
- 62
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 14
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 20
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $54.1m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $92.4m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $2.3bn
- Combined value Sum of the holders' reported positions in the security.
- 5.0%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Regents Gate Capital LLP | 5.3% | $24.7m |
| J. Goldman & Co LP | 0.8% | $16.6m |
| Scientech Research LLC | 0.4% | $509k |
| Campbell & CO Investment Adviser LLC | 0.3% | $5.6m |
| MQS Management LLC | 0.3% | $398k |
| ExodusPoint Capital Management, LP | 0.2% | $20.7m |
| Atom Investors LP | 0.2% | $2.6m |
| Qsemble Capital Management, LP | 0.2% | $2.2m |
| Aquatic Capital Management LLC | 0.2% | $5.4m |
| AlphaGrep UK Ltd | 0.1% | $469k |
| Waratah Capital Advisors Ltd. | 0.1% | $1.4m |
| Diametric Capital, LP | 0.08% | $311k |
| Y-Intercept (Hong Kong) Ltd | 0.07% | $3.6m |
| Patton Fund Management, Inc. | 0.04% | $241k |
| Voloridge Investment Management, LLC | 0.02% | $5.3m |
| Lighthouse Investment Partners, LLC | 0.01% | $352k |
| Brevan Howard Capital Management LP | 0.01% | $1.2m |
| Caxton Associates LLP | 0.0% | $204k |
| Bayforest Capital Ltd | 0.0% | $1.1k |
| WCM Investment Management | 0.0% | $512k |
Ownership over time
Who discovered IEX first? Beta
| Interval Partners, LP | Q1 2014 | +0.5 pts |
| Ramsey Quantitative Systems | Q2 2016 | +0.4 pts |
| Select Equity Group Inc | Q1 2007 | +0.3 pts |
| Campbell & CO Investment Adviser LLC | Q1 2014 | +0.1 pts |
| iSAM Funds (UK) Ltd | Q2 2024 | 0.0 pts |
| Numerai GP LLC | Q2 2024 | 0.0 pts |
| Atom Investors LP | Q2 2024 | −0.2 pts |
| SG Capital Management LLC | Q1 2024 | −0.6 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.