Follow-The-Filings

Security · featured owners

IDXX Idexx Labs Inc.

Health Care COM Equity as of 2026 Q2 among managers we track

  • 8 Owners
  • #154
  • Max 3.9%
  • Master 0.11%
  • $1.9B
  • 1 new 2 add 3 reduce

IDXX (Idexx Labs Inc.) is held in 8 featured 13F books as of 2026 Q2. Terry Smith - Fundsmith is the largest tracked holder by portfolio weight (3.9%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 3.9% (Terry Smith - Fundsmith) · not free-float ownership

  1. Terry Smith reduce 3.9%
  2. Polen Capital Management reduce 2.4%
  3. Ron Baron add 1.6%
  4. Jensen Investment Management add 1.4%
  5. Wallace Weitz 1.3%
  6. Farallon Capital Management new 0.02%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 1.6% Add +21.0% 1,976,778 $1B history
Terry Smith - Fundsmith 2026 Q2 3.9% Reduce −30.4% 1,019,887 $537M history
Polen Capital Management 2026 Q2 2.4% Reduce −23.5% 532,384 $280M history
Jensen Investment Management 2026 Q2 1.4% Add +2861.0% 105,709 $56M history
Wallace Weitz - Weitz Investment Management 2026 Q2 1.3% Hold 35,300 $19M history
Farallon Capital Management 2026 Q2 0.02% New 0.02% 9,000 $5M history
Mairs & Power 2026 Q2 0.01% Hold 2,080 $1M history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 <0.01% Reduce −5.6% 455 $240K history

SEC filings

Recent issuer filings from EDGAR · 8 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q
8-K 2.02,9.01
8-K 5.03,5.07,9.01
8-K 2.02,9.01
10-Q
DEFA14A
8-K 5.02,9.01
10-K

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Sep 4, 2026
4 Period Aug 20, 2026
4 Period Jul 30, 2026
4 Period Jun 1, 2026
4 Period May 12, 2026 · 9 forms
4 Period May 7, 2026 · 6 forms
4 Period Apr 30, 2026
4 Period Mar 3, 2026 · 2 forms
4/A Period Feb 12, 2026
4 Period Feb 26, 2026
4 Period Feb 26, 2026

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.66B $3.9B $4.3B
Gross profit $2.19B $2.38B $2.66B
Gross margin * 59.8% 61.0% 61.8%
Net income $0.845B $0.888B $1.06B
Net margin * 23.1% 22.8% 24.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.5B $1.4B $1.41B
Total non-current assets $1.76B $1.89B $1.94B
Total assets $3.26B $3.29B $3.35B
Total current liabilities $0.952B $1.07B $1.15B
Total non-current liabilities $823.85M $630.21M $596.56M
Total equity $1.48B $1.6B $1.61B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $0.907B $0.929B $1.18B
Cash from investing -$125.25M -$207.06M -$136.24M
Cash from financing -$0.442B -$0.878B -$1.16B
Net change in cash $341.39M -$165.67M -$108.2M

ownership over time

filing count by report period · click a bar for that quarter’s holders