Follow-The-Filings

Security

IDXX

Idexx Labs Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

23 owners 1 new max 6.4% (Terry Smith - Fundsmith LLP)

grid → activity → earnings →
owners 23
rank #112
master % 0.07%
max % 6.4%
tracked value $9.6B
qoq N 1 A 10 R 9

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Terry Smith - Fundsmith LLP 2026 Q1 6.4% Reduce -0.99 pp 1,465,786 $824M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 2.8% Reduce -0.53 pp 1,633,367 $918M hist
Polen Capital Management LLC 2026 Q1 2.7% Reduce -0.07 pp 695,811 $391M hist
Wallace Weitz - Weitz Investment Management, Inc. 2026 Q1 1.4% — 35,300 $20M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add -0.01 pp 80,477 $45M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Reduce 0.00 pp 9,945,328 $6.7B hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Add +0.08 pp 129,284 $73M hist
Natixis Advisors, LLC 2026 Q1 0.1% Reduce -0.02 pp 64,462 $36M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.04 pp 491,131 $332M hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 48,504 $27M hist
Jensen Investment Management Inc. 2026 Q1 0.0% Reduce 0.00 pp 3,570 $2M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add +0.03 pp 49,295 $28M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add +0.01 pp 10,314 $6M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce -0.02 pp 96,726 $54M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.02 pp 70,446 $40M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 87,566 $49M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 6,941 $5M hist
Mairs & Power Inc. 2026 Q1 0.0% Reduce 0.00 pp 2,080 $1M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 868 $488 hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add 0.00 pp 1,308 $735 hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 1,074 $603 hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 599 $337 hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 0.0% Add 0.00 pp 482 $271 hist

23 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 FORM 4 Filing Doc
8-K 5.03,5.07,9.01 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q 10-Q Filing Doc
4 FORM 4 Filing Doc
DEFA14A DEFA14A Filing Doc
8-K 5.02,9.01 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4/A FORM 4/A Filing Doc

Updated 14 minutes ago Source: SEC EDGAR submissions All on EDGAR

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 $845.04M $887.87M $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 $951.55M $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 $906.51M $929M $1.18B
Cash from investing -$125.25M -$207.06M -$136.24M
Cash from financing -$442M -$878.07M -$1.16B
Net change in cash $341.39M -$165.67M -$108.2M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

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