Follow-The-Filings

Security

IEX

Idex Corp. · COM

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

19 owners 2 new 1 exit max 3.5% (Wallace Weitz - Weitz Inv...)

grid → activity →
owners 19
rank #286
master % 0.03%
max % 3.5%
tracked value $3B
qoq N 2 A 8 R 6 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Wallace Weitz - Weitz Investment Management, Inc. 2026 Q1 3.5% Reduce -0.63 pp 264,300 $50M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.2% Add +0.17 pp 830,856 $157M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.2% Add +0.04 pp 816,137 $155M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.2% Add +0.08 pp 1,995,944 $378M hist
Davidson Kempner Capital Management LP 2026 Q1 0.1% New 0.1% 55,000 $10M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.06 pp 257,008 $46M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.1% Add +0.01 pp 708,157 $134M hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 84,525 $16M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.0% Reduce 0.00 pp 52,776 $10M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 47,985 $9M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 8,992,612 $1.6B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.02 pp 914,850 $163M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 808,651 $153M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 256,510 $48M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.01 pp 57,578 $11M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -0.02 pp 36,207 $7M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 20,984 $4M hist
Mairs & Power Inc. 2026 Q1 0.0% — 4,000 $758 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 884 $168 hist
Dodge & Cox exited 2026 Q1 last 2025 Q4 0.1% Exit -0.12 pp 1,262,550 $225M hist

19 current · 1 exited last period · options excluded

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 $3.27B $3.27B $3.46B
Gross profit $1.45B $1.45B $1.54B
Gross margin * 44.2% 44.2% 44.5%
Net income $596.1M $505M $483.2M
Net margin * 18.2% 15.4% 14.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.45B $1.59B $1.64B
Total non-current assets * $4.42B $5.15B $5.28B
Total assets $5.87B $6.75B $6.93B
Total current liabilities $500.3M $629.7M $575.4M
Total non-current liabilities * $1.82B $2.32B $2.33B
Total equity $3.54B $3.79B $4.03B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $716.7M $668.1M $680.4M
Cash from investing -$283.8M -$1.01B -$137.6M
Cash from financing -$344.7M $465.9M -$632.6M
Net change in cash $104.1M $104.6M -$53M

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