Follow The Filings

IEX Idex Corporation

Industrials, filed as IDEX CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 4 Owners
  • Max 4.0%
  • $91M
  • 1 add 1 reduce 1 small

In 2026 Q2 Davidson Kempner Capital Management added to Idex, while Ron Baron trimmed.

Who owns this now

Largest portfolio weights among holders, up to 4.0% (Wallace Weitz, Weitz Investment Management). Not free-float ownership.

  1. Wallace Weitz Reduce 4.0%
  2. Davidson Kempner Capital Mana... Add 0.27%
  3. Ron Baron Reduce 0.02%
  4. Mairs & Power 0.01%

Who owns IEX

Sorted by value, long equity only, as of 2026 Q2.

History
Wallace Weitz, Weitz Investment Management 4.0% Small trim −4.5% 252,400 $57M History
Davidson Kempner Capital Management 0.27%, was 0.14% Add +81.8% 100,000 $23M History
Ron Baron, Bamco Inc. (Baron Capital) 0.02%, was 0.03% Reduce −11.5% 46,717 $11M History
Mairs & Power 0.01% Hold 4,000 $908K History

4 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by IEX's executives, directors and 10% owners in the last 12 months, from their Form 4s

All IEX insider trades
  • $102K bought by 1 insider
  • $3.4M sold by 2 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Lisa M Anderson SVP, GC, CAO & Corp Sec
    Sale
    $92K 385 shares at $238.59 8.2% of stake
    Traded Aug 12 Filed Aug 13
    ↗
  2. Eric D Ashleman CEO
    Sale
    $3.3M 15,385 shares at $215.22 19% of stake
    Traded May 11 Filed May 13
    ↗
  3. Carl R Christenson Director
    Buy
    $102K 600 shares at $169.41 +10% to stake
    Traded Nov 5, 2025 Filed Nov 7, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 16 stock grants, 6 share withholdings for taxes, and 2 option exercises.

Congress

3 members of Congress traded IEX in the last three years: 2 buys and 5 sales. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 31, 2025 filed Nov 21, 2025
  2. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  3. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  4. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Aug 4, 2025 filed Sep 12, 2025
  5. Jefferson Shreve R-IN-6 Sell $15K–$50K Mar 31, 2025 filed Apr 11, 2025
  6. Jefferson Shreve R-IN-6 Partial sale $15K–$50K Feb 24, 2025 filed Mar 9, 2025

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 5.02 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.07,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
10-K Filing Doc
8-K 5.02 Filing Doc
8-K 2.02,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 2 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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 -$0.284B -$1.01B -$0.138B
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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.