IDEX CORP

$IEX

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Smart money positioned

13 of the Top-200 alpha managers hold $IEX as of the latest 13F snapshot.

13F holders

666

Insider buys · 90d

Congress · 90d

Smart Money · top-200 alpha cohort

13 holders · Q1 2026

$IEX is held by 13 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.48%, with an average of 0.08% of portfolio. Largest holder: Legacy Wealth Management, LLC / MS at 0.48%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Legacy Wealth Management, LLC / MS

0.48% NEW

α +14.9pts

Eventide Asset Management, LLC

0.32% NEW

α +22.5pts

Wellington Management Group LLP

0.06% held

α +10.5pts

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

0.03% held

α +27.5pts

Voloridge Investment Management, LLC

0.02% held

α +15.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 666 · Source: 13F-HR

Exor N.V.

0.03% of portfolio

4,222,756 sh

First Financial Bankshares Inc.

0.49% of portfolio

3,302,937 sh

Primecap Management CO

Evergreen Capital Management LLC

Northeast Financial Consultants Inc

0.21% of portfolio

1,661,712 sh

Francisco Partners Management, LP

0.33% of portfolio

1,192,352 sh

AltraVue Capital, LLC

1.25% of portfolio

947,946 sh

See all 666 13F holders · Pro →

Insider activity · last 90 days

3 transactions · 3 filers

05 Nov 2025

Christenson Carl R —

▲ BOUGHT

600

$169.41

07 Aug 2025

Helmkamp Katrina L —

▲ BOUGHT

2,500

$159.61

05 Jun 2025

Mahendra Akhil —

▼ SOLD

250

$180.89

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.