IEX β€” IDEX CORP

Ownership history in AXQ CAPITAL, LP  Β·  6 quarters on record

This page tracks every 13F SEC filing in which AXQ CAPITAL, LP reported a position in IDEX CORP (IEX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.35% (2023 Q4)
πŸ“Š Avg. % of fund
0.18%
πŸ“… First filed
2023 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
6

Position Intelligence

AXQ CAPITAL, LP Γ— IEX AI Analytics

πŸ“‰ AXQ CAPITAL, LP underperformed the S&P 500 by –63.4% annually on this IEX position. Timing score: 75% (3/4 decisions correct). Average cost basis: $210.37. Maximum drawdown during holding period: –23.2%.

πŸ“ˆ Position Alpha vs SPY
-63.4%
annualised excess return

❌ Significantly underperformed the S&P 500 by 63.4% ann.
4 quarters analyzed

⏱️ Timing Score
75%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct

πŸ’° Entry Quality
$210.37
-23.2% vs current ($161.47)

Best entry: $210.37 (2023 Q4)  Β·  Worst: $210.37 (2023 Q4)

πŸ›‘οΈ Drawdown Resilience
–23.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
33%
buy-side decisions

2 adds Β· 4 trims. Bought during 0 of 4 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.11% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    IEX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,742 -516 -22.9% 0.11% $284K $161.47
2025 Q2 REDUCED 2,258 -1,006 -30.8% 0.13% $396K $173.52
2025 Q1 REDUCED 3,264 -47 -1.4% 0.24% $591K $178.19
2024 Q2 REDUCED 3,311 -2,712 -45.0% 0.16% $666K $196.16
2023 Q4 ADDED 6,023 +4,262 +242.0% 0.35% $1.3M $210.37
2023 Q3 INITIATED 1,761 β€” β€” 0.13% $366K β€”

🏒 Other funds also holding IEX

As of 2025 Q4 β€” sorted by position size

Redwood Grove Capital, LLC 3Y 4.67% WEITZ INVESTMENT MANAGEMENT, INC. 3Y 7Y 4.13% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 3.47% SPEECE THORSON CAPITAL GROUP INC 3Y 7Y 3.28% FENIMORE ASSET MANAGEMENT INC 3Y 7Y 3.04% Medina Value Partners, LLC 3Y 2.63% NUANCE INVESTMENTS, LLC 3Y 7Y 2.3% HARVEY INVESTMENT CO LLC 3Y 7Y 2.09% Maren Capital LLC 2.06% Impax Asset Management Group plc 3Y 7Y 1.9%
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