IEX β€” IDEX CORP

Ownership history in DF DENT & CO INC  Β·  9 quarters on record

AI Ownership Summary

DF DENT & CO INC reported IDEX CORP (IEX) in 9 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.39% in 2024 Q3. The latest visible filing shows IEX at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IEX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DF DENT & CO INC's position in IDEX CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IEX was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DF DENT & CO INC held IEX β€” position size vs. price
% of Fund (quarterly)    IEX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 116,241 -16,544 -12.5% 0.24% $18.9M 2025-11-14 $163.89
2025 Q2 ADDED 132,785 +3,109 +2.4% 0.30% $23.3M 2025-08-14 $165.87
2025 Q1 REDUCED 129,676 -13,878 -9.7% 0.31% $23.5M 2025-05-15 $186.65
2024 Q4 REDUCED 143,554 -4,451 -3.0% 0.38% $30.0M 2025-02-12 $190.56
2024 Q3 ADDED 148,005 +124,382 +526.5% 0.39% $31.7M 2024-11-15 $223.61
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IEX

As of 2026 Q1 β€” sorted by position size

BEACON FINANCIAL GROUP 3Y 7Y 0.02%

FAQ About DF DENT & CO INC and IEX

These are the practical questions this page is built to answer before you even open the full history table.

How long has DF DENT & CO INC reported owning IEX?

DF DENT & CO INC reported IEX across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported IEX position in DF DENT & CO INC's portfolio?

The largest reported portfolio weight for IEX was 0.39% in 2024 Q3.

What is the latest reported IEX position on this page?

The most recent filing on this page is 2025 Q3, when DF DENT & CO INC reported 116,241 shares, equal to 0.24% of portfolio, with an estimated market value of $18.9M.

What does the chart on this IEX ownership page compare?

The chart compares DF DENT & CO INC's quarterly IEX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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