Ownership history in FORA Capital, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in IDEX CORPORATION COMMON STOCK (IEX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 5,175 | -8,625 | -62.5% | 0.15% | $842K | $161.47 |
| 2025 Q2 | ADDED | 13,800 | +2,376 | +20.8% | 0.27% | $2.4M | $173.52 |
| 2025 Q1 | ADDED | 11,424 | +7,971 | +230.8% | 0.21% | $2.1M | $178.19 |
| 2024 Q3 | REDUCED | 3,453 | -6,384 | -64.9% | 0.09% | $741K | $209.83 |
| 2024 Q2 | REDUCED | 9,837 | -3,887 | -28.3% | 0.24% | $2.0M | $196.16 |
| 2023 Q4 | ADDED | 13,724 | +2,110 | +18.2% | 0.26% | $3.0M | $210.37 |
| 2023 Q2 | ADDED | 11,614 | +10,338 | +810.2% | 0.35% | $2.5M | $207.32 |
| 2022 Q4 | REDUCED | 1,276 | -2,806 | -68.7% | 0.05% | $291K | $218.68 |
| 2022 Q3 | ADDED | 4,082 | +1,264 | +44.9% | 0.16% | $816K | $190.83 |
| 2022 Q2 | REDUCED | 2,818 | -4,343 | -60.6% | 0.10% | $512K | $172.86 |
As of 2025 Q4 — sorted by position size