IEX — Idex Corp

Ownership history in STEPH & CO  ·  20 quarters on record

This page tracks every 13F SEC filing in which STEPH & CO 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2020 Q1)
Avg. % of fund
0.01%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 273 +33 +13.8% 0.01% $44K $161.47
2025 Q2 ADDED 240 +166 +224.3% 0.01% $42K $173.52
2024 Q1 UNCHANGED 74 — 0% 0.01% $18K $237.17
2023 Q4 UNCHANGED 74 — 0% 0.01% $16K $210.37
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IEX price (monthly, adj. close)

Other funds also holding IEX

As of 2025 Q4 — 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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