Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Idexx Labs Inc (IDXX)

1K + Investors. Track Smart Money conviction in IDXX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -70
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — IDXX

Based on 1305 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IDXX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
1,305 hedge funds hold IDXX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+188 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

559 buying716 selling
Last quarter: 716 funds reduced or exited vs 559 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-71 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 206 → 164 → 196 → 125. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 16% new
847 out of 1,305 hedge funds have held IDXX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~125 new funds/quarter

129 → 206 → 164 → 196 → 125 new funds/Q
New funds entering each quarter: 206 → 164 → 196 → 125. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 10% 1-2yr ■ 22% new
Entry-cohort mix of 1,329 holders: 910 (68%) are 2+ year veterans, 133 entered 1–2 years ago, and 286 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
65 of 1304 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in IDXX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IDXX

In 2026 Q1, 559 hedge funds were net buyers of IDXX (125 opened a new position, 434 added to an existing one), while 716 reduced or exited (521 trimmed, 195 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 40% of total institutional value in IDXX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -70 funds (more exits than new entries). Total institutional holders: 1305.

Hedge Fund Ownership: IDXX

How many hedge funds hold IDXX — quarterly history vs. share price
Quarterly hedge fund ownership of IDXX vs. share price

Market Analysis: IDXX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IDXX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Idexx Labs Inc (IDXX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IDXX has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
IDXX
-0.2%
XLV
+4.9%

IDXX outperformed XLV by -5.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
IDXX
+6.1%
XLV
+6.0%

Since the filing became public, IDXX outperformed XLV by +0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

73 top-rated funds 7 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: IDXX
1K + Investors

Track Smart Money conviction in IDXX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1298 1375 -5.6%
13F Shares 71M 82M -14.13%
Total Value $38.43B $48.46B -20.69%
New Positions 123 196 -73
Increased Positions 425 469 -44
Closed Positions 200 99 +101
Reduced Positions 513 482 +31
Total Calls 11 11 -
Total Puts 14 12 16.67%
PUT/CALL Ratio 1.27 1.09 Bearish

Statistics: IDXX

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IDXX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IDXX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Capital Counsel LLC/Ny 10.04% 420,195 $236.1M
2 Manitou Investment Management Ltd. 7.73% 69,598 $39.1M
3 Bourne Lent Asset Management Inc 6.43% 31,133 $17.5M
4 Fundsmith LLP 6.42% 1,465,786 $823.6M
5 Haven Capital Group, Inc. 6.33% 12,137 $6.8M
6 Fundsmith Investment Services LTD. 6.14% 481,586 $270.6M
7 Seilern Investment Management Ltd 5.42% 80,831 $45.4M
8 Perkins Capital Management Inc 5.11% 9,700 $5.5M
9 American Capital Management Inc 5.01% 166,056 $93.3M
10 Quantum Capital Management, LLC / NJ 4.04% 56,208 $31.6M
11 Biondo Investment Advisors, LLC 3.77% 52,266 $29.4M
12 Lgt Capital Partners LTD. 3.22% 108,016 $60.7M
13 Crystal Rock Capital Management 3.18% 9,525 $5.4M
14 Progressive Investment Management Corp 3.01% 20,285 $11.4M
15 Mogy Joel R Investment Counsel Inc 3.01% 85,492 $48.0M
16 Brasada Capital Management, LP 2.86% 27,021 $15.6M
17 Montrusco Bolton Investments INC. 2.83% 342,120 $186.7M
18 Bamco Inc /Ny/ 2.77% 1,633,367 $917.8M
19 Academy Capital Management 2.76% 34,319 $19.3M
20 Polen Capital Management LLC 2.70% 695,811 $391.0M
21 Comgest Global Investors S.A.S. 2.70% 220,354 $123.8M
22 Long Road Investment Counsel, LLC 2.49% 11,307 $6.4M
23 Villere St Denis J & Co LLC 2.40% 38,736 $21.8M
24 Kraematon Investment Advisors, Inc 2.38% 5,214 $2.9M
25 Elyxium Wealth, LLC 2.34% 12,971 $7.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Idexx Labs Inc (IDXX)

What does the Smart Money Trend signal show for IDXX?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IDXX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IDXX?

More sellers than buyers — 44% buying: Last quarter: 716 funds reduced or exited vs 559 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IDXX holders?

Elite ownership — 40% AUM from top-100 funds: 65 of 1304 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in IDXX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IDXX?

65% of holders stayed for 2+ years: 847 out of 1,305 hedge funds have held IDXX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Idexx Labs Inc (IDXX) following the 2026 Q1 hedge fund 13F filings?

As of today, IDXX has moved +6.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.0% for the XLV sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), IDXX has gained -0.2% vs +4.9% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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