Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Idex Corp (IEX)

662 + Investors. Track Smart Money conviction in IEX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +49
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — IEX

Based on 668 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added IEX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
668 hedge funds hold IEX 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 — +8% more funds vs a year ago

fund count last 6Q
+47 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

345 buying268 selling
Last quarter: 345 funds bought or added vs 268 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new IEX position: 83 → 84 → 101 → 115. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 16% medium ■ 18% new
441 out of 668 hedge funds have held IEX 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.
📈

Growing discovery — still being found

86 → 83 → 84 → 101 → 115 new funds/Q
New funds entering each quarter: 83 → 84 → 101 → 115. A growing number of institutions are discovering IEX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 71% veterans vs 22% newcomers

■ 71% veterans ■ 7% 1-2yr ■ 22% new
Entry-cohort mix of 677 holders: 481 (71%) are 2+ year veterans, 49 entered 1–2 years ago, and 147 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
66 of 668 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in IEX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — IEX

In 2026 Q1, 345 hedge funds were net buyers of IEX (115 opened a new position, 230 added to an existing one), while 268 reduced or exited (202 trimmed, 66 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 50% of total institutional value in IEX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +49 funds (more new holders than closures). Total institutional holders: 668.

Hedge Fund Ownership: IEX

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

Market Analysis: IEX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IEX

-- --

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

Is It Too Late to Buy Idex Corp (IEX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IEX has moved relative to its sector benchmark (XLI) 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 · 79d ago
IEX
+18.7%
XLI
+11.0%

IEX outperformed XLI by +7.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IEX
+8.7%
XLI
+4.8%

Since the filing became public, IEX outperformed XLI by +3.9% .

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.

49 top-rated funds 5 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IEX
662 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 662 619 6.95%
13F Shares 74M 77M -3.62%
Total Value $13.67B $13.65B 0.13%
New Positions 112 101 +11
Increased Positions 227 187 +40
Closed Positions 69 102 -33
Reduced Positions 200 220 -20
Total Calls 5 5 -
Total Puts 4 3 33.33%
PUT/CALL Ratio 0.8 0.6 Neutral

Statistics: IEX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

662 + investors

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

QUARTER:
Top 25 IEX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Redwood Grove Capital, LLC 5.63% 92,100 $17.5M
2 Regents Gate Capital LLP 5.27% 130,389 $24.7M
3 Congruence Capital, LLC 4.91% 77,232 $14.6M
4 Mountain Pacific Investment Advisers LLC 3.83% 117,999 $22.4M
5 Weitz Investment Management, INC. 3.50% 264,300 $50.1M
6 SMA Capital LLC 3.46% 42,329 $8.0M
7 Speece Thorson Capital Group Inc 3.46% 80,078 $15.2M
8 Fenimore Asset Management Inc 3.37% 798,106 $151.3M
9 Sone Capital Management, LLC 3.24% 203,824 $38.6M
10 St. James Investment Company, LLC 2.62% 88,124 $16.7M
11 Snyder Capital Management L P 1.67% 453,285 $85.9M
12 Champlain Investment Partners, LLC 1.54% 640,274 $121.4M
13 Robeco Schweiz AG 1.52% 379,071 $71.9M
14 Impax Asset Management Group plc 1.25% 947,946 $179.7M
15 Deprince Race & Zollo Inc 1.25% 349,496 $66.2M
16 Mirova 1.24% 160,700 $30.5M
17 Nuance Investments, LLC 1.18% 44,820 $8.5M
18 Interval Partners, LP 1.16% 233,182 $44.2M
19 Evelyn Partners Investment Management LLP 1.06% 205,291 $38.9M
20 Taproot Management LP 1.02% 28,398 $5.4M
21 BLI - Banque de Luxembourg Investments 1.00% 188,900 $33.3M
22 Lecap Asset Management Ltd 0.93% 13,102 $2.5M
23 Port Capital LLC 0.93% 110,728 $21.0M
24 Findlay Park Partners LLP 0.88% 331,999 $62.9M
25 Sierra Legacy Group 0.79% 5,458 $1.0M
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 — Idex Corp (IEX)

What does the Smart Money Trend signal show for IEX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IEX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IEX?

Slight buying edge — 56% buying: Last quarter: 345 funds bought or added vs 268 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IEX holders?

Elite ownership — 50% AUM from top-100 funds: 66 of 668 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in IEX. 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 IEX?

66% of holders stayed for 2+ years: 441 out of 668 hedge funds have held IEX 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 Idex Corp (IEX) following the 2026 Q1 hedge fund 13F filings?

As of today, IEX has moved +8.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLI sector ETF — an outperformance of +3.9%. Since the quarter end (March 31, 2026), IEX has gained +18.7% vs +11.0% for XLI. 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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