Idex Corp (IEX) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Idex Corp (IEX) following the 2026 Q3 hedge fund 13F filings?

As of today, IEX has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLI sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), IEX gained -2.4% vs -2.6% 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.

Idex Corp (IEX)

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

Smart Money Signals — IEX

Based on 694 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, 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

694 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 — +10% more funds vs a year ago

fund count last 6Q

+64 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 56% buying

360 buying286 selling

Last quarter: 360 funds bought or added vs 286 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.

⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 84 → 101 → 116 → 104. 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+) ■ 16% medium ■ 19% new

452 out of 694 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

84 → 84 → 101 → 116 → 104 new funds/Q

New funds entering each quarter: 84 → 101 → 116 → 104. A growing number of institutions are discovering IEX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 70% veterans vs 21% newcomers

■ 70% veterans ■ 9% 1-2yr ■ 21% new

Entry-cohort mix of 704 holders: 495 (70%) are 2+ year veterans, 64 entered 1–2 years ago, and 145 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds

67 of 692 holders are among the 100 largest funds by AUM, controlling 57% 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.

3.7

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	683	671	1.79%
13F Shares	75M	75M	-1.12%
Total Value	$16.52B	$13.86B	19.22%
New Positions	100	116	-16
Increased Positions	252	229	+23
Closed Positions	86	65	+21
Reduced Positions	199	202	-3
Total Calls	7	5	40.0%
Total Puts	5	4	25.0%
PUT/CALL Ratio	0.71	0.8	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

683

671

1.79%

13F Shares

75M

-1.12%

Total Value

$16.52B

$13.86B

19.22%

New Positions

100

116

-16

Increased Positions

252

229

+23

Closed Positions

+21

Reduced Positions

199

202

-3

Total Calls

40.0%

Total Puts

25.0%

PUT/CALL Ratio

0.71

0.8

Neutral

Institutional Holders (2026 Q2)

683 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IEX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Congruence Capital, LLC	7.19%	121,261	$27.5M
2	Redwood Grove Capital, LLC	5.30%	92,100	$20.9M
3	SMA Capital LLC	4.96%	52,000	$11.8M
4	Mountain Pacific Investment Advisers LLC	4.08%	114,167	$25.9M
5	Weitz Investment Management, INC.	3.97%	252,400	$57.3M
6	Fenimore Asset Management Inc	3.76%	799,639	$181.5M
7	Speece Thorson Capital Group Inc	3.18%	65,510	$14.9M
8	St. James Investment Company, LLC	3.18%	88,158	$20.0M
9	Sone Capital Management, LLC	1.84%	106,321	$24.1M
10	Snyder Capital Management L P	1.73%	440,952	$100.1M
11	Shellback Capital, LP	1.71%	86,055	$19.5M
12	Impax Asset Management Group plc	1.42%	962,000	$218.3M
13	Mirova	1.27%	151,873	$34.5M
14	Aureus Asset Management, LLC	1.24%	90,224	$20.5M
15	Robeco Schweiz AG	1.17%	322,045	$73.1M
16	Deprince Race & Zollo Inc	1.15%	303,107	$68.8M
17	Champlain Investment Partners, LLC	1.04%	178,539	$40.5M
18	Port Capital LLC	1.00%	108,202	$24.6M
19	Findlay Park Partners LLP	0.98%	321,299	$72.9M
20	Secured Retirement Advisors, LLC	0.92%	7,871	$1.8M
21	Sierra Legacy Group	0.78%	4,458	$1.0M
22	Sandler Capital Management	0.78%	6,941	$1.6M
23	Tevis Investment Management	0.75%	6,020	$1.4M
24	Longaeva Partners L.P.	0.75%	150,747	$34.2M
25	Adams Diversified Equity Fund, INC.	0.69%	100,000	$22.7M

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 — 2 quarters in a row: For 2 consecutive quarters, 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: 360 funds bought or added vs 286 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 — 57% AUM from top-100 funds: 67 of 692 holders are among the 100 largest funds by AUM, controlling 57% 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?

65% of holders stayed for 2+ years: 452 out of 694 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 Q3 hedge fund 13F filings?

As of today, IEX has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLI sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), IEX has gained -2.4% vs -2.6% 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Idex Corp (IEX)

Smart Money Signals — IEX

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +10% more funds vs a year ago

Slight buying edge — 56% buying

Fewer new buyers each quarter (-12 vs last Q)

65% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 70% veterans vs 21% newcomers

Elite ownership — 57% AUM from top-100 funds

Institutional Sentiment Summary — IEX

Hedge Fund Ownership: IEX

Market Analysis: IEX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IEX

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

Hedge Fund Positioning: IEX

Statistics: IEX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Stocks with similar institutional ownership

Frequently Asked Questions — Idex Corp (IEX)

Welcome to 13Foresight!