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 669 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
669 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
+48 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

346 buying269 selling
Last quarter: 346 funds bought or added vs 269 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 (+15 vs last Q)

new funds entering per quarter
Funds opening a new IEX position: 84 → 84 → 101 → 116. 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 ■ 19% new
441 out of 669 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 → 84 → 84 → 101 → 116 new funds/Q
New funds entering each quarter: 84 → 84 → 101 → 116. 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 678 holders: 481 (71%) are 2+ year veterans, 49 entered 1–2 years ago, and 148 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
67 of 669 holders are among the 100 largest funds by AUM, controlling 56% 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, 346 hedge funds were net buyers of IEX (116 opened a new position, 230 added to an existing one), while 269 reduced or exited (202 trimmed, 67 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 56% 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: 669.

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 Q2 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 June 30, 2026 · 46d ago
IEX
+6.0%
XLI
+0.7%

IEX outperformed XLI by +5.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
IEX
+0.0%
XLI
+0.0%

Since the filing became public, IEX outperformed XLI by +0.0% .

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
2026 Q2 Stats Unlock in 4 days 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

View More

Valuation Measures Data as of: --

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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 IEX holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Champlain Investment Partners, LLC 1.04% 178,539 $40.5M
17 Port Capital LLC 1.00% 108,202 $24.6M
18 Findlay Park Partners LLP 0.98% 321,299 $72.9M
19 Secured Retirement Advisors, LLC 0.92% 7,871 $1.8M
20 Sierra Legacy Group 0.78% 4,458 $1.0M
21 Sandler Capital Management 0.78% 6,941 $1.6M
22 Tevis Investment Management 0.75% 6,020 $1.4M
23 Longaeva Partners L.P. 0.75% 150,747 $34.2M
24 Adams Diversified Equity Fund, INC. 0.69% 100,000 $22.7M
25 Boston Trust Walden Corp 0.67% 390,195 $88.6M
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: 346 funds bought or added vs 269 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 — 56% AUM from top-100 funds: 67 of 669 holders are among the 100 largest funds by AUM, controlling 56% 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 669 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 Q2 hedge fund 13F filings?

As of today, IEX has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLI sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), IEX has gained +6.0% vs +0.7% 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.

Full history →