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All holdings

IDEX

IEX

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
2
In their latest 13F (Q3 2026)
See who
Value held
$58.2m
Combined value at quarter end
Last quarter
0 bought
1 sold or trimmed
Fund portfolios
3
Funds holding it
See which
Price at Q2 ’26 end
$226.95
+19.7% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+6.6%Q3 ’24
-2.4%Q4 ’24
-13.5%Q1 ’25
-3.0%Q2 ’25
-7.3%Q3 ’25
+9.3%Q4 ’25
+6.5%Q1 ’26
+19.7%Q2 ’26
Q3 ’24: +6.6%; Q4 ’24: -2.4%; Q1 ’25: -13.5%; Q2 ’25: -3.0%; Q3 ’25: -7.3%; Q4 ’25: +9.3%; Q1 ’26: +6.5%; Q2 ’26: +19.7%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

3Q4 ’23
3Q1 ’24
3Q2 ’24
3Q3 ’24
3Q4 ’24
2Q1 ’25
2Q2 ’25
3Q3 ’25
3Q4 ’25
2Q1 ’26
2Q2 ’26
0Q3 ’26
Q4 ’23: 3; Q1 ’24: 3; Q2 ’24: 3; Q3 ’24: 3; Q4 ’24: 3; Q1 ’25: 2; Q2 ’25: 2; Q3 ’25: 3; Q4 ’25: 3; Q1 ’26: 2; Q2 ’26: 2; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes IDEX.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding IDEX
Weitz Investment Management4.0%$57.3m$57.3mTrimmed -4.5%26 qtrs
Mairs & Power0.0%$908k$908kUnchanged16 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of IDEX
Bought or soldFiling
12 Aug 2026Anderson Lisa MSVP, GC, CAO & Corp Sec▼ Sold385$238.59$92kForm 4

About the company

Sector
Industrials · Pumps & Pumping Equipment
Incorporated in
Delaware
Financial year ends
31 December
Shares outstanding
74m at 24 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$2.0bn2013
$2.0bn2015
$2.3bn2017
$2.5bn2019
$2.8bn2021
$3.3bn2023
$3.5bn2025
2013: $2.0bn; 2014: $2.1bn; 2015: $2.0bn; 2016: $2.1bn; 2017: $2.3bn; 2018: $2.5bn; 2019: $2.5bn; 2020: $2.4bn; 2021: $2.8bn; 2022: $3.2bn; 2023: $3.3bn; 2024: $3.3bn; 2025: $3.5bn
IDEX revenue and net income by year
YearRevenueNet income
2025$3.5bn$483m
2024$3.3bn$505m
2023$3.3bn$596m
2022$3.2bn$587m
2021$2.8bn$449m
2020$2.4bn$378m
2019$2.5bn$426m
2018$2.5bn$411m
2017$2.3bn$337m
2016$2.1bn$271m
2015$2.0bn$283m
2014$2.1bn$279m
2013$2.0bn$255m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

In fund portfolios

US-registered funds run by these managers that hold IDEX, from their latest N-PORT filings.

Funds holding IDEX
Weitz Partners III Opportunity FundWeitz Investment Management4.8%$15.9m30 Jun 2026
Weitz Large Cap Equity FundWeitz Investment Management4.0%$24.7m30 Jun 2026
Weitz Partners Value FundWeitz Investment Management2.5%$12.5m30 Jun 2026