Which funds own IEX
Idex Corp in the Q2 2026 filings. At least 7 of the 91 current managers on file reported a position, worth $1.2bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 7
- at least, of 91 current
- Combined value
- $1.2bn
- as reported
- Opened
- 0
- new this quarter
- Added to
- 5
- already held
- Trimmed or sold out
- 4
- 2 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Millennium Management LLC Multi-strategy · $276bn book | $538m | 0.2% | 2,369,834 | +$160m+373,890 | Added |
| Point72 Asset Management LP Multi-strategy · $90.7bn book | $206m | 0.2% | 905,936 | +$48m+75,080 | Added |
| Balyasny Asset Management LLC Multi-strategy · $80.2bn book | $192m | 0.2% | 846,581 | +$37m+30,444 | Added |
| Freestone Grove Partners LP Multi-strategy · $15.6bn book | $103m | 0.7% | 451,742 | +$61m+234,466 | Added |
| Schonfeld Strategic Advisors LLC Multi-strategy · $27.9bn book | $66m | 0.2% | 291,627 | -$13m-123,928 | Trimmed |
| GAMCO Investors Inc Activist · $11.1bn book | $35m | 0.3% | 155,722 | +$5.6m-1,002 | Trimmed |
| Davidson Kempner Capital Management LP Long/short equity · $8.4bn book | $23m | 0.3% | 100,000 | +$12m+45,000 | Added |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- ExodusPoint Capital Management LP · Multi-strategy$21m held before
- MFS Investment Management · Long-only$600k held before
Ownership through time
At least 11 of the 95 managers whose filings are on file listed IEX in Q2 2026, against 7 in Q2 2013. 3 managers fewer than in Q1 2026: 1 listed it again; 1 sold out, by its own filing; 3 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 7
- Q3 2013: 8
- Q4 2013: 8
- Q1 2014: 10
- Q2 2014: 10
- Q3 2014: 9
- Q4 2014: 10
- Q1 2015: 9
- Q2 2015: 10
- Q3 2015: 10
- Q4 2015: 9
- Q1 2016: 9
- Q2 2016: 7
- Q3 2016: 9
- Q4 2016: 9
- Q1 2017: 8
- Q2 2017: 9
- Q3 2017: 9
- Q4 2017: 9
- Q1 2018: 11
- Q2 2018: 11
- Q3 2018: 13
- Q4 2018: 10
- Q1 2019: 9
- Q2 2019: 12
- Q3 2019: 15
- Q4 2019: 15
- Q1 2020: 16
- Q2 2020: 13
- Q3 2020: 18
- Q4 2020: 18
- Q1 2021: 15
- Q2 2021: 12
- Q3 2021: 10
- Q4 2021: 14
- Q1 2022: 18
- Q2 2022: 18
- Q3 2022: 16
- Q4 2022: 15
- Q1 2023: 14
- Q2 2023: 20
- Q3 2023: 14
- Q4 2023: 12
- Q1 2024: 11
- Q2 2024: 14
- Q3 2024: 11
- Q4 2024: 15
- Q1 2025: 14
- Q2 2025: 12
- Q3 2025: 14
- Q4 2025: 12
- Q1 2026: 14
- Q2 2026: 11
- Q2 2013: $806m
- Q3 2013: $986m
- Q4 2013: $1.1bn
- Q1 2014: $1.1bn
- Q2 2014: $1.4bn
- Q3 2014: $1.3bn
- Q4 2014: $1.6bn
- Q1 2015: $1.6bn
- Q2 2015: $1.8bn
- Q3 2015: $1.7bn
- Q4 2015: $1.6bn
- Q1 2016: $1.7bn
- Q2 2016: $1.6bn
- Q3 2016: $1.9bn
- Q4 2016: $1.8bn
- Q1 2017: $1.9bn
- Q2 2017: $2.3bn
- Q3 2017: $2.5bn
- Q4 2017: $2.7bn
- Q1 2018: $2.9bn
- Q2 2018: $2.7bn
- Q3 2018: $2.9bn
- Q4 2018: $2.4bn
- Q1 2019: $2.9bn
- Q2 2019: $3.7bn
- Q3 2019: $3.6bn
- Q4 2019: $3.6bn
- Q1 2020: $2.2bn
- Q2 2020: $2.4bn
- Q3 2020: $3.3bn
- Q4 2020: $3.2bn
- Q1 2021: $3.4bn
- Q2 2021: $3.3bn
- Q3 2021: $2.9bn
- Q4 2021: $3.4bn
- Q1 2022: $2.5bn
- Q2 2022: $2.5bn
- Q3 2022: $2.5bn
- Q4 2022: $2.9bn
- Q1 2023: $3.2bn
- Q2 2023: $2.5bn
- Q3 2023: $2.9bn
- Q4 2023: $2.6bn
- Q1 2024: $3.0bn
- Q2 2024: $2.1bn
- Q3 2024: $2.1bn
- Q4 2024: $2.3bn
- Q1 2025: $1.9bn
- Q2 2025: $2.0bn
- Q3 2025: $1.7bn
- Q4 2025: $1.8bn
- Q1 2026: $1.7bn
- Q2 2026: $1.7bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
No manager on file started a position.
Largest increases, by shares
- Millennium Management LLC1,995,944 to 2,369,834 shares+$85m
- Freestone Grove Partners LP217,276 to 451,742 shares+$53m
- Point72 Asset Management LP830,856 to 905,936 shares+$17m
- Davidson Kempner Capital Management LP55,000 to 100,000 shares+$10m
- Balyasny Asset Management LLC816,137 to 846,581 shares+$6.9m
Largest decreases, by shares
- Wellington Management Group LLP1,738,531 to 1,139,217 shares-$136m
- Schonfeld Strategic Advisors LLC415,555 to 291,627 shares-$28m
- Two Sigma Investments LP497,672 to 491,153 shares-$1.5m
- GAMCO Investors Inc156,724 to 155,722 shares-$227k
Left it
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Millennium Management LLC | Q3 2019 | $538m | $538m | |
| Wellington Management Group LLP | Q2 2013 | $1.1bn | $259m | |
| Point72 Asset Management LP | Q2 2015 | $206m | $206m | |
| Balyasny Asset Management LLC | Q3 2019 | $192m | $192m | |
| Arrowstreet Capital LP | Q1 2018 | $163m | $163m | |
| Two Sigma Investments LP | Q1 2022 | $111m | $111m | |
| Freestone Grove Partners LP | Q4 2024 | $103m | $103m | |
| Schonfeld Strategic Advisors LLC | Q3 2016 | $79m | $66m | |
| Renaissance Technologies LLC | Q4 2021 | $70m | $42m | |
| GAMCO Investors Inc | Q2 2013 | $97m | $35m | |
| Davidson Kempner Capital Management LP | Q1 2026 | $23m | $23m | |
| T. Rowe Price Associates Inc | Q2 2013 | $1.9bn | last listed Q2 2025 | |
| Capital World Investors | Q2 2013 | $983m | last listed Q4 2024 | |
| AllianceBernstein LP | Q2 2013 | $625m | last listed Q3 2023 | |
| Fidelity (FMR LLC) | Q2 2019 | $518m | last listed Q3 2020 | |
| Invesco Ltd | Q4 2018 | $429m | last listed Q3 2025 | |
| MFS Investment Management | Q1 2019 | $323m | last listed Q3 2023 | |
| Capital Research Global Investors | Q2 2014 | $298m | last listed Q4 2019 | |
| Dodge & Cox | Q3 2025 | $225m | last listed Q4 2025 | |
| Jane Street Group LLC | Q1 2026 | $221m | last listed Q1 2026 | |
| Artisan Partners LP | Q2 2013 | $150m | last listed Q2 2021 |
What IEX is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around IEX →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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