IDEX Corporation: which funds bought and sold

Institutions that bought and sold IDEX shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 329 institutions that filed 13F reports for both quarters added to or opened positions in IDEX, and 275 cut or closed them. Together they sold a net 946K shares, −1.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 469K shares (+2.2%); index fund managers were net buyers of 137K shares (+0.6%). 78 opened a new position and 69 sold out entirely.

Bought, Q2 2026 329 institutions, 78 of them new holders Sold, Q2 2026 275 institutions, 69 of them sold out

Net change, all compared −946K shares (−1.3%)

Net change, active managers +469K shares (+2.2%), 37 bought, 43 sold

Buyers versus sellers

institutions compared, 735

329 bought 131 275 sold

Active managers and hedge funds 37 bought · 43 sold · +469K

Index fund managers 8 bought · 4 sold · +137K

Other institutions 284 bought · 228 sold · −1.6M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Pictet Asset Management Holding SA	+607K +93.0%	1.3M	$286M
Alyeska Investment Group, L.P. Hedge fund	+525K +101.4%	1.0M	$237M
Millennium Management LLC Hedge fund	+374K +18.7%	2.4M	$538M
Adage Capital Partners Gp, L.L.C. Hedge fund	+327K +489.8%	394K	$89.4M
Amundi	+240K +19.6%	1.5M	$331M
Freestone Grove Partners LP Hedge fund	+234K +107.9%	452K	$103M
UBS Group AG	+183K +28.6%	825K	$187M
Erste Asset Management Gmbh	+150K New position	150K	$33.9M
FMR LLC Active manager	+131K +68.9%	320K	$72.6M
Caisse De Depot Et Placement Du Quebec	+127K +11293.1%	128K	$29.1M
Thrivent Financial For Lutherans	+123K +41.6%	418K	$94.9M
Segall Bryant & Hamill, LLC Active manager	+121K New position	121K	$27.4M
SG Americas Securities, LLC	+116K +340.7%	150K	$33.9M
State Street Corp Index funds	+112K +3.5%	3.3M	$753M
HSBC Holdings PLC	+106K +35.6%	403K	$91.5M
T. Rowe Price Investment Management, Inc. Active manager	+101K New position	101K	$22.9M
Renaissance Technologies LLC Hedge fund	+101K +119.3%	185K	$42.1M
Teacher Retirement System Of Texas	+100K +5714.6%	102K	$23.1M
Adams Diversified Equity Fund, Inc.	+100K New position	100K	$22.7M
Quantinno Capital Management LP	+100K +87.0%	214K	$48.6M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Alyeska Investment Group, L.P. Hedge fund	+525K +101.4%	1.0M	$237M
Millennium Management LLC Hedge fund	+374K +18.7%	2.4M	$538M
Adage Capital Partners Gp, L.L.C. Hedge fund	+327K +489.8%	394K	$89.4M
Freestone Grove Partners LP Hedge fund	+234K +107.9%	452K	$103M
FMR LLC Active manager	+131K +68.9%	320K	$72.6M
Segall Bryant & Hamill, LLC Active manager	+121K New position	121K	$27.4M
T. Rowe Price Investment Management, Inc. Active manager	+101K New position	101K	$22.9M
Renaissance Technologies LLC Hedge fund	+101K +119.3%	185K	$42.1M
Federated Hermes, Inc. Active manager	+98K +31064.6%	98K	$22.2M
King Luther Capital Management Corp Active manager	+97K +56.6%	269K	$61.1M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Van Eck Associates Corp	−937K Sold out	0	—
Jane Street Group, LLC	−754K −64.7%	412K	$93.5M
Bank Of America Corp	−739K −67.5%	355K	$80.6M
Wellington Management Group LLP Active manager	−599K −34.5%	1.1M	$259M
Champlain Investment Partners, LLC Active manager	−462K −72.1%	179K	$40.5M
State Farm Mutual Automobile Insurance Co	−326K Sold out	0	—
Morgan Stanley	−280K −9.0%	2.8M	$640M
Alecta Tjanstepension Omsesidigt	−200K −34.5%	380K	$86.1M
Interval Partners, LP Hedge fund	−188K −80.5%	45K	$10.3M
First Trust Advisors LP	−182K −27.0%	491K	$111M
Bli - Banque De Luxembourg Investments	−141K −74.8%	48K	$10.8M
Regents Gate Capital LLP	−130K Sold out	0	—
Invesco Ltd.	−126K −7.7%	1.5M	$341M
Schonfeld Strategic Advisors LLC Hedge fund	−124K −29.8%	292K	$66.2M
Exoduspoint Capital Management, LP Hedge fund	−109K Sold out	0	—
Citadel Advisors LLC Hedge fund	−102K −12.6%	706K	$160M
Sone Capital Management, LLC	−98K −47.8%	106K	$24.1M
Flossbach Von Storch Se Active manager	−93K −12.6%	647K	$147M
J. Goldman & Co LP Hedge fund	−88K Sold out	0	—
Assenagon Asset Management S.A.	−86K −63.8%	49K	$11M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	−599K −34.5%	1.1M	$259M
Champlain Investment Partners, LLC Active manager	−462K −72.1%	179K	$40.5M
Interval Partners, LP Hedge fund	−188K −80.5%	45K	$10.3M
Schonfeld Strategic Advisors LLC Hedge fund	−124K −29.8%	292K	$66.2M
Exoduspoint Capital Management, LP Hedge fund	−109K Sold out	0	—
Citadel Advisors LLC Hedge fund	−102K −12.6%	706K	$160M
Flossbach Von Storch Se Active manager	−93K −12.6%	647K	$147M
J. Goldman & Co LP Hedge fund	−88K Sold out	0	—
D. E. Shaw & Co., Inc. Hedge fund	−54K −94.3%	3,269	$741,900
Squarepoint Ops LLC Hedge fund	−49K −93.3%	3,547	$804,992

New positions

largest by value

Institution	Shares	Value June 30, 2026
Erste Asset Management Gmbh	150K	$33.9M
Segall Bryant & Hamill, LLCActive manager	121K	$27.4M
T. Rowe Price Investment Management, Inc.Active manager	101K	$22.9M
Adams Diversified Equity Fund, Inc.	100K	$22.7M
Aureus Asset Management, LLC	90K	$20.5M
Shellback Capital, LP	86K	$19.5M
Picton Mahoney Asset Management	68K	$15.5M
Jain Global LLCHedge fund	64K	$14.5M
Dakota Wealth Management	41K	$9.4M
Dark Forest Capital Management LP	36K	$8.2M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Van Eck Associates Corp	937K	$178M
State Farm Mutual Automobile Insurance Co	326K	$61.9M
Regents Gate Capital LLP	130K	$24.7M
Exoduspoint Capital Management, LPHedge fund	109K	$20.7M
J. Goldman & Co LPHedge fund	88K	$16.6M
Clarkston Capital Partners, LLC	36K	$6.9M
Tredje Ap-Fonden	34K	$6.5M
Campbell & Co Investment Adviser LLC	30K	$5.6M
Icici Prudential Asset Management Co Ltd	29K	$5.4M
Aquatic Capital Management LLC	28K	$5.4M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 678
Ten largest holders: 42.2%
Index fund managers: 29.1%
Active managers and hedge funds: 28.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	37	43	8	10	+469K	+2.2%
Index fund managers	8	4	0	0	+137K	+0.6%
Other institutions	284	228	70	59	−1.6M	−4.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on IDEX.

Only managers that filed a holdings report for both quarters are compared (735 here). 25 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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