Aquatic Capital Management’s IDEX IEX Stock Holding History

Aquatic Capital Management’s Portfolio IEX Stock Details IEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.4M	Buy	+28,492	New	+$5.62M	0.16%	177
2025 Q4	–	Sell	-24,643	Closed	-$4.01M	–	1563
2025 Q3	$4.01M	Sell	24,643 -3,687	-13%	-$623K	0.07%	320
2025 Q2	$4.97M	Buy	28,330 +11,832	+72%	+$2.1M	0.1%	244
2025 Q1	$2.99M	Buy	16,498 +9,753	+145%	+$1.94M	0.08%	323
2024 Q4	$1.41M	Buy	6,745 +945	+16%	+$207K	0.04%	457
2024 Q3	$1.24M	Buy	+5,800	New	+$1.17M	0.03%	458
2024 Q1	–	Sell	-10,600	Closed	-$2.3M	–	1412
2023 Q4	$2.3M	Sell	10,600 -3,900	-27%	-$787K	0.06%	300
2023 Q3	$3.02M	Sell	14,500 -11,300	-44%	-$2.45M	0.13%	178
2023 Q2	$5.55M	Buy	+25,800	New	+$5.42M	0.3%	82
2023 Q1	–	Sell	-1,200	Closed	-$274K	–	1489
2022 Q4	$274K	Buy	+1,200	New	+$268K	0.02%	669

Other funds holding IEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aquatic Capital Management's IEX Position: Q1 2026 in Review

Aquatic Capital Management opened a new position in IDEX (IEX) in Q1 2026: 28,492 shares worth $5.4M. The stake represents 0.16% of the portfolio and ranks #177 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in IEX as recently as Q3 2025.

Aquatic Capital Management first reported a position in IEX in Q4 2022 and has held it in 10 quarters since. The position peaked at $5.55M in Q2 2023. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

Aquatic Capital Management held 28,492 shares of IDEX worth $5.4M as of Q1 2026.
IDEX was a new Aquatic Capital Management position in Q1 2026.
IDEX made up 0.16% of Aquatic Capital Management's portfolio in Q1 2026, its #177 holding.
Aquatic Capital Management first reported a position in IDEX in Q4 2022 and has held it in 10 quarters since.
Aquatic Capital Management's IDEX position peaked at $5.55M in Q2 2023.
671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.