Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s IDEX IEX Stock Holding History

Capital Fund Management (CFM)’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
Q2 		$2.72M Buy
+11,968
New +$2.53M 0.01% 1247
2025
Q3 		– Sell
-18,083
Closed -$3.17M – 2564
2025
Q2 		$3.17M Buy
+18,083
New +$3.21M 0.01% 1426
2019
Q3 		– Sell
-6,975
Closed -$1.2M – 1769
2019
Q2 		$1.2M Sell
6,975
-21,100
-75% -$3.31M 0.01% 962
2019
Q1 		$4.26M Buy
+28,075
New +$3.97M 0.04% 547
2018
Q4 		– Sell
-53,135
Closed -$8.01M – 2015
2018
Q3 		$8.01M Buy
53,135
+27,435
+107% +$4.09M 0.04% 570
2018
Q2 		$3.51M Buy
+25,700
New +$3.59M 0.02% 877
2017
Q2 		– Sell
-36,000
Closed -$3.37M – 1579
2017
Q1 		$3.37M Buy
+36,000
New +$3.31M 0.03% 591
2015
Q2 		– Sell
-53,700
Closed -$4.07M – 1571
2015
Q1 		$4.07M Buy
53,700
+20,812
+63% +$1.57M 0.06% 399
2014
Q4 		$2.56M Sell
32,888
-70,680
-68% -$5.26M 0.03% 622
2014
Q3 		$7.5M Buy
+103,568
New +$7.99M 0.08% 298
2014
Q2 		– Sell
-66,597
Closed -$4.85M – 1787
2014
Q1 		$4.85M Buy
+66,597
New +$4.85M 0.06% 383
2013
Q3 		– Sell
-73,559
Closed -$3.96M – 1714
2013
Q2 		$3.96M Buy
+73,559
New +$3.92M 0.06% 419

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital Fund Management (CFM)'s IEX Position: Q2 2026 in Review

Capital Fund Management (CFM) opened a new position in IDEX (IEX) in Q2 2026: 11,968 shares worth $2.72M. The stake represents 0.01% of the portfolio and ranks #1247 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in IEX as recently as Q2 2025.

Capital Fund Management (CFM) first reported a position in IEX in Q2 2013 and has held it in 12 quarters since. The position peaked at $8.01M in Q3 2018. 691 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Capital Fund Management (CFM) held 11,968 shares of IDEX worth $2.72M as of Q2 2026.
  • IDEX was a new Capital Fund Management (CFM) position in Q2 2026.
  • IDEX made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1247 holding.
  • Capital Fund Management (CFM) first reported a position in IDEX in Q2 2013 and has held it in 12 quarters since.
  • Capital Fund Management (CFM)'s IDEX position peaked at $8.01M in Q3 2018.
  • 691 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.