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Congruence Capital’s IDEX IEX Stock Holding History

Congruence Capital’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 		$27.5M Buy
121,261
+44,029
+57% +$9.31M 7.19% 4
2026
Q1 		$14.6M Sell
77,232
-18,734
-20% -$3.7M 4.91% 10
2025
Q4 		$17.1M Buy
+95,966
New +$16.4M 6.28% 4

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 $3.37T AUM 44.26% 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

Congruence Capital's IEX Position: Q2 2026 in Review

Congruence Capital increased its IDEX (IEX) stake by 57% in Q2 2026, buying an estimated $9.31M and bringing the position to 121,261 shares worth $27.5M. The position accounts for 7.19% of the portfolio, ranked #4.

Congruence Capital first reported a position in IEX in Q4 2025 and has held it in 3 quarters since. 685 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Congruence Capital held 121,261 shares of IDEX worth $27.5M as of Q2 2026.
  • Congruence Capital bought 44,029 IDEX shares in Q2 2026, an estimated $9.31M.
  • IDEX made up 7.19% of Congruence Capital's portfolio in Q2 2026, its #4 holding.
  • Congruence Capital first reported a position in IDEX in Q4 2025 and has held it in 3 quarters since.
  • 685 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Congruence Capital's 13F filing for Q2 2026, filed 13 Aug 2026.