D.E. Shaw & Co’s IDEX IEX Stock Holding History

D.E. Shaw & Co’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
2020 Q1	–	Sell	-19,500	Closed	-$3.35M	–	4078
2019 Q4	$3.35M	Hold	19,500	–	–	﹤0.01%	2059
2019 Q3	$3.2M	Buy	19,500 +12,000	+160%	+$1.99M	﹤0.01%	2013
2019 Q2	$1.29M	Buy	+7,500	New	+$1.18M	﹤0.01%	2523
2019 Q1	–	Sell	-7,900	Closed	-$997K	–	3735
2018 Q4	$997K	Sell	7,900 -8,300	-51%	-$1.11M	﹤0.01%	2660
2018 Q3	$2.44M	Sell	16,200 -10,900	-40%	-$1.62M	﹤0.01%	2063
2018 Q2	$3.7M	Buy	27,100 +10,600	+64%	+$1.48M	﹤0.01%	1742
2018 Q1	$2.35M	Sell	16,500 -9,300	-36%	-$1.3M	﹤0.01%	1940
2017 Q4	$3.4M	Buy	25,800 +12,400	+93%	+$1.6M	﹤0.01%	1760
2017 Q3	$1.63M	Hold	13,400	–	–	﹤0.01%	2177
2017 Q2	$1.51M	Buy	+13,400	New	+$1.41M	﹤0.01%	2153
2014 Q2	–	Sell	-4,400	Closed	-$321K	–	4346
2014 Q1	$321K	Sell	4,400 -18,100	-80%	-$1.32M	﹤0.01%	3878
2013 Q4	$1.66M	Buy	22,500 +2,500	+13%	+$174K	﹤0.01%	2700
2013 Q3	$1.3M	Buy	+20,000	New	+$1.21M	﹤0.01%	2800

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

D.E. Shaw & Co's IEX Position: Q1 2026 in Review

D.E. Shaw & Co reduced its IDEX (IEX) stake by 52% in Q1 2026, selling an estimated $12.2M and leaving 57,578 shares worth $10.9M. The position accounts for 0.01% of the portfolio, ranked #1559.

D.E. Shaw & Co first reported a position in IEX in Q2 2013 and has held it in 29 quarters since. The position peaked at $40.8M in Q3 2025. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

D.E. Shaw & Co held 57,578 shares of IDEX worth $10.9M as of Q1 2026.
D.E. Shaw & Co sold 61,892 IDEX shares in Q1 2026, an estimated $12.2M.
IDEX made up 0.01% of D.E. Shaw & Co's portfolio in Q1 2026, its #1559 holding.
D.E. Shaw & Co first reported a position in IDEX in Q2 2013 and has held it in 29 quarters since.
D.E. Shaw & Co's IDEX position peaked at $40.8M in Q3 2025.
671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.