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
2019 Q3	–	Sell	-3,100	Closed	-$534K	–	3901
2019 Q2	$534K	Buy	+3,100	New	+$487K	﹤0.01%	3044
2018 Q4	–	Sell	-20,700	Closed	-$3.12M	–	3864
2018 Q3	$3.12M	Sell	20,700 -8,800	-30%	-$1.31M	﹤0.01%	1893
2018 Q2	$4.03M	Buy	29,500 +2,200	+8%	+$307K	0.01%	1684
2018 Q1	$3.89M	Buy	27,300 +16,700	+158%	+$2.33M	0.01%	1573
2017 Q4	$1.4M	Buy	10,600 +200	+2%	+$25.7K	﹤0.01%	2377
2017 Q3	$1.26M	Hold	10,400	–	–	﹤0.01%	2342
2017 Q2	$1.18M	Buy	+10,400	New	+$1.09M	﹤0.01%	2310
2014 Q2	–	Sell	-65,000	Closed	-$4.74M	–	4347
2014 Q1	$4.74M	Hold	65,000	–	–	0.01%	1634
2013 Q4	$4.8M	Buy	65,000 +45,000	+225%	+$3.13M	0.01%	1709
2013 Q3	$1.3M	Buy	+20,000	New	+$1.21M	﹤0.01%	2801

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.