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David Shaw’s IDEX IEX Stock Holding History

David Shaw’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
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

David Shaw's IEX Position: Q2 2026 in Review

David Shaw reduced its IDEX (IEX) stake by 94% in Q2 2026, selling an estimated $11.5M and leaving 3,269 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #3953.

David Shaw first reported a position in IEX in Q2 2013 and has held it in 30 quarters since. The position peaked at $40.8M in Q3 2025. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • David Shaw held 3,269 shares of IDEX worth $742K as of Q2 2026.
  • David Shaw sold 54,309 IDEX shares in Q2 2026, an estimated $11.5M.
  • IDEX made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3953 holding.
  • David Shaw first reported a position in IDEX in Q2 2013 and has held it in 30 quarters since.
  • David Shaw's IDEX position peaked at $40.8M in Q3 2025.
  • 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.