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DF Dent & Co’s IDEX IEX Stock Holding History

DF Dent & 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
2025
Q4 		– Sell
-116,241
Closed -$18.9M – 272
2025
Q3 		$18.9M Sell
116,241
-16,544
-12% -$2.79M 0.24% 82
2025
Q2 		$23.3M Buy
132,785
+3,109
+2% +$551K 0.3% 77
2025
Q1 		$23.5M Sell
129,676
-13,878
-10% -$2.76M 0.31% 69
2024
Q4 		$30M Sell
143,554
-4,451
-3% -$974K 0.38% 61
2024
Q3 		$31.7M Buy
+148,005
New +$29.8M 0.39% 59
2021
Q1 		– Sell
-23,623
Closed -$4.71M – 232
2020
Q4 		$4.71M Buy
23,623
+1,956
+9% +$372K 0.05% 91
2020
Q3 		$3.95M Buy
21,667
+423
+2% +$73.3K 0.05% 91
2020
Q2 		$3.36M Sell
21,244
-351
-2% -$53.6K 0.05% 91
2020
Q1 		$2.98M Buy
+21,595
New +$3.39M 0.06% 88

Other funds holding IEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

DF Dent & Co's IEX Position: Q4 2025 in Review

DF Dent & Co sold out of IDEX (IEX) in Q4 2025, closing a stake of 116,241 shares — an estimated $18.9M sold.

DF Dent & Co first reported a position in IEX in Q1 2020 and held it in 9 quarters. The position peaked at $31.7M in Q3 2024. 627 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

  • DF Dent & Co reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
  • DF Dent & Co sold 116,241 IDEX shares in Q4 2025, an estimated $18.9M.
  • DF Dent & Co first reported a position in IDEX in Q1 2020 and held it in 9 quarters.
  • DF Dent & Co's IDEX position peaked at $31.7M in Q3 2024.
  • 627 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on DF Dent & Co's 13F filing for Q4 2025, filed 17 Feb 2026.