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EntryPoint Capital’s IDEX IEX Stock Holding History

EntryPoint 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
Q1 		– Sell
-2,266
Closed -$403K – 828
2025
Q4 		$403K Sell
2,266
-1,634
-42% -$279K 0.16% 243
2025
Q3 		$635K Buy
+3,900
New +$659K 0.25% 94
2024
Q4 		– Sell
-2,386
Closed -$512K – 839
2024
Q3 		$512K Buy
+2,386
New +$481K 0.29% 41
2024
Q1 		– Sell
-100
Closed -$21.7K – 1576
2023
Q4 		$21.7K Buy
+100
New +$20.2K 0.02% 1027

Other funds holding IEX

BlackRock
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EntryPoint Capital's IEX Position: Q1 2026 in Review

EntryPoint Capital sold out of IDEX (IEX) in Q1 2026, closing a stake of 2,266 shares — an estimated $403K sold.

EntryPoint Capital first reported a position in IEX in Q4 2023 and held it in 4 quarters. The position peaked at $635K in Q3 2025. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • EntryPoint Capital reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
  • EntryPoint Capital sold 2,266 IDEX shares in Q1 2026, an estimated $403K.
  • EntryPoint Capital first reported a position in IDEX in Q4 2023 and held it in 4 quarters.
  • EntryPoint Capital's IDEX position peaked at $635K in Q3 2025.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on EntryPoint Capital's 13F filing for Q1 2026, filed 14 May 2026.