Holocene Advisors
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Holocene Advisors’s IDEX IEX Stock Holding History

Holocene Advisors’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
-54,857
Closed -$9.76M – 893
2025
Q4 		$9.76M Sell
54,857
-7,302
-12% -$1.25M 0.02% 325
2025
Q3 		$10.1M Sell
62,159
-17,380
-22% -$2.94M 0.02% 297
2025
Q2 		$14M Buy
79,539
+1,405
+2% +$249K 0.03% 258
2025
Q1 		$14.1M Buy
78,134
+33,017
+73% +$6.57M 0.04% 262
2024
Q4 		$9.44M Buy
45,117
+1,007
+2% +$220K 0.03% 302
2024
Q3 		$9.46M Buy
44,110
+360
+0.8% +$72.6K 0.04% 243
2024
Q2 		$8.8M Sell
43,750
-647
-1% -$141K 0.04% 254
2024
Q1 		$10.8M Buy
44,397
+31,889
+255% +$7.2M 0.04% 272
2023
Q4 		$2.72M Buy
12,508
+9,787
+360% +$1.97M 0.01% 473
2023
Q3 		$566K Buy
+2,721
New +$590K ﹤0.01% 664
2023
Q1 		– Sell
-18,295
Closed -$4.18M – 793
2022
Q4 		$4.18M Buy
18,295
+1,570
+9% +$351K 0.03% 311
2022
Q3 		$3.34M Sell
16,725
-31,255
-65% -$6.32M 0.02% 316
2022
Q2 		$8.71M Buy
47,980
+9,983
+26% +$1.88M 0.05% 231
2022
Q1 		$7.29M Buy
37,997
+10,543
+38% +$2.14M 0.04% 243
2021
Q4 		$6.49M Sell
27,454
-11,763
-30% -$2.67M 0.03% 278
2021
Q3 		$8.12M Buy
39,217
+10,499
+37% +$2.33M 0.04% 257
2021
Q2 		$6.32M Sell
28,718
-5,806
-17% -$1.28M 0.04% 304
2021
Q1 		$7.23M Buy
34,524
+27,773
+411% +$5.51M 0.05% 260
2020
Q4 		$1.34M Buy
6,751
+14
+0.2% +$2.66K 0.01% 487
2020
Q3 		$1.23M Buy
6,737
+2,453
+57% +$425K 0.01% 468
2020
Q2 		$677K Buy
+4,284
New +$655K 0.01% 482

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Holocene Advisors's IEX Position: Q1 2026 in Review

Holocene Advisors sold out of IDEX (IEX) in Q1 2026, closing a stake of 54,857 shares — an estimated $9.76M sold.

Holocene Advisors first reported a position in IEX in Q2 2020 and held it in 21 quarters. The position peaked at $14.1M in Q1 2025. 677 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Holocene Advisors reported no remaining IDEX position as of Q1 2026 after selling out during the quarter.
  • Holocene Advisors sold 54,857 IDEX shares in Q1 2026, an estimated $9.76M.
  • Holocene Advisors first reported a position in IDEX in Q2 2020 and held it in 21 quarters.
  • Holocene Advisors's IDEX position peaked at $14.1M in Q1 2025.
  • 677 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.