Joel Greenblatt’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13.8M | Buy |
61,025
+13,040
| +27% | +$2.76M | 0.03% | 713 |
|
|
2026
Q1 | $9.1M | Buy |
47,985
+3,430
| +8% | +$677K | 0.03% | 717 |
|
|
2025
Q4 | $7.93M | Buy |
44,555
+23,250
| +109% | +$3.97M | 0.03% | 709 |
|
|
2025
Q3 | $3.47M | Buy |
21,305
+10,365
| +95% | +$1.75M | 0.02% | 869 |
|
|
2025
Q2 | $1.92M | Buy |
10,940
+9,120
| +501% | +$1.62M | 0.01% | 940 |
|
|
2025
Q1 | $329K | Buy |
+1,820
| New | +$362K | ﹤0.01% | 1339 |
|
|
2024
Q4 | – | Sell |
-1,966
| Closed | -$422K | – | 1465 |
|
|
2024
Q3 | $422K | Sell |
1,966
-3,551
| -64% | -$716K | ﹤0.01% | 1150 |
|
|
2024
Q2 | $1.11M | Buy |
5,517
+4,599
| +501% | +$1M | 0.01% | 857 |
|
|
2024
Q1 | $224K | Buy |
+918
| New | +$207K | ﹤0.01% | 1267 |
|
|
2023
Q3 | – | Sell |
-1,839
| Closed | -$396K | – | 1371 |
|
|
2023
Q2 | $396K | Sell |
1,839
-2,071
| -53% | -$435K | 0.01% | 1044 |
|
|
2023
Q1 | $903K | Sell |
3,910
-10,247
| -72% | -$2.33M | 0.02% | 782 |
|
|
2022
Q4 | $3.23M | Buy |
+14,157
| New | +$3.16M | 0.09% | 271 |
|
|
2022
Q2 | – | Sell |
-3,129
| Closed | -$600K | – | 1180 |
|
|
2022
Q1 | $600K | Buy |
+3,129
| New | +$635K | 0.02% | 745 |
|
|
2021
Q1 | – | Sell |
-1,291
| Closed | -$257K | – | 1031 |
|
|
2020
Q4 | $257K | Sell |
1,291
-407
| -24% | -$77.4K | 0.01% | 872 |
|
|
2020
Q3 | $310K | Buy |
+1,698
| New | +$294K | 0.01% | 836 |
|
|
2020
Q2 | – | Sell |
-28,970
| Closed | -$4M | – | 1119 |
|
|
2020
Q1 | $4M | Sell |
28,970
-2,427
| -8% | -$381K | 0.11% | 271 |
|
|
2019
Q4 | $5.4M | Buy |
31,397
+16,408
| +109% | +$2.66M | 0.1% | 260 |
|
|
2019
Q3 | $2.46M | Buy |
+14,989
| New | +$2.49M | 0.04% | 419 |
|
|
2018
Q4 | – | Sell |
-5,263
| Closed | -$793K | – | 1041 |
|
|
2018
Q3 | $793K | Sell |
5,263
-23,346
| -82% | -$3.48M | 0.01% | 654 |
|
|
2018
Q2 | $3.9M | Buy |
28,609
+24,198
| +549% | +$3.38M | 0.06% | 384 |
|
|
2018
Q1 | $629K | Sell |
4,411
-13,528
| -75% | -$1.89M | 0.01% | 686 |
|
|
2017
Q4 | $2.37M | Buy |
17,939
+13,609
| +314% | +$1.75M | 0.03% | 472 |
|
|
2017
Q3 | $526K | Sell |
4,330
-34,259
| -89% | -$4M | 0.01% | 692 |
|
|
2017
Q2 | $4.36M | Buy |
38,589
+25,386
| +192% | +$2.67M | 0.06% | 387 |
|
|
2017
Q1 | $1.24M | Buy |
+13,203
| New | +$1.21M | 0.02% | 629 |
|
|
2016
Q2 | – | Sell |
-2,758
| Closed | -$229K | – | 1010 |
|
|
2016
Q1 | $229K | Buy |
+2,758
| New | +$207K | ﹤0.01% | 895 |
|
|
2015
Q3 | – | Sell |
-28,710
| Closed | -$2.26M | – | 971 |
|
|
2015
Q2 | $2.26M | Sell |
28,710
-249,655
| -90% | -$19.3M | 0.02% | 541 |
|
|
2015
Q1 | $21.1M | Buy |
278,365
+7,169
| +3% | +$540K | 0.16% | 220 |
|
|
2014
Q4 | $21.1M | Sell |
271,196
-181,140
| -40% | -$13.5M | 0.17% | 202 |
|
|
2014
Q3 | $32.7M | Buy |
452,336
+141,868
| +46% | +$10.9M | 0.33% | 100 |
|
|
2014
Q2 | $25.1M | Sell |
310,468
-87,525
| -22% | -$6.62M | 0.31% | 104 |
|
|
2014
Q1 | $29M | Buy |
397,993
+254,259
| +177% | +$18.5M | 0.44% | 44 |
|
|
2013
Q4 | $10.6M | Buy |
143,734
+57,786
| +67% | +$4.02M | 0.25% | 125 |
|
|
2013
Q3 | $5.61M | Sell |
85,948
-8,125
| -9% | -$491K | 0.18% | 179 |
|
|
2013
Q2 | $5.06M | Buy |
+94,073
| New | +$5.02M | 0.22% | 124 |
|
Other funds holding IEX
Joel Greenblatt's IEX Position: Q2 2026 in Review
Joel Greenblatt increased its IDEX (IEX) stake by 27% in Q2 2026, buying an estimated $2.76M and bringing the position to 61,025 shares worth $13.8M. The position accounts for 0.03% of the portfolio, ranked #713.
Joel Greenblatt first reported a position in IEX in Q2 2013 and has held it in 35 quarters since. The position peaked at $32.7M in Q3 2014. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.
- Joel Greenblatt held 61,025 shares of IDEX worth $13.8M as of Q2 2026.
- Joel Greenblatt bought 13,040 IDEX shares in Q2 2026, an estimated $2.76M.
- IDEX made up 0.03% of Joel Greenblatt's portfolio in Q2 2026, its #713 holding.
- Joel Greenblatt first reported a position in IDEX in Q2 2013 and has held it in 35 quarters since.
- Joel Greenblatt's IDEX position peaked at $32.7M in Q3 2014.
- 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.
Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.