Peregrine Capital Management’s IDEX IEX Stock Holding History

Peregrine Capital Management’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	-3,199	Closed	-$521K	–	327
2025 Q3	$521K	Hold	3,199	–	–	0.02%	274
2025 Q2	$562K	Sell	3,199 -1,404	-31%	-$249K	0.02%	270
2025 Q1	$833K	Hold	4,603	–	–	0.03%	270
2024 Q4	$963K	Hold	4,603	–	–	0.03%	269
2024 Q3	$987K	Hold	4,603	–	–	0.03%	272
2024 Q2	$926K	Hold	4,603	–	–	0.03%	274
2024 Q1	$1.12M	Hold	4,603	–	–	0.03%	266
2023 Q4	$999K	Hold	4,603	–	–	0.03%	263
2023 Q3	$958K	Sell	4,603 -190	-4%	-$41.2K	0.03%	265
2023 Q2	$1.03M	Buy	4,793 +791	+20%	+$166K	0.03%	269
2023 Q1	$925K	Sell	4,002 -1,301	-25%	-$295K	0.03%	263
2022 Q4	$1.21M	Hold	5,303	–	–	0.04%	254
2022 Q3	$1.06M	Hold	5,303	–	–	0.03%	266
2022 Q2	$963K	Hold	5,303	–	–	0.03%	276
2022 Q1	$1.02M	Hold	5,303	–	–	0.02%	280
2021 Q4	$1.25M	Hold	5,303	–	–	0.03%	277
2021 Q3	$1.1M	Hold	5,303	–	–	0.02%	276
2021 Q2	$1.17M	Hold	5,303	–	–	0.02%	279
2021 Q1	$1.11M	Hold	5,303	–	–	0.02%	281
2020 Q4	$1.06M	Buy	+5,303	New	+$1.01M	0.02%	276

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Peregrine Capital Management's IEX Position: Q4 2025 in Review

Peregrine Capital Management sold out of IDEX (IEX) in Q4 2025, closing a stake of 3,199 shares — an estimated $521K sold.

Peregrine Capital Management first reported a position in IEX in Q4 2020 and held it in 20 quarters. The position peaked at $1.25M in Q4 2021. 627 funds tracked by Wall St. Rank hold IEX as of Q4 2025.

Peregrine Capital Management reported no remaining IDEX position as of Q4 2025 after selling out during the quarter.
Peregrine Capital Management sold 3,199 IDEX shares in Q4 2025, an estimated $521K.
Peregrine Capital Management first reported a position in IDEX in Q4 2020 and held it in 20 quarters.
Peregrine Capital Management's IDEX position peaked at $1.25M in Q4 2021.
627 funds tracked by Wall St. Rank held IDEX as of Q4 2025.

Based on Peregrine Capital Management's 13F filing for Q4 2025, filed 28 Jan 2026.