Polar Asset Management Partners’s IDEX IEX Stock Holding History

Polar Asset Management Partners’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 Q2	$3.81M	Buy	16,800 +6,000	+56%	+$1.27M	0.06%	325
2026 Q1	$2.05M	Buy	+10,800	New	+$2.13M	0.04%	348
2024 Q4	–	Sell	-103,300	Closed	-$22.2M	–	728
2024 Q3	$22.2M	Buy	+103,300	New	+$20.8M	0.47%	42
2024 Q2	–	Sell	-26,600	Closed	-$6.49M	–	757
2024 Q1	$6.49M	Sell	26,600 -26,600	-50%	-$6.01M	0.11%	153
2023 Q4	$11.6M	Sell	53,200 -5,200	-9%	-$1.05M	0.2%	97
2023 Q3	$12.1M	Sell	58,400 -900	-2%	-$195K	0.27%	99
2023 Q2	$12.8M	Buy	+59,300	New	+$12.5M	0.23%	116
2021 Q4	–	Sell	-1,479	Closed	-$306K	–	1388
2021 Q3	$306K	Sell	1,479 -820	-36%	-$182K	﹤0.01%	927
2021 Q2	$506K	Buy	2,299 +1,171	+104%	+$259K	0.01%	771
2021 Q1	$236K	Sell	1,128 -2,153	-66%	-$427K	﹤0.01%	754
2020 Q4	$654K	Buy	+3,281	New	+$624K	0.01%	459
2020 Q3	–	Sell	-50,271	Closed	-$7.95M	–	661
2020 Q2	$7.95M	Sell	50,271 -42,129	-46%	-$6.44M	0.13%	183
2020 Q1	$12.8M	Buy	+92,400	New	+$14.5M	0.26%	92

Other funds holding IEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Polar Asset Management Partners's IEX Position: Q2 2026 in Review

Polar Asset Management Partners increased its IDEX (IEX) stake by 56% in Q2 2026, buying an estimated $1.27M and bringing the position to 16,800 shares worth $3.81M. The position accounts for 0.06% of the portfolio, ranked #325.

Polar Asset Management Partners first reported a position in IEX in Q1 2020 and has held it in 13 quarters since. The position peaked at $22.2M in Q3 2024. 687 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

Polar Asset Management Partners held 16,800 shares of IDEX worth $3.81M as of Q2 2026.
Polar Asset Management Partners bought 6,000 IDEX shares in Q2 2026, an estimated $1.27M.
IDEX made up 0.06% of Polar Asset Management Partners's portfolio in Q2 2026, its #325 holding.
Polar Asset Management Partners first reported a position in IDEX in Q1 2020 and has held it in 13 quarters since.
Polar Asset Management Partners's IDEX position peaked at $22.2M in Q3 2024.
687 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Polar Asset Management Partners's 13F filing for Q2 2026, filed 14 Aug 2026.