Qsemble Capital Management’s IDEX IEX Stock Holding History

Qsemble 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
2026 Q1	$2.24M	Buy	+11,795	New	+$2.33M	0.17%	185
2025 Q4	–	Sell	-3,684	Closed	-$600K	–	544
2025 Q3	$600K	Sell	3,684 -318	-8%	-$53.7K	0.06%	307
2025 Q2	$703K	Buy	4,002 +516	+15%	+$91.5K	0.07%	292
2025 Q1	$631K	Buy	+3,486	New	+$694K	0.07%	277
2024 Q3	–	Sell	-18,029	Closed	-$3.63M	–	461
2024 Q2	$3.63M	Buy	+18,029	New	+$3.94M	0.69%	29
2024 Q1	–	Sell	-5,612	Closed	-$1.22M	–	469
2023 Q4	$1.22M	Sell	5,612 -9,038	-62%	-$1.82M	0.31%	114
2023 Q3	$3.05M	Buy	14,650 +13,600	+1,295%	+$2.95M	0.57%	66
2023 Q2	$226K	Buy	+1,050	New	+$221K	0.16%	181

Other funds holding IEX

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Qsemble Capital Management's IEX Position: Q1 2026 in Review

Qsemble Capital Management opened a new position in IDEX (IEX) in Q1 2026: 11,795 shares worth $2.24M. The stake represents 0.17% of the portfolio and ranks #185 among its holdings. This is a return to the name: Qsemble Capital Management previously reported a position in IEX as recently as Q3 2025.

Qsemble Capital Management first reported a position in IEX in Q2 2023 and has held it in 8 quarters since. The position peaked at $3.63M in Q2 2024. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

Qsemble Capital Management held 11,795 shares of IDEX worth $2.24M as of Q1 2026.
IDEX was a new Qsemble Capital Management position in Q1 2026.
IDEX made up 0.17% of Qsemble Capital Management's portfolio in Q1 2026, its #185 holding.
Qsemble Capital Management first reported a position in IDEX in Q2 2023 and has held it in 8 quarters since.
Qsemble Capital Management's IDEX position peaked at $3.63M in Q2 2024.
671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Qsemble Capital Management's 13F filing for Q1 2026, filed 7 May 2026.