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Scopus Asset Management’s IDEX IEX Stock Holding History

Scopus Asset 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 		$5.69M Buy
+30,000
New +$5.92M 0.1% 213

Other funds holding IEX

BlackRock
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
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Scopus Asset Management's IEX Position: Q1 2026 in Review

Scopus Asset Management opened a new position in IDEX (IEX) in Q1 2026: 40,000 shares worth $7.58M. The stake represents 0.13% of the portfolio and ranks #186 among its holdings. This is a return to the name: Scopus Asset Management previously reported a position in IEX as recently as Q2 2020.

Scopus Asset Management first reported a position in IEX in Q2 2020 and has held it in 2 quarters since. The position peaked at $21.4M in Q2 2020. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • Scopus Asset Management held 40,000 shares of IDEX worth $7.58M as of Q1 2026.
  • IDEX was a new Scopus Asset Management position in Q1 2026.
  • IDEX made up 0.13% of Scopus Asset Management's portfolio in Q1 2026, its #186 holding.
  • Scopus Asset Management first reported a position in IDEX in Q2 2020 and has held it in 2 quarters since.
  • Scopus Asset Management's IDEX position peaked at $21.4M in Q2 2020.
  • 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on Scopus Asset Management's 13F filing for Q1 2026, filed 15 May 2026.