Sepio Capital’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $798K | Buy |
4,209
+1,529
| +57% | +$302K | 0.04% | 195 |
|
|
2025
Q4 | $477K | Sell |
2,680
-1,226
| -31% | -$209K | 0.03% | 249 |
|
|
2025
Q3 | $636K | Sell |
3,906
-4
| -0.1% | -$676 | 0.04% | 198 |
|
|
2025
Q2 | $686K | Sell |
3,910
-1,148
| -23% | -$204K | 0.05% | 189 |
|
|
2025
Q1 | $915K | Sell |
5,058
-16
| -0.3% | -$3.19K | 0.07% | 169 |
|
|
2024
Q4 | $1.06M | Sell |
5,074
-75
| -1% | -$16.4K | 0.09% | 155 |
|
|
2024
Q3 | $1.1M | Buy |
5,149
+1,453
| +39% | +$293K | 0.09% | 164 |
|
|
2024
Q2 | $744K | Sell |
3,696
-35
| -0.9% | -$7.65K | 0.07% | 182 |
|
|
2024
Q1 | $910K | Buy |
3,731
+224
| +6% | +$50.6K | 0.08% | 173 |
|
|
2023
Q4 | $761K | Sell |
3,507
-116
| -3% | -$23.4K | 0.06% | 183 |
|
|
2023
Q3 | $754K | Hold |
3,623
| – | – | 0.07% | 183 |
|
|
2023
Q2 | $780K | Sell |
3,623
-96
| -3% | -$20.2K | 0.06% | 214 |
|
|
2023
Q1 | $859K | Sell |
3,719
-321
| -8% | -$72.9K | 0.08% | 212 |
|
|
2022
Q4 | $922K | Sell |
4,040
-136
| -3% | -$30.4K | 0.08% | 204 |
|
|
2022
Q3 | $835K | Sell |
4,176
-431
| -9% | -$87.1K | 0.08% | 206 |
|
|
2022
Q2 | $837K | Sell |
4,607
-147
| -3% | -$27.7K | 0.08% | 218 |
|
|
2022
Q1 | $911K | Sell |
4,754
-835
| -15% | -$169K | 0.08% | 226 |
|
|
2021
Q4 | $1.32M | Sell |
5,589
-354
| -6% | -$80.4K | 0.1% | 224 |
|
|
2021
Q3 | $1.23M | Sell |
5,943
-256
| -4% | -$56.8K | 0.1% | 217 |
|
|
2021
Q2 | $1.36M | Sell |
6,199
-3
| -0% | -$663 | 0.11% | 213 |
|
|
2021
Q1 | $1.3M | Buy |
6,202
+450
| +8% | +$89.2K | 0.12% | 197 |
|
|
2020
Q4 | $1.15M | Buy |
5,752
+457
| +9% | +$86.9K | 0.1% | 222 |
|
|
2020
Q3 | $966K | Hold |
5,295
| – | – | 0.1% | 170 |
|
|
2020
Q2 | $837K | Buy |
5,295
+473
| +10% | +$72.3K | 0.1% | 170 |
|
|
2020
Q1 | $666K | Sell |
4,822
-41
| -0.8% | -$6.43K | 0.09% | 151 |
|
|
2019
Q4 | $836K | Sell |
4,863
-209
| -4% | -$33.8K | 0.08% | 163 |
|
|
2019
Q3 | $831K | Buy |
5,072
+306
| +6% | +$50.8K | 0.09% | 161 |
|
|
2019
Q2 | $820K | Buy |
4,766
+19
| +0.4% | +$2.98K | 0.11% | 151 |
|
|
2019
Q1 | $720K | Sell |
4,747
-849
| -15% | -$120K | 0.1% | 158 |
|
|
2018
Q4 | $707K | Buy |
+5,596
| New | +$749K | 0.05% | 169 |
|
Other funds holding IEX
VCM
VPM
Sepio Capital's IEX Position: Q1 2026 in Review
Sepio Capital increased its IDEX (IEX) stake by 57% in Q1 2026, buying an estimated $302K and bringing the position to 4,209 shares worth $798K. The position accounts for 0.04% of the portfolio, ranked #195.
Sepio Capital first reported a position in IEX in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.36M in Q2 2021. 671 funds tracked by Wall St. Rank hold IEX as of Q1 2026.
- Sepio Capital held 4,209 shares of IDEX worth $798K as of Q1 2026.
- Sepio Capital bought 1,529 IDEX shares in Q1 2026, an estimated $302K.
- IDEX made up 0.04% of Sepio Capital's portfolio in Q1 2026, its #195 holding.
- Sepio Capital first reported a position in IDEX in Q4 2018 and has held it in 30 quarters since.
- Sepio Capital's IDEX position peaked at $1.36M in Q2 2021.
- 671 funds tracked by Wall St. Rank held IDEX as of Q1 2026.
Based on Sepio Capital's 13F filing for Q1 2026, filed 13 May 2026.