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Shellback Capital’s IDEX IEX Stock Holding History

Shellback Capital’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 		$19.5M Buy
+86,055
New +$18.2M 1.71% 19
2022
Q1 		– Sell
-39,266
Closed -$9.28M – 100
2021
Q4 		$9.28M Buy
+39,266
New +$8.92M 0.54% 59

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Shellback Capital's IEX Position: Q2 2026 in Review

Shellback Capital opened a new position in IDEX (IEX) in Q2 2026: 86,055 shares worth $19.5M. The stake represents 1.71% of the portfolio and ranks #19 among its holdings. This is a return to the name: Shellback Capital previously reported a position in IEX as recently as Q4 2021.

Shellback Capital first reported a position in IEX in Q4 2021 and has held it in 2 quarters since. 688 funds tracked by Wall St. Rank hold IEX as of Q2 2026.

  • Shellback Capital held 86,055 shares of IDEX worth $19.5M as of Q2 2026.
  • IDEX was a new Shellback Capital position in Q2 2026.
  • IDEX made up 1.71% of Shellback Capital's portfolio in Q2 2026, its #19 holding.
  • Shellback Capital first reported a position in IDEX in Q4 2021 and has held it in 2 quarters since.
  • 688 funds tracked by Wall St. Rank held IDEX as of Q2 2026.

Based on Shellback Capital's 13F filing for Q2 2026, filed 14 Aug 2026.