Steve Schonfeld’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $66.2M | Sell |
291,627
-123,928
| -30% | -$26.2M | 0.24% | 64 |
|
|
2026
Q1 | $78.8M | Buy |
415,555
+119,844
| +41% | +$23.7M | 0.55% | 16 |
|
|
2025
Q4 | $52.6M | Buy |
295,711
+285,506
| +2,798% | +$48.8M | 0.23% | 59 |
|
|
2025
Q3 | $1.66M | Sell |
10,205
-441
| -4% | -$74.5K | 0.01% | 1133 |
|
|
2025
Q2 | $1.87M | Sell |
10,646
-223
| -2% | -$39.5K | 0.01% | 1023 |
|
|
2025
Q1 | $1.97M | Buy |
10,869
+9,125
| +523% | +$1.82M | 0.01% | 970 |
|
|
2024
Q4 | $365K | Sell |
1,744
-34,070
| -95% | -$7.46M | ﹤0.01% | 1534 |
|
|
2024
Q3 | $7.68M | Buy |
35,814
+21,141
| +144% | +$4.26M | 0.05% | 378 |
|
|
2024
Q2 | $2.95M | Buy |
14,673
+11,563
| +372% | +$2.53M | 0.02% | 736 |
|
|
2024
Q1 | $759K | Sell |
3,110
-25,260
| -89% | -$5.71M | 0.01% | 1327 |
|
|
2023
Q4 | $6.16M | Sell |
28,370
-28,810
| -50% | -$5.81M | 0.04% | 467 |
|
|
2023
Q3 | $11.9M | Sell |
57,180
-6,941
| -11% | -$1.51M | 0.09% | 305 |
|
|
2023
Q2 | $13.8M | Buy |
+64,121
| New | +$13.5M | 0.12% | 268 |
|
|
2023
Q1 | – | Sell |
-6,500
| Closed | -$1.48M | – | 2338 |
|
|
2022
Q4 | $1.48M | Sell |
6,500
-8,026
| -55% | -$1.79M | 0.01% | 956 |
|
|
2022
Q3 | $2.9M | Buy |
14,526
+6,907
| +91% | +$1.4M | 0.02% | 723 |
|
|
2022
Q2 | $1.38M | Sell |
7,619
-15,481
| -67% | -$2.92M | 0.01% | 873 |
|
|
2022
Q1 | $4.43M | Buy |
23,100
+15,977
| +224% | +$3.24M | 0.04% | 480 |
|
|
2021
Q4 | $1.68M | Buy |
+7,123
| New | +$1.62M | 0.02% | 749 |
|
|
2021
Q3 | – | Sell |
-2,538
| Closed | -$558K | – | 2293 |
|
|
2021
Q2 | $558K | Sell |
2,538
-25,571
| -91% | -$5.65M | 0.01% | 1143 |
|
|
2021
Q1 | $5.88M | Buy |
28,109
+24,975
| +797% | +$4.95M | 0.07% | 372 |
|
|
2020
Q4 | $625K | Buy |
+3,134
| New | +$596K | 0.01% | 969 |
|
|
2020
Q3 | – | Sell |
-2,891
| Closed | -$457K | – | 1492 |
|
|
2020
Q2 | $457K | Buy |
+2,891
| New | +$442K | 0.01% | 834 |
|
|
2020
Q1 | – | Sell |
-1,269
| Closed | -$218K | – | 1315 |
|
|
2019
Q4 | $218K | Buy |
+1,269
| New | +$205K | 0.01% | 1134 |
|
|
2019
Q3 | – | Sell |
-1,776
| Closed | -$306K | – | 1122 |
|
|
2019
Q2 | $306K | Buy |
+1,776
| New | +$279K | 0.01% | 773 |
|
|
2019
Q1 | – | Sell |
-3,400
| Closed | -$429K | – | 1124 |
|
|
2018
Q4 | $429K | Sell |
3,400
-10,094
| -75% | -$1.35M | 0.02% | 709 |
|
|
2018
Q3 | $2.03M | Buy |
+13,494
| New | +$2.01M | 0.09% | 281 |
|
|
2018
Q2 | – | Sell |
-2,162
| Closed | -$308K | – | 844 |
|
|
2018
Q1 | $308K | Buy |
+2,162
| New | +$302K | 0.02% | 592 |
|
|
2017
Q1 | – | Sell |
-11,708
| Closed | -$1.05M | – | 661 |
|
|
2016
Q4 | $1.05M | Buy |
11,708
+7,746
| +196% | +$701K | 0.14% | 225 |
|
|
2016
Q3 | $371K | Buy |
+3,962
| New | +$358K | 0.06% | 299 |
|
Other funds holding IEX
Steve Schonfeld's IEX Position: Q2 2026 in Review
Steve Schonfeld reduced its IDEX (IEX) stake by 30% in Q2 2026, selling an estimated $26.2M and leaving 291,627 shares worth $66.2M. The position accounts for 0.24% of the portfolio, ranked #64.
Steve Schonfeld first reported a position in IEX in Q3 2016 and has held it in 29 quarters since. The position peaked at $78.8M in Q1 2026. 683 funds tracked by Wall St. Rank hold IEX as of Q2 2026.
- Steve Schonfeld held 291,627 shares of IDEX worth $66.2M as of Q2 2026.
- Steve Schonfeld sold 123,928 IDEX shares in Q2 2026, an estimated $26.2M.
- IDEX made up 0.24% of Steve Schonfeld's portfolio in Q2 2026, its #64 holding.
- Steve Schonfeld first reported a position in IDEX in Q3 2016 and has held it in 29 quarters since.
- Steve Schonfeld's IDEX position peaked at $78.8M in Q1 2026.
- 683 funds tracked by Wall St. Rank held IDEX as of Q2 2026.
Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.