TwinBeech Capital’s IDEX IEX Stock Holding History

TwinBeech 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
2025 Q3	–	Sell	-132,025	Closed	-$23.2M	–	687
2025 Q2	$23.2M	Buy	132,025 +84,438	+177%	+$15M	0.53%	62
2025 Q1	$8.61M	Buy	+47,587	New	+$9.47M	0.16%	165
2024 Q3	–	Sell	-45,310	Closed	-$9.12M	–	765
2024 Q2	$9.12M	Buy	+45,310	New	+$9.9M	0.18%	148
2023 Q3	–	Sell	-82,972	Closed	-$17.9M	–	756
2023 Q2	$17.9M	Buy	+82,972	New	+$17.4M	0.35%	88
2022 Q2	–	Sell	-5,104	Closed	-$979K	–	601
2022 Q1	$979K	Buy	5,104 +3,568	+232%	+$724K	0.04%	322
2021 Q4	$363K	Buy	+1,536	New	+$349K	0.02%	456
2021 Q2	–	Sell	-2,259	Closed	-$473K	–	540
2021 Q1	$473K	Buy	+2,259	New	+$448K	0.07%	308

Other funds holding IEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TwinBeech Capital's IEX Position: Q3 2025 in Review

TwinBeech Capital sold out of IDEX (IEX) in Q3 2025, closing a stake of 132,025 shares — an estimated $23.2M sold.

TwinBeech Capital first reported a position in IEX in Q1 2021 and held it in 7 quarters. The position peaked at $23.2M in Q2 2025. 634 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

TwinBeech Capital reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
TwinBeech Capital sold 132,025 IDEX shares in Q3 2025, an estimated $23.2M.
TwinBeech Capital first reported a position in IDEX in Q1 2021 and held it in 7 quarters.
TwinBeech Capital's IDEX position peaked at $23.2M in Q2 2025.
634 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on TwinBeech Capital's 13F filing for Q3 2025, filed 14 Nov 2025.