Versor Investments’s IDEX IEX Stock Holding History

Versor Investments’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	-4,991	Closed	-$876K	–	789
2025 Q2	$876K	Buy	4,991 +3,553	+247%	+$630K	0.15%	205
2025 Q1	$260K	Buy	+1,438	New	+$286K	0.04%	603

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 $3.38T AUM 44.17% 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

Versor Investments's IEX Position: Q3 2025 in Review

Versor Investments sold out of IDEX (IEX) in Q3 2025, closing a stake of 4,991 shares — an estimated $876K sold.

Versor Investments first reported a position in IEX in Q1 2025 and held it in 2 quarters. The position peaked at $876K in Q2 2025. 634 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

Versor Investments reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
Versor Investments sold 4,991 IDEX shares in Q3 2025, an estimated $876K.
Versor Investments first reported a position in IDEX in Q1 2025 and held it in 2 quarters.
Versor Investments's IDEX position peaked at $876K in Q2 2025.
634 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on Versor Investments's 13F filing for Q3 2025, filed 6 Nov 2025.