William Blair & Company
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William Blair & Company’s IDEX IEX Stock Holding History

William Blair & Company’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
Q1 		$627K Buy
3,309
+16
+0.5% +$3.16K ﹤0.01% 1069
2025
Q4 		$586K Sell
3,293
-291
-8% -$49.7K ﹤0.01% 1084
2025
Q3 		$583K Sell
3,584
-113
-3% -$19.1K ﹤0.01% 1066
2025
Q2 		$649K Sell
3,697
-394
-10% -$69.8K ﹤0.01% 1014
2025
Q1 		$740K Buy
4,091
+529
+15% +$105K ﹤0.01% 968
2024
Q4 		$746K Buy
3,562
+232
+7% +$50.8K ﹤0.01% 986
2024
Q3 		$714K Buy
3,330
+288
+9% +$58K ﹤0.01% 1010
2024
Q2 		$612K Sell
3,042
-62
-2% -$13.5K ﹤0.01% 1035
2024
Q1 		$757K Buy
3,104
+183
+6% +$41.3K ﹤0.01% 962
2023
Q4 		$634K Sell
2,921
-480
-14% -$96.8K ﹤0.01% 1007
2023
Q3 		$707K Sell
3,401
-265
-7% -$57.5K ﹤0.01% 948
2023
Q2 		$789K Buy
3,666
+501
+16% +$105K ﹤0.01% 917
2023
Q1 		$731K Buy
3,165
+538
+20% +$122K ﹤0.01% 924
2022
Q4 		$600K Buy
2,627
+10
+0.4% +$2.23K ﹤0.01% 987
2022
Q3 		$523K Buy
2,617
+24
+0.9% +$4.85K ﹤0.01% 1024
2022
Q2 		$471K Sell
2,593
-39
-1% -$7.35K ﹤0.01% 1088
2022
Q1 		$505K Sell
2,632
-302
-10% -$61.3K ﹤0.01% 1154
2021
Q4 		$693K Buy
2,934
+414
+16% +$94K ﹤0.01% 1090
2021
Q3 		$522K Sell
2,520
-8
-0.3% -$1.78K ﹤0.01% 1142
2021
Q2 		$556K Sell
2,528
-1,559
-38% -$345K ﹤0.01% 1118
2021
Q1 		$855K Buy
4,087
+919
+29% +$182K ﹤0.01% 948
2020
Q4 		$631K Buy
3,168
+113
+4% +$21.5K ﹤0.01% 1016
2020
Q3 		$557K Buy
3,055
+858
+39% +$149K ﹤0.01% 942
2020
Q2 		$347K Sell
2,197
-242
-10% -$37K ﹤0.01% 1038
2020
Q1 		$337K Sell
2,439
-8
-0.3% -$1.25K ﹤0.01% 979
2019
Q4 		$421K Sell
2,447
-795
-25% -$129K ﹤0.01% 1051
2019
Q3 		$531K Sell
3,242
-31
-0.9% -$5.14K ﹤0.01% 923
2019
Q2 		$563K Hold
3,273
– – ﹤0.01% 940
2019
Q1 		$497K Buy
3,273
+35
+1% +$4.95K ﹤0.01% 969
2018
Q4 		$409K Sell
3,238
-597
-16% -$79.9K ﹤0.01% 977
2018
Q3 		$578K Hold
3,835
– – ﹤0.01% 915
2018
Q2 		$523K Hold
3,835
– – ﹤0.01% 934
2018
Q1 		$546K Sell
3,835
-200
-5% -$27.9K ﹤0.01% 892
2017
Q4 		$532K Sell
4,035
-200
-5% -$25.7K ﹤0.01% 940
2017
Q3 		$514K Sell
4,235
-500
-11% -$58.4K ﹤0.01% 923
2017
Q2 		$535K Buy
4,735
+754
+19% +$79.2K ﹤0.01% 964
2017
Q1 		$372K Sell
3,981
-552
-12% -$50.7K ﹤0.01% 993
2016
Q4 		$408K Buy
4,533
+372
+9% +$33.7K ﹤0.01% 905
2016
Q3 		$389K Sell
4,161
-356
-8% -$32.1K ﹤0.01% 923
2016
Q2 		$371K Buy
4,517
+32
+0.7% +$2.66K ﹤0.01% 910
2016
Q1 		$371K Sell
4,485
-4,918
-52% -$369K ﹤0.01% 876
2015
Q4 		$720K Hold
9,403
– – 0.01% 711
2015
Q3 		$670K Buy
9,403
+200
+2% +$14.7K 0.01% 875
2015
Q2 		$722K Hold
9,203
– – ﹤0.01% 1657
2015
Q1 		$698K Sell
9,203
-103
-1% -$7.75K ﹤0.01% 1649
2014
Q4 		$724K Buy
9,306
+511
+6% +$38.1K ﹤0.01% 1591
2014
Q3 		$636K Buy
8,795
+118
+1% +$9.11K ﹤0.01% 1626
2014
Q2 		$700K Hold
8,677
– – ﹤0.01% 1561
2014
Q1 		$632K Hold
8,677
– – ﹤0.01% 1552
2013
Q4 		$640K Buy
8,677
+375
+5% +$26.1K ﹤0.01% 1514
2013
Q3 		$541K Sell
8,302
-21
-0.3% -$1.27K ﹤0.01% 1531
2013
Q2 		$448K Buy
+8,323
New +$444K ﹤0.01% 1537

Other funds holding IEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair & Company's IEX Position: Q1 2026 in Review

William Blair & Company increased its IDEX (IEX) stake by 0.49% in Q1 2026, buying an estimated $3.16K and bringing the position to 3,309 shares worth $627K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

William Blair & Company first reported a position in IEX in Q2 2013 and has held it in 52 quarters since. The position peaked at $855K in Q1 2021. 674 funds tracked by Wall St. Rank hold IEX as of Q1 2026.

  • William Blair & Company held 3,309 shares of IDEX worth $627K as of Q1 2026.
  • William Blair & Company bought 16 IDEX shares in Q1 2026, an estimated $3.16K.
  • IDEX made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1069 holding.
  • William Blair & Company first reported a position in IDEX in Q2 2013 and has held it in 52 quarters since.
  • William Blair & Company's IDEX position peaked at $855K in Q1 2021.
  • 674 funds tracked by Wall St. Rank held IDEX as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.