Y-Intercept (HK)’s IDEX IEX Stock Holding History

Y-Intercept (HK)’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 Q3	$1.96M	Buy	+8,592	New	+$1.96M	0.04%	643
2026 Q2	–	Sell	-19,191	Closed	-$3.64M	–	1925
2026 Q1	$3.64M	Buy	19,191 +9,545	+99%	+$1.88M	0.07%	449
2025 Q4	$1.72M	Sell	9,646 -22,556	-70%	-$3.85M	0.04%	694
2025 Q3	$5.24M	Sell	32,202 -6,683	-17%	-$1.13M	0.13%	192
2025 Q2	$6.83M	Buy	38,885 +25,061	+181%	+$4.44M	0.17%	141
2025 Q1	$2.5M	Buy	13,824 +3,565	+35%	+$710K	0.17%	147
2024 Q4	$2.15M	Buy	+10,259	New	+$2.25M	0.14%	192
2024 Q3	–	Sell	-11,208	Closed	-$2.26M	–	1533
2024 Q2	$2.26M	Buy	+11,208	New	+$2.45M	0.12%	218
2023 Q3	–	Sell	-1,911	Closed	-$411K	–	1293
2023 Q2	$411K	Buy	+1,911	New	+$402K	0.04%	640
2023 Q1	–	Sell	-5,292	Closed	-$1.21M	–	1335
2022 Q4	$1.21M	Buy	+5,292	New	+$1.18M	0.18%	152
2022 Q2	–	Sell	-3,923	Closed	-$752K	–	1008
2022 Q1	$752K	Buy	+3,923	New	+$796K	0.17%	171
2021 Q3	–	Sell	-1,158	Closed	-$255K	–	765
2021 Q2	$255K	Sell	1,158 -3,870	-77%	-$855K	0.06%	466
2021 Q1	$1.06M	Buy	+5,028	New	+$997K	0.28%	86

Other funds holding IEX

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return

Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Y-Intercept (HK)'s IEX Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in IDEX (IEX) in Q3 2026: 8,592 shares worth $1.96M. The stake represents 0.04% of the portfolio and ranks #643 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in IEX as recently as Q1 2026.

Y-Intercept (HK) first reported a position in IEX in Q1 2021 and has held it in 13 quarters since. The position peaked at $6.83M in Q2 2025. 109 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

Y-Intercept (HK) held 8,592 shares of IDEX worth $1.96M as of Q3 2026.
IDEX was a new Y-Intercept (HK) position in Q3 2026.
IDEX made up 0.04% of Y-Intercept (HK)'s portfolio in Q3 2026, its #643 holding.
Y-Intercept (HK) first reported a position in IDEX in Q1 2021 and has held it in 13 quarters since.
Y-Intercept (HK)'s IDEX position peaked at $6.83M in Q2 2025.
109 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.