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IDEX CORP IEX

IDEX Corporation, together with its subsidiaries, provides applied solutions in the United States, North America, Europe, Asia, and internationally. It operates through three segments: Health & Science Technologies (HST), Fluid & Metering Technologies (FMT) and Fire & Safety/Diversified Products (FSDP).

Company profile

Business mix

  • It operates through three segments: Health & Science Technologies (HST), Fluid & Metering Technologies (FMT) and Fire & Safety/Diversified Products (FSDP).
  • The HST segment designs, produces, and distributes a range of precision fluidics, positive displacement pumps, powder and liquid processing technologies, drying systems, micro-precision components, pneumatic components and sealing solutions.
  • This segment also offers engineered hygienic mixers and valves, biocompatible medical devices and implantable products, air compressors and blowers, optical components and coatings, ultra-precision diamond tools, and laboratory and commercial equipment.
  • The FMT segment designs, produces, and distributes positive displacement pumps, valves, small volume provers, flow meters, injectors, other fluid-handling pump modules, and systems; and provides flow monitoring and other services.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in specialty industrial machinery?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Weitz Investment Management Wallace Weitz 3.5% $50.1M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $35.6M Estimated from net added shares
Reduction amount $26.0M Estimated from net reduced shares
Net share change / base shares +20.4% +81,997 / 401,225
Weitz Investment Management Wallace Weitz 4 filing periods
13F 2025-06-30 Filed 2025-08-12
Minor increase Shares 1.2% 13F value change -$1.3M
13F 2025-09-30 Filed 2025-11-10
Minor increase Shares 0.1% 13F value change -$5.2M
13F 2025-12-31 Filed 2026-02-12
Minor reduction Shares -3.7% 13F value change +$3.5M
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -32.5% 13F value change -$19.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 401,225 Last 4 periods -136,925 (-34.1%) Total shares 264,300 Value $50.1M
Soros Fund Management George Soros 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$19.8M
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 2.0% 13F value change -$211,135
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$19.6M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Baron Capital Ron Baron 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$40.4M
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -0.9% 13F value change -$1.6M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -0.9% 13F value change -$3.2M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +218,922 (New) Total shares 218,922 Value $35.6M

Recent mentions

No public mentions.