IDEX Corporation
US ˙ NYSE ˙ US45167R1041

SecurityIEX / IDEX Corporation
InstitutionAmalgamated Bank
Latest Disclosed Ownership13,660 shares
Latest Disclosed Value $ 2,589
Amalgamated Bank reports 2.18% decrease in ownership of IEX / IDEX Corporation

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 13,660 shares of IDEX Corporation (US:IEX) valued at $2,589,253 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 13,964 shares of IDEX Corporation. This represents a change in shares of -2.18% during the quarter. The current value of the position is $2,941,544 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F IDEX COM 45167R104 13,660 -304 -2.18 3 0.00 0.0198
2026-02-05 2025-12-31 13F IDEX COM 45167R104 13,964 -420 -2.92 2 0.00 0.0179
2025-10-29 2025-09-30 13F IDEX COM 45167R104 14,384 -322 -2.19 2 0.00 0.0167
2025-08-04 2025-06-30 13F IDEX COM 45167R104 14,706 -25 -0.17 3 0.00 0.0199
2025-04-25 2025-03-31 13F IDEX COM 45167R104 14,731 141 0.97 3 -33.33 0.0228
2025-02-04 2024-12-31 13F IDEX COM 45167R104 14,590 -288 -1.94 3 0.00 0.0251
2024-10-30 2024-09-30 13F IDEX COM 45167R104 14,878 -476 -3.10 3 0.00 0.0263
2024-08-12 2024-06-30 13F IDEX COM 45167R104 15,354 -422 -2.67 3 0.00 0.0263
2024-04-23 2024-03-31 13F IDEX COM 45167R104 15,776 -2,410 -13.25 4 0.00 0.0329
2024-02-06 2023-12-31 13F IDEX COM 45167R104 18,186 -1,973 -9.79 4 -25.00 0.0315
2023-11-08 2023-09-30 13F IDEX COM 45167R104 20,159 525 2.67 4 0.00 0.0357
2023-08-11 2023-06-30 13F IDEX COM 45167R104 19,634 -762 -3.74 4 0.00 0.0342
2023-05-02 2023-03-31 13F IDEX COM 45167R104 20,396 651 3.30 5 0.00 0.0402
2023-02-10 2022-12-31 13F IDEX COM 45167R104 19,745 360 1.86 5 -99.90 0.0402
2022-11-09 2022-09-30 13F IDEX COM 45167R104 19,385 -373 -1.89 3,874 7.94 0.0374
2022-08-15 2022-06-30 13F IDEX COM 45167R104 19,758 -366 -1.82 3,589 -6.97 0.0335
2022-08-25 2022-03-31 13F/A-1 IDEX COM 45167R104 20,124 -1,360 -6.33 3,858 -24.01 0.0300
2022-06-30 2022-03-31 13F IDEX COM 45167R104 20,124 -1,360 3,858 0.0306
2022-02-15 2021-12-31 13F/A-1 IDEX COM 45167R104 21,484 146 0.68 5,077 14.97 0.0375
2022-02-15 2021-12-31 13F IDEX COM 45167R104 21,484 146 5,077 0.0375
2021-10-29 2021-09-30 13F IDEX COM 45167R104 21,338 -754 -3.41 4,416 -9.15 0.0373
2021-08-16 2021-06-30 13F IDEX COM 45167R104 22,092 17,974 436.47 4,861 463.92 0.0390
2021-05-13 2021-03-31 13F IDEX COM 45167R104 4,118 -152 -3.56 862 1.29 0.0323
2021-02-12 2020-12-31 13F IDEX COM 45167R104 4,270 -8 -0.19 851 9.10 0.0323
2020-10-30 2020-09-30 13F IDEX COM 45167R104 4,278 -86 -1.97 780 13.04 0.0339
2020-08-10 2020-06-30 13F IDEX COM 45167R104 4,364 -14,782 -77.21 690 -73.90 0.0319
2020-05-13 2020-03-31 13F IDEX COM 45167R104 19,146 -494 -2.52 2,644 -21.73 0.0646
2020-02-13 2019-12-31 13F IDEX COM 45167R104 19,640 1,524 8.41 3,378 13.78 0.0622
2019-11-13 2019-09-30 13F IDEX COM 45167R104 18,116 1,455 8.73 2,969 3.52 0.0624
2019-08-14 2019-06-30 13F IDEX COM 45167R104 16,661 -1,377 -7.63 2,868 4.79 0.0669
2019-05-15 2019-03-31 13F IDEX COM 45167R104 18,038 245 1.38 2,737 21.81 0.0663
2019-02-15 2018-12-31 13F IDEX COM 45167R104 17,793 6,267 54.37 2,247 29.36 0.0637
2018-11-14 2018-09-30 13F IDEX COM 45167R104 11,526 -6,964 -37.66 1,737 -31.18 0.0430
2018-07-18 2018-06-30 13F IDEX COM 45167R104 18,490 1,517 8.94 2,524 4.34 0.0617
2018-05-22 2018-03-31 13F IDEX COM 45167R104 16,973 964 6.02 2,419 14.48 0.0642
2018-02-13 2017-12-31 13F IDEX COM 45167R104 16,009 834 5.50 2,113 14.65 0.0572
2017-11-09 2017-09-30 13F IDEX COM 45167R104 15,175 -343 -2.21 1,843 5.07 0.0574
2017-08-10 2017-06-30 13F IDEX COM 45167R104 15,518 3,301 27.02 1,754 53.59 0.0575
2017-05-12 2017-03-31 13F IDEX COM 45167R104 12,217 -2,252 -15.56 1,142 -12.36 0.0568
2017-02-14 2016-12-31 13F IDEX COM 45167R104 14,469 1,409 10.79 1,303 6.63 0.0589
2016-11-15 2016-09-30 13F/A-1 IDEX COM 45167R104 13,060 -9 -0.07 1,222 0.83 0.0709
2016-08-16 2016-06-30 13F IDEX COM 45167R104 13,069 3,512 36.75 1,212 53.03 0.0701
2016-05-11 2016-03-31 13F IDEX COM 45167R104 9,557 732 8.29 792 17.16 0.0772
2016-02-10 2015-12-31 13F IDEX COM 45167R104 8,825 -612 -6.49 676 0.45 0.0834
2015-11-04 2015-09-30 13F IDEX COM 45167R104 9,437 128 1.38 673 -8.06 0.0706
2015-07-10 2015-06-30 13F IDEX COM 45167R104 9,309 388 4.35 732 8.28 0.0719
2015-04-22 2015-03-31 13F IDEX COM 45167R104 8,921 8,921 0.00 676 0.0825
2015-01-29 2014-12-31 13F IDEX COM 45167R104 0 -8,591 -100.00 0 -100.00
2014-11-14 2014-09-30 13F IDEX COM 45167R104 8,591 104 1.23 622 -9.20 0.0926
2014-08-11 2014-06-30 13F IDEX COM 45167R104 8,487 -627 -6.88 685 3.16 0.1034
2014-05-12 2014-03-31 13F IDEX COM 45167R104 9,114 -69 -0.75 664 -2.06 0.1144
2014-02-13 2013-12-31 13F IDEX COM 45167R104 9,183 9,183 678 0.1152
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.