IDEX Corporation
US ˙ NYSE ˙ US45167R1041

SecurityIEX / IDEX Corporation
InstitutionBessemer Group Inc
Latest Disclosed Ownership581 shares
Latest Disclosed Value $ 110
Bessemer Group Inc reports 0.17% increase in ownership of IEX / IDEX Corporation

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 581 shares of IDEX Corporation (US:IEX) valued at $110,129 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 580 shares of IDEX Corporation. The current value of the position is $125,118 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)
2026-05-06 2026-03-31 13F IDEX SC 45167R104 581 1 0.17 0 0.0002
2026-02-05 2025-12-31 13F IDEX SC 45167R104 580 3 0.52 0 0.0002
2025-11-05 2025-09-30 13F IDEX SC 45167R104 577 82 16.57 0 0.0001
2025-08-01 2025-06-30 13F IDEX SC 45167R104 495 -101 -16.95 0 0.0001
2025-04-23 2025-03-31 13F IDEX SC 45167R104 596 -64 -9.70 0 0.0002
2025-02-13 2024-12-31 13F IDEX SC 45167R104 660 -396 -37.50 0 0.0002
2024-11-12 2024-09-30 13F IDEX SC 45167R104 1,056 -151 -12.51 0 0.0004
2024-08-13 2024-06-30 13F IDEX SC 45167R104 1,207 28 2.37 0 0.0004
2024-08-13 2024-03-31 13F/A-1 IDEX SC 45167R104 1,179 82 7.47 0 0.0005
2024-05-13 2024-03-31 13F IDEX SC 45167R104 1,179 82 0 0.0005
2024-02-09 2023-12-31 13F IDEX SC 45167R104 1,097 100 10.03 0 0.0005
2023-11-13 2023-09-30 13F IDEX SC 45167R104 997 31 3.21 0 0.0005
2023-08-10 2023-06-30 13F IDEX SC 45167R104 966 -29 -2.91 0 0.0004
2023-05-10 2023-03-31 13F IDEX SC 45167R104 995 263 35.93 0 0.0005
2023-02-13 2022-12-31 13F IDEX SC 45167R104 732 -275 -27.31 0 -100.00 0.0004
2022-11-09 2022-09-30 13F IDEX SC 45167R104 1,007 90 9.81 201 21.08 0.0005
2022-08-10 2022-06-30 13F IDEX SC 45167R104 917 72 8.52 166 3.11 0.0004
2022-05-12 2022-03-31 13F IDEX SC 45167R104 845 16 1.93 161 -17.86 0.0003
2022-01-27 2021-12-31 13F IDEX SC 45167R104 829 -329 -28.41 196 -18.33 0.0004
2021-11-12 2021-09-30 13F IDEX SC 45167R104 1,158 -531 -31.44 240 -35.48 0.0005
2021-08-06 2021-06-30 13F IDEX SC 45167R104 1,689 9 0.54 372 5.98 0.0008
2021-05-13 2021-03-31 13F IDEX SC 45167R104 1,680 -395,508 -99.58 351 -99.56 0.0008
2021-02-09 2020-12-31 13F IDEX SC 45167R104 397,188 -276,373 -41.03 79,121 -35.60 0.2091
2020-11-12 2020-09-30 13F IDEX SC 45167R104 673,561 -26,377 -3.77 122,862 11.07 0.3631
2020-08-05 2020-06-30 13F IDEX SC 45167R104 699,938 93,669 15.45 110,620 32.11 0.3492
2020-04-30 2020-03-31 13F IDEX SC 45167R104 606,269 110,994 22.41 83,731 -1.71 0.3372
2020-02-04 2019-12-31 13F IDEX SC 45167R104 495,275 -34,074 -6.44 85,187 -1.80 0.2758
2019-11-07 2019-09-30 13F IDEX SC 45167R104 529,349 -37,391 -6.60 86,750 -11.08 0.3097
2019-07-19 2019-06-30 13F IDEX SC 45167R104 566,740 206 0.04 97,559 13.49 0.3287
2019-05-13 2019-03-31 13F IDEX SC 45167R104 566,534 -4,034 -0.71 85,966 19.33 0.3301
2019-05-21 2018-12-31 13F/A-1 IDEX SC 45167R104 570,568 -170,423 -23.00 72,039 -35.47 0.3138
2019-02-12 2018-12-31 13F IDEX SC 45167R104 570,568 -170,423 72,039 0.3136
2018-11-06 2018-09-30 13F IDEX SC 45167R104 740,991 2,423 0.33 111,638 10.75 0.4156
2018-07-25 2018-06-30 13F IDEX SC 45167R104 738,568 7,987 1.09 100,800 -3.18 0.3910
2018-05-10 2018-03-31 13F IDEX SC 45167R104 730,581 2,164 0.30 104,116 8.31 0.4050
2018-01-30 2017-12-31 13F IDEX SC 45167R104 728,417 -45,954 -5.93 96,130 2.20 0.3731
2017-11-03 2017-09-30 13F IDEX SC 45167R104 774,371 -60,971 -7.30 94,062 -0.36 0.3753
2017-07-27 2017-06-30 13F IDEX SC 45167R104 835,342 103,201 14.10 94,403 37.89 0.3804
2017-05-12 2017-03-31 13F IDEX SC 45167R104 732,141 49,969 7.32 68,462 11.43 0.2855
2017-02-07 2016-12-31 13F IDEX SC 45167R104 682,172 -87,361 -11.35 61,437 -14.68 0.2830
2016-11-10 2016-09-30 13F IDEX SC 45167R104 769,533 56,573 7.93 72,006 23.02 0.3621
2016-08-11 2016-06-30 13F IDEX SC 45167R104 712,960 2,264 0.32 58,534 -0.63 0.3210
2016-05-11 2016-03-31 13F IDEX SC 45167R104 710,696 77,981 12.32 58,903 21.52 0.3325
2016-02-12 2015-12-31 13F IDEX SC 45167R104 632,715 39,295 6.62 48,472 14.56 0.2699
2015-11-16 2015-09-30 13F IDEX SC 45167R104 593,420 593,220 296,610.00 42,311 264,343.75 0.2418
2015-08-14 2015-06-30 13F IDEX SC 45167R104 200 0 0.00 16 6.67 0.0001
2015-06-18 2015-03-31 13F/A-1 IDEX SC 45167R104 200 -390 -66.10 15 -67.39 0.0001
2015-05-14 2015-03-31 13F IDEX SC 45167R104 200 15
2015-02-17 2014-12-31 13F IDEX SC 45167R104 590 242 69.54 46 76.92 0.0002
2014-02-18 2013-12-31 13F IDEX SC 45167R104 348 0 0.00 26 13.04 0.0002
2013-11-08 2013-09-30 13F IDEX SC 45167R104 348 348 23 0.0002
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.