IDEX Corporation
US ˙ NYSE ˙ US45167R1041

SecurityIEX / IDEX Corporation
InstitutionCwm, Llc
Latest Disclosed Ownership14,697 shares
Latest Disclosed Value $ 2,785,906
Cwm, Llc reports 1.84% increase in ownership of IEX / IDEX Corporation

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 14,697 shares of IDEX Corporation (US:IEX) valued at $2,785,816 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 14,431 shares of IDEX Corporation. This represents a change in shares of 1.84% during the quarter. The current value of the position is $3,164,852 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)
2026-05-14 2026-03-31 13F IDEX COM 45167R104 14,697 266 1.84 2,786 139,150.00 0.0072
2026-01-26 2025-12-31 13F IDEX COM 45167R104 14,431 8,537 144.84 3 0.0070
2025-10-15 2025-09-30 13F IDEX COM 45167R104 5,894 3,808 182.55 1 0.0029
2025-07-25 2025-06-30 13F IDEX COM 45167R104 2,086 420 25.21 0 0.0013
2025-05-01 2025-03-31 13F IDEX COM 45167R104 1,666 -419 -20.10 0 0.0012
2025-02-04 2024-12-31 13F IDEX COM 45167R104 2,085 21 1.02 0 0.0018
2024-10-08 2024-09-30 13F IDEX COM 45167R104 2,064 195 10.43 0 0.0019
2024-07-10 2024-06-30 13F IDEX COM 45167R104 1,869 113 6.44 0 0.0018
2024-04-05 2024-03-31 13F IDEX COM 45167R104 1,756 -236 -11.85 0 0.0021
2024-02-01 2023-12-31 13F IDEX COM 45167R104 1,992 273 15.88 0 0.0023
2023-10-11 2023-09-30 13F IDEX COM 45167R104 1,719 52 3.12 0 0.0022
2023-08-03 2023-06-30 13F IDEX COM 45167R104 1,667 38 2.33 0 0.0022
2023-05-01 2023-03-31 13F IDEX COM 45167R104 1,629 111 7.31 0 0.0025
2023-02-01 2022-12-31 13F IDEX COM 45167R104 1,518 -2 -0.13 0 -100.00 0.0026
2022-10-27 2022-09-30 13F IDEX COM 45167R104 1,520 70 4.83 304 15.59 0.0024
2022-07-28 2022-06-30 13F IDEX COM 45167R104 1,450 269 22.78 263 16.37 0.0020
2022-04-21 2022-03-31 13F IDEX COM 45167R104 1,181 305 34.82 226 9.18 0.0016
2022-01-31 2021-12-31 13F IDEX COM 45167R104 876 707 418.34 207 459.46 0.0015
2021-09-15 2021-06-30 13F/A-1 IDEX COM 45167R104 169 0 0.00 37 0.00 0.0003
2021-07-29 2021-06-30 13F IDEX COM 45167R104 169 0 37 0.0003
2021-09-15 2021-03-31 13F/A-1 IDEX COM 45167R104 169 0 0.00 37 0.00 0.0003
2021-04-27 2021-03-31 13F IDEX COM 45167R104 134 -35 28 0.0002
2021-09-15 2020-12-31 13F/A-1 IDEX COM 45167R104 169 0 0.00 37 0.00 0.0003
2021-01-27 2020-12-31 13F IDEX COM 45167R104 63 -106 13 0.0001
2021-09-15 2020-09-30 13F/A-1 IDEX COM 45167R104 169 0 0.00 37 0.00 0.0003
2020-10-19 2020-09-30 13F IDEX COM 45167R104 63 -106 11 0.0001
2021-09-15 2020-06-30 13F/A-1 IDEX COM 45167R104 169 0 0.00 37 0.00 0.0003
2020-07-22 2020-06-30 13F IDEX COM 45167R104 57 -112 9 0.0001
2021-09-15 2020-03-31 13F/A-1 IDEX COM 45167R104 169 0 0.00 37 0.00 0.0003
2020-04-28 2020-03-31 13F IDEX COM 45167R104 57 -112 8 0.0001
2021-09-14 2019-12-31 13F/A-1 IDEX COM 45167R104 169 0 0.00 37 0.00 0.0003
2020-01-27 2019-12-31 13F IDEX COM 45167R104 28 -141 5 0.0001
2021-09-14 2019-09-30 13F/A-1 IDEX COM 45167R104 169 0 0.00 37 0.00 0.0003
2019-10-22 2019-09-30 13F IDEX COM 45167R104 72 -97 12 0.0002
2021-09-14 2019-06-30 13F/A-1 IDEX COM 45167R104 169 0 0.00 37 0.00 0.0003
2021-09-02 2019-03-31 13F/A-1 IDEX COM 45167R104 169 165 4,125.00 37 3,600.00 0.0003
2019-01-25 2018-12-31 13F IDEX COM 45167R104 4 4 1 0.0000
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.