IDEX Corporation
US ˙ NYSE ˙ US45167R1041

SecurityIEX / IDEX Corporation
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership126 shares
Latest Disclosed Value $ 23,883
IFP Advisors, Inc reports 2.33% decrease in ownership of IEX / IDEX Corporation

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 126 shares of IDEX Corporation (US:IEX) valued at $23,883 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 129 shares of IDEX Corporation. This represents a change in shares of -2.33% during the quarter. The current value of the position is $27,133 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)
2026-04-13 2026-03-31 13F IDEX cs 45167R104 126 -3 -2.33 24 4.55 0.0005
2026-02-06 2025-12-31 13F IDEX cs 45167R104 129 -16 -11.03 23 -4.35 0.0005
2026-02-06 2025-09-30 13F/A-1 IDEX cs 45167R104 145 145 24 -51.06 0.0006
2025-12-02 2025-09-30 13F IDEX cs 45167R104 8 8 46 0.0012
2025-07-24 2025-06-30 13F IDEX cs 45167R104 0 -51 -100.00 48 327.27 0.0014
2025-05-05 2025-03-31 13F IDEX cs 45167R104 51 10 24.39 12 0.00 0.0004
2025-02-04 2024-12-31 13F IDEX cs 45167R104 41 -71 -63.39 12 -54.17 0.0004
2025-02-04 2024-09-30 13F IDEX cs 45167R104 112 14 14.29 24 26.32 0.0009
2024-07-30 2024-06-30 13F IDEX cs 45167R104 98 64 188.24 20 137.50 0.0008
2024-07-30 2024-03-31 13F IDEX cs 45167R104 34 4 13.33 8 33.33 0.0004
2024-01-09 2023-12-31 13F IDEX cs 45167R104 30 -448 -93.72 7 -93.94 0.0003
2023-10-12 2023-09-30 13F IDEX cs 45167R104 478 -44 -8.43 99 -11.61 0.0045
2023-08-14 2023-06-30 13F/A-1 IDEX cs 45167R104 522 -3 -0.57 112 53.42 0.0047
2023-08-04 2023-06-30 13F IDEX cs 45167R104 522 -3 73 0.0034
2023-04-18 2023-03-31 13F IDEX cs 45167R104 525 -4 -0.76 73 0.0032
2023-02-07 2022-12-31 13F IDEX cs 45167R104 529 47 9.75 0 -100.00 0.0021
2022-11-08 2022-09-30 13F IDEX cs 45167R104 482 447 1,277.14 70 1,066.67 0.0018
2022-09-06 2022-06-30 13F/A-1 IDEX cs 45167R104 35 0 0.00 6 0.00 0.0002
2022-09-06 2022-03-31 13F/A-1 IDEX cs 45167R104 35 8 29.63 6 0.00 0.0002
2022-08-08 2022-03-31 13F IDEX CORP COM Stock 45167R104 27 0 5 0.0001
2022-01-12 2021-12-31 13F IDEX CORP COM Stock 45167R104 27 0 0.00 6 0.00 0.0001
2021-10-06 2021-09-30 13F IDEX CORP COM Stock 45167R104 27 -1 -3.57 6 0.00 0.0001
2021-07-13 2021-06-30 13F IDEX CORP COM Stock 45167R104 28 1 3.70 6 0.00 0.0001
2021-04-30 2021-03-31 13F IDEX CORP COM Stock 45167R104 27 -51 -65.38 6 -62.50 0.0001
2021-01-25 2020-12-31 13F IDEX CORP COM Stock 45167R104 78 -3 -3.70 16 14.29 0.0006
2020-10-29 2020-09-30 13F IDEX CORP COM Stock 45167R104 81 0 0.00 14 7.69 0.0008
2020-08-05 2020-06-30 13F IDEX CORP COM Stock 45167R104 81 2 2.53 13 30.00 0.0010
2020-05-12 2020-03-31 13F IDEX CORP COM Stock 45167R104 79 9 12.86 10 -16.67 0.0010
2020-01-17 2019-12-31 13F IDEX CORP COM Stock 45167R104 70 -4 -5.41 12 0.00 0.0009
2019-11-07 2019-09-30 13F IDEX CORP COM Stock 45167R104 74 74 12 0.0008
2019-05-15 2019-03-31 13F IDEX Stock 45167R104 0 -117 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 IDEX Stock 45167R104 117 -297 -71.74 15 -75.81 0.0009
2019-01-23 2018-12-31 13F IDEX Stock 45167R104 117 -297 15 0.0009
2019-06-03 2018-09-30 13F/A-9 IDEX Stock 45167R104 414 -15 -3.50 62 5.08 0.0025
2018-10-25 2018-09-30 13F IDEX Stock 45167R104 414 -15 62 0.0025
2019-06-03 2018-06-30 13F/A-8 IDEX Stock 45167R104 429 -145 -25.26 59 -22.37 0.0025
2018-08-07 2018-06-30 13F IDEX Stock 45167R104 429 -12 59
2019-06-03 2018-03-31 13F/A-7 IDEX CORP COM Stock 45167R104 574 0 0.00 76 0.00 0.0034
2018-05-09 2018-03-31 13F IDEX Stock 45167R104 441 -133 63
2019-06-03 2017-12-31 13F/A-6 IDEX CORP COM Stock 45167R104 574 33 6.10 76 15.15 0.0034
2018-01-24 2017-12-31 13F IDEX CORP COM Stock 45167R104 574 33 76
2017-10-30 2017-09-30 13F IDEX CORP COM Stock 45167R104 541 -105 -16.25 66 -9.59 0.0026
2019-06-03 2017-06-30 13F/A-5 IDEX CORP COM Stock 45167R104 646 281 76.99 73 114.71 0.0031
2017-07-31 2017-06-30 13F IDEX CORP COM Stock 45167R104 646 281 73
2019-06-03 2017-03-31 13F/A-4 IDEX CORP COM Stock 45167R104 365 -11 -2.93 34 0.00 0.0015
2017-04-26 2017-03-31 13F IDEX CORP COM Stock 45167R104 365 -11 34
2019-06-03 2016-12-31 13F/A-3 IDEX CORP COM Stock 45167R104 376 0 0.00 34 -2.86 0.0016
2017-02-14 2016-12-31 13F IDEX CORP COM Stock 45167R104 376 0 34
2016-11-04 2016-09-30 13F IDEX CORP COM Stock 45167R104 376 53 16.41 35 29.63 0.0018
2019-06-03 2016-06-30 13F/A-2 IDEX CORP COM Stock 45167R104 323 -6 -1.82 27 0.00 0.0015
2016-08-22 2016-06-30 13F IDEX CORP COM Stock 45167R104 323 -6 27
2016-05-02 2016-03-31 13F IDEX CORP COM Stock 45167R104 329 -10 -2.95 27 3.85 0.0016
2016-02-11 2015-12-31 13F IDEX CORP COM Stock 45167R104 339 339 26 0.0017
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.