IDEX Corporation
MX ˙ BMV ˙ US45167R1041
SecurityMX:IEX / IDEX Corporation
InstitutionTcw Group Inc
Latest Disclosed Ownership1,187 shares
Latest Disclosed Value $ 224,996
Tcw Group Inc reports 5.14% increase in ownership of IEX / IDEX Corporation

On May 14, 2026 - Tcw Group Inc filed a 13F-HR form disclosing ownership of 1,187 shares of IDEX Corporation (MX:IEX) valued at $224,996 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,129 shares of IDEX Corporation. This represents a change in shares of 5.14% during the quarter.

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 1,187 58 5.14 225 12.00 0.0009
2026-02-17 2025-12-31 13F IDEX COM 45167R104 1,129 1,129 201 0.0014
2024-02-09 2023-12-31 13F IDEX COM 45167R104 0 -16,620 -100.00 0 -100.00
2023-11-15 2023-09-30 13F IDEX COM 45167R104 16,620 0 0.00 3,457 -3.35 0.0434
2023-08-14 2023-06-30 13F IDEX COM 45167R104 16,620 37 0.22 3,578 -6.63 0.0397
2023-05-15 2023-03-31 13F IDEX COM 45167R104 16,583 -69 -0.41 3,831 0.76 0.0490
2023-02-14 2022-12-31 13F IDEX COM 45167R104 16,652 -39 -0.23 3,802 14.00 0.0544
2022-10-27 2022-09-30 13F IDEX COM 45167R104 16,691 0 0.00 3,335 9.99 0.0488
2022-07-19 2022-06-30 13F IDEX COM 45167R104 16,691 0 0.00 3,032 -5.25 0.0397
2022-04-19 2022-03-31 13F IDEX COM 45167R104 16,691 85 0.51 3,200 -18.45 0.0305
2022-01-26 2021-12-31 13F IDEX COM 45167R104 16,606 131 0.80 3,924 15.11 0.0323
2021-10-26 2021-09-30 13F IDEX COM 45167R104 16,475 0 0.00 3,409 -5.96 0.0088
2021-07-23 2021-06-30 13F IDEX COM 45167R104 16,475 21 0.13 3,625 5.26 0.0314
2021-05-05 2021-03-31 13F IDEX COM 45167R104 16,454 0 0.00 3,444 5.06 0.0330
2021-02-02 2020-12-31 13F IDEX COM 45167R104 16,454 -41,511 -71.61 3,278 -69.00 0.0285
2020-10-30 2020-09-30 13F IDEX COM 45167R104 57,965 -13,762 -19.19 10,574 -6.72 0.1153
2020-08-05 2020-06-30 13F IDEX COM 45167R104 71,727 -207 -0.29 11,336 14.11 0.1322
2020-05-05 2020-03-31 13F IDEX COM 45167R104 71,934 478 0.67 9,934 -19.18 0.1374
2020-02-10 2019-12-31 13F IDEX COM 45167R104 71,456 7,973 12.56 12,291 18.14 0.1361
2019-11-13 2019-09-30 13F IDEX COM 45167R104 63,483 -4,697 -6.89 10,404 -11.36 0.1185
2019-08-07 2019-06-30 13F IDEX COM 45167R104 68,180 6,304 10.19 11,737 25.01 0.1248
2019-05-13 2019-03-31 13F IDEX COM 45167R104 61,876 -6,089 -8.96 9,389 9.42 0.0899
2019-02-11 2018-12-31 13F IDEX COM 45167R104 67,965 34,549 103.39 8,581 70.46 0.0888
2018-10-30 2018-09-30 13F IDEX COM 45167R104 33,416 2,120 6.77 5,034 17.86 0.0413
2018-08-01 2018-06-30 13F IDEX COM 45167R104 31,296 -7,738 -19.82 4,271 -23.22 0.0346
2018-05-10 2018-03-31 13F IDEX COM 45167R104 39,034 338 0.87 5,563 8.93 0.0452
2018-02-09 2017-12-31 13F IDEX COM 45167R104 38,696 -1,894 -4.67 5,107 3.59 0.0411
2017-11-06 2017-09-30 13F IDEX COM 45167R104 40,590 1,288 3.28 4,930 11.01 0.0392
2017-08-11 2017-06-30 13F IDEX COM 45167R104 39,302 14,106 55.99 4,441 88.42 0.0369
2017-05-11 2017-03-31 13F IDEX COM 45167R104 25,196 3,652 16.95 2,357 21.49 0.0197
2017-02-10 2016-12-31 13F IDEX COM 45167R104 21,544 4,074 23.32 1,940 18.65 0.0146
2016-11-14 2016-09-30 13F IDEX COM 45167R104 17,470 -1,370 -7.27 1,635 5.69 0.0124
2016-08-12 2016-06-30 13F/A-1 IDEX COM 45167R104 18,840 -2,960 -13.58 1,547 -14.39 0.0117
2016-08-11 2016-06-30 13F IDEX COM 45167R104 18,840 1,547
2016-05-16 2016-03-31 13F IDEX COM 45167R104 21,800 -143 -0.65 1,807 7.50 0.0133
2016-02-16 2015-12-31 13F IDEX COM 45167R104 21,943 567 2.65 1,681 10.23 0.0121
2015-11-13 2015-09-30 13F IDEX COM 45167R104 21,376 -1,105 -4.92 1,525 -13.70 0.0109
2015-08-12 2015-06-30 13F IDEX COM 45167R104 22,481 891 4.13 1,767 7.94 0.0114
2015-05-13 2015-03-31 13F IDEX COM 45167R104 21,590 397 1.87 1,637 -0.79 0.0079
2015-02-13 2014-12-31 13F IDEX COM 45167R104 21,193 516 2.50 1,650 10.22 0.0069
2014-11-14 2014-09-30 13F IDEX COM 45167R104 20,677 -524 -2.47 1,497 -12.56 0.0060
2014-08-14 2014-06-30 13F IDEX COM 45167R104 21,201 -11,574 -35.31 1,712 -28.34 0.0071
2014-05-13 2014-03-31 13F IDEX COM 45167R104 32,775 -45,911 -58.35 2,389 -58.89 0.0099
2014-02-18 2013-12-31 13F/A-1 IDEX COM 45167R104 78,686 -16,964 -17.74 5,811 -6.87 0.0245
2014-02-14 2013-12-31 13F IDEX COM 45167R104 5,811 78,686
2013-11-14 2013-09-30 13F IDEX COM 45167R104 95,650 -27,967 -22.62 6,240 -6.18 0.0288
2013-08-14 2013-06-30 13F/A-1 IDEX COM 45167R104 123,617 123,617 6,651 0.0328
2013-08-14 2013-06-30 13F IDEX COM 45167R104 123,617 6,651
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.