아이덱스 주식회사
MX ˙ BMV ˙ US45167R1041
SecurityMX:IEX / IDEX Corporation
InstitutionUtah Retirement Systems
Latest Disclosed Ownership12,269 shares
Latest Disclosed Value $ 2,325,589
Utah Retirement Systems reports 1.87% decrease in ownership of IEX / IDEX Corporation

On May 15, 2026 - Utah Retirement Systems filed a 13F-HR form disclosing ownership of 12,269 shares of IDEX Corporation (MX:IEX) valued at $2,325,589 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 12,503 shares of IDEX Corporation. This represents a change in shares of -1.87% 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)
2026-05-15 2026-03-31 13F IDEX COM 45167R104 12,269 -234 -1.87 2,326 4.54 0.0238
2026-02-17 2025-12-31 13F IDEX COM 45167R104 12,503 0 0.00 2,225 9.34 0.0212
2025-11-14 2025-09-30 13F IDEX COM 45167R104 12,503 0 0.00 2,035 -7.33 0.0198
2025-08-14 2025-06-30 13F IDEX COM 45167R104 12,503 -105 -0.83 2,195 -3.77 0.0229
2025-05-15 2025-03-31 13F IDEX COM 45167R104 12,608 0 0.00 2,282 -13.53 0.0263
2025-02-14 2024-12-31 13F IDEX COM 45167R104 12,608 0 0.00 2,639 -2.44 0.0291
2024-11-14 2024-09-30 13F IDEX COM 45167R104 12,608 100 0.80 2,704 7.47 0.0305
2024-08-14 2024-06-30 13F IDEX COM 45167R104 12,508 -600 -4.58 2,517 -21.33 0.0299
2024-05-15 2024-03-31 13F IDEX COM 45167R104 13,108 0 0.00 3,199 12.41 0.0374
2024-02-14 2023-12-31 13F IDEX COM 45167R104 13,108 100 0.77 2,846 5.18 0.0362
2023-11-14 2023-09-30 13F IDEX COM 45167R104 13,008 0 0.00 2,706 -3.39 0.0387
2023-08-14 2023-06-30 13F IDEX COM 45167R104 13,008 -500 -3.70 2,800 -10.26 0.0388
2023-05-16 2023-03-31 13F IDEX COM 45167R104 13,508 0 0.00 3,121 1.17 0.0451
2023-02-15 2022-12-31 13F IDEX COM 45167R104 13,508 -100 -0.73 3,084 13.42 0.0489
2022-11-14 2022-09-30 13F IDEX COM 45167R104 13,608 100 0.74 2,719 10.80 0.0453
2022-08-16 2022-06-30 13F IDEX COM 45167R104 13,508 0 0.00 2,454 -5.25 0.0393
2022-05-13 2022-03-31 13F IDEX COM 45167R104 13,508 -300 -2.17 2,590 -20.63 0.0345
2022-02-14 2021-12-31 13F IDEX COM 45167R104 13,808 0 0.00 3,263 14.17 0.0403
2021-11-16 2021-09-30 13F IDEX COM 45167R104 13,808 -600 -4.16 2,858 -9.84 0.0386
2021-08-16 2021-06-30 13F IDEX COM 45167R104 14,408 0 0.00 3,170 5.11 0.0408
2021-05-17 2021-03-31 13F IDEX COM 45167R104 14,408 -700 -4.63 3,016 0.20 0.0420
2021-02-16 2020-12-31 13F IDEX COM 45167R104 15,108 700 4.86 3,010 14.54 0.0427
2020-11-16 2020-09-30 13F IDEX COM 45167R104 14,408 100 0.70 2,628 16.23 0.0436
2020-08-13 2020-06-30 13F/A-1 IDEX COM 45167R104 14,308 -100 -0.69 2,261 13.62 0.0415
2020-08-13 2020-06-30 13F IDEX COM 45167R104 14,308 -100 2,261 41,498.4977
2020-05-15 2020-03-31 13F IDEX COM 45167R104 14,408 0 0.00 1,990 -19.69 0.0430
2020-02-12 2019-12-31 13F IDEX COM 45167R104 14,408 0 0.00 2,478 4.96 0.0436
2019-11-14 2019-09-30 13F IDEX COM 45167R104 14,408 100 0.70 2,361 -4.14 0.0449
2019-08-14 2019-06-30 13F IDEX COM 45167R104 14,308 -118 -0.82 2,463 12.52 0.0472
2019-05-15 2019-03-31 13F IDEX COM 45167R104 14,426 238 1.68 2,189 22.22 0.0434
2019-02-08 2018-12-31 13F IDEX COM 45167R104 14,188 0 0.00 1,791 -16.19 0.0405
2018-11-13 2018-09-30 13F IDEX COM 45167R104 14,188 0 0.00 2,137 10.33 0.0414
2018-08-10 2018-06-30 13F IDEX COM 45167R104 14,188 0 0.00 1,937 -4.20 0.0401
2018-05-15 2018-03-31 13F IDEX COM 45167R104 14,188 0 0.00 2,022 8.01 0.0430
2018-02-14 2017-12-31 13F IDEX COM 45167R104 14,188 200 1.43 1,872 10.12 0.0393
2017-11-13 2017-09-30 13F IDEX COM 45167R104 13,988 100 0.72 1,700 8.35 0.0382
2017-08-08 2017-06-30 13F IDEX COM 45167R104 13,888 0 0.00 1,569 20.79 0.0366
2017-05-11 2017-03-31 13F IDEX COM 45167R104 13,888 0 0.00 1,299 3.84 0.0311
2017-02-10 2016-12-31 13F IDEX COM 45167R104 13,888 0 0.00 1,251 -3.77 0.0315
2016-11-07 2016-09-30 13F IDEX COM 45167R104 13,888 0 0.00 1,300 14.04 0.0336
2016-08-03 2016-06-30 13F IDEX COM 45167R104 13,888 -100 -0.71 1,140 -1.72 0.0304
2016-05-10 2016-03-31 13F IDEX COM 45167R104 13,988 0 0.00 1,160 8.21 0.0315
2016-02-11 2015-12-31 13F IDEX COM 45167R104 13,988 100 0.72 1,072 8.28 0.0291
2015-11-03 2015-09-30 13F IDEX COM 45167R104 13,888 100 0.73 990 -8.67 0.0283
2015-08-11 2015-06-30 13F IDEX COM 45167R104 13,788 -600 -4.17 1,084 -0.64 0.0288
2015-05-14 2015-03-31 13F IDEX COM 45167R104 14,388 400 2.86 1,091 0.18 0.0287
2015-02-11 2014-12-31 13F IDEX COM 45167R104 13,988 0 0.00 1,089 7.61 0.0299
2014-11-06 2014-09-30 13F IDEX COM 45167R104 13,988 0 0.00 1,012 -10.36 0.0290
2014-08-08 2014-06-30 13F IDEX COM 45167R104 13,988 -700 -4.77 1,129 5.42 0.0323
2014-05-08 2014-03-31 13F IDEX COM 45167R104 14,688 100 0.69 1,071 -0.65 0.0309
2014-02-05 2013-12-31 13F IDEX COM 45167R104 14,588 0 0.00 1,078 13.24 0.0319
2013-11-06 2013-09-30 13F IDEX COM 45167R104 14,588 -200 -1.35 952 19.75 0.0308
2013-08-02 2013-06-30 13F IDEX COM 45167R104 14,788 14,788 795 0.0269
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.