Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  IDEX Corp. (IEX)
← All IEX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 47,985 0.03 Add 7.70% <0.01 $177.29–217.16 · VW $198.91i $9,095,557 SEC
2025   Q4 44,555 0.03 Add 109.13% 0.02 $159.27–183.05 · VW $172.88i $7,928,117 SEC
2025   Q3 21,305 0.02 Add 94.74% <0.01 $157.25–187.71 · VW $165.89i $3,467,602 SEC
2025   Q2 10,940 0.01 Add 501.10% <0.01 $153.36–193.58 · VW $175.92i $1,920,736 SEC
2025   Q1 1,820 <0.01 Buy <0.01 $176.39–226.05 · VW $199.48i $329,365 SEC
2024   Q4 0 0.00 Sell 100.00% <0.01 $202.08–238.22 · VW $219.47i SEC
2024   Q3 1,966 <0.01 Reduce 64.36% <0.01 $189.51–217.40 · VW $204.86i $421,707 SEC
2024   Q2 5,517 0.01 Add 500.98% 0.01 $194.40–244.11 · VW $213.61i $1,110,020 SEC
2024   Q1 918 <0.01 Buy <0.01 $202.85–246.36 · VW $226.25i $224,010 SEC
2023   Q3 0 0.00 Sell 100.00% <0.01 $203.48–229.34 · VW $219.81i SEC
2023   Q2 1,839 <0.01 Reduce 52.97% 0.01 $196.85–231.61 · VW $208.27i $395,863 SEC
2023   Q1 3,910 0.02 Reduce 72.38% 0.07 $212.94–240.15 · VW $229.46i $903,327 SEC
2022   Q4 14,157 0.09 Buy 0.09 $195.27–246.23 · VW $224.35i $3,232,468 SEC
2022   Q2 0 0.00 Sell 100.00% 0.02 $172.19–201.12 · VW $189.16i SEC
2022   Q1 3,129 0.02 Buy 0.02 $181.66–237.61 · VW $200.71i $600,000 SEC
2021   Q1 0 0.00 Sell 100.00% <0.01 $185.23–212.35 · VW $198.09i SEC
2020   Q4 1,291 <0.01 Reduce 23.97% <0.01 $166.51–199.50 · VW $186.04i $257,000 SEC
2020   Q3 1,698 0.01 Buy 0.01 $155.16–188.17 · VW $173.39i $310,000 SEC
2020   Q2 0 0.00 Sell 100.00% 0.11 $130.74–169.18 · VW $153.31i SEC
2020   Q1 28,970 0.11 Reduce 7.73% <0.01 $104.56–178.14 · VW $145.32i $4,001,000 SEC
2019   Q4 31,397 0.10 Add 109.47% 0.05 $152.07–173.95 · VW $162.13i $5,400,000 SEC
2019   Q3 14,989 0.04 Buy 0.04 $154.57–173.84 · VW $164.66i $2,456,000 SEC
2018   Q4 0 0.00 Sell 100.00% 0.01 $117.72–152.25 · VW $132.60i SEC
2018   Q3 5,263 0.01 Reduce 81.60% 0.05 $134.67–157.84 · VW $150.71i $793,000 SEC
2018   Q2 28,609 0.06 Add 548.58% 0.05 $130.37–146.75 · VW $137.91i $3,905,000 SEC
2018   Q1 4,411 <0.01 Reduce 75.41% 0.03 $127.40–150.72 · VW $140.09i $629,000 SEC
2017   Q4 17,939 0.03 Add 314.30% 0.03 $120.93–135.70 · VW $129.52i $2,367,000 SEC
2017   Q3 4,330 <0.01 Reduce 88.78% 0.06 $110.25–124.54 · VW $117.15i $526,000 SEC
2017   Q2 38,589 0.06 Add 192.27% 0.04 $91.60–114.94 · VW $106.75i $4,361,000 SEC
2017   Q1 13,203 0.02 Buy 0.02 $88.29–96.24 · VW $91.97i $1,235,000 SEC
2016   Q2 0 0.00 Sell 100.00% <0.01 $77.93–87.18 · VW $82.74i SEC
2016   Q1 2,758 <0.01 Buy <0.01 $67.20–84.05 · VW $75.15i $229,000 SEC
2015   Q3 0 0.00 Sell 100.00% 0.02 $66.88–79.61 · VW $72.75i SEC
2015   Q2 28,710 0.02 Reduce 89.69% 0.15 $73.80–80.31 · VW $77.03i $2,256,000 SEC
2015   Q1 278,365 0.17 Add 2.64% <0.01 $69.44–78.85 · VW $75.09i $21,108,000 SEC
2014   Q4 271,196 0.18 Reduce 40.05% 0.14 $65.91–78.97 · VW $74.57i $21,110,000 SEC
2014   Q3 452,336 0.34 Add 45.69% 0.11 $72.27–81.82 · VW $76.33i $32,736,000 SEC
2014   Q2 310,468 0.33 Reduce 21.99% 0.10 $69.17–80.85 · VW $75.15i $25,067,000 SEC
2014   Q1 397,993 0.46 Add 176.90% 0.30 $68.58–79.27 · VW $73.22i $29,010,000 SEC
2013   Q4 143,734 0.27 Add 67.23% 0.11 $63.21–74.08 · VW $69.93i $10,615,000 SEC
2013   Q3 85,948 0.19 Reduce 8.64% 0.02 $53.95–65.32 · VW $60.47i $5,608,000 SEC
2013   Q2 94,073 0.23 Add 99.04% 0.11 $49.55–57.38 · VW $53.19i $5,062,000 SEC
2013   Q1 47,264 0.14 Add 23.63% 0.03 $47.43–53.84 · VW $50.41i $2,525,000 SEC
2012   Q4 38,229 0.11 Reduce 63.44% 0.20 $39.74–46.69 · VW $43.51i $1,779,000 SEC
2012   Q3 104,561 0.32 Add 656.48% 0.27 $34.06–43.96 · VW $39.29i $4,368,000 SEC
2012   Q2 13,822 0.04 Buy 0.04 $36.91–44.14 · VW $40.75i $539,000 SEC
Price snapshot:
Current price$221.48
Avg. buy price$175.16
+/- since buy26.45%
52-week low$154.95
52-week high$229.43