IRIX — IDEX CORP
As of Q2 2026, 11 SEC-registered investment managers reported holding IRIX (IDEX CORP) in their latest 13F filings, with a combined reported value of $6.27M across 1.11M shares. That is +54.0% by share count (+390.61K shares) versus the previous quarter, while reported value moved +757.4%. Ownership is concentrated: the five largest holders account for 97.7% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 4 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
IRIX is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Amundi US history | Q4 2021 | 287.77K | $67.98M | 0.05% | New |
| JPMorgan Chase & Co history | Q2 2026 | 22.20K | $5.02M | 0.00% | New |
| Vanguard Group history | Q4 2025 | 578.71K | $659.73K | 0.00% | Hold |
| Renaissance Technologies history | Q2 2026 | 423.54K | $484.96K | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 305.19K | $349.45K | 0.00% | New |
| Geode Capital Management history | Q2 2026 | 138.96K | $159.15K | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 98.95K | $113.30K | 0.00% | Add |
| Two Sigma Investments history | Q4 2021 | 15.10K | $92.00K | 0.00% | New |
| Goldman Sachs Group history | Q2 2026 | 40.45K | $46.32K | 0.00% | Add |
| Millennium Management history | Q2 2022 | 16.78K | $43.00K | 0.00% | Reduce |
| BNY Mellon history | Q2 2026 | 25.65K | $29.37K | 0.00% | Hold |
| Northern Trust Corp history | Q2 2026 | 23.98K | $27.46K | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 20.26K | $23.20K | 0.00% | Hold |
| Citigroup Inc history | Q2 2026 | 14.17K | $16.23K | 0.00% | New |
| UBS Group AG history | Q2 2026 | 862 | $987 | 0.00% | Reduce |
| Wells Fargo & Co history | Q1 2024 | 98 | $292 | 0.00% | Add |
| Bank of America Corp history | Q4 2025 | 127 | $144 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 22.20K sh · $5.02M
- Morgan Stanley 305.19K sh · $349.45K
- Citigroup Inc 14.17K sh · $16.23K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 17 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 16.54K | — | 3.60K | — | — | — | — | — | 15 | 262 | 32 | 32 | 32 | 30 | 27 | — | — | — | — | 22.20K |
| Renaissance Technologies | 657.26K | 563.16K | 546.81K | 523.36K | 453.06K | 430.36K | 423.06K | 419.16K | 413.06K | 415.06K | 410.16K | 404.96K | 397.36K | 381.16K | 379.16K | 378.76K | 389.06K | 371.56K | 396.63K | 423.54K |
| Morgan Stanley | 8.02K | 2.17K | 2.51K | 1.52K | 1.52K | 963 | 20.24K | 752 | 752 | 690 | 690 | — | 1.00K | — | — | — | — | — | — | 305.19K |
| Geode Capital Management | 98.20K | 98.20K | 98.20K | 102.05K | 102.05K | 103.70K | 103.70K | 103.70K | 111.76K | 120.69K | 120.69K | 129.09K | 131.17K | 131.17K | 133.10K | 131.77K | 133.06K | 135.21K | 160.16K | 138.96K |
| Citadel Advisors | — | — | — | — | — | 11.13K | 12.22K | 11.04K | 15.00K | 50.53K | 70.20K | 55.06K | 58.58K | 72.05K | 76.25K | 67.27K | 109.47K | 34.40K | 60.85K | 98.95K |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 47.79K | 41.38K | 37.62K | 40.45K |
| BNY Mellon | 34.69K | 34.69K | 34.69K | 34.69K | 34.69K | 34.69K | 34.69K | 34.69K | 34.69K | 34.69K | 31.54K | 31.54K | 31.54K | 31.54K | 31.54K | 31.54K | 31.54K | 31.54K | 25.65K | 25.65K |
| Northern Trust Corp | 36.54K | 38.89K | 38.30K | 38.55K | 39.45K | 39.17K | 39.50K | 39.70K | 39.01K | 28.35K | 28.14K | 27.41K | 27.19K | 27.19K | 25.19K | 24.91K | 23.26K | 21.31K | 21.31K | 23.98K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 57.13K | 57.36K | 56.67K | 20.26K | 20.26K | 20.26K | 20.26K | 20.26K |
| Citigroup Inc | — | — | — | — | — | — | — | — | 5.67K | — | — | — | — | — | — | — | — | — | — | 14.17K |
| UBS Group AG | 1.50K | 1.50K | 4.38K | 1.50K | 1.50K | — | 2.82K | — | — | 6.79K | 189 | 9.64K | 15.89K | 12.31K | 1.50K | — | — | — | 1.14K | 862 |
| Bank of America Corp | — | 17 | — | — | — | 15 | — | — | — | 8 | — | 2.14K | 127 | 103 | 108 | 123 | 622 | 127 | — | — |
| Vanguard Group | 510.08K | 559.41K | 556.96K | 556.96K | 556.96K | 557.20K | 557.20K | 557.20K | 557.20K | 557.20K | 561.10K | 561.10K | 561.10K | 561.10K | 594.79K | 585.81K | 578.71K | 578.71K | — | — |
| Two Sigma Investments | — | 15.10K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Amundi US | — | 287.77K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | 12.71K | — | 19.30K | 16.78K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 79 | 80 | 80 | 87 | 85 | 88 | 90 | 93 | 91 | 96 | 98 | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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