STOCK TITAN

Vanguard holds 3.78M IDEX shares (IEX) — 5.09% stake

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

IDEX Corp ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 3,777,844 shares of IDEX common stock, representing 5.09% of the class. The filing states this position reflects holdings across Vanguard Portfolio Management LLC and affiliated business divisions, per SEC Release No. 34-39538.

Positive

  • None.

Negative

  • None.
Amount beneficially owned 3,777,844 shares reported on Schedule 13G
Percent of class 5.09% percent of IDEX common stock
Sole voting power 9,148 shares sole power to vote or to direct the vote
Schedule 13G regulatory
"Item 1. (a) Name of issuer: IDEX Corp"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
beneficially owned financial
"Amount beneficially owned: 3777844"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power financial
"(iii) Sole power to dispose or to direct the disposition of: 3777844"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.





45167R104

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/29/2026

FAQ

How many IDEX (IEX) shares does Vanguard report owning?

Vanguard reports beneficial ownership of 3,777,844 shares of IDEX common stock. The filing labels this as the amount beneficially owned and ties the figure to Vanguard Portfolio Management LLC and specified affiliates.

What percentage of IDEX (IEX) does Vanguard own according to the filing?

The filing states Vanguard Portfolio Management beneficially owns 5.09% of IDEX common stock. That percentage is calculated in the disclosure and reported alongside the exact share count of 3,777,844 shares.

Who filed the Schedule 13G for IDEX (IEX) and when was it signed?

The Schedule 13G was filed by Vanguard Portfolio Management. The signature block shows Ashley Grim, Head of Global Fund Administration, signing the filing on 04/29/2026 for the reported position.

What voting and dispositive powers does Vanguard report for IDEX (IEX)?

Vanguard reports 9,148 shares of sole voting power and 3,777,844 shares of sole dispositive power. Shared voting and dispositive powers are reported as 0 in the filing's ownership table.