Vanguard holds 3.78M IDEX shares (IEX) — 5.09% stake
Filing Impact
Filing Sentiment
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.
Key Figures
Amount beneficially owned: 3,777,844 shares
Percent of class: 5.09%
Sole voting power: 9,148 shares
3 metrics
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
Key Terms
Schedule 13G, beneficially owned, sole dispositive power
3 terms
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.
FAQ
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.