Jefferies Group's IEX Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 43,300 shares of IDEX Corporation (IEX) worth $8.21 M, representing 0.06% of the portfolio. First purchased in 2017-Q3, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in IEX, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 25,123 shares. Largest reduction occurred in Q2 2019, reducing 6,796 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's IDEX Corporation (IEX) Holding Value Over Time
Track share changes against reported price movement
Quarterly IDEX Corporation (IEX) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +13,891 | Add 47.23% | 43,300 | $189.55 |
| Q4 2025 | +25,123 | Add 586.16% | 29,409 | $177.94 |
| Q3 2025 | -200 | Reduce 4.46% | 4,286 | $162.76 |
| Q2 2025 | -1,395 | Reduce 23.72% | 4,486 | $175.57 |
| Q1 2025 | +5,881 | New Buy | 5,881 | $180.97 |
| Q2 2024 | -1,400 | Sold Out | 0 | $0.00 |
| Q1 2024 | -230 | Reduce 14.11% | 1,400 | $244.02 |
| Q4 2023 | +1,630 | New Buy | 1,630 | $217.11 |
| Q2 2019 | -6,796 | Sold Out | 0 | $0.00 |
| Q1 2019 | -3,423 | Reduce 33.50% | 6,796 | $151.71 |
| Q4 2018 | +1,179 | Add 13.04% | 10,219 | $126.24 |
| Q3 2018 | -4 | Reduce 0.04% | 9,040 | $150.66 |
| Q2 2018 | -532 | Reduce 5.56% | 9,044 | $136.44 |
| Q1 2018 | +7,061 | Add 280.76% | 9,576 | $142.54 |
| Q4 2017 | -461 | Reduce 15.49% | 2,515 | $132.01 |
| Q3 2017 | +2,976 | New Buy | 2,976 | $121.30 |
Jefferies Group's IDEX Corporation Investment FAQs
Jefferies Group first purchased IDEX Corporation (IEX) in Q3 2017, acquiring 2,976 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held IDEX Corporation (IEX) for 16 quarters since Q3 2017.
Jefferies Group's largest addition to IDEX Corporation (IEX) was in Q4 2025, adding 29,409 shares worth $5.23 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 43,300 shares of IDEX Corporation (IEX), valued at approximately $8.21 M.
As of the Q1 2026 filing, IDEX Corporation (IEX) represents approximately 0.06% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in IDEX Corporation (IEX) was 43,300 shares, as reported at the end of Q1 2026.