Joel Greenblatt's IEX Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 21.3K shares of IDEX Corporation (IEX) worth $3.47 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in IEX, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2014, adding 254.3K shares. Largest reduction occurred in Q2 2015, reducing 249.7K shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's IDEX Corporation (IEX) Holding Value Over Time
Track share changes against reported price movement
Quarterly IDEX Corporation (IEX) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +94,074 | Add 0.00% | 94,073 | $53.81 |
| Q3 2013 | -8,125 | Reduce 8.64% | 85,948 | $65.25 |
| Q4 2013 | +57,786 | Add 67.23% | 143,734 | $73.85 |
| Q1 2014 | +254,259 | Add 176.90% | 397,993 | $72.89 |
| Q2 2014 | -87,525 | Reduce 21.99% | 310,468 | $80.74 |
| Q3 2014 | +141,868 | Add 45.69% | 452,336 | $72.37 |
| Q4 2014 | -181,140 | Reduce 40.05% | 271,196 | $77.84 |
| Q1 2015 | +7,169 | Add 2.64% | 278,365 | $75.83 |
| Q2 2015 | -249,655 | Reduce 89.69% | 28,710 | $78.58 |
| Q3 2015 | -28,710 | Sold Out | 28,710 | $0.00 |
| Q1 2016 | +2,758 | New Buy | 2,758 | $83.03 |
| Q2 2016 | -2,758 | Sold Out | 2,758 | $0.00 |
| Q1 2017 | +13,203 | New Buy | 13,203 | $93.54 |
| Q2 2017 | +25,386 | Add 192.27% | 38,589 | $113.01 |
| Q3 2017 | -34,259 | Reduce 88.78% | 4,330 | $121.48 |
| Q4 2017 | +13,609 | Add 314.30% | 17,939 | $131.95 |
| Q1 2018 | -13,528 | Reduce 75.41% | 4,411 | $142.60 |
| Q2 2018 | +24,198 | Add 548.58% | 28,609 | $136.50 |
| Q3 2018 | -23,346 | Reduce 81.60% | 5,263 | $150.67 |
| Q4 2018 | -5,263 | Sold Out | 5,263 | $0.00 |
| Q3 2019 | +14,989 | New Buy | 14,989 | $163.85 |
| Q4 2019 | +16,408 | Add 109.47% | 31,397 | $171.99 |
| Q1 2020 | -2,427 | Reduce 7.73% | 28,970 | $138.11 |
| Q2 2020 | -28,970 | Sold Out | 28,970 | $0.00 |
| Q3 2020 | +1,698 | New Buy | 1,698 | $182.57 |
| Q4 2020 | -407 | Reduce 23.97% | 1,291 | $199.07 |
| Q1 2021 | -1,291 | Sold Out | 1,291 | $0.00 |
| Q1 2022 | +3,129 | New Buy | 3,129 | $191.75 |
| Q2 2022 | -3,129 | Sold Out | 3,129 | $0.00 |
| Q4 2022 | +14,157 | New Buy | 14,157 | $228.33 |
| Q1 2023 | -10,247 | Reduce 72.38% | 3,910 | $231.03 |
| Q2 2023 | -2,071 | Reduce 52.97% | 1,839 | $215.26 |
| Q3 2023 | -1,839 | Sold Out | 1,839 | $0.00 |
| Q1 2024 | +918 | New Buy | 918 | $244.02 |
| Q2 2024 | +4,599 | Add 500.98% | 5,517 | $201.20 |
| Q3 2024 | -3,551 | Reduce 64.36% | 1,966 | $214.50 |
| Q4 2024 | -1,966 | Sold Out | 1,966 | $0.00 |
| Q1 2025 | +1,820 | New Buy | 1,820 | $180.97 |
| Q2 2025 | +9,120 | Add 501.10% | 10,940 | $175.57 |
| Q3 2025 | +10,365 | Add 94.74% | 21,305 | $162.76 |
Joel Greenblatt's IDEX Corporation Investment FAQs
Joel Greenblatt first purchased IDEX Corporation (IEX) in Q2 2013, acquiring 94,073 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held IDEX Corporation (IEX) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to IDEX Corporation (IEX) was in Q1 2014, adding 397,993 shares worth $29.01 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 21,305 shares of IDEX Corporation (IEX), valued at approximately $3.47 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, IDEX Corporation (IEX) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in IDEX Corporation (IEX) was 452,336 shares, as reported at the end of Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.