Guru Ownership Trend
Guru Analysis for IDEXX Laboratories, Inc. (IDXX)
IDEXX Laboratories, Inc. (IDXX), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q4 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.25 B.
Top institutional holders include Terry Smith and Cliff Asness.
Notably, Terry Smith has expressed high conviction in this stock, allocating 7.42% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $681.26 M net outflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Wallace Weitz reduced exposure by 37.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for IDEXX Laboratories, Inc. (IDXX)
Major holders include Terry Smith ($1.27 B), Cliff Asness ($77.65 M), Joel Greenblatt ($40.41 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 2.13 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $681.26 M, with 4 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 2 fully exited IDXX. The total reported sell value was $696.9 M.
Yes, 2 managers opened new positions in IDXX, and 2 increased their existing holdings. The total reported buy value was $15.63 M.
