Guru Ownership Over Time
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 Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.21 B.
Top institutional holders include Terry Smith and Al Gore.
Notably, Terry Smith has expressed high conviction in this stock, allocating 8.43% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $267.55 M net outflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 182.1%. Conversely, Paul Tudor Jones reduced exposure by 63.1%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 8.43% | Reduce -1.1% | 2,610,457 | $1.67 B | Q3 2025 | |
| 1.10% | Reduce -54.1% | 260,394 | $166.36 M | Q3 2025 | |
| 0.05% | Reduce -39.5% | 135,154 | $85.4 M | Q3 2025 | |
| 1.97% | Reduce -5.8% | 56,800 | $36.29 M | Q3 2025 | |
| 0.14% | Add 40.4% | 48,643 | $31.08 M | Q3 2025 | |
| 0.06% | Reduce -5.4% | 20,465 | $13.07 M | Q3 2025 | |
| 0.02% | Add 182.1% | 7,404 | $4.73 M | Q3 2025 | |
| 0.01% | Reduce -63.1% | 6,614 | $4.23 M | Q3 2025 | |
| 0.01% | Reduce -3.6% | 2,144 | $1.37 M | Q3 2025 | |
| 0.00% | New Buy | 1,485 | $948,752 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for IDEXX Laboratories, Inc. (IDXX)
Top Guru holders include Terry Smith ($1.67 B), Al Gore ($166.36 M), Cliff Asness ($85.4 M). Collectively, tracked Gurus hold 3.15 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $267.55 M, with 3 Gurus buying and 7 Gurus selling.
In the recent quarter, 7 Gurus reduced their positions, and 0 Gurus sold out of IDXX completely. Total sell value was $280.49 M.
Yes, 1 Gurus opened new positions in IDXX, and 2 added to their existing holdings. Total buy value was $12.94 M.