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 Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.13 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 | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 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 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
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)
Major holders include Terry Smith ($1.67 B), Al Gore ($166.36 M), Cliff Asness ($85.4 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 3.15 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $267.55 M, with 3 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 0 fully exited IDXX. The total reported sell value was $280.49 M.
Yes, 1 managers opened new positions in IDXX, and 2 increased their existing holdings. The total reported buy value was $12.94 M.