IDEX Corporation
MX ˙ BMV ˙ US45167R1041
SecurityMX:IEX / IDEX Corporation
InstitutionCrossmark Global Holdings, Inc.
Latest Disclosed Ownership7,137 shares
Latest Disclosed Value $ 1,352,818
Crossmark Global Holdings, Inc. reports 266.56% increase in ownership of IEX / IDEX Corporation

On May 11, 2026 - Crossmark Global Holdings, Inc. filed a 13F-HR form disclosing ownership of 7,137 shares of IDEX Corporation (MX:IEX) valued at $1,352,818 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 1,947 shares of IDEX Corporation. This represents a change in shares of 266.56% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F IDEX COM 45167R104 7,137 5,190 266.56 1,353 290.75 0.0200
2026-02-03 2025-12-31 13F IDEX COM 45167R104 1,947 18 0.93 346 10.54 0.0049
2025-11-12 2025-09-30 13F IDEX COM 45167R104 1,929 -230 -10.65 314 -17.41 0.0047
2025-08-08 2025-06-30 13F IDEX COM 45167R104 2,159 -150 -6.50 379 -9.11 0.0061
2025-04-30 2025-03-31 13F IDEX COM 45167R104 2,309 -492 -17.57 418 0.0074
2025-01-16 2024-12-31 13F IDEX COM 45167R104 2,801 -2,929 -51.12 1 -100.00 0.0107
2024-11-04 2024-09-30 13F IDEX COM 45167R104 5,730 -1,154 -16.76 1 0.00 0.0219
2024-07-29 2024-06-30 13F IDEX COM 45167R104 6,884 -256 -3.59 1 0.00 0.0265
2024-05-13 2024-03-31 13F IDEX COM 45167R104 7,140 326 4.78 2 0.00 0.0334
2024-02-13 2023-12-31 13F IDEX COM 45167R104 6,814 245 3.73 1 0.00 0.0307
2023-11-08 2023-09-30 13F IDEX COM 45167R104 6,569 -251 -3.68 1 0.00 0.0310
2023-07-31 2023-06-30 13F IDEX COM 45167R104 6,820 -781 -10.27 2 0.00 0.0326
2023-05-12 2023-03-31 13F IDEX COM 45167R104 7,601 -724 -8.70 2 0.00 0.0413
2023-01-19 2022-12-31 13F IDEX COM 45167R104 8,325 994 13.56 2 -99.93 0.0474
2022-11-01 2022-09-30 13F IDEX COM 45167R104 7,331 -242 -3.20 1,465 6.55 0.0406
2022-07-29 2022-06-30 13F IDEX COM 45167R104 7,573 170 2.30 1,375 -3.17 0.0356
2022-05-11 2022-03-31 13F IDEX COM 45167R104 7,403 -740 -9.09 1,420 -26.20 0.0317
2022-01-10 2021-12-31 13F IDEX COM 45167R104 8,143 -100 -1.21 1,924 12.78 0.0418
2021-10-21 2021-09-30 13F/A-1 IDEX COM 45167R104 8,243 -301 -3.52 1,706 -9.26 0.0400
2021-07-21 2021-06-30 13F IDEX COM 45167R104 8,544 -1,920 -18.35 1,880 -14.16 0.0442
2021-04-15 2021-03-31 13F IDEX COM 45167R104 10,464 -720 -6.44 2,190 -1.71 0.0542
2021-01-14 2020-12-31 13F IDEX COM 45167R104 11,184 -990 -8.13 2,228 0.32 0.0563
2020-10-08 2020-09-30 13F IDEX COM 45167R104 12,174 200 1.67 2,221 17.39 0.0623
2020-08-14 2020-06-30 13F IDEX COM 45167R104 11,974 848 7.62 1,892 23.10 0.0552
2020-04-28 2020-03-31 13F IDEX COM 45167R104 11,126 -494 -4.25 1,537 -23.11 0.0550
2020-02-06 2019-12-31 13F IDEX COM 45167R104 11,620 4,960 74.47 1,999 83.23 0.0549
2019-10-09 2019-09-30 13F IDEX COM 45167R104 6,660 -1,090 -14.06 1,091 -18.22 0.0318
2019-07-09 2019-06-30 13F IDEX COM 45167R104 7,750 -389 -4.78 1,334 8.02 0.0374
2019-05-02 2019-03-31 13F IDEX COM 45167R104 8,139 730 9.85 1,235 32.09 0.0351
2019-01-31 2018-12-31 13F IDEX COM 45167R104 7,409 -920 -11.05 935 -25.50 0.0290
2018-11-08 2018-09-30 13F/A-1 IDEX COM 45167R104 8,329 -900 -9.75 1,255 -0.40 0.0319
2018-11-06 2018-09-30 13F IDEX COM 45167R104 9,229 0 1,260
2018-07-31 2018-06-30 13F IDEX COM 45167R104 9,229 530 6.09 1,260 1.61 0.0338
2018-04-16 2018-03-31 13F IDEX COM 45167R104 8,699 41 0.47 1,240 8.49 0.0321
2018-02-05 2017-12-31 13F IDEX COM 45167R104 8,658 889 11.44 1,143 21.08 0.0275
2017-10-27 2017-09-30 13F IDEX COM 45167R104 7,769 0 0.00 944 0.00 0.0243
2017-10-25 2016-09-30 13F IDEX COM 45167R104 7,769 7,769 944 0.0243
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.