SEC 13F Intelligence

Harvey Investment Co LLC / IEX

Harvey Investment Co LLC’s Idex Corp Position

Does Harvey Investment Co LLC own Idex Corp (IEX)? Yes — 112.2K shares worth $21M (+2.34% of its 13F portfolio) as of Q1 2026, up from 110.2K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
112.2K
% of Portfolio
+2.34%
Quarters Held
30
currently held

Position History IEX

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $14MQ2 ’19: $16MQ3 ’19: $15MQ4 ’19: $16MQ4 ’19Q1 ’20: $13MQ2 ’20: $15MQ3 ’20: $17MQ4 ’20: $19MQ4 ’20Q1 ’21: $19MQ2 ’21: $20MQ3 ’21: $18MQ4 ’21: $21MQ4 ’21Q1 ’22: $17MQ2 ’22: $16MQ3 ’22: $18MQ4 ’22: $20MQ4 ’22Q1 ’23: $21MQ2 ’23: $17MQ3 ’23: $19MQ4 ’23: $19MQ4 ’23Q1 ’24: $22MQ2 ’24: $17MQ3 ’24: $18MQ4 ’24: $17MQ4 ’24Q1 ’25: $15MQ2 ’25: $15MQ3 ’25: $18MQ4 ’25: $20MQ4 ’25Q1 ’26: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026112.2K$21M+2.34%
Q4 2025110.2K$20M+2.09%
Q3 2025109.3K$18M+1.90%
Q2 202587.7K$15M+1.69%
Q1 202581.7K$15M+1.64%
Q4 202481.7K$17M+1.98%
Q3 202481.7K$18M+1.98%
Q2 202482.5K$17M+1.99%
Q1 202488.4K$22M+2.43%
Q4 202389.8K$19M+2.36%
Q3 202389.8K$19M+2.44%
Q2 202378.7K$17M+2.21%
Q1 202389.0K$21M+2.55%
Q4 202288.9K$20M+2.62%
Q3 202289.5K$18M+2.59%
Q2 202289.5K$16M+2.29%
Q1 202289.4K$17M+2.10%
Q4 202188.8K$21M+2.43%
Q3 202189.1K$18M+2.40%
Q2 202190.3K$20M+2.62%
Q1 202192.1K$19M+2.74%
Q4 202094.1K$19M+2.64%
Q3 202094.1K$17M+2.68%
Q2 202094.1K$15M+2.52%
Q1 202094.2K$13M+2.55%
Q4 201992.5K$16M+2.45%
Q3 201992.3K$15M+2.51%
Q2 201992.5K$16M+2.68%
Q1 201993.9K$14M+2.45%
Q4 201894.9K$12M+2.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Harvey Investment Co LLC’s full portfolio or all institutional holders of IEX.