Position in IEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,520,183
+$12,880,859 QoQ
Shares Held
121,261
+57.0% QoQ
Ownership
0.164%
of shares outstanding
% of Portfolio
7.19%
of 13F equity value
Holder Rank
#96
of 677 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Congruence Capital, LLC holds $90,234,944 across 4 Specialty Industrial Machinery names. IEX ranks #2 (30.5% of the industry book) .
All Filings in IEX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,520,183 | 121,261 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $14,639,324 | 77,232 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $17,076,189 | 95,966 | Shares | Other | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||