PLXS
Plexus Corp. · Technology · Hardware, Equipment & Parts
Momentum inputs (comparable managers):
holder breadth +27.3% ·
share flow +2.9% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 114 | +8 | 17.50M | $5.20B | +13 | −5 |
| Q1 2026 | 109 | -2 | 17.56M | $3.52B | +6 | −9 |
| Q4 2025 | 111 | 0 | 19.65M | $2.89B | +2 | −1 |
| Q3 2025 | 16 | 0 | 11.32M | $1.64B | — | −1 |
| Q2 2025 | 14 | -3 | 10.29M | $1.39B | — | −3 |
| Q1 2025 | 14 | +3 | 2.39M | $306.47M | +3 | — |
| Q4 2024 | 11 | 0 | 2.33M | $363.84M | +2 | −2 |
| Q3 2024 | 10 | +1 | 1.04M | $142.64M | +1 | — |
| Q2 2024 | 9 | — | 974.09K | $100.52M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 1.04M | -4.1% | $132.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 667.66K | +3.2% | $85.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 667.66K | +3.2% | $85.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Millennium Management ✦ | 228.12K | +85.1% | $29.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 181.20K | +40.6% | $23.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | D. E. Shaw & Co. ✦ | 181.20K | +40.6% | $23.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Norges Bank ✦ (passive) | 94.29K | +3.6% | $12.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Arrowstreet Capital ✦ | 73.11K | -46.8% | $9.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Marshall Wace ✦ | 25.03K | New | $3.21M | 0.0% | New | 1 | SEC ↗ |
| 10 | Marshall Wace ✦ | 25.03K | New | $3.21M | 0.0% | New | 1 | SEC ↗ |
| 11 | Gotham Asset Management ✦ | 23.56K | +31.3% | $3.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 21.54K | -64.5% | $2.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 18.23K | -43.7% | $2.34M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 9.46K | New | $1.21M | 0.0% | New | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 8.38K | +103.0% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 8.38K | +103.0% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 8.38K | +103.0% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 8.38K | +103.0% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Point72 Asset Management ✦ | 3.92K | +97.0% | $501,885 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bridgewater Associates ✦ | 1.81K | New | $231,531 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $3.21M | 0.0% |
| Marshall Wace | $3.21M | 0.0% |
| Two Sigma Investments | $1.21M | 0.0% |
| Bridgewater Associates | $231,531 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 377 holders, 26.70M shares, $5.23B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer, Director · 319 sh · $79,364
Officer, Director · 681 sh · $170,989
Officer, Director · 500 sh · $126,115
Director · 4.00K sh · $1.10M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology