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Security record · archived quarter

PLXS

Plexus Corp. · Technology · Hardware, Equipment & Parts

240.94 +1.4% mkt cap $6.45B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
14Tracked holders
-3Δ holders
10.29MShares held
$1.39BReported value
+0New positions
−3Exits
Strongly Falling Conviction score 40/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -17.6% · share flow -1.1% · net new positions -20.0%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 4.27M $578.00M 0.0% n/c 1 SEC ↗
2 BlackRock (passive) 4.27M $578.00M 0.0% n/c 1 SEC ↗
3 BlackRock (passive) 4.27M $578.00M 0.0% n/c 1 SEC ↗
4 BlackRock (passive) 4.27M $578.00M 0.0% n/c 1 SEC ↗
5 BlackRock (passive) 4.27M $578.00M 0.0% n/c 1 SEC ↗
6 BlackRock (passive) 4.27M $578.00M 0.0% n/c 1 SEC ↗
7 BlackRock (passive) 4.27M $578.00M 0.0% n/c 1 SEC ↗
8 BlackRock (passive) 4.27M $578.00M 0.0% n/c 1 SEC ↗
9 BlackRock (passive) 4.27M $578.00M 0.0% n/c 1 SEC ↗
10 BlackRock (passive) 4.27M $578.00M 0.0% n/c 1 SEC ↗
11 BlackRock (passive) 4.27M $578.00M 0.0% n/c 1 SEC ↗
12 BlackRock (passive) 4.27M $578.00M 0.0% n/c 1 SEC ↗
13 BlackRock (passive) 4.27M $578.00M 0.0% n/c 1 SEC ↗
14 BlackRock (passive) 4.27M $578.00M 0.0% n/c 1 SEC ↗
15 BlackRock (passive) 4.27M $578.00M 0.0% n/c 1 SEC ↗
16 BlackRock (passive) 4.27M $578.00M 0.0% n/c 1 SEC ↗
17 BlackRock (passive) 4.27M $578.00M 0.0% n/c 1 SEC ↗
18 The Vanguard Group (passive) 3.66M $495.43M 0.0% n/c 1 SEC ↗
19 The Vanguard Group (passive) 3.66M $495.43M 0.0% n/c 1 SEC ↗
20 The Vanguard Group (passive) 3.66M $495.43M 0.0% n/c 1 SEC ↗
21 The Vanguard Group (passive) 3.66M $495.43M 0.0% n/c 1 SEC ↗
22 The Vanguard Group (passive) 3.66M $495.43M 0.0% n/c 1 SEC ↗
23 State Street Global Advisors (passive) 1.06M +2.3% $143.36M 0.0% ▲ Add 3 SEC ↗
24 Geode Capital Management (passive) 664.07K -0.5% $89.87M 0.0% ▼ Trim 5 SEC ↗
25 Geode Capital Management (passive) 664.07K -0.5% $89.87M 0.0% ▼ Trim 5 SEC ↗
26 Millennium Management 215.93K -5.3% $29.22M 0.0% ▼ Trim 5 SEC ↗
27 D. E. Shaw & Co. 182.72K +0.8% $24.72M 0.0% ▲ Add 5 SEC ↗
28 D. E. Shaw & Co. 182.72K +0.8% $24.72M 0.0% ▲ Add 5 SEC ↗
29 Fidelity (FMR) 81.11K $10.97M 0.0% n/c 1 SEC ↗
30 Fidelity (FMR) 81.11K $10.97M 0.0% n/c 1 SEC ↗
31 Norges Bank (passive) 43.43K -53.9% $5.88M 0.0% ▼ Trim 5 SEC ↗
32 Citadel Advisors 36.60K +100.8% $4.95M 0.0% ▲ Add 5 SEC ↗
33 Citadel Advisors 36.60K +100.8% $4.95M 0.0% ▲ Add 5 SEC ↗
34 T. Rowe Price 23.39K +8.6% $3.17M 0.0% ▲ Add 5 SEC ↗
35 AQR Capital Management 18.56K +121.4% $2.51M 0.0% ▲ Add 3 SEC ↗
36 AQR Capital Management 18.56K +121.4% $2.51M 0.0% ▲ Add 3 SEC ↗
37 AQR Capital Management 18.56K +121.4% $2.51M 0.0% ▲ Add 3 SEC ↗
38 AQR Capital Management 18.56K +121.4% $2.51M 0.0% ▲ Add 3 SEC ↗
39 Point72 Asset Management 14.32K +265.6% $1.94M 0.0% ▲ Add 3 SEC ↗
40 Gotham Asset Management 14.02K -40.5% $1.90M 0.0% ▼ Trim 5 SEC ↗
41 Arrowstreet Capital 7.59K -89.6% $1.03M 0.0% ▼ Trim 5 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

Marshall Wace $3.21M was 0.0%
Two Sigma Investments $1.21M was 0.0%
Bridgewater Associates $231,531 was 0.0%

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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 19 Kelsey Todd P.

Officer, Director · 319 sh · $79,364

Aug 19 Kelsey Todd P.

Officer, Director · 681 sh · $170,989

Aug 19 Kelsey Todd P.

Officer, Director · 500 sh · $126,115

Aug 11 SCHROCK MICHAEL V

Director · 4.00K sh · $1.10M

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 14 SC 13G/A — AMERICAN CENTURY INVESTMENT MANAGEMENT…

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2025 · Methodology · Get this via the API