PLXS
Plexus Corp. · Technology · Hardware, Equipment & Parts
Données momentum (gérants comparables) :
étendue des détenteurs -17.6% ·
flux d'actions -1.1% ·
nouvelles positions nettes -20.0%
— formule
Distribution large — baisse des parts et moins de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 4.27M | — | $578.00M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 4.27M | — | $578.00M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 4.27M | — | $578.00M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 4.27M | — | $578.00M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 4.27M | — | $578.00M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 4.27M | — | $578.00M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 4.27M | — | $578.00M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 4.27M | — | $578.00M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 4.27M | — | $578.00M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 4.27M | — | $578.00M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 4.27M | — | $578.00M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 4.27M | — | $578.00M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 4.27M | — | $578.00M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 4.27M | — | $578.00M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 4.27M | — | $578.00M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 4.27M | — | $578.00M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 4.27M | — | $578.00M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passif) | 3.66M | — | $495.43M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passif) | 3.66M | — | $495.43M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passif) | 3.66M | — | $495.43M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passif) | 3.66M | — | $495.43M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | The Vanguard Group ✦ (passif) | 3.66M | — | $495.43M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (passif) | 1.06M | +2.3% | $143.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Geode Capital Management ✦ (passif) | 664.07K | -0.5% | $89.87M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Geode Capital Management ✦ (passif) | 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 ✦ (passif) | 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 ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Marshall Wace | $3.21M | était 0.0% |
| Two Sigma Investments | $1.21M | était 0.0% |
| Bridgewater Associates | $231,531 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 377 détenteurs, 26.70M actions, $5.23B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Aucun achat d'initié sur le marché libre dans notre fenêtre de couverture.
Ventes sur le marché libre (S)
Officer, Director · 319 act. · $79,364
Officer, Director · 681 act. · $170,989
Officer, Director · 500 act. · $126,115
Director · 4.00K act. · $1.10M
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie