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FLEX in the 13F filings

Flextronics Intl LTD · CUSIP Y2573F102

Sector · Technology hardware and equipment
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Sep 2025
the date the book describes
Filed
17 Nov 2025
latest of these filings; the earliest 29 Oct 2025
Managers listing it
16
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 12 listed it in both
Shares listed
93,036,525
combined, among listed positions
Reported value
$5.4bn
combined, at the quarter end

Among the 95 comparable managers: 7 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing FLEX in Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

16 of 16 holders

ActionFiling
Janus Henderson Group Ltd26,309,846$1.5bn0.70%Trimmed-172,48114 Nov 2025 (the filing on sec.gov)
Fidelity (FMR LLC)21,209,226$1.2bn0.06%Trimmed-4,503,46713 Nov 2025 (the filing on sec.gov)
Wellington Management Group LLP17,130,672$993m0.17%Trimmed-3,744,32614 Nov 2025 (the filing on sec.gov)
Invesco Ltd8,576,814$497m0.08%Trimmed-294,78713 Nov 2025 (the filing on sec.gov)
AllianceBernstein LP7,324,246$425m0.13%Trimmed-1,514,11314 Nov 2025 (the filing on sec.gov)
MFS Investment Management5,631,237$326m0.10%Added+355,06129 Oct 2025 (the filing on sec.gov)
Balyasny Asset Management LLC2,145,115$124m0.16%Trimmed-471,71514 Nov 2025 (the filing on sec.gov)
Artisan Partners LP1,977,615$115m0.16%Trimmed-70,78912 Nov 2025 (the filing on sec.gov)
Voloridge Investment Management LLC947,652$55m0.18%Added+597,81714 Nov 2025 (the filing on sec.gov)
Man Group PLC656,362$38m0.07%Added+11,42314 Nov 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC466,470$27m0.15%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Bridgewater Associates LP277,572$16m0.06%Trimmed-30,17013 Nov 2025 (the filing on sec.gov)
Verition Fund Management LLC184,869$11munder 0.1%Addedn.a.14 Nov 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP105,858$6.1m0.06%Newnew14 Nov 2025 (the filing on sec.gov)
Quantbot Technologies LP73,523$4.3m0.12%Newnew12 Nov 2025 (the filing on sec.gov)
First Eagle Investment Management LLC19,448$1.1munder 0.1%Trimmed-4,25712 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (2)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
13 in Q3 2024 to 29 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
FLEX by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20136$875mn.a.n.a.
Q3 20139$1.0bnn.a.n.a.
Q4 20138$914mn.a.n.a.
Q1 201410$1.1bnn.a.n.a.
Q2 20149$1.4bnn.a.n.a.
Q3 20146$1.3bnn.a.n.a.
Q4 201411$1.7bnn.a.n.a.
Q1 201512$2.1bnn.a.n.a.
Q2 201510$1.7bnn.a.n.a.
Q3 20159$1.5bnn.a.n.a.
Q4 201512$1.1bnn.a.n.a.
Q1 20169$924mn.a.n.a.
Q2 20166$715mn.a.n.a.
Q3 201610$769mn.a.n.a.
Q4 201613$1.8bnn.a.n.a.
Q1 201717$2.2bnn.a.n.a.
Q2 201715$2.6bnn.a.n.a.
Q3 201711$2.6bnn.a.n.a.
Q4 201713$3.0bnn.a.n.a.
Q1 201815$2.9bnn.a.n.a.
Q2 201812$2.7bnn.a.n.a.
Q3 201815$2.5bnn.a.n.a.
Q4 201811$1.0bnn.a.n.a.
Q1 201913$1.4bnn.a.n.a.
Q2 201911$1.1bnn.a.n.a.
Q3 201913$1.3bnn.a.n.a.
Q4 201916$1.8bnn.a.n.a.
Q1 202011$1.3bnn.a.n.a.
Q2 202011$1.6bnn.a.n.a.
Q3 202010$1.8bnn.a.n.a.
Q4 202010$2.9bnn.a.n.a.
Q1 202118$2.9bnn.a.n.a.
Q2 202117$2.9bnn.a.n.a.
Q3 202111$2.7bnn.a.n.a.
Q4 202113$2.8bnn.a.n.a.
Q1 202216$2.4bnn.a.n.a.
Q2 202214$2.0bnn.a.n.a.
Q3 202216$2.4bnn.a.n.a.
Q4 202222$3.2bnn.a.n.a.
Q1 202322$3.4bnn.a.n.a.
Q2 202321$4.2bnn.a.n.a.
Q3 202322$3.9bnn.a.n.a.
Q4 202323$4.3bn139
Q1 202414$3.8bn69
Q2 202417$4.1bn108
Q3 202413$4.2bn76
Q4 202415$4.1bn87
Q1 202512$3.4bn58
Q2 202516$5.2bn114
Q3 202516$5.4bn711
Q4 202517$4.8bn1123
Q1 202617$5.0bn2116
Q2 202629$11.8bn2517

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

FLEX and AAPL →FLEX and SNDK →FLEX and CSCO →Choose a stock to compare with FLEX →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own FLEX, latest filings →Back to the 13F Explorer →