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PLXS in the 13F filings

Plexus Corp · CUSIP 729132100

Sector · Technology hardware and equipment
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 1 listed it in both
Shares listed
1,148,857
combined, among listed positions
Reported value
$169m
combined, at the quarter end

Among the 92 comparable managers: 9 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -124,049.

Managers listing PLXS in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
MFS Investment Management217,021$32munder 0.1%Trimmed-23,17122 Jan 2026 (the filing on sec.gov)
D. E. Shaw & Co.205,580$30munder 0.1%Added+7,15517 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP141,267$21munder 0.1%Added+60,37713 Feb 2026 (the filing on sec.gov)
Invesco Ltd118,689$17munder 0.1%Trimmed-11,01219 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)112,508$17munder 0.1%Added+22,14917 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC89,505$13munder 0.1%Added+14,46817 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC70,366$10munder 0.1%Trimmed-16,09017 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP58,925$8.7munder 0.1%Trimmed-2,64517 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC28,558$4.2munder 0.1%Added+23,53312 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc25,554$3.8munder 0.1%Added+73117 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC14,568$2.1munder 0.1%Trimmed-6,98917 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd12,081$1.8munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Millennium Management LLC11,755$1.7munder 0.1%Trimmed-74,12717 Feb 2026 (the filing on sec.gov)
Winton Group Ltd8,975$1.3munder 0.1%Trimmed-32311 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP6,976$1.0munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC6,400$941kunder 0.1%Trimmed-99613 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP5,997$882kunder 0.1%Trimmed-1,72217 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP4,500$662kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Man Group PLC3,665$539kunder 0.1%Trimmed-17,85917 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP2,863$421kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC1,925$283kunder 0.1%Trimmed-8927 Oct 2026 (the filing on sec.gov)
Acadian Asset Management LLC1,179$173kunder 0.1%Trimmed-16,88110 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 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 (3)

Exited (3)

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.
3 in Q3 2024 to 2 in Q2 2026

Tracked managers listing it, at least.

0246201720192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
PLXS by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$2.4mn.a.n.a.
Q3 20131$3.4mn.a.n.a.
Q4 20131$3.7mn.a.n.a.
Q2 20142$2.8mn.a.n.a.
Q3 20141$850kn.a.n.a.
Q4 20141$499kn.a.n.a.
Q4 20161$377kn.a.n.a.
Q1 20172$7.8mn.a.n.a.
Q2 20171$977kn.a.n.a.
Q4 20182$1.0mn.a.n.a.
Q1 20191$676kn.a.n.a.
Q2 20192$34mn.a.n.a.
Q3 20191$44mn.a.n.a.
Q4 20193$68mn.a.n.a.
Q1 20203$54mn.a.n.a.
Q2 20202$63mn.a.n.a.
Q3 20202$52mn.a.n.a.
Q4 20203$57mn.a.n.a.
Q1 20213$76mn.a.n.a.
Q2 20212$71mn.a.n.a.
Q3 20213$76mn.a.n.a.
Q4 20213$84mn.a.n.a.
Q1 20223$74mn.a.n.a.
Q2 20223$69mn.a.n.a.
Q3 20223$54mn.a.n.a.
Q4 20223$54mn.a.n.a.
Q1 20235$55mn.a.n.a.
Q2 20233$49mn.a.n.a.
Q3 20234$53mn.a.n.a.
Q4 20234$58m13
Q1 20243$48m12
Q2 20243$51m03
Q3 20243$51m12
Q4 20243$4.8m12
Q1 20252$3.2m21
Q2 20252$3.0m11
Q3 20252$3.0m01
Q4 20251$1.3m915
Q1 20263$108m1310
Q2 20262$144m169

Compare with…

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

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

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 PLXS, latest filings →Back to the 13F Explorer →