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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 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 1 listed it in both
Shares listed
2,213,578
combined, among listed positions
Reported value
$413m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 13 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,069,221.

Managers listing PLXS in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
AllianceBernstein LP629,785$93munder 0.1%Added+570,86015 May 2026 (the filing on sec.gov)
Millennium Management LLC305,654$62munder 0.1%Added+293,89915 May 2026 (the filing on sec.gov)
Invesco Ltd268,124$54munder 0.1%Added+149,43512 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.163,947$33munder 0.1%Trimmed-41,63315 May 2026 (the filing on sec.gov)
MFS Investment Management147,822$30munder 0.1%Trimmed-69,19914 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)132,870$27munder 0.1%Added+20,36215 May 2026 (the filing on sec.gov)
Jane Street Group LLC99,668$20munder 0.1%Added+71,11012 May 2026 (the filing on sec.gov)
Two Sigma Investments LP79,208$16munder 0.1%Added+72,23215 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc78,823$16munder 0.1%Added+53,26915 May 2026 (the filing on sec.gov)
First Eagle Investment Management LLC67,541$14munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
AQR Capital Management LLC64,511$13munder 0.1%Trimmed-24,99415 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC47,919$9.7munder 0.1%Trimmed-22,44715 May 2026 (the filing on sec.gov)
Citadel Advisors LLC35,123$7.1munder 0.1%Added+20,55515 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC34,893$7.1munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP20,553$4.2munder 0.1%Added+17,69015 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd12,081$2.4munder 0.1%Held018 May 2026 (the filing on sec.gov)
Walleye Capital LLC10,740$2.2munder 0.1%Newnew13 May 2026 (the filing on sec.gov)
Winton Group Ltd6,683$1.4munder 0.1%Trimmed-2,29212 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP5,058$1.0munder 0.1%Trimmed-93915 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC2,575$522kunder 0.1%Added+65027 Oct 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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 (4)

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.

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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 →