Flex Ltd.: which funds bought and sold

Institutions that bought and sold Flex shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 660 institutions that filed 13F reports for both quarters added to or opened positions in Flex, and 404 cut or closed them. Together they sold a net 3.1M shares, −0.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 10.1M shares (−8.5%); index fund managers were net buyers of 8.8M shares (+7.8%). 382 opened a new position and 56 sold out entirely.

Bought, Q2 2026 660 institutions, 382 of them new holders Sold, Q2 2026 404 institutions, 56 of them sold out

Net change, all compared −3.1M shares (−0.9%)

Net change, active managers −10.1M shares (−8.5%), 52 bought, 47 sold

Buyers versus sellers

institutions compared, 1,148

660 bought 84 404 sold

Active managers and hedge funds 52 bought · 47 sold · −10.1M

Index fund managers 6 bought · 6 sold · +8.8M

Other institutions 602 bought · 351 sold · −1.8M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Vanguard Capital Management LLC Index funds	+7.5M +45.5%	24.0M	$3.9B
FMR LLC Active manager	+3.2M +19.3%	19.5M	$3.2B
State Street Corp Index funds	+2.7M +19.0%	17.0M	$2.8B
Geode Capital Management, LLC Index funds	+2.0M +23.8%	10.3M	$1.7B
Qube Research & Technologies Ltd Hedge fund	+1.6M New position	1.6M	$255M
Point72 Asset Management, L.P. Hedge fund	+1.3M New position	1.3M	$207M
Arrowstreet Capital, Limited Partnership Hedge fund	+1.3M New position	1.3M	$204M
Holocene Advisors, LP Hedge fund	+1.2M +531.1%	1.4M	$234M
BNP Paribas Financial Markets	+1.2M +254.5%	1.7M	$273M
Price T Rowe Associates Inc Active manager	+1.2M +101.9%	2.4M	$383M
Goldman Sachs Group Inc	+1.1M +143.9%	1.8M	$294M
Third Point LLC Hedge fund	+1.0M New position	1.0M	$167M
CIBC Bancorp Usa Inc.	+1.0M +3454.8%	1.0M	$170M
Millennium Management LLC Hedge fund	+1.0M +642.3%	1.2M	$191M
Jane Street Group, LLC	+957K +213.6%	1.4M	$228M
Electron Capital Partners, LLC Hedge fund	+929K +116.3%	1.7M	$280M
1832 Asset Management L.P.	+895K +8285.7%	906K	$147M
Munro Partners Active manager	+804K New position	804K	$130M
Charles Schwab Investment Management Inc Index funds	+782K +29.3%	3.5M	$560M
Royal Bank Of Canada	+628K +269.4%	861K	$139M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	+3.2M +19.3%	19.5M	$3.2B
Qube Research & Technologies Ltd Hedge fund	+1.6M New position	1.6M	$255M
Point72 Asset Management, L.P. Hedge fund	+1.3M New position	1.3M	$207M
Arrowstreet Capital, Limited Partnership Hedge fund	+1.3M New position	1.3M	$204M
Holocene Advisors, LP Hedge fund	+1.2M +531.1%	1.4M	$234M
Price T Rowe Associates Inc Active manager	+1.2M +101.9%	2.4M	$383M
Third Point LLC Hedge fund	+1.0M New position	1.0M	$167M
Millennium Management LLC Hedge fund	+1.0M +642.3%	1.2M	$191M
Electron Capital Partners, LLC Hedge fund	+929K +116.3%	1.7M	$280M
Munro Partners Active manager	+804K New position	804K	$130M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Boston Partners Active manager	−4.4M −33.7%	8.6M	$1.4B
Massachusetts Financial Services Co Active manager	−3.5M −64.8%	1.9M	$309M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	−3.1M −99.6%	11K	$1.8M
Blackrock, Inc. Index funds	−2.9M −6.5%	42.1M	$6.8B
Lyrical Asset Management LP Active manager	−2.3M −33.4%	4.6M	$751M
Wellington Management Group LLP Active manager	−2.3M −11.2%	18.0M	$2.9B
Primecap Management Co Active manager	−2.0M −8.0%	23.4M	$3.8B
Dimensional Fund Advisors LP	−1.8M −31.6%	3.8M	$619M
Franklin Resources Inc Active manager	−1.7M −75.9%	535K	$86.7M
LSV Asset Management Active manager	−1.3M −64.5%	720K	$117M
Pacer Advisors, Inc.	−1.3M −97.9%	28K	$4.5M
Invesco Ltd.	−1.3M −17.5%	6.0M	$968M
Polar Capital Holdings PLC Active manager	−1.1M −30.9%	2.5M	$404M
Sei Investments Co	−1.1M −49.0%	1.1M	$184M
Alliancebernstein L.P. Active manager	−1.0M −48.2%	1.1M	$73.5M
Earnest Partners LLC Active manager	−998K −38.0%	1.6M	$264M
BNP Paribas Asset Management Holding S.A.	−960K −36.7%	1.7M	$268M
Squarepoint Ops LLC Hedge fund	−933K −91.8%	84K	$13.6M
Sound Shore Management Inc	−925K Sold out	0	—
Man Group PLC Hedge fund	−764K −76.4%	236K	$38.3M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Boston Partners Active manager	−4.4M −33.7%	8.6M	$1.4B
Massachusetts Financial Services Co Active manager	−3.5M −64.8%	1.9M	$309M
Lyrical Asset Management LP Active manager	−2.3M −33.4%	4.6M	$751M
Wellington Management Group LLP Active manager	−2.3M −11.2%	18.0M	$2.9B
Primecap Management Co Active manager	−2.0M −8.0%	23.4M	$3.8B
Franklin Resources Inc Active manager	−1.7M −75.9%	535K	$86.7M
LSV Asset Management Active manager	−1.3M −64.5%	720K	$117M
Polar Capital Holdings PLC Active manager	−1.1M −30.9%	2.5M	$404M
Alliancebernstein L.P. Active manager	−1.0M −48.2%	1.1M	$73.5M
Earnest Partners LLC Active manager	−998K −38.0%	1.6M	$264M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Qube Research & Technologies LtdHedge fund	1.6M	$255M
Point72 Asset Management, L.P.Hedge fund	1.3M	$207M
Arrowstreet Capital, Limited PartnershipHedge fund	1.3M	$204M
Third Point LLCHedge fund	1.0M	$167M
Munro PartnersActive manager	804K	$130M
CI Investments Inc.	464K	$75.2M
Logan Capital Management Inc	438K	$70.9M
Vinva Investment Management Ltd	390K	$62.2M
Kinetic Partners Management, LP	354K	$57.4M
Westfield Capital Management Co LPActive manager	314K	$50.9M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Sound Shore Management Inc	925K	$60.5M
Junto Capital Management LPHedge fund	415K	$27.2M
Jacobs Levy Equity Management, IncActive manager	304K	$19.9M
Kadensa Capital Ltd	250K	$16.4M
Trexquant Investment LPHedge fund	231K	$15.1M
Gradient Investments LLC	220K	$14.4M
Meitav Investment House Ltd	159K	$10.4M
Deltec Asset Management LLC	99K	$6.5M
Farallon Capital Management, L.L.C.Hedge fund	78K	$5.1M
Longbow Finance SA	72K	$4.7M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 1,106
Ten largest holders: 56.4%
Index fund managers: 35.0%
Active managers and hedge funds: 31.4%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	52	47	28	6	−10.1M	−8.5%
Index fund managers	6	6	0	0	+8.8M	+7.8%
Other institutions	602	351	354	50	−1.8M	−1.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Flex.

Only managers that filed a holdings report for both quarters are compared (1,148 here). 29 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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