Plexus Corp: which funds bought and sold

Institutions that bought and sold Plexus 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, 239 institutions that filed 13F reports for both quarters added to or opened positions in Plexus, and 173 cut or closed them. Together they sold a net 39K shares, −0.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 90K shares (+1.3%); index fund managers were net buyers of 114K shares (+1.1%). 98 opened a new position and 36 sold out entirely.

Bought, Q2 2026 239 institutions, 98 of them new holders Sold, Q2 2026 173 institutions, 36 of them sold out

Net change, all compared −39K shares (−0.1%)

Net change, active managers +90K shares (+1.3%), 33 bought, 21 sold

Buyers versus sellers

institutions compared, 475

239 bought 63 173 sold

Active managers and hedge funds 33 bought · 21 sold · +90K

Index fund managers 6 bought · 5 sold · +114K

Other institutions 200 bought · 147 sold · −244K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Price T Rowe Associates Inc Active manager	+508K +644.6%	587K	$176M
Jpmorgan Chase & Co	+294K +193.5%	446K	$129M
Brown Advisory Inc Active manager	+233K New position	233K	$70M
Cartenna Capital, LP	+150K +130.4%	265K	$79.7M
Fuller & Thaler Asset Management, Inc.	+144K +24.4%	732K	$220M
Geode Capital Management, LLC Index funds	+121K +17.9%	802K	$241M
First Eagle Investment Management, LLC Active manager	+117K +172.7%	184K	$55.4M
Blackrock, Inc. Index funds	+87K +2.0%	4.4M	$1.3B
Congress Asset Management Co Active manager	+84K +438.7%	104K	$31.2M
Wellington Management Group LLP Active manager	+71K New position	71K	$21.2M
Qube Research & Technologies Ltd Hedge fund	+52K +63.1%	136K	$40.8M
State Street Corp Index funds	+47K +4.5%	1.1M	$329M
Emerald Advisers, LLC	+41K +24.7%	208K	$62.5M
Invesco Ltd.	+40K +15.1%	309K	$92.8M
Goldman Sachs Group Inc	+36K +19.0%	226K	$68.1M
Citadel Advisors LLC Hedge fund	+35K +100.5%	70K	$21.2M
Connor, Clark & Lunn Investment Management Ltd.	+33K +39.1%	119K	$35.8M
Emerald Mutual Fund Advisers Trust	+32K +31.7%	135K	$40.5M
Allspring Global Investments Holdings, LLC	+32K New position	32K	$9.1M
FMR LLC Active manager	+30K +22.8%	163K	$49.1M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Price T Rowe Associates Inc Active manager	+508K +644.6%	587K	$176M
Brown Advisory Inc Active manager	+233K New position	233K	$70M
First Eagle Investment Management, LLC Active manager	+117K +172.7%	184K	$55.4M
Congress Asset Management Co Active manager	+84K +438.7%	104K	$31.2M
Wellington Management Group LLP Active manager	+71K New position	71K	$21.2M
Qube Research & Technologies Ltd Hedge fund	+52K +63.1%	136K	$40.8M
Citadel Advisors LLC Hedge fund	+35K +100.5%	70K	$21.2M
FMR LLC Active manager	+30K +22.8%	163K	$49.1M
Renaissance Technologies LLC Hedge fund	+30K +85.4%	65K	$19.5M
T. Rowe Price Investment Management, Inc. Active manager	+29K +34.7%	112K	$33.8M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	−378K −24.2%	1.2M	$356M
Dimensional Fund Advisors LP	−287K −25.6%	833K	$250M
Millennium Management LLC Hedge fund	−198K −64.9%	107K	$32.3M
BNP Paribas Asset Management Holding S.A.	−155K −16.9%	762K	$229M
Vanguard Portfolio Management LLC Index funds	−144K −6.4%	2.1M	$635M
Silvercrest Asset Management Group LLC	−113K −29.1%	277K	$83.2M
Victory Capital Management Inc Active manager	−98K −23.7%	316K	$94.9M
Boston Trust Walden Corp	−88K −29.8%	208K	$62.5M
Morgan Stanley	−79K −18.5%	349K	$105M
Nomura Asset Management International Inc.	−70K −45.4%	85K	$25.5M
D. E. Shaw & Co., Inc. Hedge fund	−68K −41.2%	96K	$29M
Massachusetts Financial Services Co Active manager	−64K −43.5%	84K	$25.1M
Westfield Capital Management Co LP Active manager	−63K −16.3%	322K	$96.8M
Jane Street Group, LLC	−61K −61.6%	38K	$11.5M
Alliancebernstein L.P. Active manager	−57K −9.0%	573K	$116M
Disciplined Growth Investors Inc Active manager	−54K −3.6%	1.4M	$433M
UBS Group AG	−54K −47.9%	58K	$17.5M
Two Sigma Investments, LP Hedge fund	−42K −53.5%	37K	$11.1M
Polar Asset Management Partners Inc.	−40K Sold out	0	—
Palisade Capital Management, LP Active manager	−39K −52.3%	36K	$10.8M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	−378K −24.2%	1.2M	$356M
Millennium Management LLC Hedge fund	−198K −64.9%	107K	$32.3M
Victory Capital Management Inc Active manager	−98K −23.7%	316K	$94.9M
D. E. Shaw & Co., Inc. Hedge fund	−68K −41.2%	96K	$29M
Massachusetts Financial Services Co Active manager	−64K −43.5%	84K	$25.1M
Westfield Capital Management Co LP Active manager	−63K −16.3%	322K	$96.8M
Alliancebernstein L.P. Active manager	−57K −9.0%	573K	$116M
Disciplined Growth Investors Inc Active manager	−54K −3.6%	1.4M	$433M
Two Sigma Investments, LP Hedge fund	−42K −53.5%	37K	$11.1M
Palisade Capital Management, LP Active manager	−39K −52.3%	36K	$10.8M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Brown Advisory IncActive manager	233K	$70M
Wellington Management Group LLPActive manager	71K	$21.2M
Allspring Global Investments Holdings, LLC	32K	$9.1M
Omers Administration Corp	26K	$7.9M
Van Eck Associates Corp	22K	$6.6M
Moody Aldrich Partners LLC	15K	$4.6M
Campbell Newman Asset Management Inc	10K	$3.1M
Natixis Advisors, LLC	10K	$3.1M
Readystate Asset Management LP	9,703	$2.9M
Algert Global LLCHedge fund	9,590	$2.9M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Polar Asset Management Partners Inc.	40K	$8.2M
LMR Partners LLPHedge fund	35K	$7.2M
Paralel Advisors LLC	21K	$4.2M
Capitolis Liquid Global Markets LLC	19K	$3.8M
Longaeva Partners L.P.	14K	$2.9M
Royce & Associates LPActive manager	14K	$2.8M
Healthcare Of Ontario Pension Plan Trust Fund	9,969	$2M
Dark Forest Capital Management LP	7,794	$1.6M
Sig Brokerage, LP	5,539	$1.1M
Brevan Howard Capital Management LPHedge fund	5,058	$1M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 443
Ten largest holders: 54.2%
Index fund managers: 39.3%
Active managers and hedge funds: 26.7%

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	33	21	12	3	+90K	+1.3%
Index fund managers	6	5	0	0	+114K	+1.1%
Other institutions	200	147	86	33	−244K	−2.6%

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 Plexus.

Only managers that filed a holdings report for both quarters are compared (475 here). 10 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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