$PLXS

$239.34 +$9.05 (3.93%) Close

$PLXS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 26.7M shares outstanding

Who owns PLXS?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 54.5%

BlackRock, Inc. 16.4% · Vanguard Portfolio Management LLC 7.9%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

447

+64 vs last qtr

Net shares bought

−122.5K

by institutions in Q2 2026

New / sold out

104 / 40

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Price T Rowe Associates Inc /MD/ +508.1K
Jpmorgan Chase & Co +293.8K

Biggest sellers in Q2 2026

American Century Companies Inc −378.2K
Dimensional Fund Advisors LP −286.5K

Who is planning to sell?

Notices of proposed sale, last 12 months

$27.9M

39 notices from 14 people

Shares covered

127.8K

0.48% of the company

Arranged in advance

14%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Todd P Kelsey & Kelly M Liv T U/a DTD 03/02/2009 Officer $4.52M
Todd P. Kelsey President & ceo $4.27M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−19.0%

−2.32% a year

Each share's claim on the business

+23.5%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$745M vs $230M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years80% 3–5 years3% 1–3 years8% Under 1 year9%

Quarterly turnover

10.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting PLXS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	4.4M	16.37%	+87.1K (+2.0%)	≤2021	0.0%
Shares held by quarter Peak holding4.6M (Q4'24) Change over 8 quarters−34.3K Share of the company16.370% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	2.1M	7.92%	−144.4K (−6.4%)	≤2021	0.0%
Shares held by quarter Peak holding2.3M (Q1'26) Change over 8 quarters+2.1M Share of the company7.920% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

4.4M

% of company

16.37%

Change vs last qtr

+87.1K (+2.0%)

Held since

≤2021

Vanguard Portfolio Management LLC

2.1M

% of company

7.92%

Change vs last qtr

−144.4K (−6.4%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Plexus Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting PLXS on Form N-PORT; together they hold 57.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$485M	1.6M	6.05%	0.44%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$256M	850.6K	3.19%	0.01%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$485M

% of company

6.05%

% of the fund

0.44%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$256M

% of company

3.19%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Plexus Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
KT Kelsey Todd P. Insider	8.5K	0.03%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.030% Kelsey Todd P.'s insider activity →

Kelsey Todd P.

Insider

8.5K

% of company

0.03%

Change vs last qtr

—

Held since

—

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