WEDGE CAPITAL MANAGEMENT L L P/NC PLXS Plexus Corp

Ownership history in WEDGE CAPITAL MANAGEMENT L L P/NC  ·  5 quarters on record

AI Ownership Summary

WEDGE CAPITAL MANAGEMENT L L P/NC reported Plexus Corp (PLXS) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.08% in 2026 Q1. The latest visible filing shows PLXS at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PLXS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEDGE CAPITAL MANAGEMENT L L P/NC's position in Plexus Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PLXS was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WEDGE CAPITAL MANAGEMENT L L P/NC held PLXS — position size vs. price
% of Fund (quarterly)    PLXS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 21,070 -6,797 -24.4% 0.08% $4.3M 2026-04-13 $230.45
2025 Q4 ADDED 27,867 +267 +1.0% 0.07% $4.1M 2026-01-14 $175.19
2025 Q3 ADDED 27,600 +7,393 +36.6% 0.07% $4.0M 2025-10-10 $133.69
2025 Q2 ADDED 20,207 +9 +0.0% 0.05% $2.7M 2025-07-11 $133.93
2025 Q1 INITIATED 20,198 0.05% $2.6M 2025-04-14 $121.28

FAQ About WEDGE CAPITAL MANAGEMENT L L P/NC and PLXS

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEDGE CAPITAL MANAGEMENT L L P/NC reported owning PLXS?

WEDGE CAPITAL MANAGEMENT L L P/NC reported PLXS across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported PLXS position in WEDGE CAPITAL MANAGEMENT L L P/NC's portfolio?

The largest reported portfolio weight for PLXS was 0.08% in 2026 Q1.

What is the latest reported PLXS position on this page?

The most recent filing on this page is 2026 Q1, when WEDGE CAPITAL MANAGEMENT L L P/NC reported 21,070 shares, equal to 0.08% of portfolio, with an estimated market value of $4.3M.

What does the chart on this PLXS ownership page compare?

The chart compares WEDGE CAPITAL MANAGEMENT L L P/NC's quarterly PLXS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEDGE CAPITAL MANAGEMENT L L P/NC time their PLXS position?

Based on 13F filing dates vs. subsequent PLXS price moves, WEDGE CAPITAL MANAGEMENT L L P/NC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on PLXS relative to SPY over the holding period was +47.8%.

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