Plexus Corp (PLXS) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Plexus Corp (PLXS) following the 2026 Q3 hedge fund 13F filings?

As of today, PLXS has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLK sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), PLXS gained -20.1% vs -13.2% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Plexus Corp (PLXS)

441 + Investors. Track Smart Money conviction in PLXS. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — PLXS

Based on 447 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added PLXS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

447 hedge funds hold PLXS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +35% more funds vs a year ago

fund count last 6Q

+117 new funds entered over the past year (+35% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 58% buying

246 buying179 selling

Last quarter: 246 funds bought or added vs 179 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter

Funds opening a new PLXS position: 31 → 50 → 87 → 105. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 15% medium ■ 31% new

241 out of 447 hedge funds have held PLXS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

🚀

Acceleration phase — new buyers rushing in

42 → 31 → 50 → 87 → 105 new funds/Q

New funds entering each quarter: 31 → 50 → 87 → 105. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 60% veterans vs 30% newcomers

■ 60% veterans ■ 10% 1-2yr ■ 30% new

Entry-cohort mix of 456 holders: 272 (60%) are 2+ year veterans, 45 entered 1–2 years ago, and 139 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds

58 of 445 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in PLXS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	441	382	15.45%
13F Shares	27M	27M	-0.32%
Total Value	$7.62B	$5.26B	44.85%
New Positions	104	87	+17
Increased Positions	137	116	+21
Closed Positions	43	38	+5
Reduced Positions	138	135	+3
Total Calls	7	4	75.0%
Total Puts	4	2	100.0%
PUT/CALL Ratio	0.57	0.5	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

441

382

15.45%

13F Shares

27M

-0.32%

Total Value

$7.62B

$5.26B

44.85%

New Positions

104

+17

Increased Positions

137

116

+21

Closed Positions

Reduced Positions

138

135

Total Calls

75.0%

Total Puts

100.0%

PUT/CALL Ratio

0.57

0.5

Bullish

Institutional Holders (2026 Q3)

441 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PLXS. Verified SEC 13F-HR filings.

QUARTER:

2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 PLXS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Summit Creek Advisors LLC	2.01%	19,273	$5.0M
2	Farrow Financial, Inc.	1.95%	14,069	$3.7M
3	Emerald Advisers, LLC	1.49%	208,246	$54.3M
4	Emerald Mutual Fund Advisers Trust	1.45%	135,866	$35.5M
5	Fca Corp /Tx	0.96%	15,104	$3.9M
6	Nicola Wealth Management LTD.	0.85%	29,000	$7.6M
7	Moody Aldrich Partners LLC	0.79%	15,834	$4.1M
8	GHP Investment Advisors, Inc.	0.74%	75,655	$19.7M
9	Lisanti Capital Growth, LLC	0.73%	10,500	$2.7M
10	Bridge City Capital, LLC	0.67%	12,353	$3.2M
11	Leuthold Group, LLC	0.67%	27,470	$7.2M
12	Earnest Partners LLC	0.58%	568,522	$148.4M
13	Fuller & Thaler Asset Management, INC.	0.56%	725,733	$189.4M
14	Uncommon Cents Investing Inc	0.55%	9,655	$2.5M
15	Congress Asset Management Co	0.53%	315,396	$82.3M
16	Riverwater Partners LLC	0.49%	6,723	$1.8M
17	Boston Trust Walden Corp	0.41%	194,818	$50.8M
18	Park Capital Management, LLC / WI	0.37%	2,790	$728K
19	Argos Wealth Advisors, LLC	0.35%	4,955	$1.3M
20	Linden Thomas Advisory Services, LLC	0.35%	16,765	$4.4M
21	Monarch Capital Management Inc	0.31%	5,125	$1.3M
22	Hillsdale Investment Management Inc.	0.25%	42,520	$11.1M
23	Westfield Capital Management Co LP	0.24%	283,760	$74.0M
24	Campbell Newman Asset Management Inc	0.21%	10,621	$2.8M
25	Edgestream Partners, L.P.	0.20%	28,147	$7.3M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Plexus Corp (PLXS)

What does the Smart Money Trend signal show for PLXS?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PLXS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PLXS?

Slight buying edge — 58% buying: Last quarter: 246 funds bought or added vs 179 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PLXS holders?

Elite ownership — 53% AUM from top-100 funds: 58 of 445 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in PLXS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PLXS?

54% of holders stayed for 2+ years: 241 out of 447 hedge funds have held PLXS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Plexus Corp (PLXS) following the 2026 Q3 hedge fund 13F filings?

As of today, PLXS has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLK sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), PLXS has gained -20.1% vs -13.2% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Plexus Corp (PLXS)

Smart Money Signals — PLXS

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +35% more funds vs a year ago

Slight buying edge — 58% buying

More new buyers each quarter (+18 vs last Q)

54% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Veteran-anchored — 60% veterans vs 30% newcomers

Elite ownership — 53% AUM from top-100 funds

Institutional Sentiment Summary — PLXS

Hedge Fund Ownership: PLXS

Market Analysis: PLXS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PLXS

Is It Too Late to Buy Plexus Corp (PLXS) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: PLXS

Statistics: PLXS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q3)

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Frequently Asked Questions — Plexus Corp (PLXS)

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