Which hedge funds own PLXS? PLEXUS CORP, Q2 2026 13F holders
37 tracked hedge funds disclosed a position in PLXS (PLEXUS CORP) in their Q2 2026 13F filings, worth $372.0m in total. The largest holder by portfolio weight is Cartenna Capital, LP at 2.9% of its book. 15 opened a new position this quarter: Sandler Capital Management, Formula Growth Ltd, Atom Investors LP, Diametric Capital, LP. 5 exited: Polar Asset Management Partners Inc., Dark Forest Capital Management LP, Ardsley Advisory Partners LP.
- 37
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 15
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 5
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $18.4m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $12.1m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $372m
- Combined value Sum of the holders' reported positions in the security.
- 3.0%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Polar Asset Management Partners Inc. | 0.2% | $8.2m |
| Dark Forest Capital Management LP | 0.1% | $1.6m |
| Ardsley Advisory Partners LP | 0.1% | $911k |
| Gsa Capital Partners LLP | 0.02% | $388k |
| Brevan Howard Capital Management LP | 0.01% | $1.0m |
Ownership over time
Who discovered PLXS first? Beta
The run: Q1 2005 → Q1 2006, +226%
| SG Capital Management LLC | Q1 2022 | – | +0.8 pts |
| Cartenna Capital, LP | Q2 2026 | – | +0.5 pts |
| Intrinsic Edge Capital Management LLC | Q3 2018 | – | +0.4 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.