§ ELECTRICAL EQUIPMENT
USD · Electrical EquipmentPLXS
PLEXUS CORP
USDSector · Electrical EquipmentBeta · 0.79
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
251 increased/new, 136 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 31.4 | P/B | 2.66 |
| EPS (TTM) | 6.43 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 4.3M | 0.0% | −1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.3M | n/a | n/a |
| AMERICAN CENTURY COMPANIES INC | 1.6M | 0.2% | +0% |
| DISCIPLINED GROWTH INVESTORS INC /MN | 1.5M | 6.2% | −6% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | n/a | n/a |
| Dimensional Fund Advisors | 1.1M | 0.0% | −19% |
◇ AC INTELLIGENCE
Top institutional owners for PLXS as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER47.5% · 275 holders
PASSIVE / INDEX21.6% · 10 holders
QUALITY / COMPOUNDER17.2% · 21 holders
DEALER / BANK11.2% · 34 holders
DEEP VALUE2.7% · 4 holders
INCOME / DEFENSIVE2.7% · 26 holders
TACTICAL / MACRO1.5% · 3 holders
ACTIVIST0.6% · 1 holder
SYSTEMATIC / QUANT0.4% · 5 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for PLXS in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention PLXS yet.