Plexus CORP (PLXS) 13F Ownership Report (Q2 2026)

PLXS ranks #1346 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

PLXS is a top-conviction position for Disciplined Growth Investors Inc /mn — at 7.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in PLXS belongs to BlackRock, Inc., but the position matters far more to Disciplined Growth Investors Inc /mn, who has 7.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its PLXS position for two straight quarters, increasing it by $676.5M to reach $1.3B today.

UBS Group AG has trimmed its PLXS position for two straight quarters, cutting it by $16.5M while still holding $17.5M.

PLXS is down 0.6% today, but institutions show net buying of $2.2B this quarter — a divergence between today's price move and the underlying institutional flow.

PLXS posted net income of $185.4M over the trailing twelve months, and currently trades at a P/E of 35.7.

• Profitable — net income of $185.4M over the trailing twelve months
• Revenue grew 317.0% year over year
• Net income improved year over year, from $162.7M to $185.4M
• Generated $249.2M in positive operating cash flow
• Current ratio of 1.58x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.16x equity — within a conventional range