Balyasny Asset Management
PLXS icon

Balyasny Asset Management’s Plexus PLXS Stock Holding History

Balyasny Asset Management’s Portfolio PLXS Stock Details PLXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.71M Sell
47,919
-22,447
-32% -$4.27M 0.01% 1043
2025
Q4 		$10.3M Sell
70,366
-16,090
-19% -$2.36M 0.01% 1009
2025
Q3 		$12.5M Buy
+86,456
New +$11.7M 0.02% 942
2024
Q4 		– Sell
-26,973
Closed -$3.69M – 3157
2024
Q3 		$3.69M Buy
26,973
+24,522
+1,000% +$2.98M 0.01% 1407
2024
Q2 		$253K Sell
2,451
-18,973
-89% -$1.95M ﹤0.01% 2276
2024
Q1 		$2.03M Buy
+21,424
New +$2.06M ﹤0.01% 1536
2023
Q4 		– Sell
-12,989
Closed -$1.21M – 2811
2023
Q3 		$1.21M Buy
+12,989
New +$1.26M ﹤0.01% 1519
2023
Q1 		– Sell
-12,275
Closed -$1.26M – 3040
2022
Q4 		$1.26M Buy
12,275
+7,477
+156% +$756K ﹤0.01% 1581
2022
Q3 		$420K Sell
4,798
-210
-4% -$18.7K ﹤0.01% 2086
2022
Q2 		$393K Sell
5,008
-12,421
-71% -$1.01M ﹤0.01% 2046
2022
Q1 		$1.43M Buy
17,429
+10,918
+168% +$909K ﹤0.01% 1529
2021
Q4 		$624K Buy
6,511
+363
+6% +$33.5K ﹤0.01% 1571
2021
Q3 		$550K Sell
6,148
-6,080
-50% -$541K ﹤0.01% 1463
2021
Q2 		$1.12M Buy
12,228
+4,530
+59% +$425K 0.01% 1222
2021
Q1 		$707K Buy
+7,698
New +$653K ﹤0.01% 1335
2020
Q4 		– Sell
-12,267
Closed -$866K – 1612
2020
Q3 		$866K Buy
12,267
+3,600
+42% +$264K 0.01% 1027
2020
Q2 		$612K Sell
8,667
-8,161
-48% -$507K 0.01% 907
2020
Q1 		$918K Sell
16,828
-21,258
-56% -$1.43M 0.01% 778
2019
Q4 		$2.93M Buy
+38,086
New +$2.76M 0.02% 680
2018
Q4 		– Sell
-5,323
Closed -$311K – 1667
2018
Q3 		$311K Buy
5,323
+895
+20% +$54.8K ﹤0.01% 1497
2018
Q2 		$264K Buy
+4,428
New +$264K ﹤0.01% 1556

Other funds holding PLXS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Balyasny Asset Management's PLXS Position: Q1 2026 in Review

Balyasny Asset Management reduced its Plexus (PLXS) stake by 32% in Q1 2026, selling an estimated $4.27M and leaving 47,919 shares worth $9.71M. The position accounts for 0.01% of the portfolio, ranked #1043.

Balyasny Asset Management first reported a position in PLXS in Q2 2018 and has held it in 21 quarters since. The position peaked at $12.5M in Q3 2025. 380 funds tracked by Wall St. Rank hold PLXS as of Q1 2026.

  • Balyasny Asset Management held 47,919 shares of Plexus worth $9.71M as of Q1 2026.
  • Balyasny Asset Management sold 22,447 Plexus shares in Q1 2026, an estimated $4.27M.
  • Plexus made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1043 holding.
  • Balyasny Asset Management first reported a position in Plexus in Q2 2018 and has held it in 21 quarters since.
  • Balyasny Asset Management's Plexus position peaked at $12.5M in Q3 2025.
  • 380 funds tracked by Wall St. Rank held Plexus as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.