Hodges Capital Management’s Plexus PLXS Stock Holding History

Hodges Capital 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	$3.11M	Sell	15,333 -2,617	-15%	-$497K	0.26%	100
2025 Q4	$2.64M	Buy	17,950 +5,795	+48%	+$850K	0.23%	108
2025 Q3	$1.76M	Buy	+12,155	New	+$1.64M	0.15%	121
2019 Q1	–	Sell	-4,195	Closed	-$214K	–	244
2018 Q4	$214K	Sell	4,195 -115,140	-96%	-$6.48M	0.02%	212
2018 Q3	$6.98M	Buy	119,335 +14,935	+14%	+$914K	0.51%	54
2018 Q2	$6.22M	Buy	+104,400	New	+$6.23M	0.46%	65

Other funds holding PLXS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Hodges Capital Management's PLXS Position: Q1 2026 in Review

Hodges Capital Management reduced its Plexus (PLXS) stake by 15% in Q1 2026, selling an estimated $497K and leaving 15,333 shares worth $3.11M. The position accounts for 0.26% of the portfolio, ranked #100.

Hodges Capital Management first reported a position in PLXS in Q2 2018 and has held it in 6 quarters since. The position peaked at $6.98M in Q3 2018. 380 funds tracked by Wall St. Rank hold PLXS as of Q1 2026.

Hodges Capital Management held 15,333 shares of Plexus worth $3.11M as of Q1 2026.
Hodges Capital Management sold 2,617 Plexus shares in Q1 2026, an estimated $497K.
Plexus made up 0.26% of Hodges Capital Management's portfolio in Q1 2026, its #100 holding.
Hodges Capital Management first reported a position in Plexus in Q2 2018 and has held it in 6 quarters since.
Hodges Capital Management's Plexus position peaked at $6.98M in Q3 2018.
380 funds tracked by Wall St. Rank held Plexus as of Q1 2026.

Based on Hodges Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.