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 Q2	$3.34M	Sell	11,105 -4,228	-28%	-$1.1M	0.22%	108
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Hodges Capital Management's PLXS Position: Q2 2026 in Review

Hodges Capital Management reduced its Plexus (PLXS) stake by 28% in Q2 2026, selling an estimated $1.1M and leaving 11,105 shares worth $3.34M. The position accounts for 0.22% of the portfolio, ranked #108.

Hodges Capital Management first reported a position in PLXS in Q2 2018 and has held it in 7 quarters since. The position peaked at $6.98M in Q3 2018. 446 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.

Hodges Capital Management held 11,105 shares of Plexus worth $3.34M as of Q2 2026.
Hodges Capital Management sold 4,228 Plexus shares in Q2 2026, an estimated $1.1M.
Plexus made up 0.22% of Hodges Capital Management's portfolio in Q2 2026, its #108 holding.
Hodges Capital Management first reported a position in Plexus in Q2 2018 and has held it in 7 quarters since.
Hodges Capital Management's Plexus position peaked at $6.98M in Q3 2018.
446 funds tracked by Wall St. Rank held Plexus as of Q2 2026.

Based on Hodges Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.