Intrinsic Edge Capital Management’s Plexus PLXS Stock Holding History

Intrinsic Edge 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	$6.31M	Hold	21,000	–	–	0.65%	66
2026 Q1	$4.25M	Buy	+21,000	New	+$3.99M	0.71%	63
2023 Q2	–	Sell	-38,655	Closed	-$3.77M	–	202
2023 Q1	$3.77M	Sell	38,655 -93,044	-71%	-$9.33M	0.38%	92
2022 Q4	$13.6M	Buy	131,699 +26,483	+25%	+$2.68M	1.35%	20
2022 Q3	$9.21M	Sell	105,216 -53,374	-34%	-$4.76M	1.01%	40
2022 Q2	$12.4M	Buy	158,590 +29,657	+23%	+$2.4M	0.97%	32
2022 Q1	$10.5M	Buy	128,933 +48,933	+61%	+$4.07M	0.81%	44
2021 Q4	$7.67M	Buy	+80,000	New	+$7.39M	0.49%	75
2020 Q4	–	Sell	-35,091	Closed	-$2.48M	–	271
2020 Q3	$2.48M	Sell	35,091 -4,909	-12%	-$360K	0.17%	184
2020 Q2	$2.82M	Buy	+40,000	New	+$2.48M	0.26%	141
2019 Q1	–	Sell	-173,202	Closed	-$8.85M	–	137
2018 Q4	$8.85M	Buy	173,202 +57,675	+50%	+$3.25M	1.49%	25
2018 Q3	$6.76M	Buy	+115,527	New	+$7.07M	1.08%	33

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

Intrinsic Edge Capital Management's PLXS Position: Q2 2026 in Review

Intrinsic Edge Capital Management held its Plexus (PLXS) position steady in Q2 2026 at 21,000 shares worth $6.31M. The position accounts for 0.65% of the portfolio, ranked #66.

Intrinsic Edge Capital Management first reported a position in PLXS in Q3 2018 and has held it in 12 quarters since. The position peaked at $13.6M in Q4 2022. 447 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.

Intrinsic Edge Capital Management held 21,000 shares of Plexus worth $6.31M as of Q2 2026.
Intrinsic Edge Capital Management left its Plexus share count unchanged in Q2 2026.
Plexus made up 0.65% of Intrinsic Edge Capital Management's portfolio in Q2 2026, its #66 holding.
Intrinsic Edge Capital Management first reported a position in Plexus in Q3 2018 and has held it in 12 quarters since.
Intrinsic Edge Capital Management's Plexus position peaked at $13.6M in Q4 2022.
447 funds tracked by Wall St. Rank held Plexus as of Q2 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.