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 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 $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

Intrinsic Edge Capital Management's PLXS Position: Q1 2026 in Review

Intrinsic Edge Capital Management opened a new position in Plexus (PLXS) in Q1 2026: 21,000 shares worth $4.25M. The stake represents 0.71% of the portfolio and ranks #63 among its holdings. This is a return to the name: Intrinsic Edge Capital Management previously reported a position in PLXS as recently as Q1 2023.

Intrinsic Edge Capital Management first reported a position in PLXS in Q3 2018 and has held it in 11 quarters since. The position peaked at $13.6M in Q4 2022. 380 funds tracked by Wall St. Rank hold PLXS as of Q1 2026.

Intrinsic Edge Capital Management held 21,000 shares of Plexus worth $4.25M as of Q1 2026.
Plexus was a new Intrinsic Edge Capital Management position in Q1 2026.
Plexus made up 0.71% of Intrinsic Edge Capital Management's portfolio in Q1 2026, its #63 holding.
Intrinsic Edge Capital Management first reported a position in Plexus in Q3 2018 and has held it in 11 quarters since.
Intrinsic Edge Capital Management's Plexus position peaked at $13.6M in Q4 2022.
380 funds tracked by Wall St. Rank held Plexus as of Q1 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2026, filed 18 May 2026.