John Overdeck’s Plexus PLXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.1M | Sell |
36,849
-42,359
| -53% | -$11M | 0.01% | 1459 |
|
|
2026
Q1 | $16M | Buy |
79,208
+72,232
| +1,035% | +$13.7M | 0.01% | 1095 |
|
|
2025
Q4 | $1.03M | Buy |
+6,976
| New | +$1.02M | ﹤0.01% | 2895 |
|
|
2025
Q2 | – | Sell |
-9,458
| Closed | -$1.21M | – | 3454 |
|
|
2025
Q1 | $1.21M | Buy |
+9,458
| New | +$1.33M | ﹤0.01% | 2064 |
|
|
2024
Q4 | – | Sell |
-3,457
| Closed | -$473K | – | 3423 |
|
|
2024
Q3 | $473K | Sell |
3,457
-368
| -10% | -$44.7K | ﹤0.01% | 2501 |
|
|
2024
Q2 | $395K | Sell |
3,825
-6,315
| -62% | -$650K | ﹤0.01% | 2475 |
|
|
2024
Q1 | $961K | Buy |
+10,140
| New | +$976K | ﹤0.01% | 1978 |
|
|
2023
Q4 | – | Sell |
-16,959
| Closed | -$1.58M | – | 3326 |
|
|
2023
Q3 | $1.58M | Buy |
+16,959
| New | +$1.64M | ﹤0.01% | 1601 |
|
|
2023
Q2 | – | Sell |
-3,991
| Closed | -$389K | – | 3209 |
|
|
2023
Q1 | $389K | Buy |
3,991
+2,023
| +103% | +$203K | ﹤0.01% | 2315 |
|
|
2022
Q4 | $203K | Buy |
+1,968
| New | +$199K | ﹤0.01% | 2387 |
|
|
2020
Q1 | – | Sell |
-9,635
| Closed | -$741K | – | 3683 |
|
|
2019
Q4 | $741K | Buy |
+9,635
| New | +$699K | ﹤0.01% | 2469 |
|
|
2019
Q2 | – | Sell |
-4,125
| Closed | -$251K | – | 3592 |
|
|
2019
Q1 | $251K | Sell |
4,125
-11,145
| -73% | -$644K | ﹤0.01% | 2710 |
|
|
2018
Q4 | $780K | Buy |
+15,270
| New | +$860K | ﹤0.01% | 1813 |
|
|
2017
Q4 | – | Sell |
-4,050
| Closed | -$227K | – | 3381 |
|
|
2017
Q3 | $227K | Sell |
4,050
-17,800
| -81% | -$937K | ﹤0.01% | 2539 |
|
|
2017
Q2 | $1.15M | Sell |
21,850
-30,943
| -59% | -$1.64M | ﹤0.01% | 1809 |
|
|
2017
Q1 | $3.05M | Buy |
+52,793
| New | +$2.94M | 0.01% | 1202 |
|
|
2016
Q4 | – | Sell |
-94,624
| Closed | -$4.43M | – | 3438 |
|
|
2016
Q3 | $4.43M | Sell |
94,624
-105
| -0.1% | -$4.81K | 0.02% | 952 |
|
|
2016
Q2 | $4.09M | Buy |
+94,729
| New | +$3.99M | 0.02% | 856 |
|
|
2016
Q1 | – | Sell |
-14,789
| Closed | -$516K | – | 3056 |
|
|
2015
Q4 | $516K | Buy |
+14,789
| New | +$552K | ﹤0.01% | 1944 |
|
|
2015
Q3 | – | Sell |
-16,554
| Closed | -$726K | – | 2611 |
|
|
2015
Q2 | $726K | Sell |
16,554
-372
| -2% | -$16.5K | ﹤0.01% | 1878 |
|
|
2015
Q1 | $690K | Sell |
16,926
-61,587
| -78% | -$2.47M | ﹤0.01% | 1796 |
|
|
2014
Q4 | $3.24M | Buy |
78,513
+32,756
| +72% | +$1.28M | 0.02% | 811 |
|
|
2014
Q3 | $1.69M | Sell |
45,757
-61,340
| -57% | -$2.48M | 0.01% | 918 |
|
|
2014
Q2 | $4.64M | Buy |
107,097
+18,090
| +20% | +$756K | 0.02% | 729 |
|
|
2014
Q1 | $3.57M | Buy |
89,007
+16,443
| +23% | +$671K | 0.02% | 746 |
|
|
2013
Q4 | $3.14M | Sell |
72,564
-5,624
| -7% | -$223K | 0.02% | 802 |
|
|
2013
Q3 | $2.91M | Buy |
78,188
+29,450
| +60% | +$1M | 0.02% | 673 |
|
|
2013
Q2 | $1.46M | Buy |
+48,738
| New | +$1.35M | 0.01% | 1003 |
|
Other funds holding PLXS
DGI
John Overdeck's PLXS Position: Q2 2026 in Review
John Overdeck reduced its Plexus (PLXS) stake by 53% in Q2 2026, selling an estimated $11M and leaving 36,849 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #1459.
John Overdeck first reported a position in PLXS in Q2 2013 and has held it in 28 quarters since. The position peaked at $16M in Q1 2026. 445 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.
- John Overdeck held 36,849 shares of Plexus worth $11.1M as of Q2 2026.
- John Overdeck sold 42,359 Plexus shares in Q2 2026, an estimated $11M.
- Plexus made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1459 holding.
- John Overdeck first reported a position in Plexus in Q2 2013 and has held it in 28 quarters since.
- John Overdeck's Plexus position peaked at $16M in Q1 2026.
- 445 funds tracked by Wall St. Rank held Plexus as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.