Optima Capital’s Flex FLEX Stock Holding History

Optima Capital’s Portfolio FLEX Stock Details FLEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10	Closed	-$604	–	563
2025 Q4	$604	Buy	+10	New	+$618	﹤0.01%	1091

Other funds holding FLEX

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Optima Capital's FLEX Position: Q1 2026 in Review

Optima Capital sold out of Flex (FLEX) in Q1 2026, closing a stake of 10 shares — an estimated $604 sold.

Optima Capital first reported a position in FLEX in Q4 2025 and held it in 1 quarter. The position peaked at $604 in Q4 2025. 784 funds tracked by Wall St. Rank hold FLEX as of Q1 2026.

Optima Capital reported no remaining Flex position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 10 Flex shares in Q1 2026, an estimated $604.
Optima Capital first reported a position in Flex in Q4 2025 and held it in 1 quarter.
Optima Capital's Flex position peaked at $604 in Q4 2025.
784 funds tracked by Wall St. Rank held Flex as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.