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Otter Creek Advisors’s Flex FLEX Stock Holding History

Otter Creek Advisors’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
2025
Q3 		$6.68M Buy
115,186
+13,678
+13% +$727K 6.63% 1
2025
Q2 		$5.07M Sell
101,508
-38,712
-28% -$1.51M 3.59% 3
2025
Q1 		$4.64M Sell
140,220
-3,009
-2% -$118K 2.78% 13
2024
Q4 		$5.5M Buy
143,229
+53,545
+60% +$1.98M 3.79% 3
2024
Q3 		$3M Buy
89,684
+4,363
+5% +$134K 1.9% 29
2024
Q2 		$2.52M Buy
+85,321
New +$2.55M 1.63% 29
2023
Q4 		– Sell
-73,459
Closed -$1.49M – 53
2023
Q3 		$1.49M Sell
73,459
-53,490
-42% -$1.08M 1.14% 32
2023
Q2 		$2.64M Sell
126,949
-82,729
-39% -$1.48M 1.55% 25
2023
Q1 		$3.64M Buy
+209,678
New +$3.63M 2.61% 9

Other funds holding FLEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Otter Creek Advisors's FLEX Position: Q3 2025 in Review

Otter Creek Advisors increased its Flex (FLEX) stake by 13% in Q3 2025, buying an estimated $727K and bringing the position to 115,186 shares worth $6.68M. The position accounts for 6.63% of the portfolio, ranked #1.

Otter Creek Advisors first reported a position in FLEX in Q1 2023 and has held it in 9 quarters since. 697 funds tracked by Wall St. Rank hold FLEX as of Q3 2025.

  • Otter Creek Advisors held 115,186 shares of Flex worth $6.68M as of Q3 2025.
  • Otter Creek Advisors bought 13,678 Flex shares in Q3 2025, an estimated $727K.
  • Flex made up 6.63% of Otter Creek Advisors's portfolio in Q3 2025, its #1 holding.
  • Otter Creek Advisors first reported a position in Flex in Q1 2023 and has held it in 9 quarters since.
  • 697 funds tracked by Wall St. Rank held Flex as of Q3 2025.

Based on Otter Creek Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.