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Palisade Capital Management’s Plexus PLXS Stock Holding History

Palisade 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 		$10.8M Sell
35,984
-39,484
-52% -$10.3M 0.47% 69
2026
Q1 		$15.3M Buy
75,468
+61,841
+454% +$11.8M 0.51% 73
2025
Q4 		$2M Buy
+13,627
New +$2M 0.06% 239

Other funds holding PLXS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Palisade Capital Management's PLXS Position: Q2 2026 in Review

Palisade Capital Management reduced its Plexus (PLXS) stake by 52% in Q2 2026, selling an estimated $10.3M and leaving 35,984 shares worth $10.8M. The position accounts for 0.47% of the portfolio, ranked #69.

Palisade Capital Management first reported a position in PLXS in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.3M in Q1 2026. 446 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.

  • Palisade Capital Management held 35,984 shares of Plexus worth $10.8M as of Q2 2026.
  • Palisade Capital Management sold 39,484 Plexus shares in Q2 2026, an estimated $10.3M.
  • Plexus made up 0.47% of Palisade Capital Management's portfolio in Q2 2026, its #69 holding.
  • Palisade Capital Management first reported a position in Plexus in Q4 2025 and has held it in 3 quarters since.
  • Palisade Capital Management's Plexus position peaked at $15.3M in Q1 2026.
  • 446 funds tracked by Wall St. Rank held Plexus as of Q2 2026.

Based on Palisade Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.