PIM
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Plato Investment Management’s Flex FLEX Stock Holding History

Plato Investment Management’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 		– Sell
-3,725
Closed -$185K – 523
2025
Q2 		$185K Hold
3,725
– – 0.01% 405
2025
Q1 		$125K Hold
3,725
– – 0.01% 411
2024
Q4 		$144K Buy
+3,725
New +$138K 0.01% 433

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

Plato Investment Management's FLEX Position: Q3 2025 in Review

Plato Investment Management sold out of Flex (FLEX) in Q3 2025, closing a stake of 3,725 shares — an estimated $185K sold.

Plato Investment Management first reported a position in FLEX in Q4 2024 and held it in 3 quarters. The position peaked at $185K in Q2 2025. 697 funds tracked by Wall St. Rank hold FLEX as of Q3 2025.

  • Plato Investment Management reported no remaining Flex position as of Q3 2025 after selling out during the quarter.
  • Plato Investment Management sold 3,725 Flex shares in Q3 2025, an estimated $185K.
  • Plato Investment Management first reported a position in Flex in Q4 2024 and held it in 3 quarters.
  • Plato Investment Management's Flex position peaked at $185K in Q2 2025.
  • 697 funds tracked by Wall St. Rank held Flex as of Q3 2025.

Based on Plato Investment Management's 13F filing for Q3 2025, filed 5 Nov 2025.