PCM
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Polymer Capital Management’s Plexus PLXS Stock Holding History

Polymer 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 		$257K Sell
854
-3,462
-80% -$903K 0.03% 537
2026
Q1 		$874K Buy
+4,316
New +$820K 0.09% 243
2025
Q1 		– Sell
-1,427
Closed -$223K – 594
2024
Q4 		$223K Buy
+1,427
New +$218K 0.06% 267

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

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

Polymer Capital Management reduced its Plexus (PLXS) stake by 80% in Q2 2026, selling an estimated $903K and leaving 854 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #537.

Polymer Capital Management first reported a position in PLXS in Q4 2024 and has held it in 3 quarters since. The position peaked at $874K in Q1 2026. 446 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.

  • Polymer Capital Management held 854 shares of Plexus worth $257K as of Q2 2026.
  • Polymer Capital Management sold 3,462 Plexus shares in Q2 2026, an estimated $903K.
  • Plexus made up 0.03% of Polymer Capital Management's portfolio in Q2 2026, its #537 holding.
  • Polymer Capital Management first reported a position in Plexus in Q4 2024 and has held it in 3 quarters since.
  • Polymer Capital Management's Plexus position peaked at $874K in Q1 2026.
  • 446 funds tracked by Wall St. Rank held Plexus as of Q2 2026.

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