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SG Capital Management’s Plexus PLXS Stock Holding History

SG 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 		$15.5M Sell
51,394
-26,861
-34% -$7.01M 1.28% 32
2026
Q1 		$15.8M Buy
78,255
+43,406
+125% +$8.25M 1.05% 37
2025
Q4 		$5.12M Buy
+34,849
New +$5.11M 0.49% 52
2022
Q2 		– Sell
-18,378
Closed -$1.5M – 67
2022
Q1 		$1.5M Buy
+18,378
New +$1.53M 0.74% 40
2020
Q3 		– Sell
-39,157
Closed -$2.76M – 99
2020
Q2 		$2.76M Buy
+39,157
New +$2.43M 0.51% 48

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

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

SG Capital Management reduced its Plexus (PLXS) stake by 34% in Q2 2026, selling an estimated $7.01M and leaving 51,394 shares worth $15.5M. The position accounts for 1.28% of the portfolio, ranked #32.

SG Capital Management first reported a position in PLXS in Q2 2020 and has held it in 5 quarters since. The position peaked at $15.8M in Q1 2026. 446 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.

  • SG Capital Management held 51,394 shares of Plexus worth $15.5M as of Q2 2026.
  • SG Capital Management sold 26,861 Plexus shares in Q2 2026, an estimated $7.01M.
  • Plexus made up 1.28% of SG Capital Management's portfolio in Q2 2026, its #32 holding.
  • SG Capital Management first reported a position in Plexus in Q2 2020 and has held it in 5 quarters since.
  • SG Capital Management's Plexus position peaked at $15.8M in Q1 2026.
  • 446 funds tracked by Wall St. Rank held Plexus as of Q2 2026.

Based on SG Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.