Flex Ltd.
US ˙ NasdaqGS ˙ SG9999000020

SecurityFLEX / Flex Ltd.
InstitutionMorgan Stanley
Latest Disclosed Ownership2,620,834 shares
Latest Disclosed Value $ 171,559,902
Morgan Stanley reports 11.05% decrease in ownership of FLEX / Flex Ltd.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 2,620,834 shares of Flex Ltd. (US:FLEX) valued at $171,559,794 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 2,946,427 shares of Flex Ltd.. This represents a change in shares of -11.05% during the quarter. The current value of the position is $424,417,858 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F FLEXTRONICS INTL ORD Y2573F102 2,620,834 -325,593 -11.05 171,560 -3.63 0.0103
2026-05-27 2025-12-31 13F/A-1 FLEX ORD Y2573F102 2,946,427 488,538 19.88 178,023 24.94 0.0106
2026-02-13 2025-12-31 13F FLEX ORD Y2573F102 2,946,427 488,538 178,023 0.0106
2026-05-27 2025-09-30 13F/A-1 FLEX ORD Y2573F102 2,457,889 -104,176 -4.07 142,484 11.40 0.0086
2025-11-14 2025-09-30 13F FLEX ORD Y2573F102 2,457,889 -104,176 142,484 0.0086
2025-08-15 2025-06-30 13F FLEX ORD Y2573F102 2,562,065 696,279 37.32 127,898 107.22 0.0083
2025-05-15 2025-03-31 13F FLEX ORD Y2573F102 1,865,786 -174,793 -8.57 61,720 -21.21 0.0044
2025-05-15 2024-12-31 13F/A-1 FLEX ORD Y2573F102 2,040,579 187,900 10.14 78,338 26.48 0.0055
2025-02-14 2024-12-31 13F FLEX ORD Y2573F102 2,040,579 187,900 78,338 0.0055
2025-05-14 2024-09-30 13F/A-2 FLEX ORD Y2573F102 1,852,679 -375,116 -16.84 61,935 -5.73 0.0045
2025-02-14 2024-09-30 13F/A-1 FLEX ORD Y2573F102 1,852,679 -375,116 61,935 0.0045
2024-11-14 2024-09-30 13F FLEX ORD Y2573F102 1,852,679 -375,116 61,935 0.0045
2025-05-14 2024-06-30 13F/A-2 FLEX ORD Y2573F102 2,227,795 -162,392 -6.79 65,698 -3.93 0.0051
2024-10-17 2024-06-30 13F/A-1 FLEX ORD Y2573F102 2,227,795 -162,392 65,698 0.0051
2024-08-14 2024-06-30 13F FLEX ORD Y2573F102 2,227,795 -162,392 65,698 0.0051
2024-10-17 2024-03-31 13F/A-2 FLEX ORD Y2573F102 2,390,187 416,623 21.11 68,383 13.76 0.0055
2024-08-16 2024-03-31 13F/A-1 FLEX ORD Y2573F102 2,390,187 416,623 68,383 0.0006
2024-05-15 2024-03-31 13F FLEX ORD Y2573F102 2,390,187 416,623 68,383 0.0055
2024-08-16 2023-12-31 13F/A-1 FLEX ORD Y2573F102 1,973,564 -1,184,713 -37.51 60,115 -29.45 0.0053
2024-02-13 2023-12-31 13F FLEX ORD Y2573F102 1,973,564 -1,184,713 60,115 0.0053
2023-11-15 2023-09-30 13F FLEX ORD Y2573F102 3,158,277 -392,385 -11.05 85,210 -13.18 0.0087
2023-08-14 2023-06-30 13F FLEX ORD Y2573F102 3,550,662 1,279,500 56.34 98,140 87.80 0.0097
2023-05-15 2023-03-31 13F FLEX ORD Y2573F102 2,271,162 -261,856 -10.34 52,259 -3.86 0.0056
2023-02-14 2022-12-31 13F FLEX ORD Y2573F102 2,533,018 590,173 30.38 54,359 67.94 0.0062
2022-11-14 2022-09-30 13F FLEX ORD Y2573F102 1,942,845 364,683 23.11 32,367 41.74 0.0044
2022-10-27 2022-06-30 13F/A-1 FLEX ORD Y2573F102 1,578,162 455,499 40.57 22,835 9.65 0.0030
2022-08-15 2022-06-30 13F FLEX ORD Y2573F102 1,578,162 455,499 22,835 0.0030
2022-10-27 2022-03-31 13F/A-1 FLEX ORD Y2573F102 1,122,663 125,916 12.63 20,825 13.98 0.0028
2022-05-13 2022-03-31 13F FLEX ORD Y2573F102 1,122,663 125,916 20,825 0.0028
2022-02-14 2021-12-31 13F FLEX ORD Y2573F102 996,747 -97,088 -8.88 18,270 -5.53 0.0023
2021-11-15 2021-09-30 13F FLEX ORD Y2573F102 1,093,835 -169,383 -13.41 19,339 -14.33 0.0026
2021-08-23 2021-06-30 13F/A-1 FLEX ORD Y2573F102 1,263,218 -602,285 -32.29 22,573 -33.92 0.0030
2021-08-16 2021-06-30 13F FLEX ORD Y2573F102 1,263,218 -602,285 22,573 0.0006
2021-05-17 2021-03-31 13F FLEX ORD Y2573F102 1,865,503 1,150,155 160.78 34,158 165.57 0.0050
2021-02-16 2020-12-31 13F FLEX ORD Y2573F102 715,348 129,686 22.14 12,862 97.18 0.0020
2020-11-13 2020-09-30 13F FLEX ORD Y2573F102 585,662 -22,394 -3.68 6,523 4.67 0.0013
2020-08-14 2020-06-30 13F FLEX ORD Y2573F102 608,056 15,395 2.60 6,232 25.57 0.0014
2020-05-26 2020-03-31 13F/A-1 FLEX ORD Y2573F102 592,661 -1,348,345 -69.47 4,963 -79.74 0.0013
2020-05-15 2020-03-31 13F FLEX ORD Y2573F102 592,661 -1,348,345 4,963 381.2619
2020-02-14 2019-12-31 13F FLEX ORD Y2573F102 1,941,006 326,446 20.22 24,496 44.98 0.0057
2019-11-14 2019-09-30 13F FLEX ORD Y2573F102 1,614,560 -1,855,643 -53.47 16,896 -49.13 0.0045
2019-08-14 2019-06-30 13F FLEX ORD Y2573F102 3,470,203 2,789,455 409.76 33,211 387.82 0.0088
2019-05-15 2019-03-31 13F FLEX ORD Y2573F102 680,748 -1,421,347 -67.62 6,808 -57.44 0.0019
2019-02-14 2018-12-31 13F FLEX ORD Y2573F102 2,102,095 -1,233,647 -36.98 15,996 -63.45 0.0048
2019-04-23 2018-09-30 13F/A-2 FLEX ORD Y2573F102 3,335,742 1,877,656 128.78 43,763 112.70 0.0110
2018-11-20 2018-09-30 13F/A-1 FLEX ORD Y2573F102 3,335,742 0 43,763 0.0110
2018-11-14 2018-09-30 13F FLEX ORD Y2573F102 3,335,742 1,877,656 43,763
2019-04-23 2018-06-30 13F/A-1 FLEX ORD Y2573F102 1,458,086 -813,793 -35.82 20,575 -44.54 0.0056
2018-08-14 2018-06-30 13F FLEX ORD Y2573F102 1,458,086 -813,793 20,575
2019-04-23 2018-03-31 13F/A-1 FLEX ORD Y2573F102 2,271,879 242,765 11.96 37,100 1.64 0.0103
2018-05-14 2018-03-31 13F FLEX ORD Y2573F102 2,271,879 242,765 37,100
2019-04-23 2017-12-31 13F/A-1 FLEX ORD Y2573F102 2,029,114 -211,559 -9.44 36,503 -1.68 0.0100
2018-02-14 2017-12-31 13F FLEX ORD Y2573F102 2,029,114 -211,559 36,503
2017-11-14 2017-09-30 13F FLEX ORD Y2573F102 2,240,673 -538,802 -19.39 37,128 -18.10 0.0111
2017-08-11 2017-06-30 13F FLEX ORD Y2573F102 2,779,475 1,253,910 82.19 45,333 76.87 0.0137
2017-05-22 2017-03-31 13F/A-1 FLEX ORD Y2573F102 1,525,565 -688,905 -31.11 25,630 -19.46 0.0079
2017-05-12 2017-03-31 13F FLEX ORD Y2573F102 1,525,565 25,630
2017-02-22 2016-12-31 13F/A-1 FLEX ORD Y2573F102 2,214,470 221,743 11.13 31,823 17.25 0.0104
2017-02-13 2016-12-31 13F FLEX ORD Y2573F102 2,214,470 31,823
2016-11-10 2016-09-30 13F FLEX ORD Y2573F102 1,992,727 -5,858,774 -74.62 27,142 -70.70 0.0093
2016-08-12 2016-06-30 13F FLEXTRONICS INTL ORD Y2573F102 7,851,501 -304,152 -3.73 92,649 -5.80 0.0335
2016-05-12 2016-03-31 13F FLEXTRONICS INTL ORD Y2573F102 8,155,653 3,051,773 59.79 98,358 71.91 0.0379
2016-02-09 2015-12-31 13F FLEXTRONICS INTL ORD Y2573F102 5,103,880 848,011 19.93 57,215 27.55 0.0207
2016-02-08 2015-09-30 13F/A-1 FLEXTRONICS INTL ORD Y2573F102 4,255,869 484,810 12.86 44,856 5.17 0.0166
2015-11-09 2015-09-30 13F FLEXTRONICS INTL ORD Y2573F102 4,255,869 44,856
2015-08-12 2015-06-30 13F FLEXTRONICS INTL ORD Y2573F102 3,771,059 -352,327 -8.54 42,651 -18.39 0.0148
2015-05-14 2015-03-31 13F FLEXTRONICS INTL ORD Y2573F102 4,123,386 -928,110 -18.37 52,265 -7.46 0.0192
2015-02-13 2014-12-31 13F FLEXTRONICS INTL ORD Y2573F102 5,051,496 1,242,548 32.62 56,476 43.68 0.0207
2014-12-16 2014-09-30 13F/A-1 FLEXTRONICS INTL ORD Y2573F102 3,808,948 523,330 15.93 39,308 8.08 0.0151
2014-11-14 2014-09-30 13F FLEXTRONICS INTL ORD Y2573F102 3,808,948 39,308
2014-08-12 2014-06-30 13F FLEXTRONICS INTL ORD Y2573F102 3,285,618 -843,870 -20.44 36,371 -4.68 0.0622
2014-05-13 2014-03-31 13F FLEXTRONICS INTL ORD Y2573F102 4,129,488 502,697 13.86 38,156 35.40 0.0160
2014-02-13 2013-12-31 13F FLEXTRONICS INTL ORD Y2573F102 3,626,791 155,163 4.47 28,180 -10.70 0.0120
2013-11-13 2013-09-30 13F FLEXTRONICS INTERNATIONAL L COM Y2573F102 3,471,628 136,624 4.10 31,557 22.25 0.0149
2013-08-08 2013-06-30 13F FLEXTRONICS INTERNATIONAL L COM Y2573F102 3,335,004 3,335,004 25,813 0.0130
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.