Plexus Corp.
US ˙ NasdaqGS ˙ US7291321005

SecurityPLXS / Plexus Corp.
InstitutionFirst Manhattan Co
Latest Disclosed Ownership9,289 shares
Latest Disclosed Value $ 1,881,394
First Manhattan Co reports 6.87% decrease in ownership of PLXS / Plexus Corp.

On May 15, 2026 - First Manhattan Co filed a 13F-HR form disclosing ownership of 9,289 shares of Plexus Corp. (US:PLXS) valued at $1,881,394 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 9,974 shares of Plexus Corp.. This represents a change in shares of -6.87% during the quarter. The current value of the position is $2,671,052 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 PLEXUS COM 729132100 9,289 -685 -6.87 1,881 28.31 0.0052
2026-02-17 2025-12-31 13F PLEXUS COM 729132100 9,974 0 0.00 1,466 1.59 0.0038
2025-11-14 2025-09-30 13F PLEXUS COM 729132100 9,974 0 0.00 1,443 6.97 0.0038
2025-08-14 2025-06-30 13F PLEXUS COM 729132100 9,974 -2,632 -20.88 1,350 -16.47 0.0038
2025-05-15 2025-03-31 13F PLEXUS COM 729132100 12,606 -1,100 -8.03 1,615 -24.67 0.0047
2025-02-14 2024-12-31 13F PLEXUS COM 729132100 13,706 0 0.00 2,145 14.47 0.0063
2024-11-14 2024-09-30 13F PLEXUS COM 729132100 13,706 -1,117 -7.54 1,874 22.50 0.0056
2024-08-15 2024-06-30 13F/A-1 PLEXUS COM 729132100 14,823 -435 -2.85 1,529 5.74 0.0049
2024-08-14 2024-06-30 13F PLEXUS COM 729132100 14,823 -435 1,529 0.0049
2024-05-15 2024-03-31 13F PLEXUS COM 729132100 15,258 -558 -3.53 1,447 -15.44 0.0047
2024-02-13 2023-12-31 13F PLEXUS COM 729132100 15,816 -595 -3.63 1,710 12.13 0.0059
2023-11-14 2023-09-30 13F PLEXUS COM 729132100 16,411 -289 -1.73 1,526 -7.01 0.0056
2023-08-14 2023-06-30 13F PLEXUS COM 729132100 16,700 -500 -2.91 1,641 -2.26 0.0060
2023-05-15 2023-03-31 13F PLEXUS COM 729132100 17,200 -700 -3.91 1,678 -8.90 0.0064
2023-02-14 2022-12-31 13F PLEXUS COM 729132100 17,900 0 0.00 1,842 17.55 0.0068
2022-11-14 2022-09-30 13F PLEXUS COM 729132100 17,900 0 0.00 1,567 11.53 0.0066
2022-08-15 2022-06-30 13F PLEXUS COM 729132100 17,900 0 0.00 1,405 -4.03 0.0057
2022-05-16 2022-03-31 13F PLEXUS COM 729132100 17,900 -100 -0.56 1,464 -15.18 0.0048
2022-02-14 2021-12-31 13F PLEXUS COM 729132100 18,000 -125 -0.69 1,726 6.54 0.0057
2021-11-15 2021-09-30 13F PLEXUS COM 729132100 18,125 0 0.00 1,620 -2.17 0.0060
2021-08-16 2021-06-30 13F PLEXUS COM 729132100 18,125 0 0.00 1,656 -0.48 0.0060
2021-05-14 2021-03-31 13F PLEXUS COM 729132100 18,125 -500 -2.68 1,664 14.29 0.0072
2021-02-16 2020-12-31 13F PLEXUS COM 729132100 18,625 0 0.00 1,456 10.72 0.0070
2020-11-12 2020-09-30 13F PLEXUS COMMON 729132100 18,625 0 0.00 1,315 0.08 0.0068
2020-08-14 2020-06-30 13F PLEXUS COMMON 729132100 18,625 0 0.00 1,314 29.33 0.0076
2020-05-06 2020-03-31 13F PLEXUS COMMON 729132100 18,625 0 0.00 1,016 -29.10 0.0066
2020-02-13 2019-12-31 13F PLEXUS COMMON 729132100 18,625 -400 -2.10 1,433 20.52 0.0072
2019-11-13 2019-09-30 13F PLEXUS COMMON 729132100 19,025 -800 -4.04 1,189 2.77 0.0066
2019-08-16 2019-06-30 13F PLEXUS COMMON 729132100 19,825 -550 -2.70 1,157 -6.77 0.0064
2019-04-12 2019-03-31 13F PLEXUS COMMON 729132100 20,375 0 0.00 1,241 19.33 0.0072
2019-01-30 2018-12-31 13F PLEXUS COMMON 729132100 20,375 0 0.00 1,040 -12.75 0.0065
2018-10-15 2018-09-30 13F PLEXUS COMMON 729132100 20,375 0 0.00 1,192 -1.73 0.0064
2018-08-01 2018-06-30 13F PLEXUS COMMON 729132100 20,375 0 0.00 1,213 -0.25 0.0070
2018-04-20 2018-03-31 13F PLEXUS COMMON 729132100 20,375 -350 -1.69 1,216 -3.34 0.0069
2018-01-22 2017-12-31 13F PLEXUS COMMON 729132100 20,725 0 0.00 1,258 8.26 0.0069
2017-10-25 2017-09-30 13F PLEXUS COMMON 729132100 20,725 -300 -1.43 1,162 5.16 0.0067
2017-08-10 2017-06-30 13F/A-2 PLEXUS COMMON 729132100 21,025 0 0.00 1,105 -9.05 0.0064
2017-08-01 2017-06-30 13F/A-1 PLEXUS COMMON 729132100 21,025 0 1,105 0.0064
2017-07-28 2017-06-30 13F PLEXUS COMMON 729132100 21,025 0 1,105
2017-04-25 2017-03-31 13F/A-1 PLEXUS COMMON 729132100 21,025 -175 -0.83 1,215 6.11 0.0072
2017-04-24 2017-03-31 13F PLEXUS COMMON 729132100 21,200 991
2017-01-25 2016-12-31 13F PLEXUS COMMON 729132100 21,200 0 0.00 1,145 15.54 0.0070
2016-10-20 2016-09-30 13F PLEXUS COMMON 729132100 21,200 0 0.00 991 8.31 0.0060
2016-07-14 2016-06-30 13F PLEXUS COMMON 729132100 21,200 0 0.00 915 9.32 0.0056
2016-04-22 2016-03-31 13F PLEXUS COMMON 729132100 21,200 -1,300 -5.78 837 6.62 0.0051
2016-01-20 2015-12-31 13F PLEXUS COMMON 729132100 22,500 0 0.00 785 -9.56 0.0048
2015-10-26 2015-09-30 13F PLEXUS COMMON 729132100 22,500 -400 -1.75 868 -13.55 0.0056
2015-07-17 2015-06-30 13F PLEXUS COMMON 729132100 22,900 -1,000 -4.18 1,004 3.08 0.0059
2015-04-30 2015-03-31 13F PLEXUS COMMON 729132100 23,900 -1,000 -4.02 974 -5.07 0.0056
2015-01-20 2014-12-31 13F PLEXUS COMMON 729132100 24,900 0 0.00 1,026 11.64 0.0058
2014-10-23 2014-09-30 13F PLEXUS COMMON 729132100 24,900 0 0.00 919 -14.67 0.0053
2014-08-14 2014-06-30 13F/A-1 PLEXUS COMMON 729132100 24,900 0 0.00 1,077 8.02 0.0068
2014-05-16 2014-03-31 13F PLEXUS COMMON 729132100 24,900 -4,700 -15.88 997 -22.17 0.0066
2014-02-04 2013-12-31 13F PLEXUS COMMON 729132100 29,600 0 0.00 1,281 16.56 0.0085
2013-10-29 2013-09-30 13F PLEXUS COMMON 729132100 29,600 0 0.00 1,099 11.35 0.0077
2013-08-13 2013-06-30 13F PLEXUS COMMON 729132100 29,600 29,600 987 0.0068
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.