What smart money is saying about Plexus Corp.
PLXS
No fund has written a full thesis on Plexus Corp. in our archive, but 4 fund letters report a position in it — most recently Brown Advisory Small-Cap Growth Strategy in June 2026.
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4
Reported positions
1
Bought
0
Sold
4
Letters
Position history
Every position in Plexus Corp. on record in the archive was reported in Q2 2026, across 4 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 4 | 1 | 0 | 0 |
Fund activity · 4 positions · 1 move
- New positionBrown Advisory Small-Cap Growth StrategyJune 2026
“ We initiated a position in Plexus Corp. (PLXS) as we view it as a differentiated, engineering-led EMS compounder shifting toward a higher- margin, stickier business mix, with accelerating demand across semi-cap, aerospace & defense, and space.”
Plexus Corp. - June 2026
Listed in Riverwater Partners Sustainable Value Strategy’s reported holdings.
Plexus Corp. - HoldsHomestead Advisers FundsJune 2026
Listed in Homestead Advisers Funds’s reported holdings.
Plexus Corp. - HoldsHomestead Advisers Small-Company Stock FundJune 2026
“Plexus Corp., a supplier of electronics manufacturing services, delivered solid quarterly results and subsequently raised its fiscal 2026 revenue outlook, forecasting double-digit growth across all business segments.”
Plexus Corp.
Read the letters behind these Plexus Corp. positions
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