What smart money is saying about Plexus Corp.
PLXS
No fund has written a full thesis on Plexus Corp. in our archive, but 2 fund letters report a position in it — most recently Brown Advisory Small-Cap Growth Strategy in June 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Every position in Plexus Corp. on record in the archive was reported in Q2 2026, across 2 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 0 | 0 |
Fund activity · 2 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.”
Read the letterPlexus Corp. - June 2026
Listed in Riverwater Partners Sustainable Value Strategy’s reported holdings.
Read the letterPlexus Corp.
Read the letters behind these Plexus Corp. positions
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