Plexus Corp.
MX ˙ BMV ˙ US7291321005
SecurityMX:PLXS / Plexus Corp.
InstitutionIsthmus Partners, Llc
Latest Disclosed Ownership13,085 shares
Latest Disclosed Value $ 2,650,236
Isthmus Partners, Llc reports 51.67% decrease in ownership of PLXS / Plexus Corp.

On April 29, 2026 - Isthmus Partners, Llc filed a 13F-HR form disclosing ownership of 13,085 shares of Plexus Corp. (MX:PLXS) valued at $2,650,236 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 27,072 shares of Plexus Corp.. This represents a change in shares of -51.67% during the quarter.

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)
2026-04-29 2026-03-31 13F Plexus COM 729132100 13,085 -13,987 -51.67 2,650 -33.40 0.2780
2026-02-05 2025-12-31 13F PLEXUS COM 729132100 27,072 28 0.10 3,980 1.71 0.4419
2025-11-10 2025-09-30 13F PLEXUS COM 729132100 27,044 -549 -1.99 3,913 4.80 0.8680
2025-08-13 2025-06-30 13F PLEXUS COM 729132100 27,593 170 0.62 3,734 6.26 0.4361
2025-05-01 2025-03-31 13F PLEXUS COM 729132100 27,423 -443 -1.59 3,514 -19.43 0.4399
2025-02-07 2024-12-31 13F PLEXUS COM 729132100 27,866 -1,229 -4.22 4,360 9.63 0.5300
2024-11-14 2024-09-30 13F PLEXUS COM 729132100 29,095 -6,464 -18.18 3,978 8.42 0.4726
2024-08-14 2024-06-30 13F/A-1 PLEXUS COM 729132100 35,559 37 0.10 3,669 8.91 0.4321
2024-08-06 2024-06-30 13F PLEXUS COM 729132100 35,559 37 260 0.0166
2024-05-08 2024-03-31 13F PLEXUS COM 729132100 35,522 9,605 37.06 3,368 20.20 0.3823
2024-02-12 2023-12-31 13F PLEXUS COM 729132100 25,917 -250 -0.96 2,802 15.17 0.3644
2023-11-14 2023-09-30 13F PLEXUS COM 729132100 26,167 145 0.56 2,433 -4.81 0.3510
2023-08-03 2023-06-30 13F PLEXUS COM 729132100 26,022 -213 -0.81 2,556 -0.12 0.3486
2023-05-11 2023-03-31 13F PLEXUS COM 729132100 26,235 -1,667 -5.97 2,560 -10.87 0.3609
2023-02-10 2022-12-31 13F PLEXUS COM 729132100 27,902 -223 -0.79 2,872 16.57 0.4314
2022-11-14 2022-09-30 13F PLEXUS COM 729132100 28,125 6,204 28.30 2,463 43.11 0.4239
2022-08-08 2022-06-30 13F PLEXUS COM 729132100 21,921 473 2.21 1,721 -1.94 0.3213
2022-05-04 2022-03-31 13F PLEXUS COM 729132100 21,448 1,350 6.72 1,755 -8.93 0.2885
2022-01-25 2021-12-31 13F PLEXUS COM 729132100 20,098 285 1.44 1,927 8.81 0.3230
2021-11-10 2021-09-30 13F PLEXUS COM 729132100 19,813 111 0.56 1,771 -1.67 0.3211
2021-08-10 2021-06-30 13F PLEXUS COM 729132100 19,702 241 1.24 1,801 0.78 0.3170
2021-05-17 2021-03-31 13F PLEXUS COM 729132100 19,461 -151 -0.77 1,787 16.49 0.3280
2021-02-16 2020-12-31 13F PLEXUS COM 729132100 19,612 -441 -2.20 1,534 8.33 0.3112
2020-11-04 2020-09-30 13F PLEXUS COM 729132100 20,053 10 0.05 1,416 0.14 0.3307
2020-08-14 2020-06-30 13F/A-1 PLEXUS COM 729132100 20,043 310 1.57 1,414 31.29 0.3484
2020-08-10 2020-06-30 13F PLEXUS COM 729132100 20,043 310 1,414 341,379.3270
2020-05-15 2020-03-31 13F PLEXUS COM 729132100 19,733 -365 -1.82 1,077 -30.34 0.3309
2020-02-07 2019-12-31 13F PLEXUS COM 729132100 20,098 10 0.05 1,546 23.09 0.3520
2019-11-14 2019-09-30 13F PLEXUS COM 729132100 20,088 619 3.18 1,256 10.56 0.2975
2019-08-09 2019-06-30 13F PLEXUS COM 729132100 19,469 19,469 1,136 0.2712
2019-04-19 2019-03-31 13F PLEXUS COM 729132100 0 -18,381 -100.00 0 -100.00
2019-02-04 2018-12-31 13F PLEXUS COM 729132100 18,381 1,976 12.05 939 -2.19 0.2822
2018-11-14 2018-09-30 13F PLEXUS COM 729132100 16,405 293 1.82 960 0.10 0.2421
2018-08-02 2018-06-30 13F PLEXUS COM 729132100 16,112 427 2.72 959 2.35 0.2500
2018-05-11 2018-03-31 13F PLEXUS COM 729132100 15,685 430 2.82 937 1.19 0.2531
2018-02-05 2017-12-31 13F PLEXUS COM 729132100 15,255 206 1.37 926 17.07 0.2520
2017-08-11 2017-06-30 13F PLEXUS COM 729132100 15,049 -201 -1.32 791 -10.22 0.2314
2017-05-10 2017-03-31 13F PLEXUS COM 729132100 15,250 122 0.81 881 7.70 0.2586
2017-02-06 2016-12-31 13F PLEXUS COM 729132100 15,128 -380 -2.45 818 14.25 0.2468
2016-10-31 2016-09-30 13F PLEXUS COM 729132100 15,508 54 0.35 716 7.19 0.2268
2016-08-08 2016-06-30 13F PLEXUS COM 729132100 15,454 -217 -1.38 668 7.92 0.2198
2016-05-10 2016-03-31 13F PLEXUS COM 729132100 15,671 107 0.69 619 14.00 0.2066
2016-02-01 2015-12-31 13F PLEXUS COM 729132100 15,564 352 2.31 543 -7.50 0.1894
2015-10-27 2015-09-30 13F PLEXUS COM 729132100 15,212 222 1.48 587 -10.79 0.2153
2015-08-11 2015-06-30 13F PLEXUS COM 729132100 14,990 427 2.93 658 10.77 0.2174
2015-06-01 2015-03-31 13F PLEXUS COM 729132100 14,563 284 1.99 594 1.02 0.2011
2015-04-20 2014-12-31 13F PLEXUS COM 729132100 14,279 14,279 588 0.2001
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.