Cliff Asness's PLXS Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 64,511 shares of Plexus Corp. (PLXS) worth $13.07 M, representing 0.01% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 44 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in PLXS, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 56,477 shares. Largest reduction occurred in Q1 2026, reducing 24,994 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Plexus (PLXS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Plexus (PLXS) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -24,994 | Reduce 27.92% | 64,511 | $202.54 |
| Q4 2025 | +14,468 | Add 19.28% | 89,505 | $147.00 |
| Q3 2025 | +56,477 | Add 304.29% | 75,037 | $144.69 |
| Q2 2025 | +10,176 | Add 121.37% | 18,560 | $135.31 |
| Q1 2025 | +4,255 | Add 103.05% | 8,384 | $128.13 |
| Q4 2024 | +4,129 | New Buy | 4,129 | $156.48 |
| Q3 2023 | -3,021 | Sold Out | 0 | $0.00 |
| Q2 2023 | +3,021 | New Buy | 3,021 | $98.24 |
| Q1 2022 | -3,046 | Sold Out | 0 | $0.00 |
| Q4 2021 | -4,366 | Reduce 58.90% | 3,046 | $95.86 |
| Q3 2021 | -674 | Reduce 8.34% | 7,412 | $89.45 |
| Q2 2021 | +1,086 | Add 15.51% | 8,086 | $91.39 |
| Q1 2021 | -14,376 | Reduce 67.25% | 7,000 | $91.86 |
| Q4 2020 | +78 | Add 0.37% | 21,376 | $78.22 |
| Q3 2020 | -1,953 | Reduce 8.40% | 21,298 | $70.62 |
| Q2 2020 | -1,294 | Reduce 5.27% | 23,251 | $70.58 |
| Q1 2020 | +14,973 | Add 156.42% | 24,545 | $54.55 |
| Q4 2019 | +9,572 | New Buy | 9,572 | $76.89 |
| Q1 2019 | -9,188 | Sold Out | 0 | $0.00 |
| Q4 2018 | -19,095 | Reduce 67.51% | 9,188 | $51.04 |
| Q3 2018 | -21,315 | Reduce 42.98% | 28,283 | $58.52 |
| Q2 2018 | -18,435 | Reduce 27.10% | 49,598 | $59.54 |
| Q1 2018 | -7,130 | Reduce 9.49% | 68,033 | $59.72 |
| Q4 2017 | -6,794 | Reduce 8.29% | 75,163 | $60.72 |
| Q3 2017 | -1,947 | Reduce 2.32% | 81,957 | $56.08 |
| Q2 2017 | +33,546 | Add 66.62% | 83,904 | $52.56 |
| Q1 2017 | +19,125 | Add 61.23% | 50,358 | $57.81 |
| Q4 2016 | -2,369 | Reduce 7.05% | 31,233 | $54.05 |
| Q3 2016 | +24,832 | Add 283.15% | 33,602 | $46.78 |
| Q2 2016 | -1,553 | Reduce 15.04% | 8,770 | $43.22 |
| Q1 2016 | +4,328 | Add 72.19% | 10,323 | $39.52 |
| Q4 2015 | -1,461 | Reduce 19.59% | 5,995 | $34.86 |
| Q3 2015 | -3,648 | Reduce 32.85% | 7,456 | $38.63 |
| Q2 2015 | -4,833 | Reduce 30.33% | 11,104 | $43.86 |
| Q1 2015 | -1,556 | Reduce 8.89% | 15,937 | $40.79 |
| Q4 2014 | -17,700 | Reduce 50.29% | 17,493 | $41.22 |
| Q3 2014 | -600 | Reduce 1.68% | 35,193 | $36.94 |
| Q2 2014 | +3,600 | Add 11.18% | 35,793 | $43.28 |
| Q1 2014 | +21,300 | Add 195.54% | 32,193 | $40.07 |
| Q4 2013 | +393 | Add 3.74% | 10,893 | $43.33 |
| Q3 2013 | -2,600 | Reduce 19.85% | 10,500 | $37.24 |
| Q2 2013 | +13,100 | Add 0.00% | 13,100 | $29.92 |
| Q4 2012 | +32,900 | Add 0.00% | 32,900 | $25.81 |
Cliff Asness's Plexus Investment FAQs
Cliff Asness first purchased Plexus Corp. (PLXS) in Q4 2012, acquiring 32,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Plexus Corp. (PLXS) for 44 quarters since Q4 2012.
Cliff Asness's largest addition to Plexus Corp. (PLXS) was in Q3 2025, adding 75,037 shares worth $10.86 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 64,511 shares of Plexus Corp. (PLXS), valued at approximately $13.07 M.
As of the Q1 2026 filing, Plexus Corp. (PLXS) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Plexus Corp. (PLXS) was 89,505 shares, as reported at the end of Q4 2025.