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Flex Ltd.

FLEX Technology
$108 $-0.32 (-0.30%)
Market Cap: $39.9 B
Gurus Holding
14
Popularity Rank
#130
% of Shares Held
1.11%
Net Activity (Q2 2026)
+$466.67 M

Guru Ownership Trend

Guru Analysis for Flex Ltd. (FLEX)

Flex Ltd. (FLEX), a key player in the Technology sector, continues to attract institutional attention.

As of Q2 2026, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $441.6 M.

Top institutional holders include Steven Cohen and Daniel Loeb.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $466.67 M net inflow during the quarter.

Recent activity highlights Louis Moore Bacon who increased their stake by 276.0%. Conversely, Scott Black reduced exposure by 60.9%.

Key Holders

Top 5 by Value

$207.28 M
$166.93 M
$154.71 M
$75.83 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$479.17 M
Total Buy Value
New Buys 5
Additions 3
-$12.5 M
Total Sell Value
Reductions 6
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
8

FAQs for Flex Ltd. (FLEX)

Major holders include Steven Cohen ($207.28 M), Daniel Loeb ($166.93 M), Cliff Asness ($154.71 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 4.09 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $466.67 M, with 8 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 0 fully exited FLEX. The total reported sell value was $12.5 M.

Yes, 5 managers opened new positions in FLEX, and 3 increased their existing holdings. The total reported buy value was $479.17 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.23% New Buy 1,278,970 $207.28 M Q2 2026
3.57% New Buy 1,030,000 $166.93 M Q2 2026
0.05% Add 34.8% 954,605 $154.71 M Q2 2026
0.50% Add 106.4% 467,872 $75.83 M Q2 2026
0.37% Add 276.0% 155,031 $25.13 M Q2 2026
0.01% Reduce -18.3% 60,430 $9.79 M Q2 2026
0.01% New Buy 38,749 $6.28 M Q2 2026
0.02% Reduce -38.7% 34,390 $5.57 M Q2 2026
0.04% Reduce -43.3% 33,761 $5.47 M Q2 2026
0.00% Reduce -17.9% 16,568 $2.69 M Q2 2026
1.21% Reduce -60.9% 7,612 $1.23 M Q2 2026
0.01% New Buy 5,289 $857,188 Q2 2026
0.00% Reduce -16.0% 3,275 $530,779 Q2 2026
0.00% New Buy 2,327 $377,200 Q2 2026
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Value
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SEC Form