FULLER & THALER ASSET MANAGEMENT, INC.

Position in PLXS — Plexus Corp

CIK 1082327 SAN MATEO, CA

Position in PLXS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$220,209,805

+$100,958,709 QoQ

Shares Held

732,397

+24.4% QoQ

Ownership

2.75%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#10

of 446 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

FULLER & THALER ASSET MANAGEMENT, INC. holds $612,742,176 across 5 Electronic Components names. PLXS ranks #1 (35.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLXS	Plexus Corp This page	732,397	$220,209,805
2	RAL	Ralliant Corp	2,255,379	$166,063,555
3	JBL	Jabil Inc	326,019	$125,673,804
4	SANM	Sanmina Corp	394,130	$99,746,420
5	FLEX	Flex Ltd.	6,470	$1,048,592

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,209,805	732,397	+24.4%	Shares	Sole	2026-08-12
2026-03-31	$119,251,096	588,778	+31.8%	Shares	Sole	2026-05-14
2025-12-31	$65,665,635	446,705	+5.8%	Shares	Sole	2026-02-12
2025-09-30	$61,097,378	422,264	+6.5%	Shares	Sole	2025-11-13
2025-06-30	$53,651,768	396,510	+13.8%	Shares	Sole	2025-08-14
2025-03-31	$44,654,586	348,510	+120.4%	Shares	Sole	2025-05-13
2024-12-31	$24,747,312	158,150	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.