# Plexus (PLXS): value investors who own it | moatshark

2 value investors held Plexus in their Q3 2026 13F, led by Mairs & Power, First Eagle Investment Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Mairs & Power | 0.1% | $11.8m | Trimmed -14% | 25 |
| First Eagle Investment Management | 0.1% | $27.7m | Added +36% | 2 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-16 | Kelsey Todd P. | President & CEO | Sold | 1500 | $364k |
| 2026-08-31 | Rapp Karen Marie | Director | Sold | 500 | $120k |
| 2026-08-19 | Kelsey Todd P. | President & CEO | Sold | 681 | $171k |
| 2026-08-19 | Kelsey Todd P. | President & CEO | Sold | 500 | $126k |
| 2026-08-19 | Kelsey Todd P. | President & CEO | Sold | 319 | $79k |
| 2026-08-11 | SCHROCK MICHAEL V | Director | Sold | 4000 | $1.1m |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Mairs & Power Small Cap Fund | Mairs & Power | 4.5% | $12.1m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/plxs). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.