FLEX LTD FLEX
ORD · Common Stock · CUSIP Y2573F102
Singaporean–American multinational electronics manufacturing company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($181.2m this quarter). Holder counts are more reliable. Shares outstanding: 369.4m as of 2026-07-24, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $160.90. Options: 25 managers hold calls ($449.2m notional), 23 hold puts ($499.9m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 376 |
| Q4 2022 | 415 |
| Q1 2023 | 427 |
| Q2 2023 | 441 |
| Q3 2023 | 451 |
| Q4 2023 | 476 |
| Q1 2024 | 473 |
| Q2 2024 | 474 |
| Q3 2024 | 500 |
| Q4 2024 | 570 |
| Q1 2025 | 583 |
| Q2 2025 | 649 |
| Q3 2025 | 698 |
| Q4 2025 | 764 |
| Q1 2026 | 787 |
| Q2 2026 | 1,115 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 234 | 224 |
| Q4 2024 | 259 | 243 |
| Q1 2025 | 267 | 273 |
| Q2 2025 | 323 | 274 |
| Q3 2025 | 316 | 315 |
| Q4 2025 | 316 | 366 |
| Q1 2026 | 384 | 365 |
| Q2 2026 | 663 | 406 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $102.5m | $88.0m | 0.86 |
| Q4 2025 | $115.0m | $100.6m | 0.87 |
| Q1 2026 | $74.5m | $171.0m | 2.30 |
| Q2 2026 | $449.2m | $499.9m | 1.11 |
Biggest buyers
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +7.5m |
| FMR LLC | Added | +3.2m |
| STATE STREET CORP | Added | +2.7m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +2.0m |
| Qube Research & Technologies Ltd | New | +1.6m |
| Point72 Asset Management, L.P. | New | +1.3m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | +1.3m |
| Holocene Advisors, LP | Added | +1.2m |
| BNP PARIBAS FINANCIAL MARKETS | Added | +1.2m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.2m |
Biggest sellers
| Boston Partners | Reduced | -4.4m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -3.5m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -3.1m |
| BlackRock, Inc. | Reduced | -2.9m |
| LYRICAL ASSET MANAGEMENT LP | Reduced | -2.3m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -2.3m |
| PRIMECAP MANAGEMENT CO/CA/ | Reduced | -2.0m |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -1.8m |
| FRANKLIN RESOURCES INC | Reduced | -1.7m |
| LSV ASSET MANAGEMENT | Reduced | -1.3m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $133.1m821.2k shares |
| JANE STREET GROUP, LLC | Added | $89.8m554.3k shares |
| CITADEL ADVISORS LLC | Added | $48.7m300.5k shares |
| Caption Management, LLC | New | $38.9m240.1k shares |
| IMC-Chicago, LLC | Added | $34.9m215.1k shares |
| PEAK6 LLC | Added | $25.1m155.0k shares |
| GROUP ONE TRADING LLC | Added | $15.9m98.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $9.7m59.8k shares |
| Squarepoint Ops LLC | New | $9.6m59.3k shares |
| CastleKnight Management LP | New | $8.1m50.0k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $133.3m822.5k shares |
| CITADEL ADVISORS LLC | Added | $85.1m525.1k shares |
| Oribel Capital Management, LP | Reduced | $58.8m362.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $40.6m250.3k shares |
| NOMURA HOLDINGS INC | New | $36.5m225.0k shares |
| IMC-Chicago, LLC | Added | $27.4m168.9k shares |
| PEAK6 LLC | Added | $21.9m135.0k shares |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | New | $16.2m100.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $12.0m73.8k shares |
| Squarepoint Ops LLC | New | $11.7m72.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -2.6 pts · filed 2026-07-28 | 7.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution +2.2 pts · filed 2026-07-31 | 7.6% |
| PRIMECAP MANAGEMENT CO/CA/ 13G · institution -1.5 pts · filed 2026-08-06 | 6.4% |
| FMR LLC 13G · institution +0.6 pts · filed 2026-08-06 | 5.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
Fell to 5% or below in the last year: WELLINGTON MANAGEMENT GROUP LLP (4.9%, 2026-08-13), Janus Henderson Group Ltd. (3.8%, 2026-08-13), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 2 | $793.2k | $284.1k |
| Q1 2025 | 0 | — | 4 | $5.5m | $3.3m |
| Q2 2025 | 0 | — | 6 | $47.4m | $18.2m |
| Q3 2025 | 0 | — | 5 | $4.9m | $3.8m |
| Q4 2025 | 0 | — | 5 | $6.6m | $4.4m |
| Q1 2026 | 0 | — | 2 | $2.3m | $1.0m |
| Q2 2026 | 0 | — | 8 | $110.1m | $56.6m |
| Q3 2026 | 0 | — | 1 | $332.3k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-18 | Hartung Michael P Chief Commercial Officer | Sold | $332.3k2.8k shares |
| 2026-06-18 | Advaithi Revathi Chief Executive Officer, director | Sold plan | $5.7m39.2k shares |
| 2026-06-18 | Tan Kwang Hooi Chief Operating Officer | Sold | $1.3m9.0k shares |
| 2026-06-18 | Hartung Michael P Chief Commercial Officer | Sold | $1.1m7.3k shares |
| 2026-06-18 | OFFER DAVID SCOTT EVP, General Counsel | Sold | $966.8k6.7k shares |
| 2026-06-18 | WENDLER DANIEL Chief Accounting Officer | Sold | $190.4k1.3k shares |
| 2026-06-17 | Advaithi Revathi Chief Executive Officer, director | Sold plan | $28.6m197.9k shares |
| 2026-06-17 | Tan Kwang Hooi Chief Operating Officer | Sold | $3.9m26.7k shares |
| 2026-06-17 | Hartung Michael P Chief Commercial Officer | Sold | $3.3m22.6k shares |
| 2026-06-17 | OFFER DAVID SCOTT EVP, General Counsel | Sold | $3.0m20.8k shares |
| 2026-06-17 | WENDLER DANIEL Chief Accounting Officer | Sold | $562.0k3.9k shares |
| 2026-06-16 | OFFER DAVID SCOTT EVP, General Counsel | Sold plan | $2.8m18.8k shares |
| 2026-06-15 | Advaithi Revathi Chief Executive Officer, director | Sold | $5.8m39.2k shares |
| 2026-06-15 | Tan Kwang Hooi Chief Operating Officer | Sold | $1.6m10.5k shares |
| 2026-06-15 | Hartung Michael P Chief Commercial Officer | Sold | $1.2m8.2k shares |
| 2026-06-15 | OFFER DAVID SCOTT EVP, General Counsel | Sold plan | $1.1m7.2k shares |
| 2026-06-15 | Krumm Kevin Chief Financial Officer | Sold | $500.0k3.4k shares |
| 2026-06-15 | WENDLER DANIEL Chief Accounting Officer | Sold | $233.1k1.6k shares |
| 2026-06-15 | OFFER DAVID SCOTT EVP, General Counsel | Sold plan | $6.9k46 shares |
| 2026-06-05 | OFFER DAVID SCOTT EVP, General Counsel · By Trust | Sold plan | $5.1m33.0k shares |
| 2026-05-26 | Tan Kwang Hooi Chief Operating Officer | Sold plan | $2.4m17.5k shares |
| 2026-05-22 | Advaithi Revathi Chief Executive Officer, director | Sold plan | $11.1m83.5k shares |
| 2026-05-22 | McSweeney Erin Director | Sold | $265.0k2.0k shares |
| 2026-05-14 | McSweeney Erin Director | Sold | $437.6k3.0k shares |
| 2026-05-12 | McSweeney Erin Director | Sold | $341.5k2.5k shares |
| 2026-05-11 | Advaithi Revathi Chief Executive Officer, director | Sold | $16.2m114.1k shares |
| 2026-05-11 | Tan Kwang Hooi Chief Operating Officer | Sold | $3.7m26.2k shares |
| 2026-05-11 | OFFER DAVID SCOTT EVP, General Counsel | Sold | $3.2m22.2k shares |
| 2026-05-11 | Hartung Michael P Chief Commercial Officer | Sold | $3.2m22.2k shares |
| 2026-05-11 | WENDLER DANIEL Chief Accounting Officer | Sold | $543.8k3.8k shares |
The latest 30 of 31 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.10% of their portfolio | 42.1m $6.8bn | Reduced -2.9m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 24.0m $3.9bn | Added +7.5m |
| PRIMECAP MANAGEMENT CO/CA/ 2.24% of their portfolio | 23.4m $3.8bn | Reduced -2.0m |
| FMR LLC 0.14% of their portfolio | 19.5m $3.2bn | Added +3.2m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.14% of their portfolio | 19.0m $3.1bn | Reduced -337.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.50% of their portfolio | 18.0m $2.9bn | Reduced -2.3m |
| STATE STREET CORP 0.08% of their portfolio | 17.0m $2.8bn | Added +2.7m |
| Jupiter Topco LLC 0.93% of their portfolio | 14.1m $2.3bn | First filing |
| GEODE CAPITAL MANAGEMENT, LLC 0.09% of their portfolio | 10.3m $1.7bn | Added +2.0m |
| Boston Partners 1.23% of their portfolio | 8.6m $1.4bn | Reduced -4.4m |
| Invesco Ltd. 0.08% of their portfolio | 6.0m $968.1m | Reduced -1.3m |
| VOYA INVESTMENT MANAGEMENT LLC 0.84% of their portfolio | 6.0m $966.4m | Added +39.6k |
| NORGES BANK 0.08% of their portfolio | 5.0m $811.2m | Not comparable |
| LYRICAL ASSET MANAGEMENT LP 9.53% of their portfolio | 4.6m $751.2m | Reduced -2.3m |
| BANK OF AMERICA CORP /DE/ 0.04% of their portfolio | 4.1m $666.4m | Added +361.3k |
| DIMENSIONAL FUND ADVISORS LP 0.11% of their portfolio | 3.8m $619.1m | Reduced -1.8m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.07% of their portfolio | 3.5m $559.5m | Added +781.7k |
| NORTHERN TRUST CORP 0.06% of their portfolio | 3.0m $479.6m | Reduced -414.0k |
| Nuveen, LLC 0.11% of their portfolio | 3.0m $478.3m | Reduced -431.3k |
| MORGAN STANLEY 0.02% of their portfolio | 2.6m $426.9m | Added +13.1k |
| Polar Capital Holdings Plc 1.15% of their portfolio | 2.5m $404.2m | Reduced -1.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 2.4m $383.4m | Added +1.2m |
| VANGUARD FIDUCIARY TRUST CO 0.07% of their portfolio | 2.1m $334.4m | Reduced -219.6k |
| Legal & General Group Plc 0.06% of their portfolio | 1.9m $311.7m | Reduced -34.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.10% of their portfolio | 1.9m $308.9m | Reduced -3.5m |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 1.8m $293.6m | Reduced -211.4k |
| Bank of New York Mellon Corp 0.05% of their portfolio | 1.8m $296.9m | Reduced -679.2k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 1.8m $294.3m | Added +1.1m |
| Electron Capital Partners, LLC 11.18% of their portfolio | 1.7m $280.0m | Added +928.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.14% of their portfolio | 1.7m $272.9m | Added +1.2m |
| Amundi 0.07% of their portfolio | 1.7m $270.7m | Added +176.1k |
| AMERICAN CENTURY COMPANIES INC 0.12% of their portfolio | 1.7m $269.9m | Added +223.9k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.27% of their portfolio | 1.7m $267.9m | Reduced -960.0k |
| EARNEST PARTNERS LLC 0.95% of their portfolio | 1.6m $264.4m | Reduced -997.8k |
| UBS Group AG 0.04% of their portfolio | 1.6m $259.5m | Reduced -451.7k |
| Qube Research & Technologies Ltd 0.28% of their portfolio | 1.6m $255.5m | New |
| Holocene Advisors, LP 0.54% of their portfolio | 1.4m $233.9m | Added +1.2m |
| DEUTSCHE BANK AG\ 0.07% of their portfolio | 1.4m $228.3m | Added +329.6k |
| JANE STREET GROUP, LLC 0.14% of their portfolio | 1.4m $227.7m | Added +956.9k |
| CITADEL ADVISORS LLC 0.13% of their portfolio | 1.4m $224.8m | Added +530.1k |
| KBC Group NV 0.46% of their portfolio | 1.3m $211.1m | Reduced -663.3k |
| Allianz Asset Management GmbH 0.09% of their portfolio | 1.3m $84.5m | Added +86 |
| Point72 Asset Management, L.P. 0.32% of their portfolio | 1.3m $207.3m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.09% of their portfolio | 1.3m $203.8m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio | 1.2m $198.2m | Added +143.8k |
| MILLENNIUM MANAGEMENT LLC 0.13% of their portfolio | 1.2m $190.6m | Added +1.0m |
| SEI INVESTMENTS CO 0.16% of their portfolio | 1.1m $184.3m | Reduced -1.1m |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 1.1m $73.5m | Reduced -1.0m |
| WELLS FARGO & COMPANY/MN 0.03% of their portfolio | 1.1m $173.4m | Added +36.7k |
| DekaBank Deutsche Girozentrale 0.11% of their portfolio | 1.1m $66.2m | Unchanged |
| CIBC Bancorp USA Inc. 0.21% of their portfolio | 1.0m $169.9m | Added +1.0m |
| Swiss National Bank 0.09% of their portfolio | 1.0m $168.1m | Reduced -48.3k |
| Third Point LLC 3.59% of their portfolio | 1.0m $166.9m | New |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 954.6k $154.7m | Added +246.2k |
| BARCLAYS PLC 0.05% of their portfolio | 938.7k $152.1m | Added +63.9k |
| 1832 Asset Management L.P. 0.18% of their portfolio | 905.7k $146.8m | Added +894.9k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.08% of their portfolio | 892.3k $144.6m | Added +493.3k |
| COOKSON PEIRCE & CO INC 4.67% of their portfolio | 874.6k $141.7m | Reduced -310.5k |
| ROYAL BANK OF CANADA 0.02% of their portfolio | 860.6k $139.5m | Added +627.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.57% of their portfolio | 828.2k $134.2m | Reduced -106.8k |
| Munro Partners 2.96% of their portfolio | 804.3k $130.4m | New |
| Vanguard Global Advisers, LLC 0.06% of their portfolio | 797.6k $129.3m | Added +610.2k |
| LPL Financial LLC 0.03% of their portfolio | 781.7k $126.7m | Reduced -388.2k |
| National Pension Service 0.08% of their portfolio | 777.6k $126.0m | Reduced -140.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.07% of their portfolio | 776.5k $125.8m | Added +7.5k |
| Clear Harbor Asset Management, LLC 7.64% of their portfolio | 754.4k $122.3m | Reduced -66.0k |
| HSBC HOLDINGS PLC 0.06% of their portfolio | 726.4k $117.7m | Added +436.4k |
| California Public Employees Retirement System 0.07% of their portfolio | 725.6k $117.6m | Reduced -91.7k |
| RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio | 720.8k $116.8m | Added +100.0k |
| LSV ASSET MANAGEMENT 0.21% of their portfolio | 719.7k $116.6m | Reduced -1.3m |
| NEW YORK STATE COMMON RETIREMENT FUND 0.15% of their portfolio | 717.9k $116.3m | Reduced -430.0k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.08% of their portfolio | 709.6k $115.0m | Added +75.6k |
| PFA Pension, Forsikringsaktieselskab 0.27% of their portfolio | 648.1k $105.0m | Added +204.5k |
| STOREBRAND ASSET MANAGEMENT AS 0.25% of their portfolio | 625.7k $101.4m | Reduced -145.5k |
| RHUMBLINE ADVISERS 0.08% of their portfolio | 613.8k $99.5m | Reduced -417.7k |
| NEUBERGER BERMAN GROUP LLC 0.06% of their portfolio | 594.6k $96.4m | Added +579.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.08% of their portfolio | 585.9k $94.9m | Added +569.1k |
| PANAGORA ASSET MANAGEMENT INC 0.29% of their portfolio | 579.4k $93.9m | Reduced -39.4k |
| Park West Asset Management LLC 6.30% of their portfolio | 568.5k $92.1m | Reduced -423.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.08% of their portfolio | 557.4k $90.3m | Added +63.4k |
| Balyasny Asset Management L.P. 0.16% of their portfolio | 537.3k $87.1m | Reduced -520.6k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 535.2k $86.7m | Reduced -1.7m |
| BECKER CAPITAL MANAGEMENT INC 2.31% of their portfolio | 530.9k $86.0m | Reduced -27.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.05% of their portfolio | 529.4k $85.8m | Reduced -154.4k |
| CITIGROUP INC 0.04% of their portfolio | 527.6k $85.5m | Added +95.1k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.29% of their portfolio | 521.1k $84.5m | Added +57.7k |
| Allspring Global Investments Holdings, LLC 0.12% of their portfolio | 488.8k $75.0m | Added +420.5k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.15% of their portfolio | 479.7k $77.7m | Reduced -348.7k |
| Jefferies Financial Group Inc. 0.70% of their portfolio | 467.9k $75.8m | Added +241.2k |
| SG Americas Securities, LLC 0.04% of their portfolio | 464.7k $75.3m | Reduced -67.7k |
| CI INVESTMENTS INC. 0.24% of their portfolio | 464.2k $75.2m | New |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 457.3k $74.1m | Reduced -252.1k |
| LOGAN CAPITAL MANAGEMENT INC 2.64% of their portfolio | 437.6k $70.9m | New |
| Senator Investment Group LP 2.45% of their portfolio | 413.4k $67.0m | Not comparable |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 401.2k $65.0m | Reduced -419.4k |
| Vinva Investment Management Ltd 0.41% of their portfolio | 389.7k $62.2m | New |
| Aberdeen Group plc 0.09% of their portfolio | 388.0k $62.9m | Added +33.4k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.58% of their portfolio | 382.1k $61.9m | Added +20.5k |
| J. Safra Sarasin Holding AG 0.47% of their portfolio | 381.0k $32.8m | Reduced -20.1k |
| Shannon River Fund Management LLC 5.49% of their portfolio | 379.8k $61.6m | Added +68.6k |