HolderBook

FLEX LTD (FLEX)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

29
Reporting holders
$16.8M
Reported value
0.0%
Calls
0.0%
Puts
-1,098
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Insight Wealth Strategies, LLC$5.7M52,0160.57%2q+84.8%+$2.6M
Farther Finance Advisors, LLC$1.7M15,4150.01%16q-4.1%-$73.1K
Valeo Financial Advisors, LLC$1.4M12,4440.03%4q+1.1%+$15.3K
Veracity Capital LLC$1.3M11,6960.35%14q-1.7%-$22.8K
GAMMA Investing LLC$1.0M9,4720.04%12q-1.0%-$10.0K
Green Alpha Advisors, LLC$1.0M9,3610.70%22q-34.6%-$545.0K
Whalen Wealth Management Inc.$898.9K8,1720.38%8q-7.9%-$77.1K
Shelter Rock Management, LLC$824.5K7,1400.77%3q-75.8%-$2.6M
Central Pacific Bank - Trust Division$757.9K6,8910.08%2q+18.3%+$117.2K
Retireful, LLC$358.6K3,2600.31%2q-75.9%-$1.1M
Venture Visionary Partners LLC$330.2K3,0020.01%2q+49.7%+$109.7K
Vilga Financial Planning LLC$322.4K2,9310.19%2q-2.3%-$7.6K
Wedmont Private Capital$305.1K2,6590.01%2q+32.0%+$74.0K
Douglas Lane & Associates, LLC$216.6K1,9690.00%2qHELD
Bullock Wealth Management Group$153.2K1,3580.06%5q-33.5%-$77.3K
Versant Capital Management, Inc$127.0K1,1550.01%8q+2.8%+$3.5K
ARMSTRONG ADVISORY GROUP, INC$122.0K1,1090.01%6qHELD
MassMutual Private Wealth & Trust, FSB$86.1K7830.00%8q+14.5%+$10.9K
CoreCap Advisors, LLC$60.2K5470.00%11q-64.2%-$107.9K
Rosenberg Matthew Hamilton$28.9K2630.01%26qHELD
BURKETT FINANCIAL SERVICES, LLC$24.9K2260.01%newNEW
Retirement Wealth Solutions LLC$18.9K1720.01%newNEW
GILPIN WEALTH MANAGEMENT, LLC$15.2K1380.01%4q+16.9%+$2.2K
Planning Strategies Inc.$7.0K640.00%2q+3.2%
ELEVATION WEALTH PARTNERS, LLC$5.6K510.00%2qHELD
Marquette Asset Management, LLC$5.4K490.00%4qHELD
GK Wealth Management LLC$5.0K450.00%newNEW
TOTH FINANCIAL ADVISORY CORP$3.3K300.00%3q+50.0%+$1.1K
GoalVest Advisory LLC$1.1K100.00%2qHELD
CX Institutional$312840.00%7q+21.9%

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1313G/AWellington Management Group LLPwith 2 co-filers4.9%
2026-08-1313G/AJANUS HENDERSON GROUP Ltd.3.8%
2026-08-0613GFMR LLCwith 1 co-filers5.3%
2026-08-0613G/APRIMECAP MANAGEMENT CO/CA/6.4%
2026-07-3113G/AVanguard Capital Management7.6%
2026-07-2813G/ABlackRock, Inc.7.8%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-052026-10-02Material agreement enteredfiling
2026-10-022026-09-29Material agreement enteredfiling
2026-09-152026-09-11Directors or officers departed or appointedfiling
2026-09-042026-09-03Material agreement enteredfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-17Advaithi RevathiChief Executive OfficerSold197,879$28.6M ×16
2026-05-11Advaithi RevathiChief Executive OfficerSold114,090$16.2M ×8
2026-05-22Advaithi RevathiChief Executive OfficerSold83,500$11.1M ×6
2026-06-15Advaithi RevathiChief Executive OfficerSold39,239$5.8M ×5
2026-06-18Advaithi RevathiChief Executive OfficerSold39,188$5.7M ×3
2026-06-05OFFER DAVID SCOTTEVP, General CounselSold33,000$5.1M ×3
2026-06-17Tan Kwang HooiChief Operating OfficerSold26,657$3.9M ×5
2026-05-11Tan Kwang HooiChief Operating OfficerSold26,175$3.7M ×7
2026-06-17Hartung Michael PChief Commercial OfficerSold22,627$3.3M ×5
2026-05-11OFFER DAVID SCOTTEVP, General CounselSold22,212$3.2M ×7
2026-05-11Hartung Michael PChief Commercial OfficerSold22,216$3.2M ×7
2026-06-17OFFER DAVID SCOTTEVP, General CounselSold20,812$3.0M ×5

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202629$16.8M152,428310100.0%
Q2 20261,127$61.0B372,529,5943872693481.8%
Q1 2026795$23.4B353,413,3531102622591.1%
Q4 2025773$22.3B365,705,6721121982911.0%
Q3 2025703$21.0B358,274,4261032052500.9%
Q2 2025653$19.0B378,140,9331171962200.8%
Q1 2025588$12.6B380,101,286761852040.4%
Q4 2024573$15.2B393,176,891991531880.7%
Q3 2024503$13.3B395,336,540741521650.8%
Q2 2024475$11.8B395,605,202571431771.3%
Q1 2024474$11.6B401,114,446711291761.4%
Q4 2023481$12.3B404,181,516621441611.2%
Q3 2023455$11.2B411,460,421461281661.2%
Q2 2023446$13.3B428,000,7996711617310.8%
Q1 2023431$10.8B461,470,281811341421.2%
Q4 2022417$9.5B439,431,784721371261.6%
Q3 2022375$7.9B464,985,627671221111.4%
Q2 2022356$6.4B438,127,857501081151.1%
Q1 2022356$8.2B438,637,462441351021.5%
Q4 2021352$8.2B446,468,83058101980.5%
Q3 2021322$8.0B451,976,99540110970.4%
Q2 2021332$8.4B465,128,841381031120.8%
Q1 2021333$8.8B476,831,87155116990.7%
Q4 2020323$9.2B489,816,7528480852.0%
Q3 2020269$5.4B487,477,2922772940.4%
Q2 2020279$5.0B485,146,68956621060.5%
Q1 2020291$4.3B509,165,80640781000.3%
Q4 2019322$6.3B495,825,9604296981.0%
Q3 2019310$5.1B481,984,67043891050.7%
Q2 2019319$4.8B499,853,6935198931.3%
Q1 2019323$4.9B491,732,6155098890.6%
Q4 2018322$3.8B491,314,9095480.9%