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FLEX

Information Technology, filed as FLEX LTD (ORD), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 5 managers in 2026 Q2, sold by 4

  • 6 Owners
  • #256
  • Max 9.5%
  • Master 0.06%
  • $1.1B
  • 3 new 1 add 2 reduce 3 exits

In 2026 Q2, 3 managers opened positions, 1 added, 2 trimmed, and 3 sold out.

Who owns this now

Largest portfolio weights among holders, up to 9.5% (Lyrical Asset Management). Not free-float ownership.

  1. Lyrical Asset Management Reduce 9.5%
  2. Spencer Waxman Add 5.5%
  3. Dan Loeb New 3.6%
  4. Senator Investment Group New 2.5%
  5. Lee Ainslie New 0.01%

Who owns FLEX

Sorted by value, long equity only, as of 2026 Q2.

History
Lyrical Asset Management 9.5% Reduce −33.4% 4,635,010 $751M History
Dan Loeb, Third Point 3.6% New 3.6% 1,030,000 $167M History
Senator Investment Group 2.5% New 2.5% 413,438 $67M History
Spencer Waxman, Shannon River Fund Management 5.5%, was 3.9% Add +22.0% 379,834 $62M History
First Eagle Investment Management <0.01% Reduce −17.9% 16,568 $2.7M History
Lee Ainslie, Maverick Capital 0.01% New 0.01% 5,289 $857K History
Harry Burn, Sound Shore Management exited 2026 Q2 Last 2026 Q1 2.0% Exit −2.03% 924,882 $61M History
Farallon Capital Management exited 2026 Q2 Last 2026 Q1 0.03% Exit −0.03% 78,000 $5.1M History
Christopher Bloomstran, Semper Augustus Investments Group exited 2026 Q2 Last 2026 Q1 0.04% Exit −0.04% 4,485 $294K History

6 current, 3 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by FLEX's executives, directors and 10% owners in the last 12 months, from their Form 4s

All FLEX insider trades
  • None no insider bought on the open market
  • $5.3M sold by 4 insiders outside a trading plan
  • $37M sold by 5 insiders under 10b5-1 plans
  1. Revathi Advaithi CEO
    Planned sale
    $12.1M 83,500 shares at $144.32 10% of stake
    Traded Jun 17 Filed Jun 22
    ↗
  2. David Scott Offer EVP, General Counsel
    Planned sale
    $2.8M 18,750 shares at $147.91 26% of stake
    Traded Jun 16 Filed Jun 17
    ↗
  3. David Scott Offer EVP, General Counsel
    Planned sale
    $5.1M 33,000 shares at $153.91 31% of stake
    Traded Jun 5 Filed Jun 5
    ↗
  4. Kwang Hooi Tan COO
    Planned sale
    $2.4M 17,500 shares at $135.93 6.8% of stake
    Traded May 26 Filed May 26
    ↗
  5. Revathi Advaithi CEO
    Planned sale
    $11.1M 83,500 shares at $132.87 12% of stake
    Traded May 22 Filed May 26
    ↗
  6. Erin McSweeney Director
    Sale
    $265K 2,000 shares at $132.51 17% of stake
    Traded May 22 Filed May 26
    ↗
  7. Erin McSweeney Director
    Sale
    $438K 3,000 shares at $145.88 21% of stake
    Traded May 14 Filed May 15
    ↗
  8. Erin McSweeney Director
    Sale
    $341K 2,500 shares at $136.59 15% of stake
    Traded May 12 Filed May 12
    ↗
  9. Charles K. Stevens III Director
    Sale
    $2.1M 15,000 shares at $138.14 25% of stake
    Traded May 8 Filed May 8
    ↗
  10. Kwang Hooi Tan COO
    Planned sale
    $1M 17,500 shares at $58.87 7% of stake
    Traded Mar 9 Filed Mar 10
    ↗
  11. Daniel Wendler Chief Accounting Officer
    Planned sale
    $720K 10,000 shares at $71.97 27% of stake
    Traded Dec 11, 2025 Filed Dec 12, 2025
    ↗
  12. Michael E. Hurlston Director
    Sale
    $580K 10,000 shares at $58.00 15% of stake
    Traded Nov 26, 2025 Filed Nov 26, 2025
    ↗
  13. Michael E. Hurlston Director
    Sale
    $562K 10,000 shares at $56.17 13% of stake
    Traded Nov 20, 2025 Filed Nov 24, 2025
    ↗
  14. William D Watkins Director
    Sale
    $1.1M 20,000 shares at $54.52 17% of stake
    Traded Nov 21, 2025 Filed Nov 21, 2025
    ↗
  15. Michael P Hartung Chief Commercial Officer
    Planned sale
    $933K 15,000 shares at $62.21 6.6% of stake
    Traded Nov 11, 2025 Filed Nov 13, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 115 sales to cover taxes, 42 stock grants, 3 gifts, and 1 other transaction.

Congress

2 members of Congress traded FLEX in the last three years: 1 buy and 15 sales. 2 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K May 14 filed Jun 8
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K May 12 filed Jun 8
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $50K–$100K May 11 filed Jun 8
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $15K–$50K May 7 filed Jun 8
  5. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K May 1 filed May 8
  6. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Apr 27 filed May 8

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
10-Q Filing Doc
DEFA14A Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A Filing Doc
DEFA14A SCH14ADEFA14A Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
8-K 1.01,2.01,2.03,8.01,9.01 Filing Doc
DEFA14A Filing Doc
8-K 3.02,9.01 Filing Doc
DEFA14A Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 1.01,2.03,3.02,8.01,9.01 Filing Doc
DEFA14A Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
8-K 5.02,8.01,9.01 Filing Doc

Source: SEC EDGAR submissions, updated about 20 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $30.35B $26.42B $25.81B $27.91B
Gross profit $2.26B $1.86B $2.16B $2.57B
Gross margin * 7.5% 7.1% 8.4% 9.2%
Net income $0.793B $1.01B $0.838B $0.88B
Net margin * 2.6% 3.8% 3.2% 3.2%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $16.02B $12.99B $12.84B $16.33B
Total non-current assets * $5.37B $5.26B $5.54B $5.73B
Total assets $21.4B $18.26B $18.38B $22.06B
Total current liabilities $10.86B $8.54B $9.85B $12.02B
Total non-current liabilities * $4.83B $4.39B $3.53B $4.9B
Total equity $5.35B $5.32B $5B $5.14B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $0.95B $1.33B $1.5B $1.68B
Cash from investing -$604M -$492M -$838M -$672M
Cash from financing $0.002B -$1.66B -$0.821B -$0.924B
Net change in cash $330M -$820M -$185M $100M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.