Follow-The-Filings

Security · featured owners

FLEX

Flex Ltd Information Technology ORD Equity as of 2026 Q2 among managers we track

  • 6 Owners
  • #255
  • Max 9.5%
  • Master 0.06%
  • $1.1B
  • 3 new 1 add 2 reduce 3 exits

FLEX (Flex Ltd) is held in 6 featured 13F books as of 2026 Q2. Lyrical Asset Management is the largest tracked holder by portfolio weight (9.5%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 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%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Lyrical Asset Management 2026 Q2 9.5% Reduce −33.4% 4,635,010 $751M history
Dan Loeb - Third Point 2026 Q2 3.6% New 3.6% 1,030,000 $167M history
Senator Investment Group 2026 Q2 2.5% New 2.5% 413,438 $67M history
Spencer Waxman - Shannon River Fund Management 2026 Q2 5.5% Add +22.0% 379,834 $62M history
First Eagle Investment Management 2026 Q2 <0.01% Reduce −17.9% 16,568 $3M history
Lee Ainslie - Maverick Capital 2026 Q2 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 $5M 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

SEC filings

Recent issuer filings from EDGAR · 25 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
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
8-K 1.01,8.01,9.01 Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
8-K 5.07,8.01 Filing Doc
DEFA14A Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 3 rows shown

Filed Form Detail Links
4 Period Aug 18, 2026 · 2 forms Filing Doc
4 Period Aug 5, 2026 · 8 forms Filing Doc
4 Period Jul 15, 2026 · 3 forms Filing Doc

Updated about 5 hours ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders