13FPulse
FL

FLEX Flex Ltd.

2026Q2 · CUSIP Y2573F102 · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,083
Institutions that reported holding it to the SEC
Net increase in holders
+306
Last quarter 777 → now 1,083
How unusual is that
Top 1% in the market
Stronger buying than 99.6% of US stocks
What the filings say, in one paragraph

1,083 funds held FLEX at the end of 2026Q2, up 306 from the quarter before. That is stronger buying than 99.6% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $29.3B(YoY +12.3%), return on equity is 17.7%. FLEX has had 24 buying rushes in its history. It sits in the Technology sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=251 2013Q4: holders=250 2014Q1: holders=256 2014Q2: holders=256 2014Q3: holders=264 2014Q4: holders=289 2015Q1: holders=281 2015Q2: holders=282 2015Q3: holders=267 2015Q4: holders=285 2016Q1: holders=297 2016Q2: holders=323 2016Q3: holders=311 2016Q4: holders=314 2017Q1: holders=304 2017Q2: holders=325 2017Q3: holders=310 2017Q4: holders=343 2018Q1: holders=363 2018Q2: holders=332 2018Q3: holders=336 2018Q4: holders=312 2019Q1: holders=314 2019Q2: holders=317 2019Q3: holders=304 2019Q4: holders=310 2020Q1: holders=287 2020Q2: holders=277 2020Q3: holders=265 2020Q4: holders=316 2021Q1: holders=322 2021Q2: holders=324 2021Q3: holders=314 2021Q4: holders=349 2022Q1: holders=348 2022Q2: holders=353 2022Q3: holders=372 2022Q4: holders=414 2023Q1: holders=423 2023Q2: holders=440 2023Q3: holders=447 2023Q4: holders=477 2024Q1: holders=469 2024Q2: holders=472 2024Q3: holders=495 2024Q4: holders=566 2025Q1: holders=580 2025Q2: holders=643 2025Q3: holders=693 2025Q4: holders=758 2026Q1: holders=777 2026Q2: holders=1083 -306 -153 +0 +153 +306 2256821138 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 24 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 1% in the market
2026Q1 Top 20%
2025Q4 Top 10%
2025Q3 Top 5%
2025Q2 Top 5%
2025Q1 Top 20%
2024Q4 Top 10%
2024Q3 Top 20%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
321
Change in large funds
+67
Total value they hold
$55.8B
Funds buying for the first time
390
Funds that sold out entirely
84
Price change that quarter
Funds holding puts (bearish)
19
Funds holding calls (bullish)
21

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$2.59
EPS YoY
+13.6%
Revenue (TTM)
$29.3B
Revenue YoY
+12.3%
Net margin
3.3%
ROE
17.7%
Debt ratio
78.2%
FCF (TTM)
$826M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-10-01: EPS 0.69 2021-12-31: EPS 0.48 2022-03-31: EPS 0.36 2022-07-01: EPS 0.40 2022-09-30: EPS 0.50 2022-12-31: EPS 0.50 2023-03-31: EPS 0.31 2023-06-30: EPS 0.41 2023-09-29: EPS 0.51 2023-12-31: EPS 0.45 2024-03-31: EPS 0.93 2024-06-28: EPS 0.34 2024-09-27: EPS 0.54 2024-12-31: EPS 0.67 2025-03-31: EPS 0.57 2025-06-27: EPS 0.50 2025-09-26: EPS 0.52 2025-12-31: EPS 0.64 2026-03-31: EPS 0.67 2026-06-26: EPS 0.76 0B 4.0B 7.9B $B 0.00 0.51 1.02 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

Quarterly free cash flow
-1.2B-314M598M 20162017201820192020202120222023202420252026
Latest quarter $211M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-26 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.