Wellington group discloses 4.87% Flex Ltd. (FLEX) stake across client accounts
Rhea-AI Filing Summary
Flex Ltd. is the subject of an amended Schedule 13G filing by Wellington Management Group LLP and related entities, reporting passive ownership of its common stock. The Wellington entities report aggregate beneficial ownership of 17,978,332 shares of Flex common stock, representing 4.87% of the class.
All reported shares are held with shared voting power of 16,162,370 shares and shared dispositive power of 17,978,332 shares, with no sole voting or dispositive power. The securities are owned of record by clients of various Wellington investment advisers, and no single client is stated to hold more than five percent of the class.
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Key Figures
Shares beneficially owned: 17,978,332 shares
Percent of class: 4.87%
Shared voting power: 16,162,370 shares
+3 more
6 metrics
Shares beneficially owned
17,978,332 shares
Aggregate Flex common stock beneficially owned by Wellington entities
Percent of class
4.87%
Percent of Flex common stock class reported as beneficially owned
Shared voting power
16,162,370 shares
Flex shares over which Wellington reports shared power to vote
Shared dispositive power
17,978,332 shares
Flex shares over which Wellington reports shared power to dispose
Sole voting power
0
Flex shares over which Wellington reports sole power to vote
Sole dispositive power
0
Flex shares over which Wellington reports sole power to dispose
Key Terms
beneficially owned, shared voting power, shared dispositive power, parent holding company, +1 more
5 terms
beneficially owned financial
"Amount beneficially owned: See the responses to Item 9 on the attached cover pages."
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
parent holding company financial
"Pursuant to the instructions in Item 7..., each relevant entity that beneficially owns shares..."
investment advisers financial
"One or more of the following investment advisers (the "Wellington Investment Advisers")"
FAQ
What percentage of Flex (FLEX) does Wellington report owning in this Schedule 13G/A?
Wellington-affiliated entities report beneficial ownership of 4.87% of Flex’s common stock, corresponding to 17,978,332 shares. This ownership is reported on a passive basis and reflects holdings across multiple investment-adviser clients managed within the Wellington group structure.
Which Wellington entities are listed as reporting persons for Flex (FLEX)?
The reporting persons are Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP. These entities sit atop a structure of investment advisers whose clients hold the Flex common stock reported as beneficially owned.
Is Wellington’s Flex (FLEX) stake reported as active or passive ownership?
The position is reported on a Schedule 13G/A, which is used for passive beneficial ownership rather than active control intent. The Wellington entities are described as parent holding companies and investment advisers for clients holding the Flex shares.
AI-generated analysis. How Rhea-AI works. Not financial advice.