ePlus Ownership | Who Owns ePlus?
ePlus Ownership Summary
ePlus is owned by 95.42% institutional investors, 2.09% insiders, and 2.49% retail investors. Blackrock is the largest institutional shareholder, holding 15.99% of PLUS shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.31% of its assets in ePlus shares.
PLUS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | ePlus | 95.42% | 2.09% | 2.49% |
| Sector | Technology Stocks | 52.78% | 10.49% | 36.73% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 4.26M | 15.99% | $313.98M |
| Vanguard group | 2.43M | 9.11% | $178.81M |
| Dimensional fund advisors lp | 1.42M | 5.32% | $104.53M |
| Pacer advisors | 1.16M | 4.35% | $85.33M |
| Gobi capital | 1.11M | 4.18% | $82.02M |
| Geneva capital management | 1.03M | 3.87% | $76.05M |
| State street | 1.02M | 3.81% | $74.79M |
| Altravue capital | 968.39K | 3.63% | $71.35M |
| River road asset management | 890.22K | 3.34% | $65.59M |
| Wellington management group llp | 804.98K | 3.02% | $59.31M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Altravue capital | 968.39K | 7.09% | $71.35M |
| Gobi capital | 1.11M | 5.20% | $82.02M |
| Geneva capital management | 1.03M | 1.38% | $76.05M |
| Lumbard & kellner | 31.59K | 1.10% | $2.33M |
| River road asset management | 890.22K | 0.94% | $65.59M |
| Legato capital management | 86.81K | 0.86% | $6.40M |
| Bridge city capital | 30.85K | 0.76% | $2.27M |
| Perkins capital management | 8.50K | 0.59% | $626.00K |
| Chatham capital group | 43.25K | 0.56% | $3.19M |
| Ghp investment advisors | 102.07K | 0.38% | $7.52M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 251.43K | 0.01% | 245.35K |
| American century companies | 487.07K | 0.02% | 209.51K |
| Cubist systematic strategies | 64.34K | 0.03% | 64.34K |
| Qube research | 196.69K | 0.02% | 63.35K |
| London co of virginia | 301.56K | 0.12% | 62.09K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| River road asset management | 890.22K | 0.94% | -492.98K |
| Blackrock | 4.26M | 0.01% | -248.76K |
| Swedbank ab | - | - | -195.00K |
| Geneva capital management | 1.03M | 1.38% | -188.01K |
| Gobi capital | 1.11M | 5.20% | -125.91K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cubist systematic strategies | 64.34K | 0.03% | 64.34K | $4.74M |
| Norges bank | 42.10K | 0.00% | 42.10K | $3.10M |
| Trexquant investment lp | 29.15K | 0.03% | 29.15K | $2.15M |
| Man group | 18.78K | 0.00% | 18.78K | $1.38M |
| Fcf advisors | 16.84K | 0.31% | 16.84K | $1.24M |
Sold Out
| Holder | Change |
|---|---|
| Rothschild investment | -5.00 |
| Nelson, van denburg & campbell wealth management group | -5.00 |
| Financial synergies wealth advisors | -6.00 |
| Redwood wealth management group | -12.00 |
| Ashton thomas private wealth | -13.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 224 | -0.44% | 25,424,366 | -3.19% | 95 | 0.98% | 116 | 4.50% | 75 | -10.71% |
| Mar 31, 2024 | 225 | 2.27% | 26,262,160 | 3.99% | 98 | 1.10% | 111 | 20.65% | 84 | -10.64% |
| Dec 31, 2023 | 220 | 1.85% | 25,254,307 | 0.68% | 94 | 1.07% | 92 | -5.15% | 94 | 8.05% |
| Sep 30, 2023 | 216 | 9.09% | 25,083,591 | -0.03% | 94 | 1.06% | 97 | - | 87 | 26.09% |
| Jun 30, 2023 | 198 | 4.21% | 25,090,328 | 0.65% | 94 | 1.07% | 97 | 7.78% | 69 | -1.43% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.70M | 6.31% | 1.60K |
| Pacer US Small Cap Cash Cows 100 ETF | 1.37M | 5.09% | -352.00 |
| Vanguard Total Stock Mkt Idx Inv | 844.79K | 3.15% | -4.58K |
| iShares Russell 2000 ETF | 687.84K | 2.56% | -1.54K |
| Vanguard Information Technology ETF | 605.00K | 2.26% | 2.74K |
| Avantis US Small Cap Value ETF | 573.39K | 2.13% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 400.22K | 1.49% | -1.58K |
| Nationwide Geneva Small Cap Gr Instl Svc | 297.57K | 1.11% | - |
| Fidelity Small Cap Index | 269.49K | 1.00% | -6.88K |
| Strategic Advisers Fidelity US TtlStk | 257.61K | 0.96% | 68.43K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 16, 2024 | Marion Elaine D | Chief Financial Officer | Sell | $197.95K |
| Sep 16, 2024 | Marion Elaine D | Chief Financial Officer | Sell | $30.55K |
| Sep 16, 2024 | Marion Elaine D | Chief Financial Officer | Sell | $232.42K |
| Aug 26, 2024 | Callies John E | - | Sell | $100.46K |
| Aug 23, 2024 | FAULDERS C THOMAS III | - | Sell | $186.26K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 6 |
| 2024 Q2 | - | 6 |
| 2024 Q1 | - | 6 |
| 2023 Q4 | - | 6 |
PLUS Ownership FAQ
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