ePlus Ownership | Who Owns ePlus?
ePlus Ownership Summary
ePlus is owned by 72.47% institutional investors, 2.55% insiders, and 24.99% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 16.44% of PLUS shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.12% of its assets in ePlus shares.
PLUS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | ePlus | 72.47% | 2.55% | 24.99% |
| Sector | Technology Stocks | 44.47% | 12.07% | 43.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 4.37M | 16.44% | $322.68M |
| Vanguard group | 2.44M | 9.17% | $180.08M |
| Pacer advisors | 1.33M | 5.01% | $98.25M |
| Dimensional fund advisors lp | 1.33M | 4.99% | $97.97M |
| Fmr | 1.09M | 4.11% | $80.70M |
| Altravue capital | 952.15K | 3.58% | $70.34M |
| Wellington management group llp | 937.60K | 3.53% | $69.27M |
| Gobi capital | 936.12K | 3.52% | $69.16M |
| Geneva capital management | 873.29K | 3.29% | $64.52M |
| American century companies | 790.33K | 2.97% | $58.39M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Altravue capital | 952.15K | 5.86% | $70.34M |
| Gobi capital | 936.12K | 4.06% | $69.16M |
| Mirabella financial services llp | 589.03K | 1.83% | $20.02M |
| Geneva capital management | 873.29K | 1.12% | $64.52M |
| Lumbard & kellner | 31.06K | 0.99% | $2.29M |
| Legato capital management | 86.81K | 0.84% | $6.41M |
| Cascade investment advisors | 16.00K | 0.76% | $1.18M |
| Chatham capital group | 42.59K | 0.52% | $3.15M |
| River road asset management | 465.99K | 0.46% | $34.43M |
| Perkins capital management | 6.00K | 0.39% | $443.28K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirabella financial services llp | 589.03K | 1.83% | 589.03K |
| Rockefeller capital management | 211.01K | 0.04% | 211.01K |
| Swedbank ab | 150.00K | 0.01% | 150.00K |
| American century companies | 790.33K | 0.03% | 121.94K |
| Raymond james financial | 117.52K | 0.00% | 117.52K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gobi capital | 936.12K | 4.06% | -232.30K |
| Geode capital management | 631.66K | 0.00% | -100.25K |
| River road asset management | 465.99K | 0.46% | -94.93K |
| Royal bank of canada | 354.95K | 0.01% | -70.55K |
| Ameriprise financial | 86.03K | 0.00% | -68.14K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mirabella financial services llp | 589.03K | 1.83% | 589.03K | $20.02M |
| Rockefeller capital management | 211.01K | 0.04% | 211.01K | $15.59M |
| Swedbank ab | 150.00K | 0.01% | 150.00K | $11.08M |
| Raymond james financial | 117.52K | 0.00% | 117.52K | $8.68M |
| Quantbot technologies lp | 11.11K | 0.03% | 11.11K | $820.51K |
Sold Out
| Holder | Change |
|---|---|
| True wealth design | -1.00 |
| Mendota financial group | -2.00 |
| Horizon investments | -9.00 |
| Brown brothers harriman | -16.00 |
| First horizon advisors | -46.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 152 | -34.76% | 19,252,676 | -25.07% | 72 | 0.77% | 66 | -38.89% | 56 | -33.33% |
| Sep 30, 2024 | 233 | 1.30% | 25,694,752 | 0.95% | 96 | 1.06% | 108 | -10.74% | 84 | 10.53% |
| Jun 30, 2024 | 230 | 1.77% | 25,452,136 | -3.09% | 95 | 0.98% | 121 | 9.01% | 76 | -10.59% |
| Mar 31, 2024 | 226 | 2.26% | 26,262,360 | 3.17% | 98 | 1.08% | 111 | 19.35% | 85 | -9.57% |
| Dec 31, 2023 | 221 | 1.38% | 25,454,307 | 1.04% | 95 | 1.07% | 93 | -5.10% | 94 | 6.82% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.63M | 6.12% | 1.06K |
| Vanguard US Total Market Shares ETF | 849.37K | 3.19% | 793.00 |
| Vanguard Total Stock Mkt Idx Inv | 845.21K | 3.18% | 636.00 |
| Avantis US Small Cap Value ETF | 722.44K | 2.71% | 830.00 |
| iShares Russell 2000 ETF | 699.69K | 2.63% | -6.05K |
| Vanguard Information Technology ETF | 631.00K | 2.37% | 1.90K |
| Vanguard Institutional Extnd Mkt Idx Tr | 400.00K | 1.50% | 2.01K |
| Nationwide Geneva Small Cap Gr Instl Svc | 288.81K | 1.09% | -1.33K |
| T. Rowe Price Integrated US SmCapGrEq | 280.40K | 1.05% | 169.50K |
| Pacer US Small Cap Cash Cows 100 ETF | 278.04K | 1.04% | -1.82K |
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 |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 6 |
| 2024 Q2 | - | 6 |
PLUS Ownership FAQ
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