Who owns ePlus (PLUS)
Which tracked institutional funds hold PLUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PLUS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
71 tracked funds added or opened PLUS while 52 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PLUS’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PLUS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PLUS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 265 tracked filers holding PLUS, 138 increased or opened the position and 150 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PLUS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- Ophir Asset Management Pty Ltd$32M
- Boston Partners$21M
- MILLENNIUM MANAGEMENT LLC$4M
- ICON ADVISERS INC/CO$2M
- State of New Jersey Common Pension Fund D$1M
- Jupiter Topco LLC$975K
Full exits 24
- CITADEL ADVISORS LLC$4M
- JANE STREET GROUP, LLC$4M
- LAZARD ASSET MANAGEMENT LLC$4M
- BESSEMER GROUP INC$3M
- Integrated Quantitative Investments LLC$2M
- Jackson Creek Investment Advisors LLC$2M
Largest adds
- BlackRock, Inc.$123M
- FIRST TRUST ADVISORS LP$33M
- FMR LLC$21M
- DIMENSIONAL FUND ADVISORS LP$15M
- STATE STREET CORP$13M
- VANGUARD PORTFOLIO MANAGEMENT LLC$12M
Largest trims
- PRICE T ROWE ASSOCIATES INC /MD/$19M
- WCM INVESTMENT MANAGEMENT, LLC$12M
- AMERICAN CENTURY COMPANIES INC$10M
- Swedbank AB$9M
- WELLINGTON MANAGEMENT GROUP LLP$9M
- GENEVA CAPITAL MANAGEMENT LLC$8M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,060,186 | $338M | 16.6% | 2026-Q2 |
| River Road Asset Management, LLC trimmed | 1,582,148 | $132M | 6.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,368,044 | $114M | 5.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,160,310 | $97M | 4.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,142,862 | $95M | 4.7% | 2026-Q2 |
| STATE STREET CORP added | 1,066,916 | $89M | 4.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 920,085 | $77M | 3.8% | 2026-Q2 |
| AltraVue Capital, LLC trimmed | 910,893 | $76M | 3.7% | 2026-Q2 |
| FMR LLC added | 791,462 | $66M | 3.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 758,251 | $63M | 3.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 729,583 | $61M | 3.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 659,994 | $55M | 2.7% | 2026-Q2 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 595,827 | $50M | 2.4% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 444,397 | $37M | 1.8% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 395,081 | $33M | 1.6% | 2026-Q2 |
| Ophir Asset Management Pty Ltd new | 382,904 | $32M | 1.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 362,480 | $30M | 1.5% | 2026-Q2 |
| Bragg Financial Advisors, Inc added | 311,913 | $26M | 1.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 287,417 | $24M | 1.2% | 2026-Q2 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC added | 275,000 | $23M | 1.1% | 2026-Q2 |
| LONDON CO OF VIRGINIA trimmed | 259,518 | $22M | 1.1% | 2026-Q2 |
| Boston Partners new | 246,655 | $21M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 234,774 | $20M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 230,878 | $19M | 0.9% | 2026-Q2 |
| Invesco Ltd. added | 230,270 | $19M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 218,797 | $18M | 0.9% | 2026-Q2 |
| Swedbank AB trimmed | 200,000 | $17M | 0.8% | 2026-Q2 |
| Tributary Capital Management, LLC added | 191,890 | $16M | 0.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 187,383 | $16M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 173,775 | $14M | 0.7% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 168,377 | $14M | 0.7% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 163,196 | $14M | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 155,145 | $13M | 0.6% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 150,998 | $13M | 0.6% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 130,540 | $11M | 0.5% | 2026-Q2 |
| Nuveen, LLC trimmed | 126,385 | $11M | 0.5% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 122,468 | $10M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 117,693 | $10M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 115,647 | $10M | 0.5% | 2026-Q2 |
| EULAV Asset Management trimmed | 111,600 | $9M | 0.5% | 2026-Q2 |
| Baird Financial Group, Inc. added | 105,901 | $9M | 0.4% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 102,512 | $9M | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 102,130 | $9M | 0.4% | 2026-Q2 |
| GHP Investment Advisors, Inc. added | 101,971 | $8M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 89,732 | $7M | 0.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 86,936 | $7M | 0.4% | 2026-Q2 |
| Legato Capital Management LLC trimmed | 86,455 | $7M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 84,079 | $7M | 0.3% | 2026-Q2 |
| NICHOLAS COMPANY, INC. added | 83,455 | $7M | 0.3% | 2026-Q2 |
| Bridge City Capital, LLC added | 81,014 | $7M | 0.3% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 79,991 | $7M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 70,004 | $6M | 0.3% | 2026-Q2 |
| Vest Financial, LLC added | 67,861 | $6M | 0.3% | 2026-Q2 |
| HERALD INVESTMENT MANAGEMENT Ltd trimmed | 67,500 | $6M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 65,951 | $5M | 0.3% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 65,784 | $5M | 0.3% | 2026-Q2 |
| Legal & General Group Plc added | 62,315 | $5M | 0.3% | 2026-Q2 |
| Blue Door Asset Management, LLC added | 58,938 | $5M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 58,366 | $5M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 58,305 | $5M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 57,238 | $5M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 52,956 | $4M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 49,727 | $4M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 47,935 | $4M | 0.2% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 44,737 | $4M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 41,414 | $3M | 0.2% | 2026-Q2 |
| CHATHAM CAPITAL GROUP, INC. added | 40,903 | $3M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 35,790 | $3M | 0.1% | 2026-Q2 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC added | 35,044 | $3M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 34,173 | $3M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 33,918 | $3M | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 31,983 | $3M | 0.1% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 31,222 | $3M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 30,100 | $3M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 30,060 | $2M | 0.1% | 2026-Q2 |
| ICON ADVISERS INC/CO new | 30,000 | $2M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 29,009 | $2M | 0.1% | 2026-Q2 |
| ASSETMARK, INC added | 28,499 | $2M | 0.1% | 2026-Q2 |
| Polaris Capital Management, LLC | 27,700 | $2M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 26,006 | $2M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 23,068 | $2M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 21,055 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 20,395 | $2M | 0.1% | 2026-Q2 |
| Round Rock Advisors LLC | 20,197 | $2M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 19,853 | $2M | 0.1% | 2026-Q2 |
| DENALI ADVISORS LLC added | 18,900 | $2M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 18,707 | $2M | 0.1% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 18,237 | $1M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 17,693 | $1M | 0.1% | 2026-Q2 |
| ARGENT CAPITAL MANAGEMENT LLC trimmed | 17,535 | $1M | 0.1% | 2026-Q2 |
| Pacific Ridge Capital Partners, LLC added | 17,525 | $1M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 16,022 | $1M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 15,467 | $1M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 15,292 | $1M | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund trimmed | 13,604 | $1M | 0.1% | 2026-Q2 |
| State of New Jersey Common Pension Fund D trimmed | 13,238 | $1M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 13,237 | $1M | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 13,153 | $1M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 13,141 | $1M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 12,552 | $1M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.