ePlus Ownership | Who Owns ePlus?
ePlus Ownership Summary
ePlus is owned by 97.89% institutional investors, 2.21% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.20% of PLUS shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.92% of its assets in ePlus shares.
PLUS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | ePlus | 97.89% | 2.21% | -0.10% |
| Sector | Technology Stocks | 144.02% | 12.52% | -56.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.99M | 15.20% | $287.83M |
| Vanguard group | 2.44M | 9.17% | $180.08M |
| River road asset management | 1.62M | 6.19% | $105.26M |
| 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 |
| American century companies | 927.88K | 3.53% | $66.90M |
| Wellington management group llp | 937.60K | 3.53% | $69.27M |
| Geneva capital management | 921.85K | 3.51% | $66.47M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Altravue capital | 952.15K | 5.86% | $70.34M |
| Gobi capital | 684.55K | 2.44% | $49.36M |
| River road asset management | 1.62M | 1.34% | $105.26M |
| Geneva capital management | 921.85K | 1.11% | $66.47M |
| Bridge city capital | 53.62K | 1.08% | $3.87M |
| Legato capital management | 91.82K | 0.79% | $6.62M |
| Lumbard & kellner | 24.97K | 0.78% | $1.80M |
| Chatham capital group | 43.92K | 0.48% | $3.17M |
| Perkins capital management | 5.00K | 0.36% | $360.50K |
| Ghp investment advisors | 100.11K | 0.32% | $7.22M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Silvercrest asset management group | 387.07K | 0.19% | 387.07K |
| River road asset management | 1.62M | 1.34% | 238.07K |
| Swedbank ab | 450.00K | 0.04% | 125.00K |
| Bnp paribas arbitrage, snc | 85.19K | 0.00% | 71.71K |
| Jpmorgan chase | 124.25K | 0.00% | 69.41K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirabella financial services llp | - | - | -589.03K |
| Blackrock funding, inc. /de | 3.99M | 0.01% | -120.65K |
| Geode capital management | 631.66K | 0.00% | -100.25K |
| Gobi capital | 684.55K | 2.44% | -98.96K |
| Royal bank of canada | 354.95K | 0.01% | -70.55K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Silvercrest asset management group | 387.07K | 0.19% | 387.07K | $27.91M |
| Dark forest capital management lp | 24.74K | 0.07% | 24.74K | $1.78M |
| Marshall wace, llp | 21.93K | 0.00% | 21.93K | $1.58M |
| Mackenzie financial | 19.37K | 0.00% | 19.37K | $1.40M |
| Aquatic capital management | 14.23K | 0.02% | 14.23K | $1.03M |
Sold Out
| Holder | Change |
|---|---|
| True wealth design | -1.00 |
| Ifp advisors | -1.00 |
| Mendota financial group | -2.00 |
| Global financial private client | -4.00 |
| Cva family office | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 246 | 0.82% | 25,715,543 | 0.56% | 97 | 1.05% | 138 | 13.11% | 77 | -11.49% |
| Mar 31, 2025 | 238 | -1.65% | 25,205,359 | -4.21% | 95 | 0.97% | 118 | 7.27% | 85 | -7.61% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.58M | 5.92% | 242.00 |
| Vanguard US Total Market Shares ETF | 849.37K | 3.19% | 793.00 |
| Vanguard Total Stock Mkt Idx Inv | 838.08K | 3.15% | -17.91K |
| Avantis US Small Cap Value ETF | 800.16K | 3.01% | 560.00 |
| Vanguard Information Technology ETF | 634.97K | 2.38% | 6.47K |
| iShares Russell 2000 ETF | 628.65K | 2.36% | -11.97K |
| Swedbank Robur Small Cap USA A | 450.00K | 1.69% | - |
| AMG River Road Small Cap Value N | 413.62K | 1.55% | - |
| Nationwide Geneva Small Cap Gr Instl Svc | 324.11K | 1.22% | -6.20K |
| JNL Multi-Manager Small Cap Value I | 290.63K | 1.09% | 13.40K |
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 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 6 |
PLUS Ownership FAQ
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