ePlus Ownership | Who Owns ePlus?
ePlus Ownership Summary
ePlus is owned by 73.80% institutional investors, 2.28% insiders, and 23.92% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.99% of PLUS shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.90% of its assets in ePlus shares.
PLUS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | ePlus | 73.80% | 2.28% | 23.92% |
| Sector | Technology Stocks | 50.77% | 12.59% | 36.65% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.94M | 14.99% | $279.63M |
| Vanguard group | 2.45M | 9.31% | $173.62M |
| River road asset management | 1.62M | 6.18% | $115.25M |
| Dimensional fund advisors lp | 1.31M | 4.97% | $92.76M |
| Fmr | 1.16M | 4.42% | $82.53M |
| State street | 1.02M | 3.89% | $72.57M |
| American century companies | 1.01M | 3.83% | $71.44M |
| Altravue capital | 1.00M | 3.82% | $71.21M |
| Geneva capital management | 919.26K | 3.50% | $65.28M |
| Morgan stanley | 772.20K | 2.94% | $54.83M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Altravue capital | 1.00M | 5.91% | $71.21M |
| River road asset management | 1.62M | 1.29% | $115.25M |
| Geneva capital management | 919.26K | 1.12% | $65.28M |
| Bridge city capital | 52.69K | 1.00% | $3.74M |
| Tributary capital management | 295.59K | 1.00% | $20.99M |
| Gobi capital | 278.07K | 0.96% | $19.75M |
| Legato capital management | 91.82K | 0.71% | $6.52M |
| Medina value partners | 38.44K | 0.64% | $2.73M |
| Chatham capital group | 43.68K | 0.45% | $3.10M |
| Perkins capital management | 5.00K | 0.31% | $355.05K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Tributary capital management | 295.59K | 1.00% | 295.59K |
| Silvercrest asset management group | 571.25K | 0.27% | 184.18K |
| Envestnet asset management | 237.67K | 0.00% | 152.13K |
| Rockefeller capital management | 442.52K | 0.06% | 147.91K |
| Baird financial group | 96.53K | 0.01% | 96.53K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mirabella financial services llp | - | - | -589.03K |
| Gobi capital | 278.07K | 0.96% | -406.48K |
| Pacer advisors | 62.48K | 0.01% | -178.78K |
| Ubs group | 59.96K | 0.00% | -80.54K |
| Phocas financial | - | - | -68.64K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Tributary capital management | 295.59K | 1.00% | 295.59K | $20.99M |
| Baird financial group | 96.53K | 0.01% | 96.53K | $6.85M |
| Two sigma investments, lp | 48.67K | 0.01% | 48.67K | $3.46M |
| Medina value partners | 38.44K | 0.64% | 38.44K | $2.73M |
| Bragg financial advisors | 20.49K | 0.05% | 20.49K | $1.46M |
Sold Out
| Holder | Change |
|---|---|
| Ifp advisors | -1.00 |
| Mendota financial group | -2.00 |
| Global financial private client | -4.00 |
| Larson financial group | -5.00 |
| Cva family office | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 185 | -23.24% | 19,386,204 | -21.57% | 73 | 0.83% | 83 | -39.42% | 66 | -10.81% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.57M | 5.90% | - |
| 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 | 815.06K | 3.06% | 1.18K |
| iShares Russell 2000 ETF | 642.44K | 2.41% | - |
| Vanguard Information Technology ETF | 634.97K | 2.38% | 6.47K |
| 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 |
|---|---|---|---|---|
| Dec 08, 2025 | Callies John E | - | Sell | $50.41K |
| Sep 16, 2024 | Marion Elaine D | Chief Financial Officer | Sell | $232.42K |
| Sep 16, 2024 | Marion Elaine D | Chief Financial Officer | Sell | $197.95K |
| Sep 16, 2024 | Marion Elaine D | Chief Financial Officer | Sell | $30.55K |
| Aug 26, 2024 | Callies John E | - | Sell | $100.46K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
PLUS Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools