PLUS Institutional Ownership
ePlus inc.
1W: +1.8%
1M: +7.2%
3M: +3.2%
YTD: +11.6%
1Y: +30.4%
3Y: +53.2%
5Y: +79.4%
$95.81
-0.70 (-0.73%)
Weekly Expected Move ±3.7%
$88
$92
$95
$99
$102
Credit Risk of going bust: not rated Debt: 0.0% of company value Bonds: none of note held by US funds details ▾
Not rated: no debt. Altman Z'' 6.54.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — PLUS
327
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
47
New Positions
102
Increased
136
Reduced
37
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (354 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,060,186 | $389M | +56,745 | +1.4% | 8Q | SEC ↗ |
| 2 | River Road Asset Management, LLC | 1,582,148 | $152M | -42,524 | -2.6% | 25Q | SEC ↗ |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1,368,044 | $131M | +57,666 | +4.4% | 102Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,160,310 | $111M | -5,598 | -0.5% | 2Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,142,862 | $109M | +42,415 | +3.9% | 2Q | SEC ↗ |
| 6 | STATE STREET CORP | 1,066,916 | $102M | +53,187 | +5.2% | 46Q | SEC ↗ |
| 7 | FIRST TRUST ADVISORS LP | 920,085 | $88M | +341,038 | +58.9% | 15Q | SEC ↗ |
| 8 | AltraVue Capital, LLC | 910,893 | $87M | -15,760 | -1.7% | 24Q | SEC ↗ |
| 9 | FMR LLC | 791,462 | $76M | +26,165 | +3.4% | 40Q | SEC ↗ |
| 10 | AMERICAN CENTURY COMPANIES INC | 758,251 | $73M | -217,958 | -22.3% | 15Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 729,583 | $70M | +37,890 | +5.5% | 62Q | SEC ↗ |
| 12 | MORGAN STANLEY | 659,994 | $63M | -61,711 | -8.6% | 60Q | SEC ↗ |
| 13 | GENEVA CAPITAL MANAGEMENT LLC | 595,827 | $57M | -163,690 | -21.6% | 26Q | SEC ↗ |
| 14 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 444,397 | $43M | -31,418 | -6.6% | 5Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 395,081 | $38M | -23,085 | -5.5% | 72Q | SEC ↗ |
| 16 | Ophir Asset Management Pty Ltd NEW | 382,904 | $37M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Sixth Street Partners Management Compa NEW | 362,480 | $35M | — | +0.0% | 1Q | SEC ↗ |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 362,480 | $35M | -24,290 | -6.3% | 15Q | SEC ↗ |
| 19 | Bragg Financial Advisors, Inc | 311,913 | $30M | +3,258 | +1.1% | 4Q | SEC ↗ |
| 20 | WELLINGTON MANAGEMENT GROUP LLP | 287,417 | $28M | -169,199 | -37.1% | 65Q | SEC ↗ |
| 21 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 275,000 | $26M | +1,930 | +0.7% | 3Q | SEC ↗ |
| 22 | LONDON CO OF VIRGINIA | 259,518 | $25M | -10,487 | -3.9% | 11Q | SEC ↗ |
| 23 | Boston Partners NEW | 246,655 | $24M | — | +0.0% | 1Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 234,774 | $22M | -43,862 | -15.7% | 67Q | SEC ↗ |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 230,878 | $22M | +9,741 | +4.4% | 31Q | SEC ↗ |
| 26 | Invesco Ltd. | 230,270 | $22M | +66,851 | +40.9% | 64Q | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 218,797 | $21M | +6,156 | +2.9% | 63Q | SEC ↗ |
| 28 | Swedbank AB | 200,000 | $19M | -140,000 | -41.2% | 7Q | SEC ↗ |
| 29 | Tributary Capital Management, LLC | 191,890 | $18M | +8,892 | +4.9% | 4Q | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 187,383 | $18M | +49,416 | +35.8% | 7Q | SEC ↗ |
| 31 | VANGUARD FIDUCIARY TRUST CO | 173,775 | $17M | +4,492 | +2.7% | 2Q | SEC ↗ |
| 32 | Qube Research & Technologies Ltd | 168,377 | $16M | +120,380 | +250.8% | 15Q | SEC ↗ |
| 33 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 163,196 | $16M | +1,000 | +0.6% | 29Q | SEC ↗ |
| 34 | PRINCIPAL FINANCIAL GROUP INC | 155,145 | $15M | +1,573 | +1.0% | 44Q | SEC ↗ |
| 35 | OBERWEIS ASSET MANAGEMENT INC | 150,998 | $14M | +13,500 | +9.8% | 3Q | SEC ↗ |
| 36 | ROYCE & ASSOCIATES LP | 130,540 | $13M | +12,149 | +10.3% | 26Q | SEC ↗ |
| 37 | Nuveen, LLC | 126,385 | $12M | -24,604 | -16.3% | 6Q | SEC ↗ |
| 38 | PRUDENTIAL FINANCIAL INC | 122,468 | $12M | -71,150 | -36.7% | 49Q | SEC ↗ |
| 39 | BANK OF AMERICA CORP /DE | 117,693 | $11M | -17,546 | -13.0% | 15Q | SEC ↗ |
| 40 | GOLDMAN SACHS GROUP INC | 115,647 | $11M | -76,656 | -39.9% | 15Q | SEC ↗ |
| 41 | EULAV Asset Management | 111,600 | $11M | -18,300 | -14.1% | 42Q | SEC ↗ |
| 42 | Baird Financial Group, Inc. | 105,901 | $10M | +5,005 | +5.0% | 4Q | SEC ↗ |
| 43 | NEW YORK STATE COMMON RETIREMENT FUND | 102,512 | $10M | +6,340 | +6.6% | 45Q | SEC ↗ |
| 44 | TWO SIGMA INVESTMENTS, LP | 102,130 | $10M | -9,933 | -8.9% | 4Q | SEC ↗ |
| 45 | GHP Investment Advisors, Inc. | 101,971 | $10M | +1,247 | +1.2% | 30Q | SEC ↗ |
| 46 | Public Sector Pension Investment Board | 89,732 | $9M | -3,823 | -4.1% | 44Q | SEC ↗ |
| 47 | VICTORY CAPITAL MANAGEMENT INC | 86,936 | $8M | +10,023 | +13.0% | 45Q | SEC ↗ |
| 48 | Legato Capital Management LLC | 86,455 | $8M | -7,946 | -8.4% | 13Q | SEC ↗ |
| 49 | RAYMOND JAMES FINANCIAL INC | 84,079 | $8M | -2,019 | -2.3% | 7Q | SEC ↗ |
| 50 | NICHOLAS COMPANY, INC. | 83,455 | $8M | +20 | +0.0% | 23Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Ophir Asset Management Pty Ltd | 382,904 | $37M |
| Sixth Street Partners Management Co | 362,480 | $35M |
| Boston Partners | 246,655 | $24M |
| HRT FINANCIAL LP | 71,158 | $7M |
| MILLENNIUM MANAGEMENT LLC | 47,935 | $5M |
| ICON ADVISERS INC/CO | 30,000 | $3M |
| State of New Jersey Common Pension | 13,238 | $1M |
| Jupiter Topco LLC | 11,708 | $1M |
| Tidal Investments LLC | 10,439 | $1M |
| MARSHALL WACE, LLP | 7,345 | $704K |
| BOOTHBAY FUND MANAGEMENT, LLC | 6,918 | $663K |
| Advisory Advocates, LLC | 5,694 | $546K |
| Storgate, LLC | 5,240 | $502K |
| MIRABELLA FINANCIAL SERVICES LLP | 5,100 | $489K |
| PDT Partners, LLC | 4,300 | $412K |
| DARK FOREST CAPITAL MANAGEMENT LP | 4,255 | $408K |
| Caitlin John, LLC | 4,227 | $405K |
| HANCOCK WHITNEY CORP | 3,557 | $341K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,095 | $297K |
| SIT INVESTMENT ASSOCIATES INC | 2,900 | $278K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Medina Value Partners, LLC | 196,285 | $19M |
| CITADEL ADVISORS LLC | 53,480 | $5M |
| JANE STREET GROUP, LLC | 52,522 | $5M |
| LAZARD ASSET MANAGEMENT LLC | 47,854 | $5M |
| SEIZERT CAPITAL PARTNERS, LLC | 47,555 | $5M |
| Balyasny Asset Management L.P. | 33,925 | $3M |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 27,744 | $3M |
| Integrated Quantitative Investments | 23,532 | $2M |
| Jackson Creek Investment Advisors L | 22,929 | $2M |
| Elo Mutual Pension Insurance Co | 18,584 | $2M |
| SEGALL BRYANT & HAMILL, LLC | 15,668 | $2M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 12,839 | $1M |
| D. E. Shaw & Co., Inc. | 11,021 | $1M |
| Campbell & CO Investment Adviser LL | 10,907 | $1M |
| STRS OHIO | 10,300 | $987K |
| Quantbot Technologies LP | 10,073 | $965K |
| NATIXIS | 10,000 | $958K |
| BAILARD, INC. | 9,600 | $920K |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 9,435 | $904K |
| Mariner, LLC | 8,547 | $819K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FIRST TRUST ADVISORS LP | +341,038 | +58.9% | 920,085 |
| Qube Research & Technologies Ltd | +120,380 | +250.8% | 168,377 |
| Invesco Ltd. | +66,851 | +40.9% | 230,270 |
| DIMENSIONAL FUND ADVISORS LP | +57,666 | +4.4% | 1,368,044 |
| BlackRock, Inc. | +56,745 | +1.4% | 4,060,186 |
| STATE STREET CORP | +53,187 | +5.2% | 1,066,916 |
| Rockefeller Capital Management L.P. | +49,416 | +35.8% | 187,383 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +42,415 | +3.9% | 1,142,862 |
| GEODE CAPITAL MANAGEMENT, LLC | +37,890 | +5.5% | 729,583 |
| FMR LLC | +26,165 | +3.4% | 791,462 |
| Vest Financial, LLC | +24,565 | +56.7% | 67,861 |
| Allspring Global Investments Holdin | +17,505 | +36.3% | 65,784 |
| WELLS FARGO & COMPANY/MN | +15,515 | +28.5% | 70,004 |
| GSA CAPITAL PARTNERS LLP | +14,299 | +243.6% | 20,168 |
| Russell Investments Group, Ltd. | +13,670 | +61.8% | 35,790 |
| OBERWEIS ASSET MANAGEMENT INC | +13,500 | +9.8% | 150,998 |
| Bridge City Capital, LLC | +12,691 | +18.6% | 81,014 |
| ROYCE & ASSOCIATES LP | +12,149 | +10.3% | 130,540 |
| Blue Door Asset Management, LLC | +10,300 | +21.2% | 58,938 |
| CSM Advisors, LLC | +10,099 | +75.8% | 23,424 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD | -249,592 | -88.0% | 33,918 |
| AMERICAN CENTURY COMPANIES INC | -217,958 | -22.3% | 758,251 |
| WELLINGTON MANAGEMENT GROUP LLP | -169,199 | -37.1% | 287,417 |
| GENEVA CAPITAL MANAGEMENT LLC | -163,690 | -21.6% | 595,827 |
| WCM INVESTMENT MANAGEMENT, LLC | -158,513 | -89.7% | 18,237 |
| Swedbank AB | -140,000 | -41.2% | 200,000 |
| GOLDMAN SACHS GROUP INC | -76,656 | -39.9% | 115,647 |
| PRUDENTIAL FINANCIAL INC | -71,150 | -36.7% | 122,468 |
| MORGAN STANLEY | -61,711 | -8.6% | 659,994 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | -58,864 | -99.0% | 608 |
| ALGERT GLOBAL LLC | -50,580 | -87.7% | 7,062 |
| ROYAL BANK OF CANADA | -43,862 | -15.7% | 234,774 |
| River Road Asset Management, LLC | -42,524 | -2.6% | 1,582,148 |
| SILVERCREST ASSET MANAGEMENT GROUP | -31,418 | -6.6% | 444,397 |
| SEI INVESTMENTS CO | -30,741 | -62.2% | 18,707 |
| UBS Group AG | -30,365 | -48.7% | 31,983 |
| Nuveen, LLC | -24,604 | -16.3% | 126,385 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -24,290 | -6.3% | 362,480 |
| NORTHERN TRUST CORP | -23,085 | -5.5% | 395,081 |
| EULAV Asset Management | -18,300 | -14.1% | 111,600 |