Запись по ценной бумаге · архивный квартал
PLUS
ePlus inc. · Technology · Software - Application
99Отслеживаемые держатели
+2Δ держателей
17.15MАкций в держании
$1.29BОтчётная стоимость
+9Новые позиции
−7Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +2.1% ·
поток акций +1.9% ·
новые чистые позиции +2.0%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 94 | -2 | 16.83M | $1.40B | +7 | −9 |
| Q1 2026 | 99 | +2 | 17.15M | $1.29B | +9 | −7 |
| Q4 2025 | 96 | 0 | 18.11M | $1.59B | — | — |
| Q3 2025 | 15 | +1 | 11.26M | $799.23M | +2 | −1 |
| Q2 2025 | 11 | -2 | 10.14M | $731.38M | +1 | −3 |
| Q1 2025 | 10 | +1 | 2.99M | $182.27M | +3 | −2 |
| Q4 2024 | 9 | -1 | 3.04M | $224.92M | +1 | −2 |
| Q3 2024 | 9 | -1 | 2.03M | $199.26M | — | −1 |
| Q2 2024 | 10 | — | 1.91M | $140.79M | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 4.00M | +0.7% | $301.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 4.00M | +0.7% | $301.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 4.00M | +0.7% | $301.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 4.00M | +0.7% | $301.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 4.00M | +0.7% | $301.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 4.00M | +0.7% | $301.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 4.00M | +0.7% | $301.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 4.00M | +0.7% | $301.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 4.00M | +0.7% | $301.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 4.00M | +0.7% | $301.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 4.00M | +0.7% | $301.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (пассивный) | 4.00M | +0.7% | $301.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (пассивный) | 4.00M | +0.7% | $301.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (пассивный) | 4.00M | +0.7% | $301.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (пассивный) | 4.00M | +0.7% | $301.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 1.31M | +3.8% | $98.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 1.31M | +3.8% | $98.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 1.31M | +3.8% | $98.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 1.31M | +3.8% | $98.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 1.31M | +3.8% | $98.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Vanguard Capital Management Llc | 1.17M | — | $87.73M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | State Street Global Advisors ✦ (пассивный) | 1.01M | +0.2% | $76.28M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 23 | American Century Companies Inc | 976.21K | -3.5% | $73.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 765.30K | +3.3% | $57.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 765.30K | +3.3% | $57.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 765.30K | +3.3% | $57.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 765.30K | +3.3% | $57.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 721.71K | -4.1% | $54.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 721.71K | -4.1% | $54.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 721.71K | -4.1% | $54.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 721.71K | -4.1% | $54.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 721.71K | -4.1% | $54.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 721.71K | -4.1% | $54.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 721.71K | -4.1% | $54.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 721.71K | -4.1% | $54.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 721.71K | -4.1% | $54.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 721.71K | -4.1% | $54.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 721.71K | -4.1% | $54.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Geode Capital Management ✦ (пассивный) | 691.69K | +1.9% | $52.06M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 40 | Geode Capital Management ✦ (пассивный) | 691.69K | +1.9% | $52.06M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 41 | First Trust Advisors Lp | 579.05K | +118.2% | $43.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Wellington Management ✦ | 456.62K | -0.9% | $34.36M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 43 | Wellington Management ✦ | 456.62K | -0.9% | $34.36M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 44 | Wellington Management ✦ | 456.62K | -0.9% | $34.36M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 45 | Wellington Management ✦ | 456.62K | -0.9% | $34.36M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 46 | Northern Trust Corp | 418.17K | -7.3% | $31.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Northern Trust Corp | 418.17K | -7.3% | $31.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Northern Trust Corp | 418.17K | -7.3% | $31.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Northern Trust Corp | 418.17K | -7.3% | $31.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Northern Trust Corp | 418.17K | -7.3% | $31.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Northern Trust Corp | 418.17K | -7.3% | $31.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Northern Trust Corp | 418.17K | -7.3% | $31.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Charles Schwab Investment… | 386.77K | -3.7% | $29.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Swedbank AB | 340.00K | -15.0% | $25.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | T. Rowe Price ✦ | 283.51K | -4.9% | $21.34M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 56 | T. Rowe Price ✦ | 283.51K | -4.9% | $21.34M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 57 | Royal Bank Of Canada | 278.64K | +9.6% | $20.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Royal Bank Of Canada | 278.64K | +9.6% | $20.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Royal Bank Of Canada | 278.64K | +9.6% | $20.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Royal Bank Of Canada | 278.64K | +9.6% | $20.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Royal Bank Of Canada | 278.64K | +9.6% | $20.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Envestnet Asset Management Inc | 221.14K | +2.3% | $16.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 212.64K | -2.6% | $16.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 212.64K | -2.6% | $16.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 212.64K | -2.6% | $16.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 212.64K | -2.6% | $16.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Bank of New York Mellon Corp | 212.64K | -2.6% | $16.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 212.64K | -2.6% | $16.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 212.64K | -2.6% | $16.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Prudential Financial Inc | 193.62K | +134.7% | $14.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Prudential Financial Inc | 193.62K | +134.7% | $14.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Goldman Sachs Group ✦ | 192.30K | -8.8% | $14.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Goldman Sachs Group ✦ | 192.30K | -8.8% | $14.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Wcm Investment Management, Llc | 176.75K | -44.7% | $13.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Invesco Ltd. | 163.42K | +10.5% | $12.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Invesco Ltd. | 163.42K | +10.5% | $12.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Invesco Ltd. | 163.42K | +10.5% | $12.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Invesco Ltd. | 163.42K | +10.5% | $12.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Invesco Ltd. | 163.42K | +10.5% | $12.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Invesco Ltd. | 163.42K | +10.5% | $12.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Hotchkis & Wiley Capital Management… | 162.20K | +20.2% | $12.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Principal Financial Group Inc | 153.57K | +1.8% | $11.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Principal Financial Group Inc | 153.57K | +1.8% | $11.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Nuveen, LLC | 150.99K | -28.5% | $11.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Nuveen, LLC | 150.99K | -28.5% | $11.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Rockefeller Capital Management L.P. | 137.97K | +0.6% | $10.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Rockefeller Capital Management L.P. | 137.97K | +0.6% | $10.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Rockefeller Capital Management L.P. | 137.97K | +0.6% | $10.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Rockefeller Capital Management L.P. | 137.97K | +0.6% | $10.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Bank Of America Corp /De/ | 135.24K | -7.9% | $10.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Bank Of America Corp /De/ | 135.24K | -7.9% | $10.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Bank Of America Corp /De/ | 135.24K | -7.9% | $10.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Bank Of America Corp /De/ | 135.24K | -7.9% | $10.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Two Sigma Investments ✦ | 112.06K | +123.7% | $8.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Baird Financial Group, Inc. | 100.90K | -8.9% | $7.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Baird Financial Group, Inc. | 100.90K | -8.9% | $7.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | New York State Common Retirement… | 96.17K | +3.7% | $7.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Raymond James Financial Inc | 86.10K | +0.9% | $6.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Raymond James Financial Inc | 86.10K | +0.9% | $6.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Victory Capital Management Inc | 76.91K | +195.7% | $5.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Balyasny Asset Management L.P. | $2.98M | составлял 0.0% |
| Hrt Financial Lp | $894,000 | составлял 0.0% |
| Mariner, LLC | $749,510 | составлял 0.0% |
| Gotham Asset Management | $609,866 | составлял 0.0% |
| Canada Pension Plan… | $543,740 | составлял 0.0% |
| Bank Of Montreal /Can/ | $205,656 | составлял 0.0% |
| Millennium Management | $202,499 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 277 держатели, 25.36M акции, $1.87B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Покупок инсайдеров на открытом рынке в нашем окне покрытия нет.
Продажи на открытом рынке (S)
Aug 14
Callies John E
Director · 499 акц. · $43,954
Aug 14
Callies John E
Director · 1 акц. · $89
Aug 10
RAIGUEL DARREN S
Officer · 401 акц. · $36,266
Aug 10
RAIGUEL DARREN S
Officer · 599 акц. · $54,561
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Aug 07
SC 13G/A — River Road Asset Management, LLC
Jul 14
SC 13G — DIMENSIONAL FUND ADVISORS LP
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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