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 | 93 | -2 | 16.82M | $1.40B | +7 | −10 |
| 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 ↗ ×15 |
| 2 | Dimensional Fund Advisors Lp | 1.31M | +3.8% | $98.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Vanguard Capital Management Llc | 1.17M | — | $87.73M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (пассивный) | 1.01M | +0.2% | $76.28M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | American Century Companies Inc | 976.21K | -3.5% | $73.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 765.30K | +3.3% | $57.59M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 7 | Morgan Stanley ✦ | 721.71K | -4.1% | $54.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 8 | Geode Capital Management ✦ (пассивный) | 691.69K | +1.9% | $52.06M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 9 | First Trust Advisors Lp | 579.05K | +118.2% | $43.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wellington Management ✦ | 456.62K | -0.9% | $34.36M | 0.0% | ▼ Trim | 8 | SEC ↗ ×4 |
| 11 | Northern Trust Corp | 418.17K | -7.3% | $31.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 12 | Charles Schwab Investment… | 386.77K | -3.7% | $29.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Swedbank AB | 340.00K | -15.0% | $25.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 283.51K | -4.9% | $21.34M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 15 | Royal Bank Of Canada | 278.64K | +9.6% | $20.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 16 | Envestnet Asset Management Inc | 221.14K | +2.3% | $16.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 212.64K | -2.6% | $16.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 18 | Prudential Financial Inc | 193.62K | +134.7% | $14.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Goldman Sachs Group ✦ | 192.30K | -8.8% | $14.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Wcm Investment Management, Llc | 176.75K | -44.7% | $13.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Invesco Ltd. | 163.42K | +10.5% | $12.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 22 | Hotchkis & Wiley Capital Management… | 162.20K | +20.2% | $12.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Principal Financial Group Inc | 153.57K | +1.8% | $11.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Nuveen, LLC | 150.99K | -28.5% | $11.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Rockefeller Capital Management L.P. | 137.97K | +0.6% | $10.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 26 | Bank Of America Corp /De/ | 135.24K | -7.9% | $10.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 27 | Two Sigma Investments ✦ | 112.06K | +123.7% | $8.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 100.90K | -8.9% | $7.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | New York State Common Retirement… | 96.17K | +3.7% | $7.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Raymond James Financial Inc | 86.10K | +0.9% | $6.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Victory Capital Management Inc | 76.91K | +195.7% | $5.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Rhumbline Advisers | 72.43K | +1.7% | $5.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 63.49K | -12.7% | $4.78M | 0.0% | ▼ Trim | 8 | SEC ↗ ×6 |
| 34 | UBS Group AG | 62.35K | +35.5% | $4.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Fifth Third Bancorp | 60.46K | +29390.7% | $4.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 60.44K | +1.0% | $4.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 37 | Ameriprise Financial Inc | 60.03K | -4.9% | $4.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | Legal & General Group Plc | 59.95K | -8.5% | $4.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 39 | Wells Fargo & Company/Mn | 54.49K | -23.3% | $4.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 40 | Citadel Advisors ✦ | 53.48K | -38.6% | $4.02M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 41 | Swiss National Bank | 52.56K | 0.0% | $3.95M | 0.0% | Held | 2 | SEC ↗ |
| 42 | Jane Street Group, Llc | 52.52K | -50.6% | $3.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Sei Investments Co | 49.45K | +180.9% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 44 | Allspring Global Investments… | 48.28K | -6.8% | $3.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 45 | Qube Research & Technologies Ltd | 48.00K | +631.8% | $3.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Lazard Asset Management Llc | 47.85K | Новый | $3.60M | 0.0% | New | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 39.47K | -36.5% | $2.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 48 | Alliancebernstein L.P. | 30.17K | +0.8% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Creative Planning | 34.74K | +9.5% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Assetmark, Inc | 26.83K | +13.8% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | LPL Financial LLC | 26.60K | -10.8% | $2.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Voya Investment Management Llc | 25.28K | -8.4% | $1.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | California State Teachers… | 24.83K | -0.8% | $1.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Deutsche Bank Ag\ | 24.06K | +12.9% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 55 | Russell Investments Group, Ltd. | 22.12K | +6.5% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 56 | Barclays Plc | 21.42K | -62.0% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 57 | State Of Wisconsin Investment Board | 17.32K | Новый | $1.30M | 0.0% | New | 1 | SEC ↗ |
| 58 | State Board Of Administration Of… | 14.43K | +92.3% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 12.39K | +1.2% | $932,197 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Manufacturers Life Insurance… | 12.13K | -2.5% | $913,008 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Bnp Paribas Financial Markets | 12.12K | +10.8% | $911,654 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Quantinno Capital Management LP | 12.01K | +10.1% | $903,982 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Janus Henderson Group Plc | 11.71K | 0.0% | $881,554 | 0.0% | Held | 2 | SEC ↗ |
| 64 | Cetera Investment Advisers | 11.04K | +4.9% | $830,918 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | D. E. Shaw & Co. ✦ | 11.02K | Новый | $829,330 | 0.0% | New | 1 | SEC ↗ |
| 66 | Healthcare Of Ontario Pension Plan… | 10.87K | +592.0% | $818,043 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Squarepoint Ops LLC | 9.86K | +125.9% | $742,040 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Susquehanna International Group, Llp | 8.71K | Новый | $655,578 | 0.0% | New | 1 | SEC ↗ |
| 69 | Franklin Resources Inc | 8.52K | -30.5% | $641,280 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 70 | Jones Financial Companies Lllp | 8.40K | +3736.5% | $628,974 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Pnc Financial Services Group, Inc. | 8.30K | +10.0% | $624,376 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 72 | Cerity Partners LLC | 7.02K | -8.2% | $527,955 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 73 | Citigroup Inc | 6.39K | -24.6% | $481,224 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 74 | Renaissance Technologies ✦ | 6.30K | Новый | $474,075 | 0.0% | New | 1 | SEC ↗ |
| 75 | Connor, Clark & Lunn Investment… | 6.11K | -40.9% | $459,477 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Aviva Plc | 5.64K | +2.8% | $424,561 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Capstone Investment Advisors, Llc | 5.62K | Новый | $422,755 | 0.0% | New | 1 | SEC ↗ |
| 78 | Stifel Financial Corp | 5.21K | +1.6% | $391,835 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 79 | Zurcher Kantonalbank (Zurich… | 5.17K | 0.0% | $388,742 | 0.0% | Held | 2 | SEC ↗ |
| 80 | Pictet Asset Management Holding SA | 4.66K | 0.0% | $350,590 | 0.0% | Held | 2 | SEC ↗ |
| 81 | Universal- Beteiligungs- und… | 4.66K | +3.9% | $350,365 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Amundi | 4.26K | +30.2% | $320,490 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | ProShare Advisors LLC | 4.10K | -20.0% | $308,751 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Cwm, Llc | 3.99K | +7.8% | $300,398 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | CIBC Bancorp USA Inc. | 3.71K | — | $279,252 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 86 | Neuberger Berman Group LLC | 3.35K | +7.4% | $252,013 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 87 | Pacer Advisors, Inc. | 3.29K | +27.2% | $248,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Corient Private Wealth LP | 3.06K | Новый | $230,417 | 0.0% | New | 1 | SEC ↗ |
| 89 | Wealth Enhancement Advisory… | 2.65K | +11.6% | $204,303 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Captrust Financial Advisors | 2.69K | +2.4% | $202,047 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Us Bancorp \De\ | 1.88K | +1.0% | $141,320 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 92 | Ensign Peak Advisors, Inc | 1.65K | 0.0% | $124,464 | 0.0% | Held | 2 | SEC ↗ |
| 93 | BNP Paribas Asset Management… | 597 | +40.1% | $44,924 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Nomura Asset Management Co Ltd | 300 | 0.0% | $22,575 | 0.0% | Held | 2 | SEC ↗ |
| 95 | Osaic Holdings, Inc. | 164 | -0.6% | $12,386 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Mitsubishi UFJ Asset Management… | 58 | 0.0% | $4,365 | 0.0% | Held | 2 | SEC ↗ |
| 97 | Optiver Holding B.V. | 36 | Новый | $2,709 | 0.0% | New | 1 | SEC ↗ |
| 98 | Northwestern Mutual Wealth… | 24 | -4.0% | $1,806 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Simplex Trading, Llc | 16 | Новый | $1,204 | 0.0% | New | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Lazard Asset Management Llc | $3.60M | 0.0% |
| State Of Wisconsin Investment… | $1.30M | 0.0% |
| D. E. Shaw & Co. | $829,330 | 0.0% |
| Susquehanna International… | $655,578 | 0.0% |
| Renaissance Technologies | $474,075 | 0.0% |
| Capstone Investment Advisors… | $422,755 | 0.0% |
| Corient Private Wealth LP | $230,417 | 0.0% |
| Optiver Holding B.V. | $2,709 | 0.0% |
| Simplex Trading, Llc | $1,204 | 0.0% |
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)
Oct 01
RAIGUEL DARREN S
Officer · 6 акц. · $558
Sep 22
RAIGUEL DARREN S
Officer · 1 акц. · $93
Sep 16
RAIGUEL DARREN S
Officer · 7 акц. · $658
Sep 16
RAIGUEL DARREN S
Officer · 132 акц. · $12,321
Sep 15
RAIGUEL DARREN S
Officer · 470 акц. · $43,764
Sep 14
RAIGUEL DARREN S
Officer · 384 акц. · $35,779
Aug 14
Callies John E
Director · 1 акц. · $89
Aug 14
Callies John E
Director · 499 акц. · $43,954
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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