Capstone Investment Advisors
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Capstone Investment Advisors’s ePlus PLUS Stock Holding History

Capstone Investment Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$423K Buy
+5,618
New +$461K ﹤0.01% 1222
2025
Q4 		– Sell
-4,752
Closed -$337K – 1952
2025
Q3 		$337K Buy
+4,752
New +$335K ﹤0.01% 1598
2024
Q3 		– Sell
-6,034
Closed -$445K – 2138
2024
Q2 		$445K Sell
6,034
-18,197
-75% -$1.39M ﹤0.01% 1371
2024
Q1 		$1.9M Buy
+24,231
New +$1.89M 0.01% 805

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Capstone Investment Advisors's PLUS Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in ePlus (PLUS) in Q1 2026: 5,618 shares worth $423K. The stake represents ﹤0.01% of the portfolio and ranks #1222 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in PLUS as recently as Q3 2025.

Capstone Investment Advisors first reported a position in PLUS in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.9M in Q1 2024. 282 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

  • Capstone Investment Advisors held 5,618 shares of ePlus worth $423K as of Q1 2026.
  • ePlus was a new Capstone Investment Advisors position in Q1 2026.
  • ePlus made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1222 holding.
  • Capstone Investment Advisors first reported a position in ePlus in Q1 2024 and has held it in 4 quarters since.
  • Capstone Investment Advisors's ePlus position peaked at $1.9M in Q1 2024.
  • 282 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.