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Gobi Capital’s ePlus PLUS Stock Holding History

Gobi Capital’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
2025
Q4 		– Sell
-278,072
Closed -$19.7M – 14
2025
Q3 		$19.7M Sell
278,072
-406,482
-59% -$28.7M 0.96% 12
2025
Q2 		$49.4M Sell
684,554
-98,961
-13% -$6.51M 2.44% 12
2025
Q1 		$47.8M Sell
783,515
-152,607
-16% -$10.8M 2.72% 11
2024
Q4 		$69.2M Sell
936,122
-232,303
-20% -$20.3M 4.06% 10
2024
Q3 		$115M Buy
1,168,425
+55,168
+5% +$4.85M 6.59% 8
2024
Q2 		$82M Sell
1,113,257
-125,911
-10% -$9.63M 5.2% 8
2024
Q1 		$97.3M Buy
1,239,168
+623,067
+101% +$48.5M 6.08% 8
2023
Q4 		$49.2M Buy
+616,101
New +$41.2M 3.57% 10
2018
Q2 		– Sell
-231,042
Closed -$8.98M – 9
2018
Q1 		$8.98M Sell
231,042
-275,594
-54% -$10.6M 4.55% 7
2017
Q4 		$19.1M Buy
506,636
+69,854
+16% +$2.94M 9.34% 5
2017
Q3 		$20.2M Sell
436,782
-222,322
-34% -$9.07M 10.77% 5
2017
Q2 		$24.4M Sell
659,104
-16,600
-2% -$602K 13.66% 4
2017
Q1 		$22.8M Sell
675,704
-56,228
-8% -$1.72M 14.86% 4
2016
Q4 		$21.1M Buy
+731,932
New +$19M 19.28% 2

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gobi Capital's PLUS Position: Q4 2025 in Review

Gobi Capital sold out of ePlus (PLUS) in Q4 2025, closing a stake of 278,072 shares — an estimated $19.7M sold.

Gobi Capital first reported a position in PLUS in Q4 2016 and held it in 14 quarters. The position peaked at $115M in Q3 2024. 273 funds tracked by Wall St. Rank hold PLUS as of Q4 2025.

  • Gobi Capital reported no remaining ePlus position as of Q4 2025 after selling out during the quarter.
  • Gobi Capital sold 278,072 ePlus shares in Q4 2025, an estimated $19.7M.
  • Gobi Capital first reported a position in ePlus in Q4 2016 and held it in 14 quarters.
  • Gobi Capital's ePlus position peaked at $115M in Q3 2024.
  • 273 funds tracked by Wall St. Rank held ePlus as of Q4 2025.

Based on Gobi Capital's 13F filing for Q4 2025, filed 17 Feb 2026.