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Herald Investment Management’s ePlus PLUS Stock Holding History

Herald Investment Management’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
Q2 		$5.61M Sell
67,500
-7,500
-10% -$624K 0.76% 45
2026
Q1 		$5.64M Hold
75,000
– – 0.79% 40
2025
Q4 		$6.56M Buy
+75,000
New +$6.19M 0.86% 32

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Herald Investment Management's PLUS Position: Q2 2026 in Review

Herald Investment Management reduced its ePlus (PLUS) stake by 10% in Q2 2026, selling an estimated $624K and leaving 67,500 shares worth $5.61M. The position accounts for 0.76% of the portfolio, ranked #45.

Herald Investment Management first reported a position in PLUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.56M in Q4 2025. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • Herald Investment Management held 67,500 shares of ePlus worth $5.61M as of Q2 2026.
  • Herald Investment Management sold 7,500 ePlus shares in Q2 2026, an estimated $624K.
  • ePlus made up 0.76% of Herald Investment Management's portfolio in Q2 2026, its #45 holding.
  • Herald Investment Management first reported a position in ePlus in Q4 2025 and has held it in 3 quarters since.
  • Herald Investment Management's ePlus position peaked at $6.56M in Q4 2025.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Herald Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.