HIM
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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
Q3 		– Sell
-67,500
Closed -$5.61M – 61
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

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Herald Investment Management's PLUS Position: Q3 2026 in Review

Herald Investment Management sold out of ePlus (PLUS) in Q3 2026, closing a stake of 67,500 shares — an estimated $5.61M sold.

Herald Investment Management first reported a position in PLUS in Q4 2025 and held it in 3 quarters. The position peaked at $6.56M in Q4 2025. 12 funds tracked by Wall St. Rank hold PLUS as of Q3 2026.

  • Herald Investment Management reported no remaining ePlus position as of Q3 2026 after selling out during the quarter.
  • Herald Investment Management sold 67,500 ePlus shares in Q3 2026, an estimated $5.61M.
  • Herald Investment Management first reported a position in ePlus in Q4 2025 and held it in 3 quarters.
  • Herald Investment Management's ePlus position peaked at $6.56M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held ePlus as of Q3 2026.

Based on Herald Investment Management's 13F filing for Q3 2026.