Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s ePlus PLUS Stock Holding History

Jacobs Levy Equity 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
2025
Q4 		– Sell
-34,012
Closed -$2.42M – 1034
2025
Q3 		$2.42M Buy
34,012
+30,191
+790% +$2.13M 0.01% 556
2025
Q2 		$275K Buy
+3,821
New +$251K ﹤0.01% 943
2021
Q3 		– Sell
-10,932
Closed -$474K – 1110
2021
Q2 		$474K Buy
+10,932
New +$522K ﹤0.01% 869
2019
Q4 		– Sell
-227,218
Closed -$8.64M – 1053
2019
Q3 		$8.64M Buy
227,218
+65,580
+41% +$2.53M 0.11% 238
2019
Q2 		$5.57M Buy
161,638
+10,800
+7% +$449K 0.08% 320
2019
Q1 		$6.68M Buy
150,838
+58,066
+63% +$2.41M 0.1% 277
2018
Q4 		$3.3M Buy
92,772
+27,890
+43% +$1.12M 0.06% 347
2018
Q3 		$3.01M Buy
64,882
+54,062
+500% +$2.7M 0.04% 424
2018
Q2 		$509K Sell
10,820
-4,880
-31% -$213K 0.01% 791
2018
Q1 		$610K Buy
+15,700
New +$605K 0.01% 744
2017
Q3 		– Sell
-8,080
Closed -$299K – 1008
2017
Q2 		$299K Sell
8,080
-8,440
-51% -$306K 0.01% 770
2017
Q1 		$558K Buy
+16,520
New +$506K 0.01% 647
2016
Q4 		– Sell
-9,720
Closed -$229K – 1040
2016
Q3 		$229K Sell
9,720
-17,080
-64% -$372K ﹤0.01% 872
2016
Q2 		$548K Buy
+26,800
New +$557K 0.01% 728
2014
Q2 		– Sell
-16,236
Closed -$226K – 906
2014
Q1 		$226K Sell
16,236
-6,280
-28% -$88.4K ﹤0.01% 800
2013
Q4 		$320K Buy
+22,516
New +$302K ﹤0.01% 800

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

Jacobs Levy Equity Management's PLUS Position: Q4 2025 in Review

Jacobs Levy Equity Management sold out of ePlus (PLUS) in Q4 2025, closing a stake of 34,012 shares — an estimated $2.42M sold.

Jacobs Levy Equity Management first reported a position in PLUS in Q4 2013 and held it in 16 quarters. The position peaked at $8.64M in Q3 2019. 273 funds tracked by Wall St. Rank hold PLUS as of Q4 2025.

  • Jacobs Levy Equity Management reported no remaining ePlus position as of Q4 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 34,012 ePlus shares in Q4 2025, an estimated $2.42M.
  • Jacobs Levy Equity Management first reported a position in ePlus in Q4 2013 and held it in 16 quarters.
  • Jacobs Levy Equity Management's ePlus position peaked at $8.64M in Q3 2019.
  • 273 funds tracked by Wall St. Rank held ePlus as of Q4 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2025, filed 13 Feb 2026.