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Joel Greenblatt’s ePlus PLUS Stock Holding History

Joel Greenblatt’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 		– Sell
-6,954
Closed -$610K – 1837
2025
Q4 		$610K Sell
6,954
-7,673
-52% -$633K ﹤0.01% 1386
2025
Q3 		$1.04M Sell
14,627
-2,106
-13% -$149K ﹤0.01% 1192
2025
Q2 		$1.21M Buy
16,733
+7,111
+74% +$468K 0.01% 1082
2025
Q1 		$587K Sell
9,622
-4,680
-33% -$331K ﹤0.01% 1181
2024
Q4 		$1.06M Buy
14,302
+6,100
+74% +$533K 0.01% 897
2024
Q3 		$807K Buy
8,202
+5,082
+163% +$447K 0.01% 968
2024
Q2 		$230K Buy
+3,120
New +$239K ﹤0.01% 1299
2018
Q4 		– Sell
-5,316
Closed -$246K – 1077
2018
Q3 		$246K Sell
5,316
-936
-15% -$46.7K ﹤0.01% 869
2018
Q2 		$294K Sell
6,252
-5,362
-46% -$234K ﹤0.01% 782
2018
Q1 		$451K Buy
+11,614
New +$448K 0.01% 731
2017
Q4 		– Sell
-32,346
Closed -$1.5M – 1033
2017
Q3 		$1.5M Buy
32,346
+9,722
+43% +$397K 0.02% 556
2017
Q2 		$838K Buy
+22,624
New +$820K 0.01% 666
2016
Q2 		– Sell
-32,332
Closed -$651K – 1059
2016
Q1 		$651K Buy
32,332
+7,064
+28% +$146K 0.01% 721
2015
Q4 		$589K Sell
25,268
-23,756
-48% -$534K 0.01% 673
2015
Q3 		$969K Buy
49,024
+5,264
+12% +$101K 0.01% 623
2015
Q2 		$839K Sell
43,760
-2,336
-5% -$48.8K 0.01% 663
2015
Q1 		$1M Buy
46,096
+13,940
+43% +$271K 0.01% 600
2014
Q4 		$608K Buy
32,156
+9,388
+41% +$155K ﹤0.01% 707
2014
Q3 		$319K Sell
22,768
-6,744
-23% -$95.7K ﹤0.01% 842
2014
Q2 		$429K Buy
+29,512
New +$410K 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
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
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 $2.3T AUM 54.33% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Joel Greenblatt's PLUS Position: Q1 2026 in Review

Joel Greenblatt sold out of ePlus (PLUS) in Q1 2026, closing a stake of 6,954 shares — an estimated $610K sold.

Joel Greenblatt first reported a position in PLUS in Q2 2014 and held it in 20 quarters. The position peaked at $1.5M in Q3 2017. 282 funds tracked by Wall St. Rank hold PLUS as of Q1 2026.

  • Joel Greenblatt reported no remaining ePlus position as of Q1 2026 after selling out during the quarter.
  • Joel Greenblatt sold 6,954 ePlus shares in Q1 2026, an estimated $610K.
  • Joel Greenblatt first reported a position in ePlus in Q2 2014 and held it in 20 quarters.
  • Joel Greenblatt's ePlus position peaked at $1.5M in Q3 2017.
  • 282 funds tracked by Wall St. Rank held ePlus as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.