William Blair & Company
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William Blair & Company’s ePlus PLUS Stock Holding History

William Blair & Company’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
Q1 		– Sell
-3,322
Closed -$245K – 1868
2024
Q4 		$245K Sell
3,322
-5,895
-64% -$515K ﹤0.01% 1366
2024
Q3 		$906K Sell
9,217
-2,151
-19% -$189K ﹤0.01% 929
2024
Q2 		$838K Sell
11,368
-282
-2% -$21.6K ﹤0.01% 938
2024
Q1 		$915K Sell
11,650
-487
-4% -$37.9K ﹤0.01% 899
2023
Q4 		$969K Buy
12,137
+515
+4% +$34.4K ﹤0.01% 863
2023
Q3 		$738K Sell
11,622
-20
-0.2% -$1.24K ﹤0.01% 937
2023
Q2 		$655K Buy
11,642
+353
+3% +$17.4K ﹤0.01% 977
2023
Q1 		$554K Buy
11,289
+790
+8% +$40.1K ﹤0.01% 1010
2022
Q4 		$465K Buy
10,499
+5,626
+115% +$262K ﹤0.01% 1064
2022
Q3 		$202K Buy
+4,873
New +$238K ﹤0.01% 1384

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

William Blair & Company's PLUS Position: Q1 2025 in Review

William Blair & Company sold out of ePlus (PLUS) in Q1 2025, closing a stake of 3,322 shares — an estimated $245K sold.

William Blair & Company first reported a position in PLUS in Q3 2022 and held it in 10 quarters. The position peaked at $969K in Q4 2023. 243 funds tracked by Wall St. Rank hold PLUS as of Q1 2025.

  • William Blair & Company reported no remaining ePlus position as of Q1 2025 after selling out during the quarter.
  • William Blair & Company sold 3,322 ePlus shares in Q1 2025, an estimated $245K.
  • William Blair & Company first reported a position in ePlus in Q3 2022 and held it in 10 quarters.
  • William Blair & Company's ePlus position peaked at $969K in Q4 2023.
  • 243 funds tracked by Wall St. Rank held ePlus as of Q1 2025.

Based on William Blair & Company's 13F filing for Q1 2025, filed 9 May 2025.