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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
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
RRAM
River Road Asset Management
Louisville, Kentucky
$8.82B AUM
7.52%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
AC
AltraVue Capital
Bellevue, Washington
$1.16B AUM
46.45%
1-Year Est. Return
GCM
Geneva Capital Management
Milwaukee, Wisconsin
$4.71B AUM
6.32%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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