GENEVA CAPITAL MANAGEMENT LLC PLUS — EPLUS INC COM

Ownership history in GENEVA CAPITAL MANAGEMENT LLC  ·  25 quarters on record

AI Ownership Summary

GENEVA CAPITAL MANAGEMENT LLC reported EPLUS INC COM (PLUS) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.33% in 2023 Q4. The latest visible filing shows PLUS at 1.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PLUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GENEVA CAPITAL MANAGEMENT LLC's position in EPLUS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PLUS was reported at 1.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.33% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PLUS stock page GENEVA CAPITAL MANAGEMENT LLC fund profile GENEVA CAPITAL MANAGEMENT LLC full holdings
How GENEVA CAPITAL MANAGEMENT LLC held PLUS — position size vs. price
% of Fund (quarterly)    PLUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 759,517 -64,022 -7.8% 1.21% $57.2M 2026-05-06 $83.45
2025 Q4 REDUCED 10.4% -13.9% ✅ 823,539 -95,723 -10.4% 1.36% $72.2M 2026-02-12 $81.83
2025 Q3 REDUCED — — — 919,262 -2,592 -0.3% 1.12% $65.3M 2025-11-13 $89.99
2025 Q2 ADDED — — — 921,854 +50,964 +5.9% 1.11% $66.5M 2025-08-05 $63.21
2025 Q1 REDUCED — — — 870,890 -2,403 -0.3% 0.99% $53.2M 2025-05-09 $63.25
2024 Q4 REDUCED — — — 873,293 -11,671 -1.3% 1.12% $64.5M 2025-02-06 $69.63
2024 Q3 REDUCED 14.3% -25.6% ✅ 884,964 -147,169 -14.3% 1.45% $87.0M 2024-11-05 $88.96
2024 Q2 REDUCED 15.4% +33.5% ❌ 1,032,133 -188,014 -15.4% 1.38% $76.0M 2024-08-14 $88.22
2024 Q1 REDUCED 21.2% -6.2% ✅ 1,220,147 -328,362 -21.2% 1.69% $95.8M 2024-05-03 $77.19
2023 Q4 REDUCED — — — 1,548,509 -3,510 -0.2% 2.33% $123.6M 2024-02-07 $67.43
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PLUS

As of 2026 Q1 — sorted by position size

AltraVue Capital, LLC 3Y 7Y 6.01% Blue Door Asset Management, LLC 3Y 2.31% NEUMEIER POMA INVESTMENT COUNSEL LLC 3Y 7Y 1.69% Bridge City Capital, LLC 3Y 7Y 1.42% River Road Asset Management, LLC 3Y 7Y 1.39% Tributary Capital Management, LLC 3Y 7Y 1.34% HERALD INVESTMENT MANAGEMENT Ltd 3Y 7Y 0.79% Bragg Financial Advisors, Inc 3Y 7Y 0.73% Legato Capital Management LLC 3Y 7Y 0.65% Jackson Creek Investment Advisors LLC 3Y 0.51%

FAQ About GENEVA CAPITAL MANAGEMENT LLC and PLUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has GENEVA CAPITAL MANAGEMENT LLC reported owning PLUS?

GENEVA CAPITAL MANAGEMENT LLC reported PLUS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PLUS position in GENEVA CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for PLUS was 2.33% in 2023 Q4.

What is the latest reported PLUS position on this page?

The most recent filing on this page is 2026 Q1, when GENEVA CAPITAL MANAGEMENT LLC reported 759,517 shares, equal to 1.21% of portfolio, with an estimated market value of $57.2M.

What does the chart on this PLUS ownership page compare?

The chart compares GENEVA CAPITAL MANAGEMENT LLC's quarterly PLUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GENEVA CAPITAL MANAGEMENT LLC time their PLUS position?

Based on 13F filing dates vs. subsequent PLUS price moves, GENEVA CAPITAL MANAGEMENT LLC correctly timed 18 out of 24 reported position changes (75%). The annualised alpha on PLUS relative to SPY over the holding period was -1.9%.

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