VISTA FINANCE, LLC PLUS — EPLUS INC

Ownership history in VISTA FINANCE, LLC  ·  6 quarters on record

AI Ownership Summary

VISTA FINANCE, LLC reported EPLUS INC (PLUS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.32% in 2024 Q4. The latest visible filing shows PLUS at 0.26% 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.

What this PLUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VISTA FINANCE, LLC's position in EPLUS INC, 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 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q4

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

Time in book
Holding Window
2024 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 VISTA FINANCE, LLC fund profile VISTA FINANCE, LLC full holdings
How VISTA FINANCE, 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4,354 -208 -4.6% 0.26% $328K 2026-05-04 $85.59
2025 Q4 REDUCED — — — 4,562 -228 -4.8% 0.26% $400K 2026-01-27 $84.76
2025 Q3 REDUCED — — — 4,790 -4 -0.1% 0.23% $340K 2025-10-08 $73.50
2025 Q2 ADDED — — — 4,794 +188 +4.1% 0.30% $346K 2025-07-29 $67.95
2025 Q1 ADDED — — — 4,606 +333 +7.8% 0.24% $281K 2025-04-16 $57.68
2024 Q4 INITIATED — — — 4,273 — — 0.32% $316K 2025-01-30 $78.36

🏢 Other funds also holding PLUS

As of 2026 Q1 — sorted by position size

River Road Asset Management, LLC 3Y 7Y 1.39% Tributary Capital Management, LLC 3Y 7Y 1.34% GENEVA CAPITAL MANAGEMENT LLC 3Y 7Y 1.21% Jackson Creek Investment Advisors LLC 3Y 0.51% Watershed Asset Management, L.L.C. 3Y 7Y 0.45% CHATHAM CAPITAL GROUP, INC. 3Y 7Y 0.44% PERKINS CAPITAL MANAGEMENT INC 3Y 7Y 0.35% GHP Investment Advisors, Inc. 3Y 7Y 0.31% InTrack Investment Management Inc 3Y 0.21% CAMPBELL NEWMAN ASSET MANAGEMENT INC 3Y 7Y 0.2%

FAQ About VISTA FINANCE, 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 VISTA FINANCE, LLC reported owning PLUS?

VISTA FINANCE, LLC reported PLUS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported PLUS position in VISTA FINANCE, LLC's portfolio?

The largest reported portfolio weight for PLUS was 0.32% in 2024 Q4.

What is the latest reported PLUS position on this page?

The most recent filing on this page is 2026 Q1, when VISTA FINANCE, LLC reported 4,354 shares, equal to 0.26% of portfolio, with an estimated market value of $328K.

What does the chart on this PLUS ownership page compare?

The chart compares VISTA FINANCE, 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 VISTA FINANCE, LLC time their PLUS position?

Based on 13F filing dates vs. subsequent PLUS price moves, VISTA FINANCE, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on PLUS relative to SPY over the holding period was -7.5%.

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