Rothwell Investment Advisors, LLC’s eGain EGAN Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio EGAN Stock Details EGAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13.7K	Buy	+2,350	New	+$15.4K	0.01%	706

Other funds holding EGAN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Rothwell Investment Advisors, LLC's EGAN Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in eGain (EGAN) in Q3 2026: 2,350 shares worth $13.7K. The stake represents 0.01% of the portfolio and ranks #706 among its holdings.

34 funds tracked by Wall St. Rank hold EGAN as of Q3 2026.

Rothwell Investment Advisors, LLC held 2,350 shares of eGain worth $13.7K as of Q3 2026.
eGain was a new Rothwell Investment Advisors, LLC position in Q3 2026.
eGain made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #706 holding.
34 funds tracked by Wall St. Rank held eGain as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.