Creative Planning
EGAN icon

Creative Planning’s eGain EGAN Stock Holding History

Creative Planning’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
2025
Q3 		– Sell
-36,000
Closed -$225K – 3942
2025
Q2 		$225K Hold
36,000
– – ﹤0.01% 3138
2025
Q1 		$175K Buy
+36,000
New +$204K ﹤0.01% 3120
2020
Q4 		– Sell
-23,114
Closed -$328K – 2380
2020
Q3 		$328K Buy
+23,114
New +$270K ﹤0.01% 1358

Other funds holding EGAN

OCMI
Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's EGAN Position: Q3 2025 in Review

Creative Planning sold out of eGain (EGAN) in Q3 2025, closing a stake of 36,000 shares — an estimated $225K sold.

Creative Planning first reported a position in EGAN in Q3 2020 and held it in 3 quarters. The position peaked at $328K in Q3 2020. 88 funds tracked by Wall St. Rank hold EGAN as of Q3 2025.

  • Creative Planning reported no remaining eGain position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 36,000 eGain shares in Q3 2025, an estimated $225K.
  • Creative Planning first reported a position in eGain in Q3 2020 and held it in 3 quarters.
  • Creative Planning's eGain position peaked at $328K in Q3 2020.
  • 88 funds tracked by Wall St. Rank held eGain as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.