Essential Partners’s eGain EGAN Stock Holding History

Essential Partners’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	$23	Sell	4 -13	-76%	-$85	﹤0.01%	2814
2026 Q2	$107	Sell	17 -19	-53%	-$139	﹤0.01%	2740
2026 Q1	$284	Buy	36 +12	+50%	+$116	﹤0.01%	2557
2025 Q4	$247	Buy	24 +9	+60%	+$108	﹤0.01%	2386
2025 Q3	$131	Buy	15 +11	+275%	+$76	﹤0.01%	2466
2025 Q2	$25	Buy	+4	New	+$21	﹤0.01%	2209

Other funds holding EGAN

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's EGAN Position: Q3 2026 in Review

Essential Partners reduced its eGain (EGAN) stake by 76% in Q3 2026, selling an estimated $85 and leaving 4 shares worth $23. The position accounts for ﹤0.01% of the portfolio, ranked #2814.

Essential Partners first reported a position in EGAN in Q2 2025 and has held it in 6 quarters since. The position peaked at $284 in Q1 2026. 7 funds tracked by Wall St. Rank hold EGAN as of Q3 2026.

Essential Partners held 4 shares of eGain worth $23 as of Q3 2026.
Essential Partners sold 13 eGain shares in Q3 2026, an estimated $85.
eGain made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2814 holding.
Essential Partners first reported a position in eGain in Q2 2025 and has held it in 6 quarters since.
Essential Partners's eGain position peaked at $284 in Q1 2026.
7 funds tracked by Wall St. Rank held eGain as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.