Independent Advisor Alliance
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Independent Advisor Alliance’s eGain EGAN Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-27,551
Closed -$284K – 1614
2025
Q4 		$284K Buy
+27,551
New +$329K 0.01% 816

Other funds holding EGAN

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Disciplined Growth Investors
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Advisor Alliance's EGAN Position: Q1 2026 in Review

Independent Advisor Alliance sold out of eGain (EGAN) in Q1 2026, closing a stake of 27,551 shares — an estimated $284K sold.

Independent Advisor Alliance first reported a position in EGAN in Q4 2025 and held it in 1 quarter. The position peaked at $284K in Q4 2025. 116 funds tracked by Wall St. Rank hold EGAN as of Q1 2026.

  • Independent Advisor Alliance reported no remaining eGain position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 27,551 eGain shares in Q1 2026, an estimated $284K.
  • Independent Advisor Alliance first reported a position in eGain in Q4 2025 and held it in 1 quarter.
  • Independent Advisor Alliance's eGain position peaked at $284K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held eGain as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.