Mackenzie Financial’s eGain EGAN Stock Holding History

Mackenzie Financial’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 Q4	–	Sell	-15,652	Closed	-$136K	–	1712
2025 Q3	$136K	Sell	15,652 -6,332	-29%	-$44K	﹤0.01%	1600
2025 Q2	$137K	Hold	21,984	–	–	﹤0.01%	1594
2025 Q1	$107K	Sell	21,984 -68,704	-76%	-$389K	﹤0.01%	1582
2024 Q4	$565K	Buy	90,688 +65,708	+263%	+$349K	﹤0.01%	1117
2024 Q3	$127K	Buy	24,980 +13,209	+112%	+$84.7K	﹤0.01%	1458
2024 Q2	$74.3K	Hold	11,771	–	–	﹤0.01%	1461
2024 Q1	$75.9K	Hold	11,771	–	–	﹤0.01%	1451
2023 Q4	$98.1K	Sell	11,771 -3,240	-22%	-$22.8K	﹤0.01%	1413
2023 Q3	$91K	Buy	15,011 +97	+0.7%	+$653	﹤0.01%	1358
2023 Q2	$113K	Buy	+14,914	New	+$108K	﹤0.01%	1400
2021 Q1	–	Sell	-40,000	Closed	-$472K	–	1143
2020 Q4	$472K	Sell	40,000 -21,350	-35%	-$302K	﹤0.01%	847
2020 Q3	$869K	Buy	+61,350	New	+$715K	﹤0.01%	690

Other funds holding EGAN

OCMI

Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mackenzie Financial's EGAN Position: Q4 2025 in Review

Mackenzie Financial sold out of eGain (EGAN) in Q4 2025, closing a stake of 15,652 shares — an estimated $136K sold.

Mackenzie Financial first reported a position in EGAN in Q3 2020 and held it in 12 quarters. The position peaked at $869K in Q3 2020. 111 funds tracked by Wall St. Rank hold EGAN as of Q4 2025.

Mackenzie Financial reported no remaining eGain position as of Q4 2025 after selling out during the quarter.
Mackenzie Financial sold 15,652 eGain shares in Q4 2025, an estimated $136K.
Mackenzie Financial first reported a position in eGain in Q3 2020 and held it in 12 quarters.
Mackenzie Financial's eGain position peaked at $869K in Q3 2020.
111 funds tracked by Wall St. Rank held eGain as of Q4 2025.

Based on Mackenzie Financial's 13F filing for Q4 2025, filed 18 Feb 2026.