NewEdge Advisors’s eGain EGAN Stock Holding History

NewEdge Advisors’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	-12,220	Closed	-$106K	–	4263
2025 Q3	$106K	Buy	+12,220	New	+$84.9K	﹤0.01%	2584
2024 Q4	–	Sell	-1	Closed	-$5	–	3934
2024 Q3	$5	Sell	1 -561	-100%	-$3.6K	﹤0.01%	3791
2024 Q2	$3.55K	Buy	+562	New	+$3.48K	﹤0.01%	3190
2018 Q4	–	Sell	-15,467	Closed	-$125K	–	648
2018 Q3	$125K	Buy	15,467 +367	+2%	+$4.63K	0.01%	630
2018 Q2	$248	Buy	+15,100	New	+$163K	0.02%	455

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

NewEdge Advisors's EGAN Position: Q4 2025 in Review

NewEdge Advisors sold out of eGain (EGAN) in Q4 2025, closing a stake of 12,220 shares — an estimated $106K sold.

NewEdge Advisors first reported a position in EGAN in Q2 2018 and held it in 5 quarters. The position peaked at $125K in Q3 2018. 111 funds tracked by Wall St. Rank hold EGAN as of Q4 2025.

NewEdge Advisors reported no remaining eGain position as of Q4 2025 after selling out during the quarter.
NewEdge Advisors sold 12,220 eGain shares in Q4 2025, an estimated $106K.
NewEdge Advisors first reported a position in eGain in Q2 2018 and held it in 5 quarters.
NewEdge Advisors's eGain position peaked at $125K in Q3 2018.
111 funds tracked by Wall St. Rank held eGain as of Q4 2025.

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