O'Shaughnessy Asset Management’s eGain EGAN Stock Holding History

O'Shaughnessy Asset Management’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	$1.13M	Buy	143,180 +7,219	+5%	+$69.7K	0.01%	1124
2025 Q4	$1.4M	Buy	135,961 +44,733	+49%	+$535K	0.01%	1001
2025 Q3	$795K	Buy	91,228 +15,864	+21%	+$110K	﹤0.01%	1229
2025 Q2	$471K	Buy	75,364 +55,749	+284%	+$298K	﹤0.01%	1419
2025 Q1	$95.1K	Sell	19,615 -7,394	-27%	-$41.8K	﹤0.01%	1903
2024 Q4	$168K	Buy	27,009 +7,373	+38%	+$39.2K	﹤0.01%	1779
2024 Q3	$95.6K	Buy	+19,636	New	+$126K	﹤0.01%	1812
2021 Q4	–	Sell	-63	Closed	-$1K	–	1591
2021 Q3	$1K	Hold	63	–	–	﹤0.01%	2563
2021 Q2	$1K	Sell	63 -153	-71%	-$1.56K	﹤0.01%	2403
2021 Q1	$2K	Sell	216 -28,568	-99%	-$319K	﹤0.01%	2067
2020 Q4	$340K	Buy	28,784 +13,357	+87%	+$189K	0.01%	641
2020 Q3	$219K	Buy	15,427 +15,411	+96,319%	+$180K	0.01%	670
2020 Q2	$0	Buy	+16	New	+$146	﹤0.01%	1766
2019 Q1	–	Sell	-15,546	Closed	-$102K	–	937
2018 Q4	$102K	Sell	15,546 -1,140	-7%	-$8.28K	﹤0.01%	616
2018 Q3	$135K	Sell	16,686 -57	-0.3%	-$720	﹤0.01%	605
2018 Q2	$253K	Sell	16,743 -47	-0.3%	-$506	0.01%	486
2018 Q1	$133K	Buy	+16,790	New	+$111K	﹤0.01%	582

Other funds holding EGAN

OCMI

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

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

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

DGI

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

O'Shaughnessy Asset Management's EGAN Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its eGain (EGAN) stake by 5.3% in Q1 2026, buying an estimated $69.7K and bringing the position to 143,180 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #1124.

O'Shaughnessy Asset Management first reported a position in EGAN in Q1 2018 and has held it in 17 quarters since. The position peaked at $1.4M in Q4 2025. 116 funds tracked by Wall St. Rank hold EGAN as of Q1 2026.

O'Shaughnessy Asset Management held 143,180 shares of eGain worth $1.13M as of Q1 2026.
O'Shaughnessy Asset Management bought 7,219 eGain shares in Q1 2026, an estimated $69.7K.
eGain made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #1124 holding.
O'Shaughnessy Asset Management first reported a position in eGain in Q1 2018 and has held it in 17 quarters since.
O'Shaughnessy Asset Management's eGain position peaked at $1.4M in Q4 2025.
116 funds tracked by Wall St. Rank held eGain as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.