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Ritholtz Wealth Management’s eGain EGAN Stock Holding History

Ritholtz Wealth 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
Q2 		$805K Buy
127,824
+35,417
+38% +$260K 0.01% 690
2026
Q1 		$729K Buy
92,407
+6,739
+8% +$65.1K 0.01% 649
2025
Q4 		$882K Buy
85,668
+38,610
+82% +$462K 0.02% 563
2025
Q3 		$410K Buy
47,058
+15,942
+51% +$111K 0.01% 738
2025
Q2 		$194K Buy
+31,116
New +$166K ﹤0.01% 924

Other funds holding EGAN

OCMI
Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ritholtz Wealth Management's EGAN Position: Q2 2026 in Review

Ritholtz Wealth Management increased its eGain (EGAN) stake by 38% in Q2 2026, buying an estimated $260K and bringing the position to 127,824 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #690.

Ritholtz Wealth Management first reported a position in EGAN in Q2 2025 and has held it in 5 quarters since. The position peaked at $882K in Q4 2025. 105 funds tracked by Wall St. Rank hold EGAN as of Q2 2026.

  • Ritholtz Wealth Management held 127,824 shares of eGain worth $805K as of Q2 2026.
  • Ritholtz Wealth Management bought 35,417 eGain shares in Q2 2026, an estimated $260K.
  • eGain made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #690 holding.
  • Ritholtz Wealth Management first reported a position in eGain in Q2 2025 and has held it in 5 quarters since.
  • Ritholtz Wealth Management's eGain position peaked at $882K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held eGain as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.