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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
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 $1.34B AUM 114.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ritholtz Wealth Management's EGAN Position: Q1 2026 in Review

Ritholtz Wealth Management increased its eGain (EGAN) stake by 7.9% in Q1 2026, buying an estimated $65.1K and bringing the position to 92,407 shares worth $729K. The position accounts for 0.01% of the portfolio, ranked #649.

Ritholtz Wealth Management first reported a position in EGAN in Q2 2025 and has held it in 4 quarters since. The position peaked at $882K in Q4 2025. 116 funds tracked by Wall St. Rank hold EGAN as of Q1 2026.

  • Ritholtz Wealth Management held 92,407 shares of eGain worth $729K as of Q1 2026.
  • Ritholtz Wealth Management bought 6,739 eGain shares in Q1 2026, an estimated $65.1K.
  • eGain made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #649 holding.
  • Ritholtz Wealth Management first reported a position in eGain in Q2 2025 and has held it in 4 quarters since.
  • Ritholtz Wealth Management's eGain position peaked at $882K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held eGain as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.