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Stoneridge Investment Partners’s eGain EGAN Stock Holding History

Stoneridge Investment Partners’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
Q3 		– Sell
-14,409
Closed -$90K – 132
2025
Q2 		$90K Hold
14,409
– – 0.07% 108
2025
Q1 		$70K Hold
14,409
– – 0.06% 102
2024
Q4 		$90K Buy
14,409
+2,771
+24% +$14.7K 0.03% 122
2024
Q3 		$59K Buy
11,638
+384
+3% +$2.46K 0.02% 110
2024
Q2 		$71K Hold
11,254
– – 0.03% 119
2024
Q1 		$73K Buy
+11,254
New +$77.2K 0.03% 113

Other funds holding EGAN

OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stoneridge Investment Partners's EGAN Position: Q3 2025 in Review

Stoneridge Investment Partners sold out of eGain (EGAN) in Q3 2025, closing a stake of 14,409 shares — an estimated $90K sold.

Stoneridge Investment Partners first reported a position in EGAN in Q1 2024 and held it in 6 quarters. The position peaked at $90K in Q2 2025. 88 funds tracked by Wall St. Rank hold EGAN as of Q3 2025.

  • Stoneridge Investment Partners reported no remaining eGain position as of Q3 2025 after selling out during the quarter.
  • Stoneridge Investment Partners sold 14,409 eGain shares in Q3 2025, an estimated $90K.
  • Stoneridge Investment Partners first reported a position in eGain in Q1 2024 and held it in 6 quarters.
  • Stoneridge Investment Partners's eGain position peaked at $90K in Q2 2025.
  • 88 funds tracked by Wall St. Rank held eGain as of Q3 2025.

Based on Stoneridge Investment Partners's 13F filing for Q3 2025, filed 31 Oct 2025.