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Williams & Novak’s eGain EGAN Stock Holding History

Williams & Novak’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
-18,040
Closed -$157K – 146
2025
Q3 		$157K Sell
18,040
-4,480
-20% -$31.1K 0.12% 113
2025
Q2 		$141K Sell
22,520
-3,870
-15% -$20.7K 0.12% 108
2025
Q1 		$127K Buy
26,390
+6,120
+30% +$34.6K 0.12% 100
2024
Q4 		$126K Buy
20,270
+7,240
+56% +$38.5K 0.12% 114
2024
Q3 		$66.5K Buy
+13,030
New +$83.6K 0.06% 123

Other funds holding EGAN

OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 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
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Williams & Novak's EGAN Position: Q4 2025 in Review

Williams & Novak sold out of eGain (EGAN) in Q4 2025, closing a stake of 18,040 shares — an estimated $157K sold.

Williams & Novak first reported a position in EGAN in Q3 2024 and held it in 5 quarters. The position peaked at $157K in Q3 2025. 111 funds tracked by Wall St. Rank hold EGAN as of Q4 2025.

  • Williams & Novak reported no remaining eGain position as of Q4 2025 after selling out during the quarter.
  • Williams & Novak sold 18,040 eGain shares in Q4 2025, an estimated $157K.
  • Williams & Novak first reported a position in eGain in Q3 2024 and held it in 5 quarters.
  • Williams & Novak's eGain position peaked at $157K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held eGain as of Q4 2025.

Based on Williams & Novak's 13F filing for Q4 2025, filed 5 Feb 2026.