Williams & Novak’s 8x8 Inc EGHT Stock Holding History

Williams & Novak’s Portfolio EGHT Stock Details EGHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$52.9K	Buy	23,520 +940	+4%	+$1.87K	0.03%	143
2026 Q2	$38.6K	Sell	22,580 -6,268	-22%	-$12.6K	0.03%	140
2026 Q1	$50.2K	Sell	28,848 -29,162	-50%	-$59.7K	0.04%	131
2025 Q4	$114K	Buy	58,010 +17,180	+42%	+$33.8K	0.09%	117
2025 Q3	$86.6K	Buy	40,830 +8,825	+28%	+$17.7K	0.07%	130
2025 Q2	$62.7K	Buy	32,005 +8,430	+36%	+$14.9K	0.05%	121
2025 Q1	$48.1K	Buy	23,575 +700	+3%	+$1.8K	0.05%	116
2024 Q4	$61.1K	Buy	22,875 +525	+2%	+$1.35K	0.06%	122
2024 Q3	$45.6K	Sell	22,350 -12,170	-35%	-$26.9K	0.04%	126
2024 Q2	$76.6K	Buy	+34,520	New	+$84K	0.07%	118

Other funds holding EGHT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Williams & Novak's EGHT Position: Q3 2026 in Review

Williams & Novak increased its 8x8 Inc (EGHT) stake by 4.2% in Q3 2026, buying an estimated $1.87K and bringing the position to 23,520 shares worth $52.9K. The position accounts for 0.03% of the portfolio, ranked #143.

Williams & Novak first reported a position in EGHT in Q2 2024 and has held it in 10 quarters since. The position peaked at $114K in Q4 2025. 11 funds tracked by Wall St. Rank hold EGHT as of Q3 2026.

Williams & Novak held 23,520 shares of 8x8 Inc worth $52.9K as of Q3 2026.
Williams & Novak bought 940 8x8 Inc shares in Q3 2026, an estimated $1.87K.
8x8 Inc made up 0.03% of Williams & Novak's portfolio in Q3 2026, its #143 holding.
Williams & Novak first reported a position in 8x8 Inc in Q2 2024 and has held it in 10 quarters since.
Williams & Novak's 8x8 Inc position peaked at $114K in Q4 2025.
11 funds tracked by Wall St. Rank held 8x8 Inc as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.