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Institutional Ownership · SEC Form 13F

Who owns eGain (EGAN)


Which tracked institutional funds hold EGAN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EGAN company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

102
Institutional holders
13M
Shares held (tracked funds)
50.9%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on EGAN is one-sided between 2026-Q1 and 2026-Q2: 6 added or opened and 18 trimmed or exited — on balance reducing.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

EGAN’s largest tracked holder by dollar value, OAKTOP CAPITAL MANAGEMENT II, L.P., sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in EGAN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 102 tracked filers holding EGAN, 54 increased or opened the position and 62 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in EGAN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 2

  • SEGALL BRYANT & HAMILL, LLC$2M
  • VICTORY CAPITAL MANAGEMENT INC$511K

Full exits 4

  • ACADIAN ASSET MANAGEMENT LLC$9M
  • DISCIPLINED GROWTH INVESTORS INC /MN$7M
  • JANE STREET GROUP, LLC$1M
  • JANUS HENDERSON GROUP PLC$724K

Largest adds

  • GOLDMAN SACHS GROUP INC$2M
  • Qube Research & Technologies Ltd$777K
  • PRUDENTIAL FINANCIAL INC$678K
  • LOS ANGELES CAPITAL MANAGEMENT LLC$307K

Largest trims

  • OAKTOP CAPITAL MANAGEMENT II, L.P.$4M
  • Hillsdale Investment Management Inc.$2M
  • RENAISSANCE TECHNOLOGIES LLC$2M
  • BlackRock, Inc.$1M
  • VANGUARD CAPITAL MANAGEMENT LLC$1M
  • TWO SIGMA INVESTMENTS, LP$1M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
OAKTOP CAPITAL MANAGEMENT II, L.P.2,671,843$17M20.1%2026-Q2
BlackRock, Inc. added1,276,566$8M9.6%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed812,068$5M6.1%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed760,999$5M5.7%2026-Q2
DIMENSIONAL FUND ADVISORS LP added682,785$4M5.1%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added582,492$4M4.4%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added560,326$4M4.2%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added460,138$3M3.5%2026-Q2
GOLDMAN SACHS GROUP INC added420,277$3M3.2%2026-Q2
STATE STREET CORP trimmed399,639$3M3.0%2026-Q2
JACOBS LEVY EQUITY MANAGEMENT, INC added375,896$2M2.8%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed311,879$2M2.3%2026-Q2
SEGALL BRYANT & HAMILL, LLC new309,672$2M2.3%2026-Q2
UBS Group AG added301,431$2M2.3%2026-Q2
Qube Research & Technologies Ltd added221,455$1M1.7%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added182,692$1M1.4%2026-Q2
PRUDENTIAL FINANCIAL INC added176,014$1M1.3%2026-Q2
NAVELLIER & ASSOCIATES INC trimmed162,341$1M1.2%2026-Q2
SEI INVESTMENTS CO152,869$963K1.1%2026-Q2
Bank of New York Mellon Corp added151,863$957K1.1%2026-Q2
Kassira Wealth Management LLC added145,932$919K1.1%2026-Q2
Integrated Quantitative Investments LLC added138,963$875K1.0%2026-Q2
NORTHERN TRUST CORP trimmed138,836$875K1.0%2026-Q2
RITHOLTZ WEALTH MANAGEMENT added127,824$805K1.0%2026-Q2
AQR CAPITAL MANAGEMENT LLC added124,845$787K0.9%2026-Q2
VANGUARD FIDUCIARY TRUST CO added120,648$760K0.9%2026-Q2
MORGAN STANLEY trimmed116,922$737K0.9%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed116,772$736K0.9%2026-Q2
Legato Capital Management LLC added87,301$550K0.7%2026-Q2
CVFG LLC trimmed83,239$524K0.6%2026-Q2
VICTORY CAPITAL MANAGEMENT INC new81,171$511K0.6%2026-Q2
Nuveen, LLC added73,389$462K0.6%2026-Q2
D. E. Shaw & Co., Inc. added63,749$402K0.5%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC added57,900$365K0.4%2026-Q2
STRS OHIO54,100$341K0.4%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC added48,938$308K0.4%2026-Q2
AMERIPRISE FINANCIAL INC trimmed46,113$291K0.3%2026-Q2
Point72 Asset Management, L.P. added41,589$262K0.3%2026-Q2
Hillsdale Investment Management Inc. trimmed35,000$220K0.3%2026-Q2
Linden Thomas Advisory Services, LLC trimmed32,135$202K0.2%2026-Q2
OCCUDO QUANTITATIVE STRATEGIES LP added31,998$202K0.2%2026-Q2
Invesco Ltd. added29,205$184K0.2%2026-Q2
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO28,666$181K0.2%2026-Q2
State of Wyoming trimmed26,344$166K0.2%2026-Q2
Verdad Advisers, LP26,288$166K0.2%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added25,022$158K0.2%2026-Q2
Squarepoint Ops LLC trimmed24,843$157K0.2%2026-Q2
LAZARD ASSET MANAGEMENT LLC added24,287$153K0.2%2026-Q2
BARCLAYS PLC trimmed22,085$139K0.2%2026-Q2
RHUMBLINE ADVISERS trimmed21,245$134K0.2%2026-Q2
GLOBEFLEX CAPITAL L P21,093$133K0.2%2026-Q2
Graham Capital Management, L.P. trimmed19,939$126K0.1%2026-Q2
ROYAL BANK OF CANADA added19,768$124K0.1%2026-Q2
Russell Investments Group, Ltd. added18,937$119K0.1%2026-Q2
Assenagon Asset Management S.A.18,444$116K0.1%2026-Q2
Schonfeld Strategic Advisors LLC added17,407$110K0.1%2026-Q2
DEUTSCHE BANK AG\ added16,592$105K0.1%2026-Q2
WELLS FARGO & COMPANY/MN added15,928$100K0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed15,000$94K0.1%2026-Q2
ALLIANCEBERNSTEIN L.P.14,660$116K0.1%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed14,272$90K0.1%2026-Q2
FMR LLC added14,241$90K0.1%2026-Q2
OXFORD ASSET MANAGEMENT LLP new14,002$88K0.1%2026-Q2
Kathmere Capital Management, LLC new13,669$86K0.1%2026-Q2
PRELUDE CAPITAL MANAGEMENT, LLC new13,500$85K0.1%2026-Q2
MEEDER ASSET MANAGEMENT INC new13,244$83K0.1%2026-Q2
JPMORGAN CHASE & CO added11,998$77K0.1%2026-Q2
LPL Financial LLC trimmed11,749$74K0.1%2026-Q2
Vanguard Global Advisers, LLC8,133$51K0.1%2026-Q2
CITIGROUP INC added7,801$49K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added7,702$49K0.1%2026-Q2
Police & Firemen's Retirement System of New Jersey7,210$45K0.1%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed3,382$21K0.0%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND3,176$20K0.0%2026-Q2
TOTH FINANCIAL ADVISORY CORP added3,000$19K0.0%2026-Q2
Arax Advisory Partners added2,271$14K0.0%2026-Q2
Tower Research Capital LLC (TRC) trimmed2,102$13K0.0%2026-Q2
Legal & General Group Plc1,556$10K0.0%2026-Q2
Triumph Capital Management1,505$9K0.0%2026-Q2
Ameritas Investment Partners, Inc.1,491$9K0.0%2026-Q2
SIMPLEX TRADING, LLC added1,322$8K0.0%2026-Q2
OSAIC HOLDINGS, INC. trimmed1,065$7K0.0%2026-Q2
Allworth Financial LP trimmed1,000$6K0.0%2026-Q2
FEDERATED HERMES, INC. new780$5K0.0%2026-Q2
EverSource Wealth Advisors, LLC added660$4K0.0%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC551$3K0.0%2026-Q2
SOA Wealth Advisors, LLC.500$3K0.0%2026-Q2
NISA INVESTMENT ADVISORS, LLC trimmed398$3K0.0%2026-Q2
Parallel Advisors, LLC new256$2K0.0%2026-Q2
SBI Securities Co., Ltd. added230$1K0.0%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed226$1K0.0%2026-Q2
GROUP ONE TRADING LLC trimmed201$1K0.0%2026-Q2
Sterling Capital Management LLC trimmed138$8690.0%2026-Q2
Farther Finance Advisors, LLC added112$7060.0%2026-Q2
Advisors Asset Management, Inc. trimmed92$5800.0%2026-Q2
Transamerica Financial Advisors, LLC new69$4340.0%2026-Q2
Integrated Wealth Concepts LLC new38$2400.0%2026-Q2
Essential Partners LLC trimmed17$1070.0%2026-Q2
Optiver Holding B.V. trimmed4$250.0%2026-Q2
Caitong International Asset Management Co., Ltd trimmed3$190.0%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership