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Institutional Ownership · SEC Form 13F

Who owns EGAN (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

115
Institutional holders
14,629,256
Shares held (tracked funds)
54.0%
Of shares outstanding

How the tape is positioned

9 tracked funds added or opened EGAN while 26 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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 1.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.6pp 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 2025-Q4 and 2026-Q1, across 115 tracked filers holding EGAN, 67 increased or opened the position and 56 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

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 2025-Q4 and 2026-Q1 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 6

  • VANGUARD CAPITAL MANAGEMENT LLC$6M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$5M
  • Kassira Wealth Management LLC$1M
  • VANGUARD FIDUCIARY TRUST CO$931K
  • CVFG LLC$682K
  • Qube Research & Technologies Ltd$618K

Full exits 4

  • VANGUARD GROUP INC$16M
  • Kanen Wealth Management LLC$11M
  • TWO SIGMA ADVISERS, LP$1M
  • Informed Momentum Co LLC$802K

Largest adds

  • AQR CAPITAL MANAGEMENT LLC$634K
  • JACOBS LEVY EQUITY MANAGEMENT, INC$582K
  • ACADIAN ASSET MANAGEMENT LLC$509K

Largest trims

  • OAKTOP CAPITAL MANAGEMENT II, L.P.$6M
  • BlackRock, Inc.$3M
  • DISCIPLINED GROWTH INVESTORS INC /MN$2M
  • UBS Group AG$2M
  • DIMENSIONAL FUND ADVISORS LP$1M
  • GOLDMAN SACHS GROUP INC$1M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
OAKTOP CAPITAL MANAGEMENT II, L.P.2,671,843$21M14.1%2026-Q1
BlackRock, Inc. trimmed1,199,250$9M6.3%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added1,100,752$9M5.8%2026-Q1
DISCIPLINED GROWTH INVESTORS INC /MN trimmed912,349$7M4.8%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added838,425$7M4.4%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new813,678$6M4.3%2026-Q1
DIMENSIONAL FUND ADVISORS LP added665,978$5M3.5%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new574,376$5M3.0%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added468,940$4M2.5%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added428,978$3M2.3%2026-Q1
STATE STREET CORP trimmed402,539$3M2.1%2026-Q1
TWO SIGMA INVESTMENTS, LP added378,119$3M2.0%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC added315,467$2M1.7%2026-Q1
UBS Group AG trimmed278,409$2M1.5%2026-Q1
Hillsdale Investment Management Inc. added260,205$2M1.4%2026-Q1
MORGAN STANLEY added173,806$1M0.9%2026-Q1
NAVELLIER & ASSOCIATES INC added170,635$1M0.9%2026-Q1
JANE STREET GROUP, LLC added160,479$1M0.8%2026-Q1
SEI INVESTMENTS CO trimmed152,869$1M0.8%2026-Q1
Bank of New York Mellon Corp added147,105$1M0.8%2026-Q1
Kassira Wealth Management LLC new144,962$1M0.8%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added143,180$1M0.8%2026-Q1
NORTHERN TRUST CORP added141,626$1M0.7%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed128,858$1M0.7%2026-Q1
GOLDMAN SACHS GROUP INC trimmed121,317$957K0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new117,998$931K0.6%2026-Q1
Integrated Quantitative Investments LLC added110,309$870K0.6%2026-Q1
AQR CAPITAL MANAGEMENT LLC added96,388$761K0.5%2026-Q1
RITHOLTZ WEALTH MANAGEMENT added92,407$729K0.5%2026-Q1
JANUS HENDERSON GROUP PLC trimmed91,766$724K0.5%2026-Q1
CVFG LLC new86,476$682K0.5%2026-Q1
Qube Research & Technologies Ltd added78,347$618K0.4%2026-Q1
Legato Capital Management LLC added73,244$578K0.4%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed55,224$436K0.3%2026-Q1
PRUDENTIAL FINANCIAL INC added54,609$431K0.3%2026-Q1
STRS OHIO54,100$427K0.3%2026-Q1
AVIVA PLC added49,590$391K0.3%2026-Q1
AMERIPRISE FINANCIAL INC added46,145$364K0.2%2026-Q1
State of Wyoming added40,344$318K0.2%2026-Q1
Nuveen, LLC trimmed36,999$292K0.2%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC32,900$260K0.2%2026-Q1
Linden Thomas Advisory Services, LLC added32,408$256K0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added31,774$251K0.2%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added28,666$226K0.2%2026-Q1
Invesco Ltd. added27,358$216K0.1%2026-Q1
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed27,156$214K0.1%2026-Q1
Squarepoint Ops LLC added26,676$210K0.1%2026-Q1
Janney Montgomery Scott LLC new26,665$210K0.1%2026-Q1
OCCUDO QUANTITATIVE STRATEGIES LP added27,743$210K0.1%2026-Q1
Amundi new26,439$209K0.1%2026-Q1
Verdad Advisers, LP trimmed26,288$207K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed24,799$196K0.1%2026-Q1
LPL Financial LLC trimmed24,339$192K0.1%2026-Q1
BARCLAYS PLC trimmed23,299$184K0.1%2026-Q1
RHUMBLINE ADVISERS trimmed21,331$168K0.1%2026-Q1
GLOBEFLEX CAPITAL L P21,093$166K0.1%2026-Q1
Trexquant Investment LP trimmed20,159$159K0.1%2026-Q1
XTX Topco Ltd trimmed19,782$156K0.1%2026-Q1
Brevan Howard Capital Management LP new19,764$156K0.1%2026-Q1
ALLIANCEBERNSTEIN L.P.14,660$151K0.1%2026-Q1
LAZARD ASSET MANAGEMENT LLC added18,900$149K0.1%2026-Q1
Assenagon Asset Management S.A.18,444$146K0.1%2026-Q1
Schonfeld Strategic Advisors LLC added16,214$128K0.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed16,098$127K0.1%2026-Q1
MANGROVE PARTNERS IM, LLC new14,546$115K0.1%2026-Q1
Russell Investments Group, Ltd. added14,445$114K0.1%2026-Q1
FRANKLIN RESOURCES INC trimmed14,026$111K0.1%2026-Q1
ROYAL BANK OF CANADA added13,375$105K0.1%2026-Q1
WEDBUSH SECURITIES INC12,600$99K0.1%2026-Q1
JPMORGAN CHASE & CO added11,362$89K0.1%2026-Q1
HRT FINANCIAL LP trimmed11,385$89K0.1%2026-Q1
PharVision Advisers, LLC trimmed10,550$83K0.1%2026-Q1
DEUTSCHE BANK AG\ trimmed10,094$80K0.1%2026-Q1
VANGUARD GROUP INC trimmed1,542,979$16M10.6%2025-Q4 stale
Kanen Wealth Management LLC trimmed1,031,406$11M7.1%2025-Q4 stale
TWO SIGMA ADVISERS, LP added99,600$1M0.7%2025-Q4 stale
Bullseye Asset Management LLC trimmed192,504$934K0.6%2025-Q1 stale
Informed Momentum Co LLC77,970$802K0.5%2025-Q4 stale
SEIZERT CAPITAL PARTNERS, LLC57,919$504K0.3%2025-Q3 stale
MARSHALL WACE, LLP added56,196$489K0.3%2025-Q3 stale
RAYMOND JAMES FINANCIAL INC new36,479$375K0.3%2025-Q4 stale
AlphaQuest LLC new36,444$375K0.3%2025-Q4 stale
MILLENNIUM MANAGEMENT LLC added37,695$328K0.2%2025-Q3 stale
GSA CAPITAL PARTNERS LLP trimmed27,934$287K0.2%2025-Q4 stale
Independent Advisor Alliance new27,551$284K0.2%2025-Q4 stale
Graham Capital Management, L.P. new27,397$282K0.2%2025-Q4 stale
Point72 Asset Management, L.P. new25,548$263K0.2%2025-Q4 stale
Creative Planning36,000$225K0.2%2025-Q2 stale
HSBC HOLDINGS PLC added25,055$221K0.1%2025-Q3 stale
Quantbot Technologies LP added17,617$181K0.1%2025-Q4 stale
Williams & Novak, LLC trimmed18,040$157K0.1%2025-Q3 stale
WINTON GROUP Ltd trimmed24,627$154K0.1%2025-Q2 stale
MACKENZIE FINANCIAL CORP trimmed15,652$136K0.1%2025-Q3 stale
CITADEL ADVISORS LLC added14,939$130K0.1%2025-Q3 stale
MARTINGALE ASSET MANAGEMENT L P trimmed11,954$123K0.1%2025-Q4 stale
NewEdge Advisors, LLC added12,220$106K0.1%2025-Q3 stale
STONERIDGE INVESTMENT PARTNERS LLC14,409$90K0.1%2025-Q2 stale
D. E. Shaw & Co., Inc. trimmed13,350$83K0.1%2025-Q2 stale
Jefferies Financial Group Inc. new17,100$83K0.1%2025-Q1 stale
INTECH INVESTMENT MANAGEMENT LLC10,495$66K0.0%2025-Q2 stale

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