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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| OAKTOP CAPITAL MANAGEMENT II, L.P. | 2,671,843 | $21M | 14.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,199,250 | $9M | 6.3% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 1,100,752 | $9M | 5.8% | 2026-Q1 |
| DISCIPLINED GROWTH INVESTORS INC /MN trimmed | 912,349 | $7M | 4.8% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 838,425 | $7M | 4.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 813,678 | $6M | 4.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 665,978 | $5M | 3.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 574,376 | $5M | 3.0% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 468,940 | $4M | 2.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 428,978 | $3M | 2.3% | 2026-Q1 |
| STATE STREET CORP trimmed | 402,539 | $3M | 2.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 378,119 | $3M | 2.0% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 315,467 | $2M | 1.7% | 2026-Q1 |
| UBS Group AG trimmed | 278,409 | $2M | 1.5% | 2026-Q1 |
| Hillsdale Investment Management Inc. added | 260,205 | $2M | 1.4% | 2026-Q1 |
| MORGAN STANLEY added | 173,806 | $1M | 0.9% | 2026-Q1 |
| NAVELLIER & ASSOCIATES INC added | 170,635 | $1M | 0.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 160,479 | $1M | 0.8% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 152,869 | $1M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp added | 147,105 | $1M | 0.8% | 2026-Q1 |
| Kassira Wealth Management LLC new | 144,962 | $1M | 0.8% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 143,180 | $1M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 141,626 | $1M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 128,858 | $1M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 121,317 | $957K | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 117,998 | $931K | 0.6% | 2026-Q1 |
| Integrated Quantitative Investments LLC added | 110,309 | $870K | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 96,388 | $761K | 0.5% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 92,407 | $729K | 0.5% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 91,766 | $724K | 0.5% | 2026-Q1 |
| CVFG LLC new | 86,476 | $682K | 0.5% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 78,347 | $618K | 0.4% | 2026-Q1 |
| Legato Capital Management LLC added | 73,244 | $578K | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 55,224 | $436K | 0.3% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 54,609 | $431K | 0.3% | 2026-Q1 |
| STRS OHIO | 54,100 | $427K | 0.3% | 2026-Q1 |
| AVIVA PLC added | 49,590 | $391K | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 46,145 | $364K | 0.2% | 2026-Q1 |
| State of Wyoming added | 40,344 | $318K | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 36,999 | $292K | 0.2% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 32,900 | $260K | 0.2% | 2026-Q1 |
| Linden Thomas Advisory Services, LLC added | 32,408 | $256K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 31,774 | $251K | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 28,666 | $226K | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 27,358 | $216K | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 27,156 | $214K | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 26,676 | $210K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC new | 26,665 | $210K | 0.1% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 27,743 | $210K | 0.1% | 2026-Q1 |
| Amundi new | 26,439 | $209K | 0.1% | 2026-Q1 |
| Verdad Advisers, LP trimmed | 26,288 | $207K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 24,799 | $196K | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 24,339 | $192K | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 23,299 | $184K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 21,331 | $168K | 0.1% | 2026-Q1 |
| GLOBEFLEX CAPITAL L P | 21,093 | $166K | 0.1% | 2026-Q1 |
| Trexquant Investment LP trimmed | 20,159 | $159K | 0.1% | 2026-Q1 |
| XTX Topco Ltd trimmed | 19,782 | $156K | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP new | 19,764 | $156K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 14,660 | $151K | 0.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 18,900 | $149K | 0.1% | 2026-Q1 |
| Assenagon Asset Management S.A. | 18,444 | $146K | 0.1% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 16,214 | $128K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 16,098 | $127K | 0.1% | 2026-Q1 |
| MANGROVE PARTNERS IM, LLC new | 14,546 | $115K | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 14,445 | $114K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 14,026 | $111K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 13,375 | $105K | 0.1% | 2026-Q1 |
| WEDBUSH SECURITIES INC | 12,600 | $99K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 11,362 | $89K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 11,385 | $89K | 0.1% | 2026-Q1 |
| PharVision Advisers, LLC trimmed | 10,550 | $83K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 10,094 | $80K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 1,542,979 | $16M | 10.6% | 2025-Q4 stale |
| Kanen Wealth Management LLC trimmed | 1,031,406 | $11M | 7.1% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 99,600 | $1M | 0.7% | 2025-Q4 stale |
| Bullseye Asset Management LLC trimmed | 192,504 | $934K | 0.6% | 2025-Q1 stale |
| Informed Momentum Co LLC | 77,970 | $802K | 0.5% | 2025-Q4 stale |
| SEIZERT CAPITAL PARTNERS, LLC | 57,919 | $504K | 0.3% | 2025-Q3 stale |
| MARSHALL WACE, LLP added | 56,196 | $489K | 0.3% | 2025-Q3 stale |
| RAYMOND JAMES FINANCIAL INC new | 36,479 | $375K | 0.3% | 2025-Q4 stale |
| AlphaQuest LLC new | 36,444 | $375K | 0.3% | 2025-Q4 stale |
| MILLENNIUM MANAGEMENT LLC added | 37,695 | $328K | 0.2% | 2025-Q3 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 27,934 | $287K | 0.2% | 2025-Q4 stale |
| Independent Advisor Alliance new | 27,551 | $284K | 0.2% | 2025-Q4 stale |
| Graham Capital Management, L.P. new | 27,397 | $282K | 0.2% | 2025-Q4 stale |
| Point72 Asset Management, L.P. new | 25,548 | $263K | 0.2% | 2025-Q4 stale |
| Creative Planning | 36,000 | $225K | 0.2% | 2025-Q2 stale |
| HSBC HOLDINGS PLC added | 25,055 | $221K | 0.1% | 2025-Q3 stale |
| Quantbot Technologies LP added | 17,617 | $181K | 0.1% | 2025-Q4 stale |
| Williams & Novak, LLC trimmed | 18,040 | $157K | 0.1% | 2025-Q3 stale |
| WINTON GROUP Ltd trimmed | 24,627 | $154K | 0.1% | 2025-Q2 stale |
| MACKENZIE FINANCIAL CORP trimmed | 15,652 | $136K | 0.1% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 14,939 | $130K | 0.1% | 2025-Q3 stale |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 11,954 | $123K | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 12,220 | $106K | 0.1% | 2025-Q3 stale |
| STONERIDGE INVESTMENT PARTNERS LLC | 14,409 | $90K | 0.1% | 2025-Q2 stale |
| D. E. Shaw & Co., Inc. trimmed | 13,350 | $83K | 0.1% | 2025-Q2 stale |
| Jefferies Financial Group Inc. new | 17,100 | $83K | 0.1% | 2025-Q1 stale |
| INTECH INVESTMENT MANAGEMENT LLC | 10,495 | $66K | 0.0% | 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.
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.