Position in EGAN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,198,433
-$2,425,495 QoQ
Shares Held
912,349
-2.5% QoQ
Ownership
3.32%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EGAN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026DISCIPLINED GROWTH INVESTORS INC /MN holds $543,947,860 across 11 Software - Application names. EGAN ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDCC |
InterDigital, Inc.
|
556,788 | $168,149,976 | |
| 2 | ALRM |
Alarm.com Holdings, Inc.
|
3,268,986 | $141,187,505 | |
| 3 | ADSK |
Autodesk, Inc.
|
301,757 | $72,240,625 | |
| 4 | SPSC |
Sps Commerce Inc
|
810,938 | $45,144,918 | |
| 5 | INTU |
Intuit Inc.
|
87,126 | $37,671,539 | |
| 6 | MNDY |
monday.com Ltd.
|
403,888 | $27,912,699 | |
| 7 | DT |
Dynatrace, Inc.
|
658,723 | $24,359,576 | |
| 8 | PAYX |
Paychex Inc
|
143,000 | $13,173,160 |
All Filings in EGAN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,198,433 | 912,349 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,623,928 | 935,270 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,567,465 | 868,825 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,928,643 | 948,583 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,672,945 | 963,494 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,289,938 | 1,009,621 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,697,194 | 1,117,097 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $7,126,028 | 1,129,323 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $7,276,180 | 1,128,090 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,831,749 | 1,060,234 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,482,009 | 1,057,424 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $7,877,352 | 1,051,716 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,811,969 | 1,029,245 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,184,665 | 1,017,128 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,393,953 | 1,005,980 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,639,048 | 680,928 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,817,534 | 416,022 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||