Position in EGAN
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$5,254,564
-$1,482,627 QoQ
Shares Held
665,978
+1.7% QoQ
Ownership
2.43%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 89%
Shared 6%
None 6%
Common Shares in EGAN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $7,300,322,503 across 119 Software - Application names. EGAN ranks #87 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,984,154 | $743,722,025 | |
| 2 | ADP |
Automatic Data Processing Inc
|
2,413,934 | $490,463,108 | |
| 3 | ADBE |
Adobe Inc.
|
1,859,384 | $451,979,060 | |
| 4 | UBER |
Uber Technologies, Inc
|
5,834,231 | $419,656,233 | |
| 5 | INTU |
Intuit Inc.
|
803,267 | $347,316,583 | |
| 6 | ADSK |
Autodesk, Inc.
|
1,391,855 | $333,210,085 | |
| 7 | PAYX |
Paychex Inc
|
2,822,569 | $260,015,053 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
|
3,115,616 | $210,522,170 |
All Filings in EGAN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,254,564 | 665,978 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,737,191 | 654,732 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,274,717 | 720,404 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,655,198 | 744,832 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,576,102 | 737,341 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,300,673 | 690,317 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,511,334 | 688,497 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,301,759 | 681,737 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,385,903 | 679,985 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,541,572 | 665,255 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,050,714 | 660,802 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,021,602 | 670,441 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,792,143 | 631,376 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,677,474 | 628,735 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,769,098 | 648,857 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,317,062 | 647,904 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,581,877 | 654,739 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,507,918 | 652,096 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $6,680,826 | 654,983 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $7,706,076 | 671,261 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $6,412,459 | 675,707 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $8,240,155 | 697,727 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $10,054,465 | 709,560 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $8,202,501 | 738,299 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,395,781 | 736,123 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||