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$5.95 +0.05 (+0.85%) At close · Nov 6 Play latest call Q1 2027 earnings call transcript
Russell 2000 member Rebalance outlook locked
Customer concentration — top customer 10% of revenue

One customer — 10% of revenue (the three and nine months ended March 31, 2026 and 2025)

“One customer accounted for more than 10% of total revenue during the three and nine months ended March 31, 2026 and 2025.”

One customer — 10% of receivables (March 31, 2026)

“One customer accounted for 10% or more of our accounts receivable balance, less provision for credit losses, as of March 31, 2026.”

3 customers — 10% of receivables (June 30, 2025)

“Three customers accounted for 10% or more of our accounts receivable balance, less provision for credit losses, as of June 30, 2025.”
View the 10-Q filed May 14, 2026
Market Cap
$155.72M
Shares
26.17M
Volume · Nov 6 120.22K Avg daily vol (3M) 227.79K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of EGAN: 13F, 13D and 13G, insiders and funds →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 109
Total Value: $89,318,075
Total Shares: 14,306,226
Showing 1–100 of 109 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 107 13F filers
Top Holder
18.4%
Sep 2023 → Jun 2026 · range 15.9% – 18.5%
of institutional value
Top 5
45.7%
Sep 2023 → Jun 2026 · range 45.7% – 64.5%
of institutional value
Top 10
64.4%
Sep 2023 → Jun 2026 · range 64.4% – 85.5%
of institutional value
HHI
652
Sep 2023 → Jun 2026 · range 652 – 1,043
Broadly held

Who Holds EGAN

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 105 filers, like-for-like change -1.0%; actively managed books -4.2%; index-like books +8.4%.

Holder type Share Filers Change
Registered adviser 63.8% 54 -4.5%
Exempt adviser 1.6% 2 +140.0%
Adviser 0.9% 5 -6.1%
Bank 7.5% 10 +3.9%
Insurer 1.2% 1 +68.9%
Broker-dealer 0.1% 2 -53.6%
Benefit plan 0.6% 3 -25.1%
Non-US 0.1% 3 +41.0%
Holding company 13.9% 7 +20.1%
Unknown 10.3% 18 -14.7%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 2 holders with no observed 2026-06-30 13F. Compared across CIK changes: JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

105 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
0
0.000% of filers hold it in their top 10
Mar 31, 2026: 1
Holders above 5%
0
median weight 0.000%
Mar 31, 2026: 0
Crowding
25.0%
of shares outstanding, 71st percentile
Mar 31, 2026: 26.9%
Private-fund advisers
24.1%
of shares outstanding
Institutional ownership
52.7%
54.6% of the estimated free float
Top 10 holders
64.4%
of 13F shares, Herfindahl 0.065
Active holders
-4.2%
like-for-like share change of active filers
5% stakes on record
1
0 13D, 1 13G (1 institutional, 0 passive, 0 exempt)
How long holders have held it value-weighted 16.5 quarters
Under 1 year 27.3% 1 to 3 years 15.0% 3 years or more 57.7% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$9.19
estimated per share
Mar 31, 2026: $10.17
Quarter-end price
$6.30
implied by 13F values
Estimated gain or loss
-31.5%
price against the estimated cost
Estimated at a loss
99.6%
of costed 13F value

Estimated cost covers 27.0% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies EGAN's active holders also own, quarter ended Dec 31, 2025
# Company Shared holders
1 AVGO Broadcom Inc. 3

Shareholder Targets

13F filers that own its peers but not EGAN, quarter ended Dec 31, 2025

Found through its holder-overlap peers: AVGO. 4,630 filers in all.

# Filer In peers
1 Capital International Investors Adviser, Diversified active $49,099,157,049 1 held
2 Capital World Investors Adviser, Diversified active $42,659,307,229 1 held
3 Capital Research Global Investors Adviser, Diversified active $29,889,790,945 1 held
4 PRICE T ROWE ASSOCIATES INC /MD/ Registered adviser, Diversified active $29,607,499,325 1 held
5 NORGES BANK Non-US, Index-like $24,252,196,080 1 held
6 WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active $16,400,253,065 1 held
7 FRANKLIN RESOURCES INC Adviser, Diversified active $10,017,398,987 1 held
8 Amundi Holding company, Index-like $8,232,898,737 1 held
9 JENNISON ASSOCIATES LLC Registered adviser, Diversified active $7,576,893,880 1 held
10 Fisher Asset Management, LLC Adviser, Diversified active $4,791,479,696 1 held

Fund Ownership of EGAN by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 8.78% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 2.19% 572,341
Index ETFs 6.59% 1,725,316
Active ETFs 1.17% 305,507
Active funds 4.98% 1,303,841
Unclassified 0.21% 54,130
All registered funds 15.14% 3,961,135
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 59 Exempt adviser 2 Adviser 5 Bank 10 Insurer 1 Broker-dealer 1 Benefit plan 3 Non-US 3 Holding company 7 Unknown 18
Showing 100 of 109
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
OAKTOP CAPITAL MANAGEMENT II, L.P. $16,832,610 18.85% 2,671,843
BlackRock, Inc. $8,042,363 9.00% 1,276,566
ACADIAN ASSET MANAGEMENT LLC $6,934,737 7.76% 1,100,752
VANGUARD CAPITAL MANAGEMENT LLC $5,116,028 5.73% 812,068
RENAISSANCE TECHNOLOGIES LLC $4,794,293 5.37% 760,999
DIMENSIONAL FUND ADVISORS LP $4,308,715 4.82% 740,966
VANGUARD PORTFOLIO MANAGEMENT LLC $3,669,699 4.11% 582,492
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $3,530,053 3.95% 560,326
GOLDMAN SACHS GROUP INC $2,647,744 2.96% 420,277
GEODE CAPITAL MANAGEMENT, LLC $2,586,743 2.90% 444,840
STATE STREET CORP $2,517,725 2.82% 399,639
JACOBS LEVY EQUITY MANAGEMENT, INC $2,368,144 2.65% 375,896
TWO SIGMA INVESTMENTS, LP $1,964,837 2.20% 311,879
SEGALL BRYANT & HAMILL, LLC $1,950,933 2.18% 309,672
UBS Group AG $1,899,014 2.13% 301,431
Qube Research & Technologies Ltd $1,395,166 1.56% 221,455
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $1,150,959 1.29% 182,692
PRUDENTIAL FINANCIAL INC $1,108,888 1.24% 176,014
NAVELLIER & ASSOCIATES INC $1,022,748 1.15% 162,341
SEI INVESTMENTS CO $963,074 1.08% 152,869
Integrated Quantitative Investments LLC $875,466 0.98% 138,963
NORTHERN TRUST CORP $874,665 0.98% 138,836
Bank of New York Mellon Corp $843,359 0.94% 145,032
AQR CAPITAL MANAGEMENT LLC $786,520 0.88% 124,845
VANGUARD FIDUCIARY TRUST CO $760,082 0.85% 120,648
MORGAN STANLEY $736,607 0.82% 116,922
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $735,663 0.82% 116,772
Russell Investments Group, Ltd. $625,609 0.70% 107,586
Legato Capital Management LLC $549,996 0.62% 87,301
CVFG LLC $524,405 0.59% 83,239
VICTORY CAPITAL MANAGEMENT INC $511,377 0.57% 81,171
Nuveen, LLC $462,350 0.52% 73,389
D. E. Shaw & Co., Inc. $401,618 0.45% 63,749
BRIDGEWAY CAPITAL MANAGEMENT, LLC $364,770 0.41% 57,900
LOS ANGELES CAPITAL MANAGEMENT LLC $308,309 0.35% 48,938
AMERIPRISE FINANCIAL INC $290,511 0.33% 46,113
Point72 Asset Management, L.P. $262,010 0.29% 41,589
RITHOLTZ WEALTH MANAGEMENT $259,779 0.29% 44,674
Hillsdale Investment Management Inc. $220,500 0.25% 35,000
STRS OHIO $210,503 0.24% 36,200
OCCUDO QUANTITATIVE STRATEGIES LP $201,587 0.23% 31,998
Invesco Ltd. $183,989 0.21% 29,205
Linden Thomas Advisory Services, LLC $183,777 0.21% 31,604
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $180,595 0.20% 28,666
Verdad Advisers, LP $165,614 0.19% 26,288
SUSQUEHANNA INTERNATIONAL GROUP, LLP $157,638 0.18% 25,022
Squarepoint Ops LLC $156,510 0.18% 24,843
Janney Montgomery Scott LLC $155,024 0.17% 24,607
Amundi $153,742 0.17% 26,439
LAZARD ASSET MANAGEMENT LLC $153,008 0.17% 24,287
BARCLAYS PLC $145,839 0.16% 25,080
RHUMBLINE ADVISERS $133,843 0.15% 21,245
GLOBEFLEX CAPITAL L P $132,885 0.15% 21,093
Graham Capital Management, L.P. $125,615 0.14% 19,939
ROYAL BANK OF CANADA $124,537 0.14% 19,768
Schonfeld Strategic Advisors LLC $109,664 0.12% 17,407
Assenagon Asset Management S.A. $107,251 0.12% 18,444
WELLS FARGO & COMPANY/MN $100,346 0.11% 15,928
ALLIANCEBERNSTEIN L.P. $92,358 0.10% 14,660
BANK OF AMERICA CORP /DE/ $89,913 0.10% 14,272
FMR LLC $89,717 0.10% 14,241
OXFORD ASSET MANAGEMENT LLP $88,212 0.10% 14,002
PRELUDE CAPITAL MANAGEMENT, LLC $85,050 0.10% 13,500
DEUTSCHE BANK AG\ $84,439 0.09% 14,521
MEEDER ASSET MANAGEMENT INC $83,437 0.09% 13,244
COMMONWEALTH EQUITY SERVICES, LLC $81,410 0.09% 14,000
CITADEL ADVISORS LLC $79,380 0.09% 12,600
JPMORGAN CHASE & CO $75,585 0.08% 11,998
Moran Wealth Management, LLC $71,111 0.08% 12,229
Vanguard Global Advisers, LLC $51,237 0.06% 8,133
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $48,522 0.05% 7,702
Police & Firemen's Retirement System of New Jersey $45,423 0.05% 7,210
BNP PARIBAS ARBITRAGE, SA $21,306 0.02% 3,382
NEW YORK STATE COMMON RETIREMENT FUND $20,008 0.02% 3,176
TOTH FINANCIAL ADVISORY CORP $17,445 0.02% 3,000
Arax Advisory Partners $14,307 0.02% 2,271
Rothwell Investment Advisors, LLC $13,665 0.02% 2,350
Tower Research Capital LLC (TRC) $13,242 0.01% 2,102
Legal & General Group Plc $9,802 0.01% 1,556
Ameritas Investment Partners, Inc. $9,393 0.01% 1,491
Triumph Capital Management $7,588 0.01% 1,305
OSAIC HOLDINGS, INC. $6,709 0.01% 1,065
Allworth Financial LP $5,815 0.01% 1,000
FEDERATED HERMES, INC. $4,914 0.01% 780
CITIGROUP INC $4,796 0.01% 825
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3,471 0.00% 551
SOA Wealth Advisors, LLC. $3,150 0.00% 500
HARBOR CAPITAL ADVISORS, INC. $2,971 0.00% 511
Sterling Capital Management LLC $2,849 0.00% 490
NISA INVESTMENT ADVISORS, LLC $2,314 0.00% 398
Parkside Financial Bank & Trust $2,250 0.00% 387
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $1,423 0.00% 226
GROUP ONE TRADING LLC $1,266 0.00% 201
SBI Securities Co., Ltd. $755 0.00% 130
Advisors Asset Management, Inc. $579 0.00% 92
EverSource Wealth Advisors, LLC $493 0.00% 85
SJS Investment Consulting Inc. $436 0.00% 75
Transamerica Financial Advisors, LLC $434 0.00% 69
GAMMA Investing LLC $372 0.00% 64
Caitong International Asset Management Co., Ltd $191 0.00% 33

Showing the top 100 of 109 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1066194 CUSIP 28225C806 13F (30d) 47 filings 35 filers Visit website Investor relations