Kanen Wealth Management LLC EGAN — EGAIN CORP COM NEW

Ownership history in Kanen Wealth Management LLC  ·  15 quarters on record

AI Ownership Summary

Kanen Wealth Management LLC reported EGAIN CORP COM NEW (EGAN) in 15 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 9.74% in 2024 Q2. The latest visible filing shows EGAN at 3.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EGAN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kanen Wealth Management LLC's position in EGAIN CORP COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EGAN was reported at 3.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.74% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EGAN stock page Kanen Wealth Management LLC fund profile Kanen Wealth Management LLC full holdings
How Kanen Wealth Management LLC held EGAN — position size vs. price
% of Fund (quarterly)    EGAN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 58.9% -23.3% ✅ 1,031,406 -1,476,181 -58.9% 3.22% $10.6M 2026-02-18 $9.50
2025 Q3 REDUCED 6.2% +17.1% ❌ 2,507,587 -165,123 -6.2% 7.33% $21.9M 2025-11-14 $12.14
2025 Q2 ADDED — — — 2,672,710 +16,290 +0.6% 6.39% $16.7M 2025-07-15 $6.40
2025 Q1 REDUCED — — — 2,656,420 -3,403 -0.1% 5.20% $12.9M 2025-04-15 $4.77
2024 Q4 ADDED — — — 2,659,823 +171,451 +6.9% 6.17% $16.6M 2025-01-16 $6.50
2024 Q3 UNCHANGED — — — 2,488,372 — 0% 6.77% $12.7M 2024-10-16 $5.00
2024 Q2 ADDED — — — 2,488,372 +376,707 +17.8% 9.74% $15.7M 2024-08-13 $7.04
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EGAN

As of 2026 Q1 — sorted by position size

OAKTOP CAPITAL MANAGEMENT II, L.P. 3Y 7Y 1.57% Kassira Wealth Management LLC 1.05% Verdad Advisers, LP 3Y 0.23% Integrated Quantitative Investments LLC 0.16% DISCIPLINED GROWTH INVESTORS INC /MN 3Y 7Y 0.15% NAVELLIER & ASSOCIATES INC 3Y 7Y 0.14% CVFG LLC 0.08% Hillsdale Investment Management Inc. 3Y 7Y 0.06% Legato Capital Management LLC 3Y 7Y 0.05% State of Wyoming 3Y 0.04%

FAQ About Kanen Wealth Management LLC and EGAN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kanen Wealth Management LLC reported owning EGAN?

Kanen Wealth Management LLC reported EGAN across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported EGAN position in Kanen Wealth Management LLC's portfolio?

The largest reported portfolio weight for EGAN was 9.74% in 2024 Q2.

What is the latest reported EGAN position on this page?

The most recent filing on this page is 2025 Q4, when Kanen Wealth Management LLC reported 1,031,406 shares, equal to 3.22% of portfolio, with an estimated market value of $10.6M.

What does the chart on this EGAN ownership page compare?

The chart compares Kanen Wealth Management LLC's quarterly EGAN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kanen Wealth Management LLC time their EGAN position?

Based on 13F filing dates vs. subsequent EGAN price moves, Kanen Wealth Management LLC correctly timed 6 out of 12 reported position changes (50%). The annualised alpha on EGAN relative to SPY over the holding period was -11.7%.

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