ENVESTNET INC's ticker is ENV and the CUSIP is 29404K106. A total of 223 filers reported holding ENVESTNET INC in Q3 2023. The put-call ratio across all filers is 2.70 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $231,465 | -54.7% | 3,900 | -55.2% | 0.00% | -60.0% |
| Q1 2023 | $510,429 | -48.4% | 8,700 | -36.5% | 0.01% | -50.0% |
| Q1 2021 | $990,000 | +9.4% | 13,700 | +24.5% | 0.01% | +11.1% |
| Q4 2020 | $905,000 | +7.6% | 11,000 | +0.9% | 0.01% | -10.0% |
| Q3 2020 | $841,000 | -23.1% | 10,900 | -31.9% | 0.01% | -23.1% |
| Q2 2019 | $1,094,000 | +4.6% | 16,000 | 0.0% | 0.01% | +8.3% |
| Q1 2019 | $1,046,000 | -47.8% | 16,000 | -60.7% | 0.01% | -55.6% |
| Q4 2018 | $2,002,000 | -19.3% | 40,700 | 0.0% | 0.03% | -6.9% |
| Q3 2018 | $2,481,000 | +11.0% | 40,700 | 0.0% | 0.03% | +7.4% |
| Q2 2018 | $2,236,000 | -4.1% | 40,700 | 0.0% | 0.03% | -3.6% |
| Q1 2018 | $2,332,000 | +14.9% | 40,700 | 0.0% | 0.03% | +16.7% |
| Q4 2017 | $2,029,000 | -15.5% | 40,700 | -13.6% | 0.02% | -17.2% |
| Q3 2017 | $2,402,000 | -4.2% | 47,100 | -25.6% | 0.03% | -6.5% |
| Q2 2017 | $2,507,000 | +317.8% | 63,300 | +251.7% | 0.03% | +244.4% |
| Q2 2016 | $600,000 | – | 18,000 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Phase 2 Partners, LLC | 541,275 | $23,832,338 | 10.53% |
| Impactive Capital LP | 4,151,033 | $182,769,983 | 8.16% |
| Marathon Partners Equity Management, LLC | 40,000 | $1,761,200 | 2.67% |
| Van Berkom & Associates Inc. | 1,762,502 | $77,603 | 2.52% |
| Summit Creek Advisors LLC | 345,682 | $15,220,378 | 2.07% |
| RGM Capital, LLC | 826,134 | $36,374,680 | 1.66% |
| No Street GP LP | 315,000 | $13,869,450 | 1.66% |
| Global Alpha Capital Management Ltd. | 369,915 | $16,287,357 | 1.64% |
| 13D Management LLC | 47,573 | $2,094,639 | 1.30% |
| CRAMER ROSENTHAL MCGLYNN LLC | 480,819 | $21,170,461 | 1.18% |