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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,495,000 | -25.8% | 56,677 | +0.0% | 0.01% | -21.4% |
| Q2 2023 | $3,363,000 | +1.2% | 56,668 | +0.0% | 0.01% | 0.0% |
| Q1 2023 | $3,324,000 | -4.9% | 56,652 | +0.0% | 0.01% | -6.7% |
| Q4 2022 | $3,495,000 | +22.5% | 56,640 | -11.9% | 0.02% | +15.4% |
| Q3 2022 | $2,854,000 | -15.7% | 64,277 | +0.2% | 0.01% | -7.1% |
| Q2 2022 | $3,386,000 | -29.1% | 64,166 | +0.0% | 0.01% | -17.6% |
| Q1 2022 | $4,775,000 | -6.0% | 64,141 | +0.2% | 0.02% | 0.0% |
| Q4 2021 | $5,081,000 | +13.7% | 64,036 | +15.0% | 0.02% | +6.2% |
| Q3 2021 | $4,468,000 | +6.2% | 55,681 | +0.4% | 0.02% | +6.7% |
| Q2 2021 | $4,209,000 | +5.4% | 55,483 | +0.3% | 0.02% | -6.2% |
| Q1 2021 | $3,994,000 | +3.0% | 55,302 | +17.3% | 0.02% | -5.9% |
| Q4 2020 | $3,879,000 | +6.7% | 47,139 | 0.0% | 0.02% | -15.0% |
| Q3 2020 | $3,637,000 | +4.9% | 47,139 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $3,467,000 | +53.2% | 47,139 | +12.0% | 0.02% | +25.0% |
| Q1 2020 | $2,263,000 | -1.0% | 42,088 | +28.1% | 0.02% | +33.3% |
| Q4 2019 | $2,287,000 | +22.8% | 32,848 | 0.0% | 0.01% | +20.0% |
| Q3 2019 | $1,862,000 | -79.3% | 32,848 | -75.1% | 0.01% | -79.2% |
| Q2 2019 | $9,005,000 | -3.5% | 131,703 | -7.7% | 0.05% | -2.0% |
| Q1 2019 | $9,335,000 | +104.6% | 142,753 | +53.9% | 0.05% | +81.5% |
| Q4 2018 | $4,563,000 | -22.8% | 92,753 | -4.4% | 0.03% | -6.9% |
| Q3 2018 | $5,911,000 | -8.8% | 96,974 | -17.8% | 0.03% | -12.1% |
| Q2 2018 | $6,484,000 | +22.4% | 117,992 | +27.6% | 0.03% | +17.9% |
| Q1 2018 | $5,299,000 | +18.5% | 92,475 | +3.1% | 0.03% | +27.3% |
| Q4 2017 | $4,472,000 | +9.2% | 89,704 | +11.7% | 0.02% | +4.8% |
| Q3 2017 | $4,097,000 | +15.9% | 80,324 | -10.0% | 0.02% | +110.0% |
| Q2 2017 | $3,534,000 | +160.0% | 89,236 | +112.1% | 0.01% | +25.0% |
| Q1 2017 | $1,359,000 | -36.3% | 42,075 | -25.2% | 0.01% | -33.3% |
| Q4 2016 | $2,132,000 | +15.0% | 56,265 | +10.6% | 0.01% | +9.1% |
| Q3 2016 | $1,854,000 | +9.4% | 50,860 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $1,694,000 | +22.5% | 50,860 | 0.0% | 0.01% | +22.2% |
| Q1 2016 | $1,383,000 | -38.7% | 50,860 | -32.7% | 0.01% | -35.7% |
| Q4 2015 | $2,257,000 | +4.1% | 75,602 | +4.5% | 0.01% | 0.0% |
| Q3 2015 | $2,168,000 | +40.6% | 72,327 | +89.6% | 0.01% | +55.6% |
| Q2 2015 | $1,542,000 | +4.3% | 38,150 | +44.6% | 0.01% | +12.5% |
| Q1 2015 | $1,479,000 | +27.7% | 26,378 | +12.0% | 0.01% | +14.3% |
| Q4 2014 | $1,158,000 | +9.2% | 23,562 | 0.0% | 0.01% | +16.7% |
| Q3 2014 | $1,060,000 | -8.1% | 23,562 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $1,153,000 | -25.3% | 23,562 | -38.6% | 0.01% | -33.3% |
| Q1 2014 | $1,543,000 | -69.2% | 38,404 | -69.1% | 0.01% | -66.7% |
| Q4 2013 | $5,012,000 | +24.0% | 124,359 | -4.6% | 0.03% | +22.7% |
| Q3 2013 | $4,041,000 | +26.0% | 130,359 | 0.0% | 0.02% | +22.2% |
| Q2 2013 | $3,207,000 | – | 130,359 | – | 0.02% | – |
Download | ||||||
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% |