ENVESTNET INC's ticker is ENV and the CUSIP is 29404K106. A total of 236 filers reported holding ENVESTNET INC in Q1 2023. The put-call ratio across all filers is 29.92 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,602,936 | -26.2% | 5,328,252 | -0.6% | 0.01% | -25.0% |
| Q2 2023 | $318,057,065 | -2.4% | 5,359,007 | -3.6% | 0.01% | 0.0% |
| Q1 2023 | $326,006,661 | -4.3% | 5,556,616 | +0.6% | 0.01% | -11.1% |
| Q4 2022 | $340,643,849 | +41.6% | 5,520,970 | +1.9% | 0.01% | +28.6% |
| Q3 2022 | $240,528,000 | -15.1% | 5,417,317 | +0.9% | 0.01% | -12.5% |
| Q2 2022 | $283,251,000 | -25.8% | 5,367,659 | +4.7% | 0.01% | -11.1% |
| Q1 2022 | $381,668,000 | -6.2% | 5,127,191 | -0.1% | 0.01% | 0.0% |
| Q4 2021 | $407,021,000 | -0.6% | 5,130,077 | +0.5% | 0.01% | -10.0% |
| Q3 2021 | $409,673,000 | +5.3% | 5,105,594 | -0.4% | 0.01% | 0.0% |
| Q2 2021 | $388,890,000 | +8.5% | 5,126,410 | +3.3% | 0.01% | 0.0% |
| Q1 2021 | $358,379,000 | -10.4% | 4,961,652 | +2.1% | 0.01% | -16.7% |
| Q4 2020 | $399,808,000 | +9.5% | 4,858,535 | +2.7% | 0.01% | 0.0% |
| Q3 2020 | $365,125,000 | +1.0% | 4,732,030 | -3.8% | 0.01% | -7.7% |
| Q2 2020 | $361,639,000 | +39.3% | 4,917,575 | +1.9% | 0.01% | +18.2% |
| Q1 2020 | $259,535,000 | -21.2% | 4,825,865 | +2.1% | 0.01% | 0.0% |
| Q4 2019 | $329,255,000 | +25.5% | 4,728,634 | +2.2% | 0.01% | +10.0% |
| Q3 2019 | $262,330,000 | -14.6% | 4,626,652 | +3.0% | 0.01% | -16.7% |
| Q2 2019 | $307,053,000 | +14.3% | 4,491,058 | +9.4% | 0.01% | +9.1% |
| Q1 2019 | $268,558,000 | +35.6% | 4,107,032 | +2.0% | 0.01% | +22.2% |
| Q4 2018 | $198,005,000 | -17.6% | 4,025,284 | +2.1% | 0.01% | 0.0% |
| Q3 2018 | $240,316,000 | +14.2% | 3,942,847 | +2.9% | 0.01% | 0.0% |
| Q2 2018 | $210,461,000 | +1.0% | 3,830,046 | +5.3% | 0.01% | 0.0% |
| Q1 2018 | $208,346,000 | +17.2% | 3,636,059 | +1.9% | 0.01% | +12.5% |
| Q4 2017 | $177,808,000 | +0.1% | 3,566,862 | +2.4% | 0.01% | 0.0% |
| Q3 2017 | $177,686,000 | +29.9% | 3,484,050 | +0.9% | 0.01% | +14.3% |
| Q2 2017 | $136,803,000 | +29.7% | 3,454,623 | +5.8% | 0.01% | +40.0% |
| Q1 2017 | $105,483,000 | -4.0% | 3,265,731 | +4.8% | 0.01% | -16.7% |
| Q4 2016 | $109,823,000 | -0.1% | 3,115,552 | +3.3% | 0.01% | 0.0% |
| Q3 2016 | $109,884,000 | +14.4% | 3,014,674 | +4.6% | 0.01% | 0.0% |
| Q2 2016 | $96,027,000 | +26.6% | 2,882,842 | +3.4% | 0.01% | +20.0% |
| Q1 2016 | $75,826,000 | -1.9% | 2,787,687 | +7.6% | 0.01% | 0.0% |
| Q4 2015 | $77,309,000 | -82.2% | 2,589,913 | -80.6% | 0.01% | -68.8% |
| Q3 2015 | $434,418,000 | +369.9% | 13,337,713 | +483.2% | 0.02% | +166.7% |
| Q2 2015 | $92,456,000 | -18.8% | 2,286,795 | +12.6% | 0.01% | -25.0% |
| Q1 2015 | $113,919,000 | +18.7% | 2,031,364 | +4.0% | 0.01% | +14.3% |
| Q4 2014 | $95,996,000 | +10.4% | 1,953,526 | +1.1% | 0.01% | 0.0% |
| Q3 2014 | $86,970,000 | -7.1% | 1,932,656 | +0.9% | 0.01% | 0.0% |
| Q2 2014 | $93,658,000 | +75.2% | 1,914,517 | +43.9% | 0.01% | +75.0% |
| Q1 2014 | $53,464,000 | +57.8% | 1,330,602 | +58.2% | 0.00% | +33.3% |
| Q4 2013 | $33,891,000 | +74.4% | 840,943 | +34.2% | 0.00% | +50.0% |
| Q3 2013 | $19,433,000 | +32.9% | 626,865 | +5.5% | 0.00% | 0.0% |
| Q2 2013 | $14,617,000 | – | 594,216 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVENT INTERNATIONAL, L.P. | 1,513,643 | $116,793,000 | 6.51% |
| Greenhouse Funds LLLP | 367,829 | $28,382,000 | 4.32% |
| Van Berkom & Associates Inc. | 1,484,321 | $114,530,000 | 3.32% |
| Summit Creek Advisors LLC | 253,054 | $19,526,000 | 2.90% |
| Whetstone Capital Advisors, LLC | 153,951 | $11,879,000 | 2.20% |
| Hanlon Investment Management, Inc. | 90,000 | $6,944,000 | 2.15% |
| Junto Capital Management LP | 680,709 | $52,524,000 | 1.91% |
| GENEVA CAPITAL MANAGEMENT LLC | 1,093,494 | $84,374,000 | 1.74% |
| DF DENT & CO INC | 1,423,885 | $109,867,000 | 1.48% |
| York Capital Management Global Advisors, LLC | 337,029 | $26,005,000 | 1.45% |