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 | $709,367 | -32.6% | 16,111 | -9.1% | 0.03% | -30.0% |
| Q2 2023 | $1,052,038 | -3.0% | 17,726 | -4.1% | 0.04% | -7.0% |
| Q1 2023 | $1,084,456 | -13.4% | 18,484 | -1.9% | 0.04% | -14.0% |
| Q4 2022 | $1,252,672 | +51.7% | 18,840 | +1.3% | 0.05% | +35.1% |
| Q3 2022 | $826,000 | -15.8% | 18,606 | 0.0% | 0.04% | -11.9% |
| Q2 2022 | $981,000 | -29.2% | 18,606 | 0.0% | 0.04% | -16.0% |
| Q1 2022 | $1,385,000 | -6.2% | 18,606 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $1,476,000 | -1.1% | 18,606 | 0.0% | 0.05% | -7.4% |
| Q3 2021 | $1,493,000 | +2.8% | 18,606 | -2.9% | 0.05% | +3.8% |
| Q2 2021 | $1,453,000 | +365.7% | 19,159 | +343.6% | 0.05% | +333.3% |
| Q1 2021 | $312,000 | -16.1% | 4,319 | -4.6% | 0.01% | -29.4% |
| Q4 2020 | $372,000 | +6.6% | 4,525 | 0.0% | 0.02% | +6.2% |
| Q3 2020 | $349,000 | +1.2% | 4,525 | -3.5% | 0.02% | 0.0% |
| Q2 2020 | $345,000 | +48.7% | 4,691 | +8.7% | 0.02% | +23.1% |
| Q1 2020 | $232,000 | -20.5% | 4,315 | +2.8% | 0.01% | 0.0% |
| Q4 2019 | $292,000 | +27.0% | 4,198 | +3.3% | 0.01% | +18.2% |
| Q3 2019 | $230,000 | -17.3% | 4,064 | 0.0% | 0.01% | -15.4% |
| Q2 2019 | $278,000 | +12.6% | 4,064 | +7.5% | 0.01% | +18.2% |
| Q1 2019 | $247,000 | +32.8% | 3,782 | 0.0% | 0.01% | +10.0% |
| Q4 2018 | $186,000 | -19.5% | 3,782 | 0.0% | 0.01% | -9.1% |
| Q3 2018 | $231,000 | +11.1% | 3,782 | 0.0% | 0.01% | +10.0% |
| Q2 2018 | $208,000 | -4.1% | 3,782 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $217,000 | +14.8% | 3,782 | 0.0% | 0.01% | +11.1% |
| Q4 2017 | $189,000 | +12.5% | 3,782 | 0.0% | 0.01% | +12.5% |
| Q3 2017 | $168,000 | +12.0% | 3,782 | 0.0% | 0.01% | +14.3% |
| Q2 2017 | $150,000 | +29.3% | 3,782 | +5.7% | 0.01% | +16.7% |
| Q1 2017 | $116,000 | – | 3,578 | – | 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% |