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 | $5,505,423 | -74.0% | 125,038 | -64.9% | 0.02% | -71.7% |
| Q2 2023 | $21,146,168 | +0.6% | 356,296 | -0.5% | 0.05% | 0.0% |
| Q1 2023 | $21,012,484 | -31.7% | 358,147 | -28.2% | 0.05% | -37.6% |
| Q4 2022 | $30,759,548 | -1.0% | 498,534 | -28.8% | 0.08% | -6.6% |
| Q3 2022 | $31,083,000 | -24.8% | 700,080 | -10.6% | 0.09% | -18.8% |
| Q2 2022 | $41,311,000 | -59.7% | 782,852 | -43.2% | 0.11% | -51.7% |
| Q1 2022 | $102,591,000 | -20.1% | 1,378,174 | -14.8% | 0.23% | -2.9% |
| Q4 2021 | $128,400,000 | -1.1% | 1,618,351 | +0.0% | 0.24% | -3.2% |
| Q3 2021 | $129,851,000 | +5.7% | 1,618,283 | -0.1% | 0.25% | +7.9% |
| Q2 2021 | $122,879,000 | +5.7% | 1,619,810 | +0.7% | 0.23% | +1.8% |
| Q1 2021 | $116,215,000 | +66.4% | 1,608,963 | +89.5% | 0.22% | +57.3% |
| Q4 2020 | $69,859,000 | +23.7% | 848,935 | +16.0% | 0.14% | +8.3% |
| Q3 2020 | $56,477,000 | +14.0% | 731,943 | +8.7% | 0.13% | +7.3% |
| Q2 2020 | $49,522,000 | +48.4% | 673,400 | +8.5% | 0.12% | +25.5% |
| Q1 2020 | $33,365,000 | -55.2% | 620,400 | -42.0% | 0.10% | -41.0% |
| Q4 2019 | $74,543,000 | +70.9% | 1,070,556 | +39.1% | 0.17% | +55.1% |
| Q3 2019 | $43,623,000 | +55.6% | 769,360 | +87.6% | 0.11% | +57.4% |
| Q2 2019 | $28,032,000 | +61.0% | 410,000 | +54.0% | 0.07% | +58.1% |
| Q1 2019 | $17,406,000 | +76.9% | 266,193 | +33.1% | 0.04% | +59.3% |
| Q4 2018 | $9,838,000 | +34.5% | 200,000 | +66.7% | 0.03% | +58.8% |
| Q3 2018 | $7,314,000 | +10.9% | 120,000 | 0.0% | 0.02% | -10.5% |
| Q2 2018 | $6,594,000 | -4.2% | 120,000 | -0.1% | 0.02% | -5.0% |
| Q1 2018 | $6,880,000 | +15.0% | 120,065 | +0.0% | 0.02% | +17.6% |
| Q4 2017 | $5,985,000 | -2.2% | 120,062 | +0.1% | 0.02% | -5.6% |
| Q3 2017 | $6,120,000 | +28.8% | 120,000 | 0.0% | 0.02% | +28.6% |
| Q2 2017 | $4,752,000 | +22.6% | 120,000 | 0.0% | 0.01% | +27.3% |
| Q1 2017 | $3,876,000 | -8.4% | 120,000 | 0.0% | 0.01% | -15.4% |
| Q4 2016 | $4,230,000 | -3.3% | 120,000 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $4,374,000 | +9.4% | 120,000 | 0.0% | 0.01% | +8.3% |
| Q2 2016 | $3,997,000 | +22.5% | 120,000 | 0.0% | 0.01% | +20.0% |
| Q1 2016 | $3,264,000 | -59.6% | 120,000 | -40.0% | 0.01% | -58.3% |
| Q2 2015 | $8,086,000 | -27.9% | 200,000 | 0.0% | 0.02% | -29.4% |
| Q1 2015 | $11,216,000 | +6.5% | 200,000 | -6.7% | 0.03% | +3.0% |
| Q4 2014 | $10,530,000 | -56.1% | 214,287 | -59.8% | 0.03% | -57.1% |
| Q3 2014 | $24,012,000 | -9.2% | 533,600 | -1.2% | 0.08% | -7.2% |
| Q2 2014 | $26,431,000 | +16.6% | 540,300 | -4.2% | 0.08% | +9.2% |
| Q1 2014 | $22,669,000 | -7.4% | 564,200 | -7.2% | 0.08% | -10.6% |
| Q4 2013 | $24,490,000 | +21.1% | 607,700 | -6.8% | 0.08% | +9.0% |
| Q3 2013 | $20,215,000 | -16.2% | 652,087 | -33.5% | 0.08% | -17.9% |
| Q2 2013 | $24,126,000 | – | 980,720 | – | 0.10% | – |
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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% |