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 | $890,331 | -25.8% | 20,221 | +0.1% | 0.00% | 0.0% |
| Q2 2023 | $1,199,285 | -2.7% | 20,207 | -3.8% | 0.00% | -50.0% |
| Q1 2023 | $1,232,716 | -5.3% | 21,011 | -0.4% | 0.00% | 0.0% |
| Q4 2022 | $1,301,870 | -6.4% | 21,100 | -32.6% | 0.00% | 0.0% |
| Q3 2022 | $1,390,209 | -16.4% | 31,311 | -0.7% | 0.00% | -50.0% |
| Q2 2022 | $1,663,000 | -66.1% | 31,528 | -52.2% | 0.00% | -60.0% |
| Q1 2022 | $4,906,000 | +194.3% | 65,901 | +213.6% | 0.01% | +233.3% |
| Q4 2021 | $1,667,000 | -84.2% | 21,012 | -84.0% | 0.00% | -85.7% |
| Q3 2021 | $10,557,000 | -62.6% | 131,569 | -64.6% | 0.02% | -61.8% |
| Q2 2021 | $28,225,000 | -4.0% | 372,072 | -8.6% | 0.06% | -6.8% |
| Q1 2021 | $29,388,000 | -10.6% | 406,876 | +1.8% | 0.06% | -11.9% |
| Q4 2020 | $32,890,000 | +30.3% | 399,690 | +22.2% | 0.07% | +19.6% |
| Q3 2020 | $25,241,000 | -9.1% | 327,131 | -13.3% | 0.06% | -13.8% |
| Q2 2020 | $27,761,000 | +41.3% | 377,477 | +3.3% | 0.06% | +22.6% |
| Q1 2020 | $19,650,000 | -46.9% | 365,379 | -31.3% | 0.05% | -31.2% |
| Q4 2019 | $37,025,000 | +44.4% | 531,739 | +17.6% | 0.08% | +37.5% |
| Q3 2019 | $25,642,000 | -47.1% | 452,254 | -36.2% | 0.06% | -46.2% |
| Q2 2019 | $48,465,000 | +2.5% | 708,874 | -1.9% | 0.10% | -1.9% |
| Q1 2019 | $47,266,000 | +25.7% | 722,837 | -5.4% | 0.11% | +14.0% |
| Q4 2018 | $37,596,000 | -19.5% | 764,295 | -0.3% | 0.09% | -3.1% |
| Q3 2018 | $46,703,000 | +8.9% | 766,258 | -1.8% | 0.10% | +5.5% |
| Q2 2018 | $42,894,000 | +21.6% | 780,575 | +26.8% | 0.09% | +21.3% |
| Q1 2018 | $35,274,000 | +3570.6% | 615,599 | +3092.3% | 0.08% | +3650.0% |
| Q4 2017 | $961,000 | -2.2% | 19,284 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $983,000 | +28.7% | 19,284 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $764,000 | +43.1% | 19,284 | +16.6% | 0.00% | +100.0% |
| Q1 2017 | $534,000 | -8.4% | 16,535 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $583,000 | -6.6% | 16,535 | -3.4% | 0.00% | 0.0% |
| Q3 2016 | $624,000 | +9.5% | 17,125 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $570,000 | +22.3% | 17,125 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $466,000 | -8.8% | 17,125 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $511,000 | +9.0% | 17,125 | +9.4% | 0.00% | 0.0% |
| Q3 2015 | $469,000 | -35.0% | 15,655 | -12.3% | 0.00% | -50.0% |
| Q2 2015 | $722,000 | -27.9% | 17,854 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $1,001,000 | +14.1% | 17,854 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $877,000 | +9.2% | 17,854 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $803,000 | -8.0% | 17,854 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $873,000 | +51.0% | 17,854 | +24.1% | 0.00% | +100.0% |
| Q1 2014 | $578,000 | -0.3% | 14,383 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $580,000 | +30.0% | 14,383 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $446,000 | +26.0% | 14,383 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $354,000 | – | 14,383 | – | 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% |