ENVESTNET INC's ticker is ENV and the CUSIP is 29404K106. A total of 243 filers reported holding ENVESTNET INC in Q4 2022. The put-call ratio across all filers is 3.98 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,509 | +27.7% | 104 | +18.2% | 0.00% | – |
| Q1 2024 | $5,096 | +37.2% | 88 | +17.3% | 0.00% | – |
| Q4 2023 | $3,714 | +23.8% | 75 | +31.6% | 0.00% | – |
| Q3 2022 | $3,000 | +50.0% | 57 | +39.0% | 0.00% | – |
| Q2 2022 | $2,000 | -66.7% | 41 | -46.1% | 0.00% | – |
| Q1 2022 | $6,000 | +500.0% | 76 | +375.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | -92.9% | 16 | -91.8% | 0.00% | -100.0% |
| Q4 2019 | $14,000 | +27.3% | 194 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $11,000 | +22.2% | 194 | +48.1% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | -99.9% | 131 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,566,000 | -97.6% | 131 | -98.2% | 0.00% | -96.7% |
| Q4 2018 | $349,938,000 | -19.5% | 7,114 | -0.3% | 0.03% | -6.2% |
| Q3 2018 | $434,878,000 | – | 7,135 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Blueport Capital, L.P. | 9,104 | $500,000 | 6.27% |
| Whetstone Capital Advisors, LLC | 180,875 | $9,939,000 | 3.80% |
| Summit Creek Advisors LLC | 261,181 | $14,352,000 | 2.58% |
| Global Alpha Capital Management Ltd. | 146,415 | $8,046,000 | 2.42% |
| ASHFORD CAPITAL MANAGEMENT INC | 309,539 | $17,009,000 | 2.24% |
| Van Berkom & Associates Inc. | 1,297,378 | $71,291,000 | 2.07% |
| Philadelphia Financial Management of San Francisco, LLC | 193,482 | $10,632,000 | 1.72% |
| FINANCIAL CONSULATE, INC | 61,619 | $3,386,000 | 1.71% |
| WASATCH ADVISORS LP | 2,489,378 | $136,791,000 | 1.65% |
| DF DENT & CO INC | 1,123,263 | $61,723,000 | 1.39% |