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 | $8,812,120 | -31.3% | 200,139 | -7.3% | 0.01% | -33.3% |
| Q2 2023 | $12,820,075 | -3.9% | 216,008 | -5.0% | 0.01% | -10.0% |
| Q1 2023 | $13,344,844 | -5.0% | 227,456 | -0.1% | 0.01% | -9.1% |
| Q4 2022 | $14,053,533 | +45.8% | 227,772 | +4.9% | 0.01% | +37.5% |
| Q3 2022 | $9,639,000 | -17.0% | 217,105 | -1.4% | 0.01% | -11.1% |
| Q2 2022 | $11,615,000 | -17.9% | 220,118 | +15.8% | 0.01% | 0.0% |
| Q1 2022 | $14,145,000 | -6.7% | 190,027 | -0.5% | 0.01% | 0.0% |
| Q4 2021 | $15,153,000 | -3.2% | 190,978 | -2.1% | 0.01% | -10.0% |
| Q3 2021 | $15,661,000 | +6.7% | 195,171 | +0.9% | 0.01% | +11.1% |
| Q2 2021 | $14,674,000 | +1693.9% | 193,439 | +1607.9% | 0.01% | +800.0% |
| Q1 2021 | $818,000 | -26.0% | 11,326 | -15.7% | 0.00% | 0.0% |
| Q4 2020 | $1,106,000 | +78.7% | 13,443 | +67.7% | 0.00% | 0.0% |
| Q3 2020 | $619,000 | -4.0% | 8,017 | -8.6% | 0.00% | 0.0% |
| Q2 2020 | $645,000 | +74.8% | 8,769 | +27.8% | 0.00% | – |
| Q1 2020 | $369,000 | -25.5% | 6,860 | -3.5% | 0.00% | – |
| Q4 2019 | $495,000 | -61.4% | 7,111 | -68.6% | 0.00% | -100.0% |
| Q3 2019 | $1,282,000 | -16.3% | 22,621 | +1.0% | 0.00% | 0.0% |
| Q2 2019 | $1,531,000 | -2.9% | 22,391 | -7.2% | 0.00% | 0.0% |
| Q1 2019 | $1,577,000 | +23.3% | 24,117 | -7.3% | 0.00% | 0.0% |
| Q4 2018 | $1,279,000 | -3.8% | 26,011 | +19.3% | 0.00% | 0.0% |
| Q3 2018 | $1,329,000 | +23.4% | 21,801 | +11.2% | 0.00% | 0.0% |
| Q2 2018 | $1,077,000 | +136.2% | 19,602 | +146.4% | 0.00% | – |
| Q1 2018 | $456,000 | +78.1% | 7,955 | +55.2% | 0.00% | – |
| Q4 2017 | $256,000 | -1.2% | 5,126 | +0.9% | 0.00% | – |
| Q3 2017 | $259,000 | +8.8% | 5,081 | -15.3% | 0.00% | – |
| Q2 2017 | $238,000 | +16.7% | 6,002 | +3.5% | 0.00% | – |
| Q4 2016 | $204,000 | 0.0% | 5,799 | +3.5% | 0.00% | – |
| Q3 2016 | $204,000 | -5.1% | 5,602 | +5.3% | 0.00% | – |
| Q2 2015 | $215,000 | -37.7% | 5,320 | -13.5% | 0.00% | -100.0% |
| Q1 2015 | $345,000 | +12.7% | 6,147 | -1.2% | 0.00% | – |
| Q4 2014 | $306,000 | -3.8% | 6,222 | -11.9% | 0.00% | -100.0% |
| Q3 2014 | $318,000 | -8.1% | 7,063 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $346,000 | +16.9% | 7,063 | -4.2% | 0.00% | 0.0% |
| Q1 2014 | $296,000 | -1.3% | 7,370 | -1.0% | 0.00% | 0.0% |
| Q4 2013 | $300,000 | +29.9% | 7,441 | 0.0% | 0.00% | – |
| Q3 2013 | $231,000 | -14.4% | 7,441 | -32.2% | 0.00% | -100.0% |
| Q2 2013 | $270,000 | – | 10,971 | – | 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% |