ENVESTNET INC's ticker is ENV and the CUSIP is 29404K106. A total of 222 filers reported holding ENVESTNET INC in Q4 2023. The put-call ratio across all filers is 6.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $98,597,026 | +3.0% | 1,575,284 | -4.7% | 1.38% | +8.4% |
| Q1 2024 | $95,712,721 | +17.1% | 1,652,784 | +0.1% | 1.27% | +6.6% |
| Q4 2023 | $81,761,531 | +28.6% | 1,651,081 | +14.4% | 1.20% | +14.6% |
| Q3 2023 | $63,555,059 | -21.5% | 1,443,449 | +5.9% | 1.04% | -17.4% |
| Q2 2023 | $80,919,986 | +3.7% | 1,363,437 | +2.5% | 1.26% | -3.3% |
| Q1 2023 | $78,049,112 | -4.7% | 1,330,307 | +0.3% | 1.31% | -12.0% |
| Q4 2022 | $81,917,027 | +41.2% | 1,326,162 | +1.5% | 1.48% | +34.9% |
| Q3 2022 | $58,030,000 | -8.0% | 1,306,979 | +9.3% | 1.10% | -5.7% |
| Q2 2022 | $63,104,000 | -29.1% | 1,195,835 | +0.0% | 1.17% | -10.5% |
| Q1 2022 | $88,992,000 | -4.8% | 1,195,483 | +1.4% | 1.30% | +7.9% |
| Q4 2021 | $93,523,000 | -1.1% | 1,178,768 | +0.0% | 1.21% | -6.1% |
| Q3 2021 | $94,558,000 | +5.5% | 1,178,441 | -0.3% | 1.29% | +4.8% |
| Q2 2021 | $89,633,000 | +3.2% | 1,181,560 | -1.7% | 1.23% | -2.7% |
| Q1 2021 | $86,855,000 | -2.2% | 1,202,481 | +11.4% | 1.26% | -4.6% |
| Q4 2020 | $88,843,000 | +8.5% | 1,079,628 | +1.7% | 1.32% | -8.8% |
| Q3 2020 | $81,911,000 | +0.5% | 1,061,568 | -4.2% | 1.45% | -1.9% |
| Q2 2020 | $81,498,000 | +46.9% | 1,108,220 | +7.4% | 1.48% | +10.1% |
| Q1 2020 | $55,468,000 | -27.6% | 1,031,394 | -6.3% | 1.34% | -6.8% |
| Q4 2019 | $76,662,000 | +44.0% | 1,100,998 | +17.3% | 1.44% | +35.1% |
| Q3 2019 | $53,236,000 | -14.9% | 938,910 | +2.6% | 1.07% | -10.0% |
| Q2 2019 | $62,584,000 | +5.0% | 915,377 | +0.4% | 1.18% | -2.6% |
| Q1 2019 | $59,616,000 | +32.8% | 911,701 | -0.1% | 1.22% | +14.1% |
| Q4 2018 | $44,901,000 | -21.3% | 912,812 | -2.5% | 1.06% | +1.1% |
| Q3 2018 | $57,064,000 | +5.6% | 936,245 | -2.6% | 1.05% | -3.0% |
| Q2 2018 | $54,043,000 | -9.6% | 961,621 | -7.8% | 1.09% | -16.2% |
| Q1 2018 | $59,759,000 | +6.0% | 1,042,912 | -7.8% | 1.30% | +0.7% |
| Q4 2017 | $56,390,000 | -22.9% | 1,131,192 | -21.2% | 1.29% | -23.8% |
| Q3 2017 | $73,173,000 | +37.0% | 1,434,756 | +6.3% | 1.69% | +31.0% |
| Q2 2017 | $53,425,000 | +22.5% | 1,349,114 | -0.1% | 1.29% | +19.9% |
| Q1 2017 | $43,630,000 | +2.5% | 1,350,787 | +11.9% | 1.08% | -9.7% |
| Q4 2016 | $42,550,000 | -0.4% | 1,207,095 | +3.0% | 1.19% | -6.5% |
| Q3 2016 | $42,709,000 | +14.7% | 1,171,716 | +4.8% | 1.27% | +4.1% |
| Q2 2016 | $37,249,000 | +22.7% | 1,118,265 | +0.2% | 1.22% | +15.3% |
| Q1 2016 | $30,352,000 | +19.8% | 1,115,884 | +31.4% | 1.06% | +18.5% |
| Q4 2015 | $25,346,000 | -2.9% | 849,126 | -2.5% | 0.90% | -2.9% |
| Q3 2015 | $26,107,000 | -12.1% | 871,092 | +18.6% | 0.92% | +5.1% |
| Q2 2015 | $29,692,000 | +2.0% | 734,393 | +41.5% | 0.88% | +0.8% |
| Q1 2015 | $29,108,000 | +9.5% | 519,045 | -4.1% | 0.87% | +9.7% |
| Q4 2014 | $26,589,000 | +52.6% | 541,083 | +39.8% | 0.79% | +50.8% |
| Q3 2014 | $17,422,000 | +79.5% | 387,166 | +95.1% | 0.53% | +76.5% |
| Q2 2014 | $9,708,000 | – | 198,440 | – | 0.30% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lyon Street Capital, LLC | 142,172 | $7,973,000 | 3.43% |
| Hanlon Investment Management, Inc. | 80,000 | $4,486,000 | 3.20% |
| Ranger Investment Management | 1,031,617 | $57,853,000 | 2.82% |
| Cupps Capital Management, LLC | 537,577 | $30,147,000 | 2.68% |
| Summit Creek Advisors LLC | 163,478 | $9,168,000 | 1.37% |
| NEXT CENTURY GROWTH INVESTORS LLC | 540,141 | $30,291,000 | 1.06% |
| ASHFORD CAPITAL MANAGEMENT INC | 80,820 | $4,532,000 | 0.92% |
| Stephens Investment Management Group LLC | 519,045 | $29,108,000 | 0.87% |
| WEATHERBIE CAPITAL, LLC | 106,443 | $5,969,000 | 0.59% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 840,215 | $47,119,000 | 0.57% |