ENVESTNET INC's ticker is ENV and the CUSIP is 29404K106. A total of 234 filers reported holding ENVESTNET INC in Q3 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,220,378 | -25.5% | 345,682 | +0.4% | 2.07% | -19.0% |
| Q2 2023 | $20,442,158 | +1.2% | 344,434 | +0.1% | 2.56% | -2.7% |
| Q1 2023 | $20,190,400 | -20.5% | 344,135 | -16.4% | 2.63% | -24.0% |
| Q4 2022 | $25,409,849 | +69.9% | 411,829 | +22.3% | 3.46% | +67.9% |
| Q3 2022 | $14,957,000 | -11.7% | 336,862 | +4.9% | 2.06% | -4.6% |
| Q2 2022 | $16,940,000 | -29.1% | 321,011 | +0.0% | 2.16% | -20.2% |
| Q1 2022 | $23,892,000 | -5.9% | 320,950 | +0.3% | 2.70% | +6.1% |
| Q4 2021 | $25,389,000 | +1.6% | 319,999 | +2.8% | 2.55% | -3.5% |
| Q3 2021 | $24,981,000 | +15.2% | 311,334 | +8.9% | 2.64% | +2.0% |
| Q2 2021 | $21,678,000 | +1.3% | 285,769 | -3.6% | 2.59% | +1.5% |
| Q1 2021 | $21,405,000 | +8.7% | 296,339 | +23.8% | 2.55% | +1.0% |
| Q4 2020 | $19,691,000 | +0.8% | 239,284 | -5.4% | 2.53% | -12.8% |
| Q3 2020 | $19,526,000 | +4.1% | 253,054 | -0.7% | 2.90% | +5.0% |
| Q2 2020 | $18,749,000 | +36.5% | 254,954 | -0.2% | 2.76% | +0.5% |
| Q1 2020 | $13,740,000 | -31.9% | 255,484 | -11.9% | 2.75% | -13.0% |
| Q4 2019 | $20,181,000 | +22.1% | 289,834 | -0.6% | 3.16% | +13.8% |
| Q3 2019 | $16,527,000 | -16.8% | 291,484 | +0.4% | 2.77% | -16.9% |
| Q2 2019 | $19,859,000 | +4.9% | 290,461 | +0.3% | 3.33% | -1.2% |
| Q1 2019 | $18,940,000 | +53.1% | 289,651 | +15.1% | 3.38% | +34.9% |
| Q4 2018 | $12,375,000 | -22.1% | 251,571 | -3.5% | 2.50% | -1.6% |
| Q3 2018 | $15,882,000 | +10.7% | 260,581 | -0.2% | 2.54% | -1.3% |
| Q2 2018 | $14,352,000 | -2.6% | 261,181 | +1.6% | 2.58% | -3.8% |
| Q1 2018 | $14,732,000 | +15.0% | 257,111 | +0.0% | 2.68% | +11.3% |
| Q4 2017 | $12,816,000 | -2.9% | 257,091 | -0.7% | 2.41% | -7.4% |
| Q3 2017 | $13,198,000 | -2.3% | 258,786 | -24.2% | 2.60% | -6.6% |
| Q2 2017 | $13,514,000 | +123.8% | 341,273 | +82.5% | 2.78% | +119.7% |
| Q1 2017 | $6,038,000 | -31.5% | 186,949 | -25.3% | 1.27% | -16.0% |
| Q4 2016 | $8,820,000 | -31.4% | 250,225 | -29.1% | 1.51% | -28.3% |
| Q3 2016 | $12,857,000 | -24.7% | 352,731 | -31.2% | 2.11% | -27.4% |
| Q2 2016 | $17,077,000 | +14.8% | 512,666 | -6.3% | 2.90% | +23.9% |
| Q1 2016 | $14,881,000 | +27.2% | 547,112 | +39.6% | 2.34% | +19.7% |
| Q4 2015 | $11,702,000 | +52.9% | 392,021 | +53.6% | 1.96% | +57.4% |
| Q3 2015 | $7,651,000 | -28.0% | 255,279 | -2.8% | 1.24% | -17.9% |
| Q2 2015 | $10,620,000 | +15.8% | 262,683 | +60.7% | 1.51% | +10.4% |
| Q1 2015 | $9,168,000 | +12.6% | 163,478 | -1.3% | 1.37% | +9.3% |
| Q4 2014 | $8,142,000 | -26.7% | 165,683 | -32.9% | 1.25% | -34.2% |
| Q3 2014 | $11,112,000 | -8.4% | 246,931 | -0.4% | 1.90% | -6.1% |
| Q2 2014 | $12,125,000 | +61.7% | 247,861 | +32.8% | 2.03% | +52.1% |
| Q1 2014 | $7,497,000 | -3.0% | 186,591 | -2.7% | 1.33% | -5.2% |
| Q4 2013 | $7,729,000 | +18.5% | 191,783 | -8.9% | 1.41% | +21.1% |
| Q3 2013 | $6,525,000 | – | 210,492 | – | 1.16% | – |
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% |