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 | $404,723 | -29.7% | 9,192 | -5.2% | 0.00% | -50.0% |
| Q2 2023 | $575,576 | +0.5% | 9,698 | -0.7% | 0.00% | 0.0% |
| Q1 2023 | $572,737 | -11.4% | 9,762 | -6.9% | 0.00% | 0.0% |
| Q4 2022 | $646,739 | +60.5% | 10,482 | +15.5% | 0.00% | 0.0% |
| Q3 2022 | $403,000 | -17.1% | 9,077 | -1.4% | 0.00% | 0.0% |
| Q2 2022 | $486,000 | -54.6% | 9,209 | -36.0% | 0.00% | 0.0% |
| Q1 2022 | $1,071,000 | -19.6% | 14,387 | -14.4% | 0.00% | -33.3% |
| Q4 2021 | $1,332,000 | +54.7% | 16,802 | +56.6% | 0.00% | +50.0% |
| Q3 2021 | $861,000 | -37.7% | 10,729 | -41.1% | 0.00% | -50.0% |
| Q2 2021 | $1,381,000 | +35.0% | 18,208 | +28.5% | 0.00% | +33.3% |
| Q1 2021 | $1,023,000 | +5.7% | 14,170 | +20.5% | 0.00% | -25.0% |
| Q4 2020 | $968,000 | +92.8% | 11,759 | +80.6% | 0.00% | +100.0% |
| Q3 2020 | $502,000 | -5.5% | 6,512 | -9.8% | 0.00% | -33.3% |
| Q2 2020 | $531,000 | +16.4% | 7,217 | +10.3% | 0.00% | +50.0% |
| Q4 2019 | $456,000 | +47.6% | 6,545 | +20.2% | 0.00% | 0.0% |
| Q3 2019 | $309,000 | -4.3% | 5,445 | +15.1% | 0.00% | 0.0% |
| Q2 2019 | $323,000 | +1.6% | 4,731 | -2.6% | 0.00% | 0.0% |
| Q1 2019 | $318,000 | +37.7% | 4,858 | +3.3% | 0.00% | 0.0% |
| Q4 2018 | $231,000 | -29.8% | 4,701 | -13.0% | 0.00% | 0.0% |
| Q3 2018 | $329,000 | +2.8% | 5,406 | -7.1% | 0.00% | 0.0% |
| Q2 2018 | $320,000 | +0.3% | 5,821 | +4.6% | 0.00% | 0.0% |
| Q1 2018 | $319,000 | 0.0% | 5,567 | -13.0% | 0.00% | 0.0% |
| Q4 2017 | $319,000 | +35.7% | 6,397 | -3.9% | 0.00% | -33.3% |
| Q4 2016 | $235,000 | -36.3% | 6,656 | +1.2% | 0.00% | -25.0% |
| Q1 2015 | $369,000 | +2.8% | 6,579 | -10.0% | 0.00% | 0.0% |
| Q4 2014 | $359,000 | -41.1% | 7,310 | -46.0% | 0.00% | -50.0% |
| Q3 2014 | $609,000 | -25.0% | 13,534 | -18.4% | 0.01% | -27.3% |
| Q2 2014 | $812,000 | -11.6% | 16,593 | -27.4% | 0.01% | 0.0% |
| Q1 2014 | $919,000 | +107.9% | 22,868 | +60.3% | 0.01% | +10.0% |
| Q3 2013 | $442,000 | +33.1% | 14,266 | +5.6% | 0.01% | +42.9% |
| Q2 2013 | $332,000 | – | 13,510 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Phase 2 Partners, LLC | 541,275 | $23,832,338 | 10.53% |
| Impactive Capital LP | 4,151,033 | $182,769,983 | 8.16% |
| Marathon Partners Equity Management, LLC | 40,000 | $1,761,200 | 2.67% |
| Van Berkom & Associates Inc. | 1,762,502 | $77,603 | 2.52% |
| Summit Creek Advisors LLC | 345,682 | $15,220,378 | 2.07% |
| RGM Capital, LLC | 826,134 | $36,374,680 | 1.66% |
| No Street GP LP | 315,000 | $13,869,450 | 1.66% |
| Global Alpha Capital Management Ltd. | 369,915 | $16,287,357 | 1.64% |
| 13D Management LLC | 47,573 | $2,094,639 | 1.30% |
| CRAMER ROSENTHAL MCGLYNN LLC | 480,819 | $21,170,461 | 1.18% |