ENVESTNET INC's ticker is ENV and the CUSIP is 29404K106. A total of 236 filers reported holding ENVESTNET INC in Q1 2023. The put-call ratio across all filers is 29.92 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $24,777,116 | +20.3% | 401,574 | -13.4% | 0.01% | +20.0% |
| Q3 2022 | $20,589,568 | -14.5% | 463,729 | +1.7% | 0.01% | -16.7% |
| Q2 2022 | $24,071,669 | -36.0% | 456,162 | -9.7% | 0.01% | -25.0% |
| Q1 2022 | $37,606,120 | +7.2% | 505,187 | +14.3% | 0.01% | +14.3% |
| Q4 2021 | $35,075,000 | +3.7% | 442,088 | +4.9% | 0.01% | 0.0% |
| Q3 2021 | $33,828,000 | +33.5% | 421,588 | +26.2% | 0.01% | +40.0% |
| Q2 2021 | $25,337,000 | -26.8% | 334,003 | -30.3% | 0.01% | -37.5% |
| Q1 2021 | $34,616,000 | -21.0% | 479,247 | -10.0% | 0.01% | -20.0% |
| Q4 2020 | $43,812,000 | +17.8% | 532,413 | +10.4% | 0.01% | 0.0% |
| Q3 2020 | $37,207,000 | -12.5% | 482,211 | -16.6% | 0.01% | -16.7% |
| Q2 2020 | $42,541,000 | +49.0% | 578,481 | +9.0% | 0.01% | +20.0% |
| Q1 2020 | $28,549,000 | -19.8% | 530,854 | +3.9% | 0.01% | 0.0% |
| Q4 2019 | $35,580,000 | +22.8% | 510,987 | 0.0% | 0.01% | +11.1% |
| Q3 2019 | $28,973,000 | -17.1% | 510,987 | 0.0% | 0.01% | -18.2% |
| Q2 2019 | $34,937,000 | +1.7% | 510,987 | -2.8% | 0.01% | 0.0% |
| Q1 2019 | $34,364,000 | +32.9% | 525,523 | 0.0% | 0.01% | +10.0% |
| Q4 2018 | $25,851,000 | -19.3% | 525,523 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $32,031,000 | +1.3% | 525,523 | -8.7% | 0.01% | -9.1% |
| Q2 2018 | $31,613,000 | +9.1% | 575,300 | +13.8% | 0.01% | +10.0% |
| Q1 2018 | $28,964,000 | +25.7% | 505,476 | +9.4% | 0.01% | +25.0% |
| Q4 2017 | $23,036,000 | +81.2% | 462,122 | +85.4% | 0.01% | +60.0% |
| Q3 2017 | $12,710,000 | +16.3% | 249,224 | -9.7% | 0.01% | +25.0% |
| Q2 2017 | $10,931,000 | +192.6% | 276,047 | +138.7% | 0.00% | +100.0% |
| Q1 2017 | $3,736,000 | -35.9% | 115,663 | -30.1% | 0.00% | -33.3% |
| Q4 2016 | $5,831,000 | +1.3% | 165,427 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $5,759,000 | +4.5% | 165,427 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,510,000 | -8.0% | 165,427 | -24.9% | 0.00% | 0.0% |
| Q1 2016 | $5,988,000 | -8.9% | 220,165 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $6,572,000 | -0.4% | 220,165 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $6,598,000 | -25.9% | 220,165 | 0.0% | 0.00% | -25.0% |
| Q2 2015 | $8,901,000 | -20.7% | 220,165 | +10.0% | 0.00% | -33.3% |
| Q1 2015 | $11,229,000 | +14.1% | 200,240 | 0.0% | 0.01% | +20.0% |
| Q4 2014 | $9,840,000 | +194.7% | 200,240 | +169.9% | 0.01% | +150.0% |
| Q3 2014 | $3,339,000 | -54.0% | 74,200 | -50.0% | 0.00% | 0.0% |
| Q2 2014 | $7,260,000 | – | 148,400 | – | 0.00% | – |
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% |