SUMMIT SECURITIES GROUP LLC - FINANCIAL ENGINES INC ownership

Quarter-by-quarter ownership
SUMMIT SECURITIES GROUP LLC ownership history of FINANCIAL ENGINES INC
ValueSharesWeighting
Q1 2016$525,000
+10400.0%
16,691
+16591.0%
0.37%
+18300.0%
Q2 2013$5,0001000.00%
Other shareholders
FINANCIAL ENGINES INC shareholders Q3 2023
NameSharesValueWeighting ↓
VILLERE ST DENIS J & CO LLC 2,365,510$82,201,0004.80%
Blueport Capital, L.P. 4,332$151,0002.70%
MOGY JOEL R INVESTMENT COUNSEL INC 264,366$9,187,0001.53%
Pembroke Management, LTD 416,600$14,477,0001.41%
ASHFORD CAPITAL MANAGEMENT INC 237,736$8,261,0001.33%
NEEDHAM INVESTMENT MANAGEMENT LLC 128,550$4,468,0001.13%
ArrowMark Colorado Holdings LLC 2,413,756$83,878,0000.95%
Bridge City Capital, LLC 36,006$1,251,0000.94%
Champlain Investment Partners, LLC 2,239,635$77,827,0000.92%
RIVERBRIDGE PARTNERS LLC 1,280,272$44,489,0000.88%
View complete list of FINANCIAL ENGINES INC shareholders