UBS Group AG - ENVESTNET INC ownership

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
UBS Group AG ownership history of ENVESTNET INC
ValueSharesWeighting
Q3 2023$2,599,488
+148.1%
59,039
+234.5%
0.00%
Q2 2023$1,047,587
-57.1%
17,651
-57.6%
0.00%
-100.0%
Q1 2023$2,443,899
-17.6%
41,655
-13.3%
0.00%0.0%
Q4 2022$2,964,130
+222.2%
48,041
+131.9%
0.00%
Q3 2022$920,000
-21.8%
20,712
-7.2%
0.00%
Q2 2022$1,177,000
-35.6%
22,313
-9.1%
0.00%
-100.0%
Q1 2022$1,827,000
-61.8%
24,538
-59.2%
0.00%0.0%
Q4 2021$4,777,000
+186.0%
60,203
+189.3%
0.00%0.0%
Q3 2021$1,670,000
-13.7%
20,808
-18.4%
0.00%0.0%
Q2 2021$1,934,000
-24.2%
25,486
-27.9%
0.00%0.0%
Q1 2021$2,552,000
-9.1%
35,328
+3.6%
0.00%0.0%
Q4 2020$2,808,000
-23.5%
34,112
-28.3%
0.00%0.0%
Q3 2020$3,669,000
-28.9%
47,545
-32.2%
0.00%
-50.0%
Q2 2020$5,157,000
+41.5%
70,129
+3.5%
0.00%0.0%
Q1 2020$3,644,000
-55.0%
67,753
-41.7%
0.00%
-33.3%
Q4 2019$8,098,000
+48.1%
116,297
+20.6%
0.00%
+50.0%
Q3 2019$5,469,000
-3.6%
96,458
+16.3%
0.00%0.0%
Q2 2019$5,672,000
+79.7%
82,961
+71.9%
0.00%
+100.0%
Q1 2019$3,156,000
-12.1%
48,264
-33.9%
0.00%
-50.0%
Q4 2018$3,590,000
-48.4%
72,973
-36.0%
0.00%
-33.3%
Q3 2018$6,954,000
+95.3%
114,085
+76.1%
0.00%
+50.0%
Q2 2018$3,560,000
-13.4%
64,781
-9.7%
0.00%0.0%
Q1 2018$4,109,000
-81.2%
71,720
-83.6%
0.00%
-77.8%
Q4 2017$21,807,000
-11.0%
437,438
-9.0%
0.01%
-18.2%
Q3 2017$24,515,000
+11.9%
480,697
-13.1%
0.01%0.0%
Q2 2017$21,912,000
+40.7%
553,352
+14.8%
0.01%
+37.5%
Q1 2017$15,571,000
-1.3%
482,084
+7.7%
0.01%
-11.1%
Q4 2016$15,772,000
-13.6%
447,445
-10.7%
0.01%
-18.2%
Q3 2016$18,265,000
+4.6%
501,100
-4.4%
0.01%0.0%
Q2 2016$17,467,000
+34.8%
524,356
+10.1%
0.01%
+22.2%
Q1 2016$12,959,000
+1.0%
476,401
+10.8%
0.01%
+12.5%
Q4 2015$12,835,000
-3.2%
429,993
-2.8%
0.01%
-11.1%
Q3 2015$13,256,000
+12.8%
442,295
+52.2%
0.01%
+12.5%
Q2 2015$11,747,000
+25.5%
290,545
+74.1%
0.01%
+33.3%
Q1 2015$9,358,000
+2938.3%
166,870
+2559.7%
0.01%
Q4 2014$308,0006,2740.00%
Other shareholders
ENVESTNET INC shareholders Q3 2021
NameSharesValueWeighting ↓
ADVENT INTERNATIONAL, L.P. 1,513,643$116,793,0006.51%
Greenhouse Funds LLLP 367,829$28,382,0004.32%
Van Berkom & Associates Inc. 1,484,321$114,530,0003.32%
Summit Creek Advisors LLC 253,054$19,526,0002.90%
Whetstone Capital Advisors, LLC 153,951$11,879,0002.20%
Hanlon Investment Management, Inc. 90,000$6,944,0002.15%
Junto Capital Management LP 680,709$52,524,0001.91%
GENEVA CAPITAL MANAGEMENT LLC 1,093,494$84,374,0001.74%
DF DENT & CO INC 1,423,885$109,867,0001.48%
York Capital Management Global Advisors, LLC 337,029$26,005,0001.45%
View complete list of ENVESTNET INC shareholders