ENVESTNET INC's ticker is ENV and the CUSIP is 29404K106. A total of 222 filers reported holding ENVESTNET INC in Q4 2023. The put-call ratio across all filers is 6.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,372 | -46.4% | 21,931 | -50.3% | 0.00% | -100.0% |
Q1 2024 | $2,558 | -41.1% | 44,168 | -49.6% | 0.00% | -50.0% |
Q4 2023 | $4,340 | +152.6% | 87,629 | +124.5% | 0.00% | +100.0% |
Q3 2023 | $1,718 | -32.5% | 39,035 | -9.0% | 0.00% | -50.0% |
Q2 2023 | $2,546 | +26.9% | 42,878 | +25.3% | 0.00% | +100.0% |
Q1 2023 | $2,007 | -76.6% | 34,212 | -75.4% | 0.00% | -75.0% |
Q4 2022 | $8,567 | -99.8% | 138,840 | +35.2% | 0.00% | -20.0% |
Q3 2022 | $4,560,000 | +1461.6% | 102,726 | +1761.0% | 0.01% | – |
Q2 2022 | $292,000 | -96.5% | 5,520 | -95.1% | 0.00% | -100.0% |
Q1 2022 | $8,346,000 | -97.3% | 112,133 | -97.1% | 0.01% | -87.7% |
Q4 2021 | $305,880,000 | +45.0% | 3,855,320 | +46.7% | 0.06% | -40.0% |
Q3 2021 | $210,939,000 | +1151.6% | 2,628,868 | +1083.4% | 0.10% | +1087.5% |
Q2 2021 | $16,853,000 | +413.0% | 222,147 | +388.3% | 0.01% | +300.0% |
Q1 2021 | $3,285,000 | +128.4% | 45,493 | +160.1% | 0.00% | +100.0% |
Q4 2020 | $1,438,000 | -23.5% | 17,488 | -28.2% | 0.00% | 0.0% |
Q3 2020 | $1,879,000 | -12.5% | 24,355 | -16.6% | 0.00% | -50.0% |
Q2 2020 | $2,148,000 | +148.9% | 29,195 | +82.0% | 0.00% | +100.0% |
Q1 2020 | $863,000 | -74.3% | 16,042 | -66.8% | 0.00% | -50.0% |
Q4 2019 | $3,361,000 | +123.3% | 48,263 | +81.8% | 0.00% | +100.0% |
Q3 2019 | $1,505,000 | -29.6% | 26,552 | -15.1% | 0.00% | 0.0% |
Q2 2019 | $2,137,000 | +87.1% | 31,268 | +79.1% | 0.00% | 0.0% |
Q1 2019 | $1,142,000 | +90.3% | 17,454 | +43.1% | 0.00% | – |
Q4 2018 | $600,000 | -63.1% | 12,200 | -54.3% | 0.00% | -100.0% |
Q3 2018 | $1,626,000 | +101.5% | 26,670 | +81.7% | 0.00% | 0.0% |
Q2 2018 | $807,000 | -37.1% | 14,679 | -34.4% | 0.00% | 0.0% |
Q1 2018 | $1,283,000 | +271.9% | 22,391 | +223.3% | 0.00% | – |
Q4 2017 | $345,000 | +494.8% | 6,925 | +514.5% | 0.00% | – |
Q3 2017 | $58,000 | -24.7% | 1,127 | -42.1% | 0.00% | – |
Q2 2017 | $77,000 | -84.6% | 1,945 | -87.4% | 0.00% | -100.0% |
Q1 2017 | $499,000 | -71.7% | 15,440 | -69.1% | 0.00% | -50.0% |
Q4 2016 | $1,761,000 | -29.4% | 49,946 | -27.1% | 0.00% | -33.3% |
Q3 2016 | $2,495,000 | +64.7% | 68,475 | +50.6% | 0.00% | +50.0% |
Q2 2016 | $1,515,000 | +0.5% | 45,480 | -18.5% | 0.00% | 0.0% |
Q1 2016 | $1,507,000 | +254.6% | 55,816 | +280.0% | 0.00% | +100.0% |
Q4 2015 | $425,000 | +357.0% | 14,689 | +360.6% | 0.00% | – |
Q3 2015 | $93,000 | -44.6% | 3,189 | -24.3% | 0.00% | – |
Q2 2015 | $168,000 | +194.7% | 4,215 | +312.8% | 0.00% | – |
Q1 2015 | $57,000 | -42.4% | 1,021 | -49.4% | 0.00% | – |
Q4 2014 | $99,000 | +73.7% | 2,016 | +56.8% | 0.00% | – |
Q3 2014 | $57,000 | +83.9% | 1,286 | +96.9% | 0.00% | – |
Q2 2014 | $31,000 | -76.3% | 653 | -80.0% | 0.00% | – |
Q1 2014 | $131,000 | -49.6% | 3,272 | -49.7% | 0.00% | – |
Q4 2013 | $260,000 | +66.7% | 6,511 | +29.4% | 0.00% | – |
Q3 2013 | $156,000 | +102.6% | 5,030 | +60.5% | 0.00% | – |
Q2 2013 | $77,000 | – | 3,133 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Blueport Capital, L.P. | 9,104 | $500,000 | 6.27% |
Whetstone Capital Advisors, LLC | 180,875 | $9,939,000 | 3.80% |
Summit Creek Advisors LLC | 261,181 | $14,352,000 | 2.58% |
Global Alpha Capital Management Ltd. | 146,415 | $8,046,000 | 2.42% |
ASHFORD CAPITAL MANAGEMENT INC | 309,539 | $17,009,000 | 2.24% |
Van Berkom & Associates Inc. | 1,297,378 | $71,291,000 | 2.07% |
Philadelphia Financial Management of San Francisco, LLC | 193,482 | $10,632,000 | 1.72% |
FINANCIAL CONSULATE, INC | 61,619 | $3,386,000 | 1.71% |
WASATCH ADVISORS LP | 2,489,378 | $136,791,000 | 1.65% |
DF DENT & CO INC | 1,123,263 | $61,723,000 | 1.39% |