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 | $49,341,427 | -25.8% | 1,120,632 | -0.0% | 0.00% | -33.3% |
| Q2 2023 | $66,509,984 | -49.4% | 1,120,640 | -50.0% | 0.01% | 0.0% |
| Q1 2023 | $131,495,898 | +90.2% | 2,241,280 | +100.0% | 0.01% | -14.3% |
| Q4 2022 | $69,143,735 | +39.0% | 1,120,644 | -0.0% | 0.01% | +40.0% |
| Q3 2022 | $49,761,000 | -15.9% | 1,120,741 | -0.0% | 0.01% | -16.7% |
| Q2 2022 | $59,159,000 | -29.1% | 1,121,052 | -0.0% | 0.01% | -14.3% |
| Q1 2022 | $83,483,000 | -6.1% | 1,121,462 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $88,921,000 | -1.1% | 1,120,748 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $89,929,000 | +5.8% | 1,120,748 | -0.0% | 0.01% | 0.0% |
| Q2 2021 | $85,021,000 | +5.0% | 1,120,753 | -0.0% | 0.01% | 0.0% |
| Q1 2021 | $80,958,000 | -12.2% | 1,120,846 | -0.0% | 0.01% | -12.5% |
| Q4 2020 | $92,244,000 | +6.6% | 1,120,965 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $86,493,000 | +4.9% | 1,120,965 | +0.0% | 0.01% | 0.0% |
| Q2 2020 | $82,433,000 | +36.8% | 1,120,932 | +0.0% | 0.01% | +12.5% |
| Q1 2020 | $60,276,000 | -22.8% | 1,120,777 | +0.0% | 0.01% | -11.1% |
| Q4 2019 | $78,035,000 | +22.8% | 1,120,721 | +0.0% | 0.01% | +12.5% |
| Q3 2019 | $63,540,000 | -17.3% | 1,120,641 | -0.2% | 0.01% | -11.1% |
| Q2 2019 | $76,788,000 | +4.8% | 1,123,111 | +0.2% | 0.01% | 0.0% |
| Q1 2019 | $73,276,000 | +32.9% | 1,120,600 | -0.0% | 0.01% | +12.5% |
| Q4 2018 | $55,128,000 | -19.4% | 1,120,717 | -0.1% | 0.01% | 0.0% |
| Q3 2018 | $68,360,000 | +11.0% | 1,121,582 | +0.1% | 0.01% | +14.3% |
| Q2 2018 | $61,566,000 | -4.1% | 1,120,400 | 0.0% | 0.01% | -12.5% |
| Q1 2018 | $64,199,000 | +14.9% | 1,120,400 | 0.0% | 0.01% | +14.3% |
| Q4 2017 | $55,852,000 | -2.3% | 1,120,400 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $57,140,000 | +28.8% | 1,120,400 | 0.0% | 0.01% | +16.7% |
| Q2 2017 | $44,368,000 | +22.6% | 1,120,400 | 0.0% | 0.01% | +20.0% |
| Q1 2017 | $36,189,000 | -8.4% | 1,120,400 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $39,494,000 | -3.3% | 1,120,400 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $40,839,000 | +9.4% | 1,120,400 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $37,321,000 | +22.5% | 1,120,400 | 0.0% | 0.01% | +25.0% |
| Q1 2016 | $30,475,000 | -8.9% | 1,120,400 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $33,444,000 | -0.4% | 1,120,400 | 0.0% | 0.00% | -20.0% |
| Q3 2015 | $33,578,000 | -25.9% | 1,120,400 | 0.0% | 0.01% | -16.7% |
| Q2 2015 | $45,298,000 | -27.9% | 1,120,400 | 0.0% | 0.01% | -25.0% |
| Q1 2015 | $62,832,000 | +42.9% | 1,120,400 | 0.0% | 0.01% | +33.3% |
| Q4 2014 | $43,964,000 | 0.0% | 1,120,400 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $43,964,000 | 0.0% | 1,120,400 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $43,964,000 | 0.0% | 1,120,400 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $43,964,000 | +23.5% | 1,120,400 | 0.0% | 0.01% | +20.0% |
| Q4 2013 | $35,584,000 | 0.0% | 1,120,400 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $35,584,000 | +28.1% | 1,120,400 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $27,786,000 | – | 1,120,400 | – | 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% |