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 | $1,644,586 | -25.1% | 37,351 | +1.0% | 0.00% | -25.0% |
| Q2 2023 | $2,195,452 | +1.9% | 36,991 | +0.8% | 0.00% | 0.0% |
| Q1 2023 | $2,153,847 | +146.7% | 36,714 | +159.5% | 0.00% | +100.0% |
| Q4 2022 | $872,947 | -46.6% | 14,148 | -61.6% | 0.00% | -50.0% |
| Q3 2022 | $1,635,000 | -39.0% | 36,817 | -26.9% | 0.00% | -33.3% |
| Q2 2022 | $2,681,000 | +16.8% | 50,392 | +62.7% | 0.01% | +20.0% |
| Q1 2022 | $2,296,000 | -11.6% | 30,967 | -5.3% | 0.01% | 0.0% |
| Q4 2021 | $2,597,000 | -17.7% | 32,712 | -16.8% | 0.01% | -28.6% |
| Q3 2021 | $3,155,000 | -2.8% | 39,307 | -8.0% | 0.01% | 0.0% |
| Q2 2021 | $3,246,000 | +5.4% | 42,706 | +2.5% | 0.01% | -12.5% |
| Q1 2021 | $3,081,000 | +26.8% | 41,669 | +41.1% | 0.01% | +33.3% |
| Q4 2020 | $2,429,000 | -0.8% | 29,524 | -6.9% | 0.01% | -14.3% |
| Q3 2020 | $2,448,000 | -5.9% | 31,718 | -10.4% | 0.01% | -12.5% |
| Q2 2020 | $2,601,000 | +2.9% | 35,404 | -24.6% | 0.01% | -11.1% |
| Q1 2020 | $2,527,000 | -39.3% | 46,954 | -21.8% | 0.01% | -25.0% |
| Q4 2019 | $4,165,000 | +27.1% | 60,060 | +3.7% | 0.01% | +50.0% |
| Q3 2019 | $3,276,000 | +174.8% | 57,898 | +228.7% | 0.01% | +100.0% |
| Q2 2019 | $1,192,000 | -0.5% | 17,616 | -4.7% | 0.00% | 0.0% |
| Q1 2019 | $1,198,000 | +780.9% | 18,485 | +598.9% | 0.00% | – |
| Q4 2018 | $136,000 | +63.9% | 2,645 | +89.6% | 0.00% | – |
| Q3 2018 | $83,000 | -67.3% | 1,395 | -69.7% | 0.00% | -100.0% |
| Q2 2018 | $254,000 | +6.7% | 4,608 | +11.0% | 0.00% | 0.0% |
| Q1 2018 | $238,000 | +36.0% | 4,153 | +18.8% | 0.00% | 0.0% |
| Q4 2017 | $175,000 | +9.4% | 3,497 | +11.3% | 0.00% | 0.0% |
| Q3 2017 | $160,000 | +75.8% | 3,141 | +36.9% | 0.00% | – |
| Q2 2017 | $91,000 | +78.4% | 2,294 | +45.6% | 0.00% | – |
| Q1 2017 | $51,000 | -3.8% | 1,576 | +5.1% | 0.00% | – |
| Q4 2016 | $53,000 | -7.0% | 1,500 | -4.2% | 0.00% | – |
| Q3 2016 | $57,000 | +612.5% | 1,566 | +511.7% | 0.00% | – |
| Q2 2016 | $8,000 | -95.9% | 256 | -96.4% | 0.00% | -100.0% |
| Q1 2016 | $193,000 | -32.0% | 7,088 | -25.8% | 0.00% | -50.0% |
| Q4 2015 | $284,000 | -81.2% | 9,547 | -81.0% | 0.00% | -85.7% |
| Q3 2015 | $1,508,000 | +558.5% | 50,333 | +787.1% | 0.01% | +600.0% |
| Q2 2015 | $229,000 | -71.7% | 5,674 | -60.7% | 0.00% | -71.4% |
| Q1 2015 | $809,000 | +83.0% | 14,424 | +59.9% | 0.01% | +75.0% |
| Q4 2014 | $442,000 | – | 9,020 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ADVENT INTERNATIONAL, L.P. | 1,513,643 | $116,793,000 | 6.51% |
| Greenhouse Funds LLLP | 367,829 | $28,382,000 | 4.32% |
| Van Berkom & Associates Inc. | 1,484,321 | $114,530,000 | 3.32% |
| Summit Creek Advisors LLC | 253,054 | $19,526,000 | 2.90% |
| Whetstone Capital Advisors, LLC | 153,951 | $11,879,000 | 2.20% |
| Hanlon Investment Management, Inc. | 90,000 | $6,944,000 | 2.15% |
| Junto Capital Management LP | 680,709 | $52,524,000 | 1.91% |
| GENEVA CAPITAL MANAGEMENT LLC | 1,093,494 | $84,374,000 | 1.74% |
| DF DENT & CO INC | 1,423,885 | $109,867,000 | 1.48% |
| York Capital Management Global Advisors, LLC | 337,029 | $26,005,000 | 1.45% |