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 | $5,514,317 | -26.5% | 125,240 | -1.0% | 0.06% | -15.3% |
| Q2 2023 | $7,507,122 | +17.1% | 126,489 | +15.8% | 0.07% | +9.1% |
| Q1 2023 | $6,408,700 | -12.8% | 109,233 | -8.3% | 0.07% | -17.5% |
| Q4 2022 | $7,348,840 | +98.9% | 119,106 | +43.1% | 0.08% | +86.0% |
| Q3 2022 | $3,695,000 | -61.2% | 83,225 | -53.9% | 0.04% | -60.9% |
| Q2 2022 | $9,520,000 | -13.5% | 180,411 | -55.4% | 0.11% | +25.0% |
| Q1 2016 | $11,009,000 | -9.9% | 404,745 | -1.1% | 0.09% | -12.9% |
| Q4 2015 | $12,213,000 | +247.8% | 409,157 | +249.3% | 0.10% | +236.7% |
| Q3 2015 | $3,511,000 | -47.0% | 117,139 | -28.5% | 0.03% | -37.5% |
| Q2 2015 | $6,628,000 | -84.7% | 163,929 | -78.8% | 0.05% | -84.7% |
| Q1 2015 | $43,340,000 | +125.6% | 772,824 | +97.7% | 0.31% | +122.0% |
| Q4 2014 | $19,212,000 | -17.2% | 390,967 | -24.2% | 0.14% | -24.6% |
| Q3 2014 | $23,206,000 | -18.9% | 515,687 | -11.8% | 0.19% | -11.4% |
| Q2 2014 | $28,610,000 | +37.4% | 584,826 | +12.9% | 0.21% | +39.7% |
| Q1 2014 | $20,818,000 | -5.3% | 518,122 | -5.0% | 0.15% | -7.4% |
| Q4 2013 | $21,984,000 | -16.9% | 545,504 | -36.1% | 0.16% | -20.1% |
| Q3 2013 | $26,461,000 | +34.0% | 853,586 | +6.3% | 0.20% | +24.4% |
| Q2 2013 | $19,746,000 | – | 802,676 | – | 0.16% | – |
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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% |