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 | $1,304,389 | -21.3% | 29,625 | +6.0% | 0.00% | -33.3% |
| Q2 2023 | $1,658,061 | -14.9% | 27,937 | -15.8% | 0.00% | 0.0% |
| Q1 2023 | $1,947,669 | -9.7% | 33,197 | -5.0% | 0.00% | -25.0% |
| Q4 2022 | $2,156,723 | +24.7% | 34,955 | -10.2% | 0.00% | 0.0% |
| Q3 2022 | $1,729,000 | -16.8% | 38,943 | -1.1% | 0.00% | 0.0% |
| Q2 2022 | $2,078,000 | -39.6% | 39,379 | -14.7% | 0.00% | -33.3% |
| Q1 2022 | $3,438,000 | -0.3% | 46,181 | +6.2% | 0.01% | +20.0% |
| Q4 2021 | $3,450,000 | +9.0% | 43,493 | +10.3% | 0.01% | -16.7% |
| Q3 2021 | $3,165,000 | +26.4% | 39,441 | +19.5% | 0.01% | +20.0% |
| Q2 2021 | $2,503,000 | +19.6% | 33,004 | +13.9% | 0.01% | +25.0% |
| Q1 2021 | $2,092,000 | -15.6% | 28,969 | -3.8% | 0.00% | -20.0% |
| Q4 2020 | $2,479,000 | +27.5% | 30,119 | +19.6% | 0.01% | 0.0% |
| Q3 2020 | $1,945,000 | +8.4% | 25,193 | +3.3% | 0.01% | 0.0% |
| Q2 2020 | $1,794,000 | +60.6% | 24,394 | +17.5% | 0.01% | +66.7% |
| Q1 2020 | $1,117,000 | -17.6% | 20,761 | +6.6% | 0.00% | 0.0% |
| Q4 2019 | $1,356,000 | +55.9% | 19,482 | +26.9% | 0.00% | +50.0% |
| Q3 2019 | $870,000 | +18.0% | 15,349 | +42.5% | 0.00% | 0.0% |
| Q2 2019 | $737,000 | +9.7% | 10,770 | +4.9% | 0.00% | 0.0% |
| Q1 2019 | $672,000 | +17.7% | 10,268 | -11.6% | 0.00% | 0.0% |
| Q4 2018 | $571,000 | -14.8% | 11,620 | +5.6% | 0.00% | 0.0% |
| Q3 2018 | $670,000 | +27.1% | 10,999 | +14.7% | 0.00% | 0.0% |
| Q2 2018 | $527,000 | +6.9% | 9,593 | +11.5% | 0.00% | 0.0% |
| Q1 2018 | $493,000 | +16.8% | 8,604 | +1.6% | 0.00% | +100.0% |
| Q4 2017 | $422,000 | -1.2% | 8,467 | +1.1% | 0.00% | 0.0% |
| Q3 2017 | $427,000 | +28.6% | 8,374 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $332,000 | +23.0% | 8,374 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $270,000 | -8.5% | 8,374 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $295,000 | -3.3% | 8,374 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $305,000 | -12.1% | 8,374 | -19.6% | 0.00% | 0.0% |
| Q2 2016 | $347,000 | +13.4% | 10,413 | -7.6% | 0.00% | 0.0% |
| Q1 2016 | $306,000 | +12.9% | 11,270 | +24.2% | 0.00% | 0.0% |
| Q4 2015 | $271,000 | +25.5% | 9,071 | +25.9% | 0.00% | 0.0% |
| Q3 2015 | $216,000 | +266.1% | 7,204 | +581.6% | 0.00% | – |
| Q1 2015 | $59,000 | +13.5% | 1,057 | 0.0% | 0.00% | – |
| Q4 2014 | $52,000 | -11.9% | 1,057 | -19.9% | 0.00% | – |
| Q3 2014 | $59,000 | -39.2% | 1,319 | -33.5% | 0.00% | – |
| Q2 2014 | $97,000 | – | 1,984 | +16433.3% | 0.00% | – |
| Q1 2014 | $0 | -100.0% | 12 | -99.4% | 0.00% | – |
| Q4 2013 | $75,000 | – | 1,849 | – | 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% |