ENVESTNET INC's ticker is ENV and the CUSIP is 29404K106. A total of 162 filers reported holding ENVESTNET INC in Q1 2017. The put-call ratio across all filers is 1.13 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,275,127 | -35.3% | 74,384 | -12.8% | 0.00% | 0.0% |
| Q2 2023 | $5,063,621 | +15.3% | 85,318 | +14.0% | 0.00% | 0.0% |
| Q1 2023 | $4,391,154 | +1281.1% | 74,844 | +1352.4% | 0.00% | – |
| Q4 2022 | $317,940 | -1.3% | 5,153 | -29.0% | 0.00% | – |
| Q3 2022 | $322,000 | -15.0% | 7,261 | +0.9% | 0.00% | – |
| Q2 2022 | $379,000 | -91.5% | 7,198 | -88.0% | 0.00% | -100.0% |
| Q1 2022 | $4,476,000 | -27.3% | 60,134 | -22.5% | 0.00% | -50.0% |
| Q4 2021 | $6,159,000 | -39.8% | 77,627 | -39.1% | 0.00% | 0.0% |
| Q3 2021 | $10,226,000 | -76.2% | 127,446 | -77.5% | 0.00% | -77.8% |
| Q2 2021 | $42,985,000 | -50.8% | 566,631 | -53.1% | 0.01% | -55.0% |
| Q1 2021 | $87,321,000 | -58.9% | 1,208,933 | -53.2% | 0.02% | -60.8% |
| Q4 2020 | $212,391,000 | -24.6% | 2,580,993 | -29.3% | 0.05% | -34.6% |
| Q3 2020 | $281,506,000 | -1.9% | 3,648,345 | -6.5% | 0.08% | -6.0% |
| Q2 2020 | $287,029,000 | +52.1% | 3,903,017 | +11.2% | 0.08% | +27.7% |
| Q1 2020 | $188,681,000 | -23.9% | 3,508,395 | -1.5% | 0.06% | -3.0% |
| Q4 2019 | $248,043,000 | +20.6% | 3,562,312 | -1.8% | 0.07% | +15.5% |
| Q3 2019 | $205,671,000 | -5.1% | 3,627,377 | +14.4% | 0.06% | -6.5% |
| Q2 2019 | $216,750,000 | +2.1% | 3,170,260 | -2.3% | 0.06% | -1.6% |
| Q1 2019 | $212,210,000 | +29.6% | 3,245,303 | -2.5% | 0.06% | +16.7% |
| Q4 2018 | $163,745,000 | -22.5% | 3,328,853 | -3.9% | 0.05% | -10.0% |
| Q3 2018 | $211,178,000 | +5.2% | 3,464,768 | -5.1% | 0.06% | +1.7% |
| Q2 2018 | $200,655,000 | +1.4% | 3,651,578 | +5.8% | 0.06% | 0.0% |
| Q1 2018 | $197,844,000 | +19.3% | 3,452,796 | +3.8% | 0.06% | +22.9% |
| Q4 2017 | $165,829,000 | -9.3% | 3,326,546 | -7.2% | 0.05% | -15.8% |
| Q3 2017 | $182,832,000 | +57.4% | 3,584,925 | +22.2% | 0.06% | +54.1% |
| Q2 2017 | $116,161,000 | +2.7% | 2,933,346 | -16.3% | 0.04% | 0.0% |
| Q1 2017 | $113,161,000 | -17.2% | 3,503,420 | -9.6% | 0.04% | -22.9% |
| Q4 2016 | $136,589,000 | -11.4% | 3,874,882 | -8.4% | 0.05% | -15.8% |
| Q3 2016 | $154,200,000 | -9.1% | 4,230,476 | -16.9% | 0.06% | -13.6% |
| Q2 2016 | $169,666,000 | +4.0% | 5,093,544 | -15.1% | 0.07% | +1.5% |
| Q1 2016 | $163,173,000 | -7.0% | 5,998,985 | +2.0% | 0.06% | -5.8% |
| Q4 2015 | $175,538,000 | +0.6% | 5,880,694 | +1.0% | 0.07% | -5.5% |
| Q3 2015 | $174,556,000 | -19.2% | 5,824,339 | +8.9% | 0.07% | -12.0% |
| Q2 2015 | $216,145,000 | -57.8% | 5,346,140 | -41.5% | 0.08% | -17.0% |
| Q1 2015 | $512,630,000 | +136.6% | 9,141,070 | +107.3% | 0.10% | +17.6% |
| Q4 2014 | $216,703,000 | +11.1% | 4,409,924 | +1.7% | 0.08% | +3.7% |
| Q3 2014 | $195,043,000 | -9.4% | 4,334,289 | -1.5% | 0.08% | -7.9% |
| Q2 2014 | $215,254,000 | +46.7% | 4,400,133 | +20.5% | 0.09% | +43.5% |
| Q1 2014 | $146,766,000 | +98.7% | 3,652,728 | +99.3% | 0.06% | +93.8% |
| Q4 2013 | $73,872,000 | +104.1% | 1,833,025 | +57.0% | 0.03% | +88.2% |
| Q3 2013 | $36,191,000 | +16.3% | 1,167,453 | -7.7% | 0.02% | +6.2% |
| Q2 2013 | $31,120,000 | – | 1,265,026 | – | 0.02% | – |
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% |