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 | $3,006,238 | -30.7% | 68,277 | -6.6% | 0.00% | 0.0% |
| Q2 2023 | $4,339,494 | -9.4% | 73,117 | -10.4% | 0.00% | -50.0% |
| Q1 2023 | $4,789,410 | -3.1% | 81,633 | +1.9% | 0.00% | 0.0% |
| Q4 2022 | $4,944,515 | +39.6% | 80,138 | +0.5% | 0.00% | +100.0% |
| Q3 2022 | $3,541,000 | -17.5% | 79,751 | -1.9% | 0.00% | -50.0% |
| Q2 2022 | $4,292,000 | -30.7% | 81,333 | -2.3% | 0.00% | 0.0% |
| Q1 2022 | $6,195,000 | -2.1% | 83,224 | +4.4% | 0.00% | 0.0% |
| Q4 2021 | $6,328,000 | +0.0% | 79,751 | +1.2% | 0.00% | 0.0% |
| Q3 2021 | $6,325,000 | +20.8% | 78,822 | +14.2% | 0.00% | 0.0% |
| Q2 2021 | $5,235,000 | +34.3% | 69,014 | +27.9% | 0.00% | +100.0% |
| Q1 2021 | $3,897,000 | -10.8% | 53,953 | +1.7% | 0.00% | -50.0% |
| Q4 2020 | $4,368,000 | +11.5% | 53,073 | +4.6% | 0.00% | 0.0% |
| Q3 2020 | $3,916,000 | +6.2% | 50,758 | +1.2% | 0.00% | 0.0% |
| Q2 2020 | $3,687,000 | +136.2% | 50,138 | +72.7% | 0.00% | +100.0% |
| Q1 2020 | $1,561,000 | -22.6% | 29,026 | +0.2% | 0.00% | 0.0% |
| Q4 2019 | $2,018,000 | +31.9% | 28,977 | +7.4% | 0.00% | 0.0% |
| Q3 2019 | $1,530,000 | -10.4% | 26,988 | +8.0% | 0.00% | 0.0% |
| Q2 2019 | $1,708,000 | +8.7% | 24,979 | +4.0% | 0.00% | 0.0% |
| Q1 2019 | $1,571,000 | +84.6% | 24,012 | +38.9% | 0.00% | 0.0% |
| Q4 2018 | $851,000 | -12.9% | 17,292 | +7.9% | 0.00% | 0.0% |
| Q3 2018 | $977,000 | +9.7% | 16,030 | -1.2% | 0.00% | 0.0% |
| Q2 2018 | $891,000 | -8.9% | 16,221 | -5.0% | 0.00% | 0.0% |
| Q1 2018 | $978,000 | -2.0% | 17,078 | -14.5% | 0.00% | 0.0% |
| Q4 2017 | $998,000 | +7.9% | 19,963 | +9.8% | 0.00% | 0.0% |
| Q3 2017 | $925,000 | +50.2% | 18,188 | +16.5% | 0.00% | – |
| Q2 2017 | $616,000 | +27.3% | 15,612 | +3.9% | 0.00% | – |
| Q1 2017 | $484,000 | -9.9% | 15,020 | -1.3% | 0.00% | -100.0% |
| Q4 2016 | $537,000 | +39.1% | 15,212 | +43.3% | 0.00% | – |
| Q3 2016 | $386,000 | +8.1% | 10,613 | -1.5% | 0.00% | – |
| Q2 2016 | $357,000 | +44.5% | 10,772 | +19.6% | 0.00% | – |
| Q1 2016 | $247,000 | +19.9% | 9,008 | +30.1% | 0.00% | – |
| Q4 2015 | $206,000 | -1.9% | 6,925 | 0.0% | 0.00% | – |
| Q3 2015 | $210,000 | -26.6% | 6,925 | 0.0% | 0.00% | – |
| Q2 2015 | $286,000 | -18.8% | 6,925 | +9.6% | 0.00% | – |
| Q1 2015 | $352,000 | +44.9% | 6,317 | +28.0% | 0.00% | – |
| Q4 2014 | $243,000 | +7.0% | 4,935 | -2.7% | 0.00% | – |
| Q3 2014 | $227,000 | – | 5,071 | – | 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% |