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 | $883 | -24.3% | 20,063 | +2.1% | 0.00% | 0.0% |
| Q2 2023 | $1,166 | -94.7% | 19,654 | -94.8% | 0.00% | -96.7% |
| Q1 2023 | $22,037 | -2.9% | 375,608 | +2.1% | 0.03% | -3.2% |
| Q4 2022 | $22,690 | -98.8% | 367,743 | +791.4% | 0.03% | +933.3% |
| Q3 2022 | $1,832,000 | -11.3% | 41,256 | +5.4% | 0.00% | 0.0% |
| Q2 2022 | $2,065,000 | -29.3% | 39,133 | -0.3% | 0.00% | 0.0% |
| Q1 2022 | $2,921,000 | -6.1% | 39,242 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $3,110,000 | -1.1% | 39,201 | -0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,146,000 | -11.7% | 39,203 | -16.6% | 0.00% | -25.0% |
| Q2 2021 | $3,564,000 | +2.9% | 46,986 | -2.0% | 0.00% | 0.0% |
| Q1 2021 | $3,464,000 | -72.4% | 47,954 | -68.6% | 0.00% | -71.4% |
| Q4 2020 | $12,572,000 | +6.6% | 152,775 | -0.1% | 0.01% | 0.0% |
| Q3 2020 | $11,796,000 | +4.5% | 152,875 | -0.4% | 0.01% | 0.0% |
| Q2 2020 | $11,287,000 | +40.6% | 153,475 | +2.8% | 0.01% | +16.7% |
| Q1 2020 | $8,028,000 | -22.8% | 149,275 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $10,394,000 | +18.1% | 149,275 | -3.9% | 0.01% | +9.1% |
| Q3 2019 | $8,804,000 | -16.3% | 155,275 | +1.0% | 0.01% | -15.4% |
| Q2 2019 | $10,514,000 | +7.3% | 153,775 | +2.6% | 0.01% | 0.0% |
| Q1 2019 | $9,800,000 | +34.4% | 149,875 | +1.1% | 0.01% | +18.2% |
| Q4 2018 | $7,289,000 | -22.4% | 148,175 | -3.8% | 0.01% | 0.0% |
| Q3 2018 | $9,391,000 | +52.6% | 154,075 | +37.6% | 0.01% | +37.5% |
| Q2 2018 | $6,154,000 | -2.5% | 111,984 | +1.6% | 0.01% | 0.0% |
| Q1 2018 | $6,314,000 | +166.9% | 110,184 | +132.2% | 0.01% | +166.7% |
| Q4 2017 | $2,366,000 | -0.5% | 47,454 | +1.7% | 0.00% | 0.0% |
| Q3 2017 | $2,379,000 | +28.8% | 46,654 | 0.0% | 0.00% | +50.0% |
| Q2 2017 | $1,847,000 | +29.8% | 46,654 | +5.9% | 0.00% | 0.0% |
| Q1 2017 | $1,423,000 | -41.0% | 44,055 | -35.6% | 0.00% | -33.3% |
| Q4 2016 | $2,411,000 | -3.3% | 68,387 | 0.0% | 0.00% | -25.0% |
| Q3 2016 | $2,493,000 | +12.0% | 68,387 | +2.4% | 0.00% | +33.3% |
| Q2 2016 | $2,225,000 | +0.5% | 66,787 | -18.0% | 0.00% | 0.0% |
| Q1 2016 | $2,215,000 | +90.9% | 81,449 | +109.6% | 0.00% | +50.0% |
| Q4 2015 | $1,160,000 | +20.2% | 38,854 | +20.7% | 0.00% | 0.0% |
| Q3 2015 | $965,000 | -36.9% | 32,200 | -14.9% | 0.00% | 0.0% |
| Q2 2015 | $1,529,000 | – | 37,824 | – | 0.00% | – |
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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% |