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 | $35 | -60.7% | 800 | -46.7% | 0.00% | – |
| Q2 2023 | $89 | -82.5% | 1,500 | -82.8% | 0.00% | -100.0% |
| Q1 2023 | $510 | +144.0% | 8,700 | +155.9% | 0.00% | 0.0% |
| Q4 2022 | $209 | -99.8% | 3,400 | +78.9% | 0.00% | – |
| Q3 2022 | $84,000 | -45.1% | 1,900 | -34.5% | 0.00% | -100.0% |
| Q2 2022 | $153,000 | -52.2% | 2,900 | -32.6% | 0.00% | 0.0% |
| Q1 2022 | $320,000 | -6.2% | 4,300 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $341,000 | +12.2% | 4,300 | +13.2% | 0.00% | 0.0% |
| Q3 2021 | $304,000 | +11.4% | 3,800 | +5.6% | 0.00% | 0.0% |
| Q2 2021 | $273,000 | +40.0% | 3,600 | +33.3% | 0.00% | 0.0% |
| Q1 2021 | $195,000 | -58.4% | 2,700 | -52.6% | 0.00% | -50.0% |
| Q4 2020 | $469,000 | -14.3% | 5,700 | -19.7% | 0.00% | 0.0% |
| Q3 2020 | $547,000 | -0.7% | 7,100 | -5.3% | 0.00% | 0.0% |
| Q2 2020 | $551,000 | +55.6% | 7,500 | +13.6% | 0.00% | 0.0% |
| Q1 2020 | $354,000 | +6.0% | 6,600 | +37.5% | 0.00% | +100.0% |
| Q4 2019 | $334,000 | -22.3% | 4,800 | -36.8% | 0.00% | 0.0% |
| Q3 2019 | $430,000 | +23.6% | 7,600 | +49.0% | 0.00% | -50.0% |
| Q2 2019 | $348,000 | +61.9% | 5,100 | +54.5% | 0.00% | +100.0% |
| Q1 2019 | $215,000 | +99.1% | 3,300 | +50.0% | 0.00% | 0.0% |
| Q4 2018 | $108,000 | -6.1% | 2,200 | +15.8% | 0.00% | 0.0% |
| Q3 2018 | $115,000 | +10.6% | 1,900 | 0.0% | 0.00% | – |
| Q2 2018 | $104,000 | +7.2% | 1,900 | +11.8% | 0.00% | – |
| Q1 2018 | $97,000 | +410.5% | 1,700 | +325.0% | 0.00% | – |
| Q4 2017 | $19,000 | -45.7% | 400 | -42.9% | 0.00% | – |
| Q3 2017 | $35,000 | -10.3% | 700 | 0.0% | 0.00% | – |
| Q1 2015 | $39,000 | – | 700 | – | 0.00% | – |
| Q3 2014 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2014 | $308,000 | +30.0% | 6,300 | +6.8% | 0.00% | 0.0% |
| Q1 2014 | $237,000 | – | 5,900 | – | 0.00% | – |
Download | ||||||
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% |