ENVESTNET INC's ticker is ENV and the CUSIP is 29404K106. A total of 271 filers reported holding ENVESTNET INC in Q3 2020. The put-call ratio across all filers is 1.37 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,246,284 | -22.6% | 278,135 | +4.3% | 0.01% | -21.4% |
| Q2 2023 | $15,820,751 | +7.8% | 266,567 | +6.5% | 0.01% | +7.7% |
| Q1 2023 | $14,678,999 | +1.1% | 250,196 | +6.4% | 0.01% | +8.3% |
| Q4 2022 | $14,513,691 | +68.8% | 235,230 | +21.5% | 0.01% | +50.0% |
| Q3 2022 | $8,598,000 | +52.5% | 193,653 | +81.3% | 0.01% | +60.0% |
| Q2 2022 | $5,637,000 | -35.4% | 106,815 | -8.9% | 0.01% | -28.6% |
| Q1 2022 | $8,728,000 | -6.2% | 117,247 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $9,302,000 | -4.2% | 117,247 | -3.1% | 0.01% | -14.3% |
| Q3 2021 | $9,712,000 | +6.5% | 121,031 | +0.7% | 0.01% | 0.0% |
| Q2 2021 | $9,122,000 | -28.2% | 120,245 | -31.6% | 0.01% | -30.0% |
| Q1 2021 | $12,706,000 | +17.7% | 175,912 | +34.1% | 0.01% | +25.0% |
| Q4 2020 | $10,794,000 | +15.2% | 131,168 | +8.0% | 0.01% | 0.0% |
| Q3 2020 | $9,370,000 | +17.3% | 121,438 | +11.8% | 0.01% | 0.0% |
| Q2 2020 | $7,987,000 | +38.2% | 108,601 | +1.0% | 0.01% | +14.3% |
| Q1 2020 | $5,781,000 | -25.8% | 107,490 | -3.9% | 0.01% | 0.0% |
| Q4 2019 | $7,791,000 | +34.6% | 111,890 | +9.6% | 0.01% | +16.7% |
| Q3 2019 | $5,788,000 | +83.9% | 102,079 | +121.8% | 0.01% | +50.0% |
| Q2 2019 | $3,147,000 | +24.9% | 46,027 | +19.5% | 0.00% | +33.3% |
| Q1 2019 | $2,519,000 | +31.6% | 38,518 | -1.0% | 0.00% | 0.0% |
| Q4 2018 | $1,914,000 | -24.4% | 38,918 | -6.3% | 0.00% | 0.0% |
| Q3 2018 | $2,531,000 | +7.5% | 41,518 | -3.1% | 0.00% | 0.0% |
| Q2 2018 | $2,355,000 | +7.3% | 42,851 | +11.9% | 0.00% | 0.0% |
| Q1 2018 | $2,195,000 | +11.3% | 38,302 | -3.2% | 0.00% | 0.0% |
| Q4 2017 | $1,972,000 | +4.1% | 39,567 | +6.5% | 0.00% | 0.0% |
| Q3 2017 | $1,895,000 | +37.1% | 37,156 | +6.4% | 0.00% | +50.0% |
| Q2 2017 | $1,382,000 | +23.6% | 34,906 | +0.9% | 0.00% | 0.0% |
| Q1 2017 | $1,118,000 | -11.9% | 34,606 | -3.9% | 0.00% | 0.0% |
| Q4 2016 | $1,269,000 | -15.5% | 36,006 | -12.6% | 0.00% | 0.0% |
| Q3 2016 | $1,502,000 | +3.2% | 41,215 | -5.7% | 0.00% | 0.0% |
| Q2 2016 | $1,456,000 | +11.1% | 43,715 | -9.3% | 0.00% | 0.0% |
| Q1 2016 | $1,311,000 | -18.2% | 48,215 | -10.2% | 0.00% | -33.3% |
| Q4 2015 | $1,603,000 | +26.1% | 53,715 | +26.7% | 0.00% | +50.0% |
| Q3 2015 | $1,271,000 | -36.4% | 42,400 | -14.2% | 0.00% | -33.3% |
| Q2 2015 | $1,997,000 | -53.6% | 49,400 | -40.0% | 0.00% | -50.0% |
| Q1 2015 | $4,304,000 | 0.0% | 82,300 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $4,304,000 | +2.6% | 82,300 | -11.7% | 0.01% | 0.0% |
| Q3 2014 | $4,196,000 | -16.7% | 93,235 | -9.5% | 0.01% | -14.3% |
| Q2 2014 | $5,038,000 | +108.4% | 102,980 | +58.6% | 0.01% | +133.3% |
| Q1 2014 | $2,418,000 | +36.8% | 64,920 | +44.1% | 0.00% | 0.0% |
| Q4 2013 | $1,768,000 | +194.2% | 45,050 | +132.2% | 0.00% | +200.0% |
| Q3 2013 | $601,000 | -24.4% | 19,400 | -40.0% | 0.00% | -50.0% |
| Q2 2013 | $795,000 | – | 32,328 | – | 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% |