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 | $75,090,567 | -28.9% | 1,705,441 | -4.2% | 0.00% | -33.3% |
| Q2 2023 | $105,610,061 | -0.8% | 1,779,445 | -1.9% | 0.01% | 0.0% |
| Q1 2023 | $106,431,898 | -51.3% | 1,814,077 | -48.8% | 0.01% | 0.0% |
| Q4 2022 | $218,567,190 | +184.7% | 3,542,418 | +104.9% | 0.01% | +20.0% |
| Q3 2022 | $76,760,000 | -15.0% | 1,728,821 | +1.0% | 0.01% | 0.0% |
| Q2 2022 | $90,303,000 | -29.2% | 1,711,264 | -0.1% | 0.01% | -16.7% |
| Q1 2022 | $127,563,000 | -3.7% | 1,713,638 | +2.7% | 0.01% | 0.0% |
| Q4 2021 | $132,421,000 | -0.6% | 1,669,038 | +0.5% | 0.01% | -14.3% |
| Q3 2021 | $133,216,000 | +6.4% | 1,660,215 | +0.6% | 0.01% | 0.0% |
| Q2 2021 | $125,181,000 | +64.2% | 1,650,160 | +56.4% | 0.01% | +75.0% |
| Q1 2021 | $76,219,000 | -12.9% | 1,055,229 | -0.7% | 0.00% | -20.0% |
| Q4 2020 | $87,477,000 | +7.1% | 1,063,028 | +0.5% | 0.01% | -16.7% |
| Q3 2020 | $81,650,000 | +0.4% | 1,058,193 | -4.3% | 0.01% | 0.0% |
| Q2 2020 | $81,353,000 | +48.5% | 1,106,246 | +8.6% | 0.01% | +20.0% |
| Q1 2020 | $54,795,000 | -22.9% | 1,018,866 | -0.2% | 0.01% | 0.0% |
| Q4 2019 | $71,112,000 | +25.6% | 1,021,280 | +2.3% | 0.01% | +25.0% |
| Q3 2019 | $56,611,000 | -19.8% | 998,428 | -3.3% | 0.00% | -20.0% |
| Q2 2019 | $70,622,000 | +12.0% | 1,032,936 | +7.1% | 0.01% | 0.0% |
| Q1 2019 | $63,063,000 | +35.0% | 964,420 | +1.6% | 0.01% | +25.0% |
| Q4 2018 | $46,701,000 | -18.0% | 949,402 | +1.6% | 0.00% | 0.0% |
| Q3 2018 | $56,974,000 | +19.1% | 934,757 | +7.4% | 0.00% | 0.0% |
| Q2 2018 | $47,844,000 | -1.0% | 870,750 | +3.3% | 0.00% | 0.0% |
| Q1 2018 | $48,304,000 | +14.8% | 843,017 | -0.2% | 0.00% | +33.3% |
| Q4 2017 | $42,093,000 | +2.7% | 844,295 | +5.0% | 0.00% | -25.0% |
| Q3 2017 | $40,993,000 | +30.3% | 803,765 | +1.2% | 0.00% | +33.3% |
| Q2 2017 | $31,449,000 | +31.3% | 794,155 | +7.1% | 0.00% | +50.0% |
| Q1 2017 | $23,953,000 | -5.0% | 741,609 | +3.7% | 0.00% | 0.0% |
| Q4 2016 | $25,221,000 | +0.4% | 715,452 | +3.8% | 0.00% | -33.3% |
| Q3 2016 | $25,130,000 | +13.5% | 689,373 | +3.7% | 0.00% | +50.0% |
| Q2 2016 | $22,137,000 | +25.2% | 664,566 | +2.2% | 0.00% | 0.0% |
| Q1 2016 | $17,685,000 | -4.6% | 650,047 | +4.7% | 0.00% | 0.0% |
| Q4 2015 | $18,529,000 | +8.7% | 620,668 | +9.2% | 0.00% | 0.0% |
| Q3 2015 | $17,047,000 | -24.8% | 568,627 | +1.4% | 0.00% | 0.0% |
| Q2 2015 | $22,675,000 | -27.5% | 560,884 | +0.6% | 0.00% | -33.3% |
| Q1 2015 | $31,284,000 | +19.3% | 557,773 | +4.5% | 0.00% | 0.0% |
| Q4 2014 | $26,216,000 | +12.8% | 533,544 | +3.3% | 0.00% | 0.0% |
| Q3 2014 | $23,250,000 | -6.0% | 516,487 | +2.1% | 0.00% | 0.0% |
| Q2 2014 | $24,738,000 | +53.1% | 505,689 | +25.8% | 0.00% | +50.0% |
| Q1 2014 | $16,155,000 | -18.5% | 402,111 | -42.6% | 0.00% | +100.0% |
| Q4 2013 | $19,810,000 | +74.5% | 700,410 | +91.3% | 0.00% | 0.0% |
| Q3 2013 | $11,354,000 | +35.2% | 366,109 | +7.3% | 0.00% | 0.0% |
| Q2 2013 | $8,396,000 | – | 341,351 | – | 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% |