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 | $630,157 | -25.4% | 14,312 | +0.6% | 0.00% | -50.0% |
| Q2 2023 | $844,669 | -8.7% | 14,232 | -9.8% | 0.00% | 0.0% |
| Q1 2023 | $925,343 | -4.9% | 15,772 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $973,132 | +40.4% | 15,772 | +1.1% | 0.00% | 0.0% |
| Q3 2022 | $693,000 | -15.8% | 15,602 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $823,000 | -29.1% | 15,602 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,161,000 | -20.3% | 15,602 | -15.0% | 0.00% | -33.3% |
| Q4 2021 | $1,456,000 | -15.2% | 18,346 | -14.2% | 0.00% | 0.0% |
| Q3 2021 | $1,716,000 | +7.0% | 21,382 | +1.2% | 0.00% | 0.0% |
| Q2 2021 | $1,603,000 | +5.0% | 21,132 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,526,000 | -14.4% | 21,132 | -2.4% | 0.00% | -25.0% |
| Q4 2020 | $1,782,000 | +2.3% | 21,652 | -4.1% | 0.00% | 0.0% |
| Q3 2020 | $1,742,000 | +4.9% | 22,582 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,661,000 | +33.1% | 22,582 | -2.7% | 0.00% | 0.0% |
| Q1 2020 | $1,248,000 | -22.8% | 23,212 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $1,616,000 | +19.0% | 23,212 | -3.1% | 0.00% | 0.0% |
| Q3 2019 | $1,358,000 | -17.1% | 23,952 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $1,638,000 | +0.9% | 23,952 | -3.5% | 0.00% | 0.0% |
| Q1 2019 | $1,623,000 | +28.4% | 24,822 | -3.4% | 0.00% | 0.0% |
| Q4 2018 | $1,264,000 | -19.3% | 25,692 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $1,566,000 | +10.9% | 25,692 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $1,412,000 | -1.8% | 25,692 | +2.4% | 0.00% | 0.0% |
| Q1 2018 | $1,438,000 | +14.9% | 25,092 | 0.0% | 0.00% | +33.3% |
| Q4 2017 | $1,251,000 | -2.3% | 25,092 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $1,280,000 | +28.8% | 25,092 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $994,000 | +23.3% | 25,092 | +0.6% | 0.00% | +50.0% |
| Q1 2017 | $806,000 | -8.4% | 24,954 | 0.0% | 0.00% | -33.3% |
| Q4 2016 | $880,000 | -3.3% | 24,954 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $910,000 | +5.8% | 24,954 | -3.3% | 0.00% | 0.0% |
| Q2 2016 | $860,000 | +23.2% | 25,814 | +0.6% | 0.00% | 0.0% |
| Q1 2016 | $698,000 | -8.9% | 25,661 | -0.0% | 0.00% | 0.0% |
| Q4 2015 | $766,000 | -0.3% | 25,662 | +0.1% | 0.00% | 0.0% |
| Q3 2015 | $768,000 | -25.9% | 25,624 | 0.0% | 0.00% | -25.0% |
| Q2 2015 | $1,036,000 | -27.5% | 25,624 | +0.6% | 0.00% | -20.0% |
| Q1 2015 | $1,428,000 | +15.3% | 25,461 | +1.1% | 0.01% | +25.0% |
| Q4 2014 | $1,238,000 | +8.4% | 25,191 | -0.7% | 0.00% | 0.0% |
| Q3 2014 | $1,142,000 | -8.5% | 25,371 | -0.5% | 0.00% | 0.0% |
| Q2 2014 | $1,248,000 | +116.3% | 25,501 | +77.5% | 0.00% | +100.0% |
| Q1 2014 | $577,000 | -0.3% | 14,366 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $579,000 | +30.1% | 14,366 | 0.0% | 0.00% | +100.0% |
| Q3 2013 | $445,000 | +26.1% | 14,366 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $353,000 | – | 14,366 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Whetstone Capital Advisors, LLC | 345,126 | $17,601,000 | 8.02% |
| Three Corner Global Investors LP | 500,300 | $25,515,000 | 7.15% |
| Blueport Capital, L.P. | 6,254 | $319,000 | 5.71% |
| STRYCKER VIEW CAPITAL LLC | 193,408 | $9,864,000 | 5.31% |
| YG PARTNERS, LLC | 159,586 | $8,139,000 | 4.31% |
| Global Alpha Capital Management Ltd. | 134,815 | $6,876,000 | 2.89% |
| Summit Creek Advisors LLC | 258,786 | $13,198,000 | 2.60% |
| Van Berkom & Associates Inc. | 1,378,848 | $70,321,000 | 2.52% |
| ASHFORD CAPITAL MANAGEMENT INC | 241,458 | $12,314,000 | 1.98% |
| DF DENT & CO INC | 1,320,368 | $67,339,000 | 1.75% |