Envestnet, Inc.
ENVDelisted Nov 25, 2024- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001337619
Envestnet, Inc. was delisted on Nov 25, 2024; its insiders filed their last Form 4 on Nov 25, 2024; 261 institutions reported holding it in 13F filings for Q3 2024, worth $3.41B in total; no superinvestor held it.
Key figures
- Insider buys
- 0
- Open market, last 90 days
- Insider sells
- 0
- Open market, last 90 days
- 13F holders
- 261
- Q3 2024, +11 vs. previous quarter
- 13F value
- $3.41B
- Reported value at the end of Q3 2024
- Superinvestors holding
- 0
- At the end of Q3 2024
Superinvestors holding ENV, Q3 2024
No superinvestor reported holding ENV at the end of Q3 2024.
Latest insider trades
Open-market purchases and sales by Envestnet, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Mar 27, 2024 (view filing) | Mar 25 | 2 days | Majoros MatthewPrincipal Accounting Officer | SSale | −700 | $56.92 | −$39.8K | −4.4%15.2K after | |
| Mar 19, 2024 (view filing)6:01 PM ET | Mar 15 | 4 days | Wolfe Lauren Taylor and 3 othersDirector | PPurchase | +1.67K | $52.99 | +$88.5K | 0.0%4.19M after | |
| Mar 8, 2024 (view filing)4:46 PM ET | Mar 6-7 | 2 days | Wolfe Lauren Taylor and 3 othersDirector | PPurchase | +31.2K | $52.19 | +$1.63M | +0.8%4.18M after | From original2 lots |
| Jul 3, 2023 (view filing) | Jun 29 | 4 days | Cooper Barry D.SVP, Head of Accounting Mgmt. | SSale | −690 | $58.19 | −$40.2K | −2.3%29.2K after | |
| Jun 23, 2023 (view filing) | Jun 21 | 2 days | Turner BarbaraDirector | PPurchase | +2.00K | $54.39 | +$108.8K | +130.4%3.53K after | |
| Jun 13, 2023 (view filing) | Jun 12 | 1 day | Crager WilliamChief Executive Officer | SSale | −7.25K | $53.68 | −$389.2K | −2.2%325.4K after | |
| May 23, 2023 (view filing) | May 19 | 4 days | Majoros MatthewPrincipal Accounting Officer | SSale | −4.00K | $54.74 | −$219.0K | −22.1%14.1K after | |
| Mar 31, 2023 (view filing) | Mar 30 | 1 day | Cooper Barry D.SVP, Head of Accounting Mgmt. | SSale | −530 | $56.93 | −$30.2K | −1.7%30.2K after | |
| Mar 31, 2023 (view filing) | Mar 30 | 1 day | O'Brien ShellyChief Legal Officer | SSale | −8.80K | $56.84 | −$500.2K | −27.1%23.7K after | |
| Nov 16, 2022 (view filing) | Nov 14 | 2 days | O'Brien ShellyChief Legal Officer | SSale | −5.36K | $56.00 | −$300.0K | −15.7%28.7K after |
Top 10 13F holders, Q3 2024
The largest institutional positions in Envestnet, Inc. at the end of Q3 2024; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,031,715 | $502.9M | 0.01% | +8,031,715 | New |
| Vanguard Group Inc | 6,388,405 | $400.0M | 0.01% | +255,053+4.2% | Added |
| Impactive Capital LP | 4,183,865 | $262.0M | 9.73% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,274,581 | $142.4M | 0.01% | +455,952+25.1% | Added |
| HBK Investments L P | 1,984,730 | $124.3M | 2.28% | +1,984,730 | New |
| State Street Corp | 1,929,737 | $120.8M | 0.00% | −14,332−0.7% | Reduced |
| Morgan Stanley | 1,788,951 | $112.0M | 0.01% | −745,791−29.4% | Reduced |
| FIL Ltd | 1,663,000 | $104.1M | 0.09% | +1,663,000 | New |
| Brown Advisory Inc | 1,624,831 | $101.7M | 0.13% | −188,743−10.4% | Reduced |
| HSBC Holdings PLC | 1,354,151 | $84.8M | 0.05% | −51,617−3.7% | Reduced |
Congress trades
1 member of Congress reported 3 trades in Envestnet, Inc. since 2020. Newest filings: