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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.

13F holders, Q1 2021

Institutional positions in Envestnet, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
239
No complete 13F data for Q4 2020
Shares held
55.3M
No complete 13F data for Q4 2020
Total value
$3.99B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting ENV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 239 institutions
Q1 2021: 239 institutionsQ2 2021: 245 institutionsQ3 2021: 232 institutionsQ4 2021: 256 institutionsQ1 2022: 276 institutionsQ2 2022: 258 institutionsQ3 2022: 239 institutionsQ4 2022: 240 institutionsQ1 2023: 238 institutionsQ2 2023: 228 institutionsQ3 2023: 226 institutionsQ4 2023: 219 institutionsQ1 2024: 233 institutionsQ2 2024: 252 institutionsQ3 2024: 261 institutionsQ4 2024: 1 institutionQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2021: $3.99B
Q1 2021: $3.99BQ2 2021: $4.27BQ3 2021: $4.55BQ4 2021: $4.46BQ1 2022: $4.21BQ2 2022: $2.95BQ3 2022: $2.48BQ4 2022: $3.60BQ1 2023: $3.44BQ2 2023: $3.47BQ3 2023: $2.51BQ4 2023: $2.92BQ1 2024: $3.47BQ2 2024: $3.66BQ3 2024: $3.41BQ4 2024: $58.6KQ1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding ENV and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20241$58.6K
Q3 2024261$3.41B
Q2 2024252$3.66B
Q1 2024233$3.47B
Q4 2023219$2.92B
Q3 2023226$2.51B
Q2 2023228$3.47B
Q1 2023238$3.44B
Q4 2022240$3.60B
Q3 2022239$2.48B
Q2 2022258$2.95B
Q1 2022276$4.21B
Q4 2021256$4.46B
Q3 2021232$4.55B
Q2 2021245$4.27B
Q1 2021239$3.99B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Envestnet, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding ENV in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Private Ocean, LLC2$00.00%––
State of Wyoming3$00.00%––
Alpha DNA Investment Management LLC3$00.00%––
Signaturefd, LLC11$1.00K0.00%––
Asset Dedication, LLC14$1.00K0.00%––
First Horizon Advisors, Inc.22$1.00K0.00%––
Tarbox Family Office, Inc.11$1.00K0.00%––
Sowell Financial Services LLC20$1.00K0.00%––
Ellevest, Inc.20$1.00K0.00%––
Berman Capital Advisors, LLC26$1.00K0.00%––
Liberty Wealth Management LLC32$2.00K0.00%––
Evoke Wealth, LLC33$2.00K0.00%––
TCI Wealth Advisors, Inc.37$3.00K0.00%––
Front Row Advisors LLC42$3.00K0.00%––
Rockefeller Capital Management L.P.50$3.00K0.00%––
Savior LLC40$3.00K0.00%––
Bellevue Asset Management, LLC43$3.00K0.00%––
Spire Wealth Management35$3.00K0.00%––
Lee Financial Co105$8.00K0.00%––
Quadrant Capital Group LLC109$8.00K0.00%––
Center for Financial Planning, Inc.110$8.00K0.00%––
Walleye Trading LLC133$10.0K0.00%––
Versant Capital Management, Inc158$11.0K0.00%––
Standard Family Office LLC155$11.0K0.00%––
Concord Wealth Partners154$11.0K0.00%––
IronBridge Private Wealth, LLC151$11.0K0.01%––
Kings Point Capital Management181$13.0K0.00%––
Hudock, Inc.184$13.0K0.00%––
KB Financial Partners, LLC176$13.0K0.01%––
Creative Financial Designs Inc219$16.0K0.00%––
Parallel Advisors, LLC263$19.0K0.00%––
Geneos Wealth Management Inc.300$22.0K0.00%––
CWM, LLC310$24.0K0.00%––
Enterprise Financial Services Corp429$31.0K0.01%––
Proequities, Inc.540$39.0K0.00%––
Neo Ivy Capital Management776$56.0K0.06%––
Hartford Financial Management Inc.1,000$72.0K0.02%––
Quantbot Technologies LP1,082$78.0K0.01%––
Steward Partners Investment Advisory, LLC1,145$82.7K0.00%––
Advisors Asset Management, Inc.1,156$83.5K0.00%––
Private Capital Group, LLC1,165$84.0K0.02%––
Asset Management One Co.,Ltd.1,258$90.0K0.00%––
Huntington National Bank1,342$97.0K0.00%––
JFS Wealth Advisors, LLC1,403$101.0K0.02%––
Pittenger & Anderson Inc1,475$107.0K0.01%––
Macquarie Group Ltd1,713$124.0K0.00%––
Northwestern Mutual Wealth Management Co1,870$135.0K0.00%––
Bank of Montreal1,949$144.0K0.00%––
Nisa Investment Advisors, LLC2,055$148.0K0.00%––
STRS Ohio2,700$195.0K0.00%––
WMS Partners, LLC2,770$200.0K0.05%––
Skylands Capital, LLC2,900$209.0K0.03%––
Comerica Bank2,914$212.0K0.00%––
Hennion & Walsh Asset Management, Inc.3,014$218.0K0.01%––
MML Investors Services, LLC3,190$230.0K0.00%––
Great West Life Assurance Co3,203$230.0K0.00%––
Keybank National Association3,268$236.0K0.00%––
Weld Capital Management LLC3,268$236.0K0.10%––
First Republic Investment Management, Inc.3,313$239.0K0.00%––
Park Avenue Securities LLC3,346$242.0K0.01%––
Bessemer Group Inc3,538$255.0K0.00%––
FourThought Financial, LLC3,729$269.0K0.04%––
Pathstone Family Office, LLC3,767$272.0K0.01%––
Keebeck Wealth Management, LLC4,015$290.0K0.05%––
Diversified Trust Co4,075$294.0K0.01%––
Athanor Capital, LP4,064$294.0K0.01%––
HSBC Holdings PLC4,287$310.0K0.00%––
Pictet Asset Management Ltd4,300$311.0K0.00%––
Azzad Asset Management Inc4,308$311.2K0.05%––
Ameritas Investment Partners, Inc.4,319$312.0K0.01%––
Tower Research Capital LLC (TRC)4,318$312.0K0.01%––
Zions Bancorporation, N.A.4,442$321.0K0.04%––
Janney Montgomery Scott LLC4,505$325.0K0.00%––
Stephens Inc4,509$326.0K0.01%––
Cullen/Frost Bankers, Inc.4,571$330.0K0.01%––
Jane Street Group, LLC4,687$339.0K0.00%––
Captrust Financial Advisors5,167$373.0K0.00%––
Mountain Capital Investment Advisors, Inc5,097$379.0K0.19%––
Frontier Wealth Management LLC5,350$386.0K0.03%––
Van Hulzen Asset Management, LLC5,346$386.0K0.06%––
CWM Advisors, LLC5,376$388.0K0.06%––
Los Angeles Capital Management LLC5,412$391.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)5,533$400.0K0.00%––
Paloma Partners Management Co5,623$406.0K0.01%––
Verition Fund Management LLC5,665$409.0K0.01%––
Radnor Capital Management, LLC5,675$410.0K0.13%––
Quantinno Capital Management LP5,871$424.0K0.46%––
Royce & Associates LP6,000$433.0K0.00%––
People's United Financial, Inc.6,085$440.0K0.01%––
Susquehanna International Group, LLP6,320$456.0K0.00%––
LPL Financial LLC6,522$471.0K0.00%––
Sciencast Management LP6,400$474.0K0.09%––
Front Barnett Associates LLC6,758$488.0K0.05%––
Equitable Trust Co6,927$500.0K0.04%––
SG Americas Securities, LLC6,927$500.0K0.00%––
Teacher Retirement System of Texas6,993$505.0K0.00%––
Hills Bank & Trust Co7,460$539.0K0.09%––
The PNC Financial Services Group, Inc.7,533$544.0K0.00%––
Amalgamated Bank7,560$546.0K0.02%––
Public Employees Retirement Association of Colorado7,817$565.0K0.00%––