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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
S.A. Mason LLC8,600$621.0K0.46%––
Handelsbanken Fonder AB8,623$623.0K0.00%––
Raymond James Financial Services Advisors, Inc.8,782$634.0K0.00%––
Federation des caisses Desjardins du Quebec8,900$643.2K0.01%––
HM Payson & Co9,275$670.0K0.02%––
Glenmede Trust Co NA9,642$696.0K0.00%––
Tudor Investment Corp Et Al10,208$737.0K0.02%––
CIBC Private Wealth Group, LLC10,592$765.0K0.00%––
XTX Topco Ltd10,716$774.0K0.38%––
AlphaCrest Capital Management LLC10,728$775.0K0.04%––
Liberty One Investment Management, LLC10,981$793.0K0.14%––
Advisor Group Holdings, Inc.11,158$806.0K0.00%––
Principal Financial Group Inc11,326$818.0K0.00%––
Worth Venture Partners, LLC11,728$847.0K0.41%––
Duncker Streett & Co Inc12,000$867.0K0.17%––
Argent Capital Management LLC12,356$892.0K0.03%––
Alley Co LLC12,574$908.0K0.18%––
Greenwood Capital Associates LLC13,663$987.0K0.16%––
Virginia Retirement Systems Et Al13,700$990.0K0.01%––
Metropolitan Life Insurance Co13,903$1.00M0.02%––
Renaissance Group LLC14,109$1.02M0.04%––
ProShare Advisors LLC14,170$1.02M0.00%––
Mariner, LLC14,994$1.08M0.01%––
Arizona State Retirement System15,705$1.13M0.01%––
Nomura Holdings Inc16,000$1.16M0.01%––
Knights of Columbus Asset Advisors LLC16,503$1.19M0.12%––
Standard Life Aberdeen plc17,500$1.26M0.00%––
ExodusPoint Capital Management, LP18,565$1.34M0.03%––
MetLife Investment Management19,230$1.39M0.01%––
Allstate Corp20,874$1.51M0.05%––
D. E. Shaw & Co., Inc.20,880$1.51M0.00%––
State Board of Administration of Florida Retirement System21,132$1.53M0.00%––
Two Sigma Advisers, LP21,800$1.57M0.00%––
BNP Paribas Arbitrage, SA23,924$1.73M0.00%––
Oppenheimer Asset Management Inc.24,325$1.76M0.03%––
Kornitzer Capital Management Inc25,205$1.82M0.03%––
Brown Capital Management LLC26,285$1.90M0.01%––
Morgan Stanley27,045$1.95M0.00%––
Natixis Advisors, L.P.27,188$1.96M0.01%––
First Trust Advisors LP28,298$2.04M0.00%––
Truist Financial Corp28,448$2.06M0.00%––
US Bancorp28,969$2.09M0.00%––
Manufacturers Life Insurance Company, The29,792$2.15M0.00%––
American International Group, Inc.30,947$2.23M0.01%––
Stifel Financial Corp31,390$2.27M0.00%––
Voloridge Investment Management, LLC31,505$2.28M0.02%––
State of New Jersey Common Pension Fund D33,896$2.45M0.01%––
UBS Group AG35,328$2.55M0.00%––
Arrowstreet Capital, Limited Partnership36,500$2.64M0.00%––
Capital Fund Management S.A.41,515$3.00M0.10%––
Cambiar Investors LLC42,206$3.05M0.11%––
IMA Wealth, Inc.42,330$3.06M0.75%––
SEI Investments Co41,669$3.08M0.01%––
Raymond James & Associates42,960$3.10M0.00%––
ClariVest Asset Management LLC44,245$3.20M0.11%––
Bamco Inc44,412$3.21M0.01%––
Citigroup Inc44,538$3.22M0.00%––
Barclays PLC45,493$3.29M0.00%––
New York State Common Retirement Fund47,954$3.46M0.00%––
Parametric Portfolio Associates LLC51,548$3.72M0.00%––
Squarepoint Ops LLC53,345$3.85M0.04%––
Legal & General Group Plc53,953$3.90M0.00%––
Public Employees Retirement System of Ohio55,302$3.99M0.02%––
Victory Capital Management Inc56,033$4.05M0.00%––
Rhumbline Advisers59,434$4.29M0.01%––
UBS Asset Management Americas Inc68,918$4.98M0.00%––
Silvercrest Asset Management Group LLC70,269$5.08M0.03%––
Mairs & Power Inc70,349$5.08M0.05%––
Blair William & Co72,994$5.27M0.02%––
Wellington Management Group LLP73,111$5.28M0.00%––
Envestnet Asset Management Inc74,205$5.36M0.00%––
Nordea Investment Management AB75,158$5.54M0.01%––
Russell Investments Group, Ltd.80,115$5.79M0.01%––
Alliancebernstein L.P.80,140$5.79M0.00%––
California State Teachers Retirement System80,234$5.79M0.01%––
Polen Capital Management LLC81,606$5.89M0.01%––
Hanlon Investment Management, Inc.90,000$6.50M1.43%––
Ami Asset Management Corp90,401$6.53M0.34%––
Holocene Advisors, LP94,538$6.83M0.04%––
Oak Ridge Investments LLC97,904$7.07M0.66%––
Global Alpha Capital Management Ltd.102,612$7.41M0.87%––
Prudential Financial Inc105,093$7.59M0.01%––
Segall Bryant & Hamill, LLC109,582$7.91M0.08%––
Swiss National Bank123,300$8.91M0.01%––
Scout Investments, Inc.125,610$9.07M0.14%––
Fiera Capital Corp136,560$9.86M0.03%––
Deutsche Bank AG145,594$10.5M0.01%––
American Century Companies Inc145,941$10.5M0.01%––
Millennium Management LLC155,914$11.3M0.02%––
King Luther Capital Management Corp163,241$11.8M0.06%––
Fort Washington Investment Advisors Inc163,537$11.8M0.11%––
Credit Suisse AG168,032$12.1M0.01%––
Two Sigma Investments, LP170,196$12.3M0.04%––
California Public Employees Retirement System175,912$12.7M0.01%––
Cramer Rosenthal McGlynn LLC204,666$14.8M0.49%––
Goldman Sachs Group Inc206,251$14.9M0.00%––
Bank of New York Mellon Corp231,228$16.7M0.00%––
Nuveen Asset Management, LLC231,363$16.7M0.01%––
Mirae Asset Global Investments Co., Ltd.260,783$18.8M0.07%––
Robeco Institutional Asset Management B.V.264,934$19.1M0.05%––