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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 1 | $58.6K |
| Q3 2024 | 261 | $3.41B |
| Q2 2024 | 252 | $3.66B |
| Q1 2024 | 233 | $3.47B |
| Q4 2023 | 219 | $2.92B |
| Q3 2023 | 226 | $2.51B |
| Q2 2023 | 228 | $3.47B |
| Q1 2023 | 238 | $3.44B |
| Q4 2022 | 240 | $3.60B |
| Q3 2022 | 239 | $2.48B |
| Q2 2022 | 258 | $2.95B |
| Q1 2022 | 276 | $4.21B |
| Q4 2021 | 256 | $4.46B |
| Q3 2021 | 232 | $4.55B |
| Q2 2021 | 245 | $4.27B |
| Q1 2021 | 239 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Creek Advisors LLC | 296,339 | $21.4M | 2.55% | – | – |
| AXA S.A. | 319,102 | $23.0M | 0.07% | – | – |
| Invesco Ltd. | 321,143 | $23.2M | 0.01% | – | – |
| GW&K Investment Management, LLC | 355,832 | $25.7M | 0.24% | – | – |
| Charles Schwab Investment Management Inc | 391,764 | $28.3M | 0.01% | – | – |
| Swedbank AB | 400,000 | $28.9M | 0.06% | – | – |
| Voya Investment Management LLC | 406,876 | $29.4M | 0.06% | – | – |
| Citadel Advisors LLC | 410,138 | $29.6M | 0.03% | – | – |
| Franklin Resources Inc | 462,807 | $33.4M | 0.01% | – | – |
| Norges Bank | 479,247 | $34.6M | 0.01% | – | – |
| FIL Ltd | 488,999 | $35.3M | 0.04% | – | – |
| Dimensional Fund Advisors LP | 605,620 | $43.7M | 0.01% | – | – |
| Atlanta Capital Management Co L L C | 684,351 | $49.4M | 0.17% | – | – |
| Royal Bank of Canada | 709,235 | $51.2M | 0.02% | – | – |
| Loomis Sayles & Co L P | 712,546 | $51.5M | 0.07% | – | – |
| Eaton Vance Management | 736,674 | $53.2M | 0.08% | – | – |
| Northern Trust Corp | 750,319 | $54.2M | 0.01% | – | – |
| Geode Capital Management, LLC | 849,957 | $61.4M | 0.01% | – | – |
| Price T Rowe Associates Inc | 883,571 | $63.8M | 0.01% | – | – |
| Champlain Investment Partners, LLC | 884,255 | $63.9M | 0.33% | – | – |
| Brown Advisory Inc | 988,264 | $71.4M | 0.12% | – | – |
| TimesSquare Capital Management, LLC | 1,010,135 | $73.0M | 0.63% | – | – |
| State Street Corp | 1,055,229 | $76.2M | 0.00% | – | – |
| Geneva Capital Management LLC | 1,096,239 | $79.2M | 1.35% | – | – |
| FMR LLC | 1,120,846 | $81.0M | 0.01% | – | – |
| Stephens Investment Management Group LLC | 1,202,481 | $86.9M | 1.26% | – | – |
| Wells Fargo & Company | 1,208,933 | $87.3M | 0.02% | – | – |
| Ameriprise Financial Inc | 1,249,494 | $90.3M | 0.03% | – | – |
| Clearbridge Investments, LLC | 1,270,244 | $91.8M | 0.07% | – | – |
| DF Dent & Co Inc | 1,334,350 | $96.4M | 1.12% | – | – |
| Federated Hermes, Inc. | 1,608,963 | $116.2M | 0.23% | – | – |
| Echo Street Capital Management LLC | 1,679,578 | $121.3M | 1.08% | – | – |
| Van Berkom & Associates Inc. | 1,701,460 | $122.9M | 2.69% | – | – |
| Bank of America Corp | 1,739,141 | $125.6M | 0.02% | – | – |
| Advent International Corp | 1,881,239 | $135.9M | 8.23% | – | – |
| Janus Henderson Group PLC | 2,219,198 | $160.3M | 0.07% | – | – |
| JPMorgan Chase & Co | 3,655,761 | $264.1M | 0.04% | – | – |
| Vanguard Group Inc | 4,961,652 | $358.4M | 0.01% | – | – |
| BlackRock Inc. | 6,599,305 | $476.7M | 0.01% | – | – |