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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
Natixis Advisors, L.P.27,188$1.96M0.01%––
Morgan Stanley27,045$1.95M0.00%––
Brown Capital Management LLC26,285$1.90M0.01%––
Kornitzer Capital Management Inc25,205$1.82M0.03%––
Oppenheimer Asset Management Inc.24,325$1.76M0.03%––
BNP Paribas Arbitrage, SA23,924$1.73M0.00%––
Two Sigma Advisers, LP21,800$1.57M0.00%––
State Board of Administration of Florida Retirement System21,132$1.53M0.00%––
D. E. Shaw & Co., Inc.20,880$1.51M0.00%––
Allstate Corp20,874$1.51M0.05%––
MetLife Investment Management19,230$1.39M0.01%––
ExodusPoint Capital Management, LP18,565$1.34M0.03%––
Standard Life Aberdeen plc17,500$1.26M0.00%––
Knights of Columbus Asset Advisors LLC16,503$1.19M0.12%––
Nomura Holdings Inc16,000$1.16M0.01%––
Arizona State Retirement System15,705$1.13M0.01%––
Mariner, LLC14,994$1.08M0.01%––
ProShare Advisors LLC14,170$1.02M0.00%––
Renaissance Group LLC14,109$1.02M0.04%––
Metropolitan Life Insurance Co13,903$1.00M0.02%––
Virginia Retirement Systems Et Al13,700$990.0K0.01%––
Greenwood Capital Associates LLC13,663$987.0K0.16%––
Alley Co LLC12,574$908.0K0.18%––
Argent Capital Management LLC12,356$892.0K0.03%––
Duncker Streett & Co Inc12,000$867.0K0.17%––
Worth Venture Partners, LLC11,728$847.0K0.41%––
Principal Financial Group Inc11,326$818.0K0.00%––
Advisor Group Holdings, Inc.11,158$806.0K0.00%––
Liberty One Investment Management, LLC10,981$793.0K0.14%––
AlphaCrest Capital Management LLC10,728$775.0K0.04%––
XTX Topco Ltd10,716$774.0K0.38%––
CIBC Private Wealth Group, LLC10,592$765.0K0.00%––
Tudor Investment Corp Et Al10,208$737.0K0.02%––
Glenmede Trust Co NA9,642$696.0K0.00%––
HM Payson & Co9,275$670.0K0.02%––
Federation des caisses Desjardins du Quebec8,900$643.2K0.01%––
Raymond James Financial Services Advisors, Inc.8,782$634.0K0.00%––
Handelsbanken Fonder AB8,623$623.0K0.00%––
S.A. Mason LLC8,600$621.0K0.46%––
Public Employees Retirement Association of Colorado7,817$565.0K0.00%––
Amalgamated Bank7,560$546.0K0.02%––
The PNC Financial Services Group, Inc.7,533$544.0K0.00%––
Hills Bank & Trust Co7,460$539.0K0.09%––
Teacher Retirement System of Texas6,993$505.0K0.00%––
Equitable Trust Co6,927$500.0K0.04%––
SG Americas Securities, LLC6,927$500.0K0.00%––
Front Barnett Associates LLC6,758$488.0K0.05%––
Sciencast Management LP6,400$474.0K0.09%––
LPL Financial LLC6,522$471.0K0.00%––
Susquehanna International Group, LLP6,320$456.0K0.00%––
People's United Financial, Inc.6,085$440.0K0.01%––
Royce & Associates LP6,000$433.0K0.00%––
Quantinno Capital Management LP5,871$424.0K0.46%––
Radnor Capital Management, LLC5,675$410.0K0.13%––
Verition Fund Management LLC5,665$409.0K0.01%––
Paloma Partners Management Co5,623$406.0K0.01%––
Zurcher Kantonalbank (Zurich Cantonalbank)5,533$400.0K0.00%––
Los Angeles Capital Management LLC5,412$391.0K0.00%––
CWM Advisors, LLC5,376$388.0K0.06%––
Frontier Wealth Management LLC5,350$386.0K0.03%––
Van Hulzen Asset Management, LLC5,346$386.0K0.06%––
Mountain Capital Investment Advisors, Inc5,097$379.0K0.19%––
Captrust Financial Advisors5,167$373.0K0.00%––
Jane Street Group, LLC4,687$339.0K0.00%––
Cullen/Frost Bankers, Inc.4,571$330.0K0.01%––
Stephens Inc4,509$326.0K0.01%––
Janney Montgomery Scott LLC4,505$325.0K0.00%––
Zions Bancorporation, N.A.4,442$321.0K0.04%––
Ameritas Investment Partners, Inc.4,319$312.0K0.01%––
Tower Research Capital LLC (TRC)4,318$312.0K0.01%––
Azzad Asset Management Inc4,308$311.2K0.05%––
Pictet Asset Management Ltd4,300$311.0K0.00%––
HSBC Holdings PLC4,287$310.0K0.00%––
Diversified Trust Co4,075$294.0K0.01%––
Athanor Capital, LP4,064$294.0K0.01%––
Keebeck Wealth Management, LLC4,015$290.0K0.05%––
Pathstone Family Office, LLC3,767$272.0K0.01%––
FourThought Financial, LLC3,729$269.0K0.04%––
Bessemer Group Inc3,538$255.0K0.00%––
Park Avenue Securities LLC3,346$242.0K0.01%––
First Republic Investment Management, Inc.3,313$239.0K0.00%––
Keybank National Association3,268$236.0K0.00%––
Weld Capital Management LLC3,268$236.0K0.10%––
MML Investors Services, LLC3,190$230.0K0.00%––
Great West Life Assurance Co3,203$230.0K0.00%––
Hennion & Walsh Asset Management, Inc.3,014$218.0K0.01%––
Comerica Bank2,914$212.0K0.00%––
Skylands Capital, LLC2,900$209.0K0.03%––
WMS Partners, LLC2,770$200.0K0.05%––
STRS Ohio2,700$195.0K0.00%––
Nisa Investment Advisors, LLC2,055$148.0K0.00%––
Bank of Montreal1,949$144.0K0.00%––
Northwestern Mutual Wealth Management Co1,870$135.0K0.00%––
Macquarie Group Ltd1,713$124.0K0.00%––
Pittenger & Anderson Inc1,475$107.0K0.01%––
JFS Wealth Advisors, LLC1,403$101.0K0.02%––
Huntington National Bank1,342$97.0K0.00%––
Asset Management One Co.,Ltd.1,258$90.0K0.00%––
Private Capital Group, LLC1,165$84.0K0.02%––
Advisors Asset Management, Inc.1,156$83.5K0.00%––