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, Q2 2021
Institutional positions in Envestnet, Inc. as of Jun 30, 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
- 245
- +6 vs. Q1 2021
- Shares held
- 56.3M
- +981.0K (+1.8%) vs. Q1 2021
- Total value
- $4.27B
- +$276.3M (+6.9%) vs. Q1 2021
- New holders
- 44
- 78 more added
- Sold out
- 38
- 91 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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, Q2 2021
Shares, value and share of portfolio for each institution holding Envestnet, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,556,339 | $573.2M | 0.02% | +957,034+14.5% | Added |
| Vanguard Group Inc | 5,126,410 | $388.9M | 0.01% | +164,758+3.3% | Added |
| JPMorgan Chase & Co | 3,463,180 | $262.7M | 0.03% | −192,581−5.3% | Reduced |
| Janus Henderson Group PLC | 2,195,647 | $166.6M | 0.07% | −23,551−1.1% | Reduced |
| Echo Street Capital Management LLC | 1,978,774 | $150.1M | 1.16% | +299,196+17.8% | Added |
| Advent International Corp | 1,881,239 | $142.7M | 6.83% | 00.0% | Unchanged |
| State Street Corp | 1,650,160 | $125.2M | 0.01% | +594,931+56.4% | Added |
| Federated Hermes, Inc. | 1,619,810 | $122.9M | 0.23% | +10,847+0.7% | Added |
| Clearbridge Investments, LLC | 1,469,773 | $111.5M | 0.08% | +199,529+15.7% | Added |
| Impactive Capital LP | 1,421,167 | $107.8M | 8.94% | +1,421,167 | New |
| Van Berkom & Associates Inc. | 1,383,058 | $104.9M | 2.88% | −318,402−18.7% | Reduced |
| Ameriprise Financial Inc | 1,301,960 | $98.8M | 0.03% | +52,466+4.2% | Added |
| Stephens Investment Management Group LLC | 1,181,560 | $89.6M | 1.23% | −20,921−1.7% | Reduced |
| FMR LLC | 1,120,753 | $85.0M | 0.01% | −930.0% | Reduced |
| Geneva Capital Management LLC | 1,081,855 | $82.1M | 1.34% | −14,384−1.3% | Reduced |
| Brown Advisory Inc | 1,043,274 | $79.1M | 0.12% | +55,010+5.6% | Added |
| TimesSquare Capital Management, LLC | 957,885 | $72.7M | 0.59% | −52,250−5.2% | Reduced |
| Northern Trust Corp | 909,271 | $69.0M | 0.01% | +158,952+21.2% | Added |
| Geode Capital Management, LLC | 896,879 | $68.0M | 0.01% | +46,922+5.5% | Added |
| Champlain Investment Partners, LLC | 883,965 | $67.1M | 0.32% | −2900.0% | Reduced |
| Price T Rowe Associates Inc | 814,067 | $61.8M | 0.01% | −69,504−7.9% | Reduced |
| Eaton Vance Management | 767,330 | $58.2M | 0.08% | +30,656+4.2% | Added |
| Atlanta Capital Management Co L L C | 701,374 | $53.2M | 0.18% | +17,023+2.5% | Added |
| Loomis Sayles & Co L P | 698,383 | $53.0M | 0.06% | −14,163−2.0% | Reduced |
| DF Dent & Co Inc | 694,785 | $52.7M | 0.56% | −639,565−47.9% | Reduced |
| Royal Bank of Canada | 658,532 | $50.0M | 0.01% | −50,703−7.1% | Reduced |
| Dimensional Fund Advisors LP | 587,383 | $44.6M | 0.01% | −18,237−3.0% | Reduced |
| Wells Fargo & Company | 566,631 | $43.0M | 0.01% | −642,302−53.1% | Reduced |
| Bank of New York Mellon Corp | 546,073 | $41.4M | 0.01% | +314,845+136.2% | Added |
| FIL Ltd | 484,908 | $36.8M | 0.04% | −4,091−0.8% | Reduced |
| Franklin Resources Inc | 438,568 | $33.3M | 0.01% | −24,239−5.2% | Reduced |
| Charles Schwab Investment Management Inc | 410,503 | $31.1M | 0.01% | +18,739+4.8% | Added |
| Voya Investment Management LLC | 372,072 | $28.2M | 0.05% | −34,804−8.6% | Reduced |
| Invesco Ltd. | 358,462 | $27.2M | 0.01% | +37,319+11.6% | Added |
| Bank of America Corp | 350,401 | $26.6M | 0.00% | −1,388,740−79.9% | Reduced |
| Norges Bank | 334,003 | $25.3M | 0.01% | −145,244−30.3% | Reduced |
| Swedbank AB | 315,000 | $23.9M | 0.04% | −85,000−21.3% | Reduced |
| Summit Creek Advisors LLC | 285,769 | $21.7M | 2.59% | −10,570−3.6% | Reduced |
| Bank of Montreal | 263,832 | $21.0M | 0.01% | +261,883+13,436.8% | Added |
| Empyrean Capital Partners, LP | 273,125 | $20.7M | 0.48% | +273,125 | New |
| Mirae Asset Global Investments Co., Ltd. | 271,871 | $20.6M | 0.06% | +11,088+4.3% | Added |
| Morgan Stanley | 264,859 | $20.1M | 0.00% | +237,814+879.3% | Added |
| Nuveen Asset Management, LLC | 253,718 | $19.2M | 0.01% | +22,355+9.7% | Added |
| Robeco Institutional Asset Management B.V. | 250,000 | $19.0M | 0.04% | −14,934−5.6% | Reduced |
| Goldman Sachs Group Inc | 248,122 | $18.8M | 0.01% | +41,871+20.3% | Added |
| AXA S.A. | 238,467 | $18.1M | 0.05% | −80,635−25.3% | Reduced |
| Barclays PLC | 222,147 | $16.9M | 0.01% | +176,654+388.3% | Added |
| Cramer Rosenthal McGlynn LLC | 208,903 | $15.8M | 0.51% | +4,237+2.1% | Added |
| Credit Suisse AG | 201,587 | $15.7M | 0.01% | +33,555+20.0% | Added |
| CIBC Private Wealth Group, LLC | 205,843 | $15.6M | 0.04% | +195,251+1,843.4% | Added |
| Principal Financial Group Inc | 193,439 | $14.7M | 0.01% | +182,113+1,607.9% | Added |
| Fort Washington Investment Advisors Inc | 162,149 | $12.3M | 0.11% | −1,388−0.8% | Reduced |
| Rhumbline Advisers | 145,762 | $11.1M | 0.01% | +86,328+145.3% | Added |
| Deutsche Bank AG | 144,120 | $10.9M | 0.01% | −1,474−1.0% | Reduced |
| Alliancebernstein L.P. | 133,057 | $10.1M | 0.00% | +52,917+66.0% | Added |
| American International Group, Inc. | 126,447 | $9.59M | 0.04% | +95,500+308.6% | Added |
| Global Alpha Capital Management Ltd. | 121,902 | $9.25M | 1.00% | +19,290+18.8% | Added |
| California Public Employees Retirement System | 120,245 | $9.12M | 0.01% | −55,667−31.6% | Reduced |
| Swiss National Bank | 118,900 | $9.02M | 0.01% | −4,400−3.6% | Reduced |
| Scout Investments, Inc. | 115,892 | $8.79M | 0.13% | −9,718−7.7% | Reduced |
| Mairs & Power Inc | 98,085 | $7.44M | 0.07% | +27,736+39.4% | Added |
| Segall Bryant & Hamill, LLC | 97,386 | $7.39M | 0.07% | −12,196−11.1% | Reduced |
| King Luther Capital Management Corp | 95,692 | $7.26M | 0.04% | −67,549−41.4% | Reduced |
| Oak Ridge Investments LLC | 94,817 | $7.19M | 0.63% | −3,087−3.2% | Reduced |
| Fiera Capital Corp | 94,396 | $7.16M | 0.02% | −42,164−30.9% | Reduced |
| Ami Asset Management Corp | 93,399 | $7.08M | 0.36% | +2,998+3.3% | Added |
| Manufacturers Life Insurance Company, The | 88,893 | $6.74M | 0.01% | +59,101+198.4% | Added |
| Silvercrest Asset Management Group LLC | 84,414 | $6.40M | 0.04% | +14,145+20.1% | Added |
| Russell Investments Group, Ltd. | 79,305 | $6.01M | 0.01% | −810−1.0% | Reduced |
| Nordea Investment Management AB | 79,063 | $6.00M | 0.01% | +3,905+5.2% | Added |
| Hanlon Investment Management, Inc. | 75,000 | $5.69M | 1.16% | −15,000−16.7% | Reduced |
| California State Teachers Retirement System | 74,884 | $5.68M | 0.01% | −5,350−6.7% | Reduced |
| UBS Asset Management Americas Inc | 71,365 | $5.41M | 0.00% | +2,447+3.6% | Added |
| Retirement Systems of Alabama | 70,901 | $5.38M | 0.02% | +70,901 | New |
| Legal & General Group Plc | 69,014 | $5.24M | 0.00% | +15,061+27.9% | Added |
| Parametric Portfolio Associates LLC | 64,987 | $4.93M | 0.00% | +13,439+26.1% | Added |
| Polen Capital Management LLC | 63,384 | $4.81M | 0.01% | −18,222−22.3% | Reduced |
| Holocene Advisors, LP | 62,199 | $4.72M | 0.03% | −32,339−34.2% | Reduced |
| BNP Paribas Arbitrage, SA | 61,142 | $4.64M | 0.01% | +37,218+155.6% | Added |
| Public Employees Retirement System of Ohio | 55,483 | $4.21M | 0.01% | +181+0.3% | Added |
| Millennium Management LLC | 51,312 | $3.89M | 0.00% | −104,602−67.1% | Reduced |
| Mutual of America Capital Management LLC | 47,738 | $3.62M | 0.04% | +47,738 | New |
| Marshall Wace, LLP | 47,679 | $3.62M | 0.02% | +47,679 | New |
| New York State Common Retirement Fund | 46,986 | $3.56M | 0.00% | −968−2.0% | Reduced |
| Victory Capital Management Inc | 46,961 | $3.56M | 0.00% | −9,072−16.2% | Reduced |
| MetLife Investment Management | 46,424 | $3.52M | 0.03% | +27,194+141.4% | Added |
| Bamco Inc | 44,412 | $3.37M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 43,790 | $3.32M | 0.00% | −30,415−41.0% | Reduced |
| SEI Investments Co | 42,706 | $3.25M | 0.01% | +1,037+2.5% | Added |
| Amalgamated Bank | 42,526 | $3.23M | 0.03% | +34,966+462.5% | Added |
| Voloridge Investment Management, LLC | 41,056 | $3.12M | 0.02% | +9,551+30.3% | Added |
| Texas Permanent School Fund | 40,557 | $3.08M | 0.04% | +40,557 | New |
| IMA Wealth, Inc. | 39,402 | $2.99M | 0.70% | −2,928−6.9% | Reduced |
| ClariVest Asset Management LLC | 39,043 | $2.96M | 0.10% | −5,202−11.8% | Reduced |
| State of New Jersey Common Pension Fund D | 37,580 | $2.85M | 0.01% | +3,684+10.9% | Added |
| Cambiar Investors LLC | 37,290 | $2.83M | 0.09% | −4,916−11.6% | Reduced |
| York Capital Management Global Advisors, LLC | 37,201 | $2.82M | 0.32% | +37,201 | New |
| Blueshift Asset Management, LLC | 36,205 | $2.75M | 0.15% | +36,205 | New |
| US Bancorp | 33,004 | $2.50M | 0.00% | +4,035+13.9% | Added |
| Prudential Financial Inc | 32,914 | $2.50M | 0.00% | −72,179−68.7% | Reduced |