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, Q3 2021
Institutional positions in Envestnet, Inc. as of Sep 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
- 232
- −11 vs. Q2 2021
- Shares held
- 56.7M
- +483.0K (+0.9%) vs. Q2 2021
- Total value
- $4.55B
- +$283.0M (+6.6%) vs. Q2 2021
- New holders
- 25
- 59 more added
- Sold out
- 36
- 101 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Envestnet, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,595,555 | $609.5M | 0.02% | +39,216+0.5% | Added |
| Vanguard Group Inc | 5,105,594 | $409.7M | 0.01% | −20,816−0.4% | Reduced |
| JPMorgan Chase & Co | 3,267,510 | $262.2M | 0.03% | −195,670−5.7% | Reduced |
| Barclays PLC | 2,628,868 | $210.9M | 0.15% | +2,406,721+1,083.4% | Added |
| Janus Henderson Group PLC | 2,195,690 | $176.2M | 0.08% | +430.0% | Added |
| Echo Street Capital Management LLC | 1,989,197 | $159.6M | 1.12% | +10,423+0.5% | Added |
| Advent International Corp | 1,881,239 | $151.0M | 0.70% | 00.0% | Unchanged |
| State Street Corp | 1,660,215 | $133.2M | 0.01% | +10,055+0.6% | Added |
| Impactive Capital LP | 1,632,620 | $131.0M | 10.28% | +211,453+14.9% | Added |
| Federated Hermes, Inc. | 1,618,283 | $129.9M | 0.25% | −1,527−0.1% | Reduced |
| Ameriprise Financial Inc | 1,358,404 | $109.0M | 0.03% | +56,444+4.3% | Added |
| Van Berkom & Associates Inc. | 1,234,489 | $99.1M | 3.00% | −148,569−10.7% | Reduced |
| Stephens Investment Management Group LLC | 1,178,441 | $94.6M | 1.29% | −3,119−0.3% | Reduced |
| Clearbridge Investments, LLC | 1,159,576 | $93.0M | 0.07% | −310,197−21.1% | Reduced |
| FMR LLC | 1,120,748 | $89.9M | 0.01% | −50.0% | Reduced |
| Geneva Capital Management LLC | 1,074,887 | $86.2M | 1.46% | −6,968−0.6% | Reduced |
| Champlain Investment Partners, LLC | 1,065,130 | $85.5M | 0.41% | +181,165+20.5% | Added |
| Brown Advisory Inc | 1,035,743 | $83.1M | 0.12% | −7,531−0.7% | Reduced |
| TimesSquare Capital Management, LLC | 899,905 | $72.2M | 0.63% | −57,980−6.1% | Reduced |
| Geode Capital Management, LLC | 892,293 | $71.6M | 0.01% | −4,586−0.5% | Reduced |
| Northern Trust Corp | 884,994 | $71.0M | 0.01% | −24,277−2.7% | Reduced |
| Eaton Vance Management | 820,040 | $65.8M | 0.09% | +52,710+6.9% | Added |
| Loomis Sayles & Co L P | 687,715 | $55.2M | 0.07% | −10,668−1.5% | Reduced |
| Atlanta Capital Management Co L L C | 681,378 | $54.7M | 0.20% | −19,996−2.9% | Reduced |
| Royal Bank of Canada | 632,369 | $50.7M | 0.01% | −26,163−4.0% | Reduced |
| Dimensional Fund Advisors LP | 618,457 | $49.6M | 0.02% | +31,074+5.3% | Added |
| Price T Rowe Associates Inc | 600,693 | $48.2M | 0.00% | −213,374−26.2% | Reduced |
| Bank of New York Mellon Corp | 563,260 | $45.2M | 0.01% | +17,187+3.1% | Added |
| FIL Ltd | 486,988 | $39.1M | 0.04% | +2,080+0.4% | Added |
| Franklin Resources Inc | 437,573 | $35.1M | 0.01% | −995−0.2% | Reduced |
| Norges Bank | 421,588 | $33.8M | 0.01% | +87,585+26.2% | Added |
| Charles Schwab Investment Management Inc | 405,612 | $32.5M | 0.01% | −4,891−1.2% | Reduced |
| Invesco Ltd. | 356,221 | $28.6M | 0.01% | −2,241−0.6% | Reduced |
| Bank of America Corp | 354,218 | $28.4M | 0.00% | +3,817+1.1% | Added |
| Bank of Montreal | 343,820 | $27.0M | 0.01% | +79,988+30.3% | Added |
| P2 Capital Partners, LLC | 330,243 | $26.5M | 2.23% | +330,243 | New |
| Swedbank AB | 315,000 | $25.3M | 0.05% | 00.0% | Unchanged |
| Summit Creek Advisors LLC | 311,334 | $25.0M | 2.64% | +25,565+8.9% | Added |
| Empyrean Capital Partners, LP | 273,125 | $21.9M | 0.52% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 262,096 | $21.0M | 0.05% | +56,253+27.3% | Added |
| Robeco Institutional Asset Management B.V. | 250,000 | $20.1M | 0.04% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 240,552 | $19.3M | 0.01% | −13,166−5.2% | Reduced |
| Cramer Rosenthal McGlynn LLC | 210,765 | $16.9M | 0.58% | +1,862+0.9% | Added |
| Principal Financial Group Inc | 195,171 | $15.7M | 0.01% | +1,732+0.9% | Added |
| Credit Suisse AG | 193,873 | $15.6M | 0.01% | −7,714−3.8% | Reduced |
| Goldman Sachs Group Inc | 193,491 | $15.5M | 0.00% | −54,631−22.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 153,846 | $12.3M | 0.03% | −118,025−43.4% | Reduced |
| Rhumbline Advisers | 147,473 | $11.8M | 0.02% | +1,711+1.2% | Added |
| Deutsche Bank AG | 142,950 | $11.5M | 0.01% | −1,170−0.8% | Reduced |
| DF Dent & Co Inc | 137,367 | $11.0M | 0.11% | −557,418−80.2% | Reduced |
| Alliancebernstein L.P. | 131,627 | $10.6M | 0.00% | −1,430−1.1% | Reduced |
| Voya Investment Management LLC | 131,569 | $10.6M | 0.02% | −240,503−64.6% | Reduced |
| Wells Fargo & Company | 127,446 | $10.2M | 0.00% | −439,185−77.5% | Reduced |
| American International Group, Inc. | 123,021 | $9.87M | 0.05% | −3,426−2.7% | Reduced |
| California Public Employees Retirement System | 121,031 | $9.71M | 0.01% | +786+0.7% | Added |
| Global Alpha Capital Management Ltd. | 121,002 | $9.71M | 1.08% | −900−0.7% | Reduced |
| Swiss National Bank | 120,300 | $9.65M | 0.01% | +1,400+1.2% | Added |
| Morgan Stanley | 117,673 | $9.44M | 0.00% | −147,186−55.6% | Reduced |
| Scout Investments, Inc. | 114,633 | $9.20M | 0.14% | −1,259−1.1% | Reduced |
| AXA S.A. | 112,220 | $9.01M | 0.03% | −126,247−52.9% | Reduced |
| Millennium Management LLC | 110,514 | $8.87M | 0.01% | +59,202+115.4% | Added |
| Segall Bryant & Hamill, LLC | 99,680 | $8.00M | 0.08% | +2,294+2.4% | Added |
| Mairs & Power Inc | 97,996 | $7.86M | 0.08% | −89−0.1% | Reduced |
| Ami Asset Management Corp | 96,507 | $7.74M | 0.39% | +3,108+3.3% | Added |
| Oak Ridge Investments LLC | 91,650 | $7.35M | 0.65% | −3,167−3.3% | Reduced |
| Manufacturers Life Insurance Company, The | 89,484 | $7.18M | 0.01% | +591+0.7% | Added |
| Silvercrest Asset Management Group LLC | 83,177 | $6.67M | 0.04% | −1,237−1.5% | Reduced |
| King Luther Capital Management Corp | 83,052 | $6.66M | 0.03% | −12,640−13.2% | Reduced |
| Legal & General Group Plc | 78,822 | $6.33M | 0.00% | +9,808+14.2% | Added |
| Nordea Investment Management AB | 79,542 | $6.29M | 0.01% | +479+0.6% | Added |
| Hanlon Investment Management, Inc. | 75,000 | $6.02M | 1.25% | 00.0% | Unchanged |
| Fiera Capital Corp | 74,121 | $5.95M | 0.02% | −20,275−21.5% | Reduced |
| California State Teachers Retirement System | 73,951 | $5.93M | 0.01% | −933−1.2% | Reduced |
| Parametric Portfolio Associates LLC | 71,720 | $5.75M | 0.00% | +6,733+10.4% | Added |
| Retirement Systems of Alabama | 70,586 | $5.66M | 0.02% | −315−0.4% | Reduced |
| Russell Investments Group, Ltd. | 67,460 | $5.41M | 0.01% | −11,845−14.9% | Reduced |
| UBS Asset Management Americas Inc | 63,214 | $5.07M | 0.00% | −8,151−11.4% | Reduced |
| Public Employees Retirement System of Ohio | 55,681 | $4.47M | 0.02% | +198+0.4% | Added |
| Nomura Holdings Inc | 49,600 | $4.00M | 0.03% | +22,600+83.7% | Added |
| Mutual of America Capital Management LLC | 48,051 | $3.86M | 0.04% | +313+0.7% | Added |
| AQR Capital Management LLC | 46,290 | $3.66M | 0.01% | +46,290 | New |
| MetLife Investment Management | 45,419 | $3.64M | 0.03% | −1,005−2.2% | Reduced |
| Holocene Advisors, LP | 44,445 | $3.57M | 0.02% | −17,754−28.5% | Reduced |
| Bamco Inc | 44,412 | $3.56M | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 41,783 | $3.35M | 0.02% | +28,130+206.0% | Added |
| Susquehanna Fundamental Investments, LLC | 40,386 | $3.24M | 0.06% | +40,386 | New |
| Texas Permanent School Fund | 40,327 | $3.24M | 0.04% | −230−0.6% | Reduced |
| IMA Wealth, Inc. | 39,899 | $3.20M | 0.76% | +497+1.3% | Added |
| US Bancorp | 39,441 | $3.17M | 0.01% | +6,437+19.5% | Added |
| SEI Investments Co | 39,307 | $3.15M | 0.01% | −3,399−8.0% | Reduced |
| New York State Common Retirement Fund | 39,203 | $3.15M | 0.00% | −7,783−16.6% | Reduced |
| Amalgamated Bank | 38,494 | $3.09M | 0.03% | −4,032−9.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 38,100 | $3.06M | 0.01% | +38,100 | New |
| ClariVest Asset Management LLC | 37,977 | $3.05M | 0.10% | −1,066−2.7% | Reduced |
| Envestnet Asset Management Inc | 36,734 | $2.95M | 0.00% | −7,056−16.1% | Reduced |
| Cambiar Investors LLC | 36,688 | $2.94M | 0.10% | −602−1.6% | Reduced |
| Citigroup Inc | 35,805 | $2.87M | 0.00% | +22,399+167.1% | Added |
| Prudential Financial Inc | 36,070 | $2.79M | 0.00% | +3,156+9.6% | Added |
| State of New Jersey Common Pension Fund D | 34,188 | $2.74M | 0.01% | −3,392−9.0% | Reduced |
| HSBC Holdings PLC | 31,759 | $2.53M | 0.00% | +28,696+936.9% | Added |