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, Q4 2021
Institutional positions in Envestnet, Inc. as of Dec 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
- 256
- +26 vs. Q3 2021
- Shares held
- 56.2M
- −503.2K (−0.9%) vs. Q3 2021
- Total value
- $4.46B
- −$89.1M (−2.0%) vs. Q3 2021
- New holders
- 42
- 89 more added
- Sold out
- 16
- 88 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Envestnet, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,583,268 | $601.7M | 0.02% | −12,287−0.2% | Reduced |
| Vanguard Group Inc | 5,130,077 | $407.0M | 0.01% | +24,483+0.5% | Added |
| JPMorgan Chase & Co | 2,937,068 | $233.0M | 0.03% | −330,442−10.1% | Reduced |
| Janus Henderson Group PLC | 2,113,868 | $167.7M | 0.07% | −81,822−3.7% | Reduced |
| Barclays PLC | 1,927,660 | $152.9M | 0.09% | −701,208−26.7% | Reduced |
| Impactive Capital LP | 1,911,653 | $151.7M | 9.35% | +279,033+17.1% | Added |
| Advent International Corp | 1,881,239 | $149.3M | 0.62% | 00.0% | Unchanged |
| State Street Corp | 1,669,038 | $132.4M | 0.01% | +8,823+0.5% | Added |
| Federated Hermes, Inc. | 1,618,351 | $128.4M | 0.24% | +680.0% | Added |
| Echo Street Capital Management LLC | 1,579,698 | $125.3M | 0.84% | −409,499−20.6% | Reduced |
| Ameriprise Financial Inc | 1,449,727 | $115.1M | 0.03% | +91,323+6.7% | Added |
| Stephens Investment Management Group LLC | 1,178,768 | $93.5M | 1.21% | +3270.0% | Added |
| Clearbridge Investments, LLC | 1,160,834 | $92.1M | 0.06% | +1,258+0.1% | Added |
| FMR LLC | 1,120,748 | $88.9M | 0.01% | 00.0% | Unchanged |
| Van Berkom & Associates Inc. | 1,117,504 | $88.7M | 2.62% | −116,985−9.5% | Reduced |
| Champlain Investment Partners, LLC | 1,068,535 | $84.8M | 0.38% | +3,405+0.3% | Added |
| Geneva Capital Management LLC | 1,052,016 | $83.5M | 1.35% | −22,871−2.1% | Reduced |
| Brown Advisory Inc | 936,440 | $74.3M | 0.09% | −99,303−9.6% | Reduced |
| Geode Capital Management, LLC | 904,012 | $71.7M | 0.01% | +11,719+1.3% | Added |
| Northern Trust Corp | 869,590 | $69.0M | 0.01% | −15,404−1.7% | Reduced |
| Eaton Vance Management | 842,058 | $66.8M | 0.08% | +22,018+2.7% | Added |
| TimesSquare Capital Management, LLC | 757,905 | $60.1M | 0.53% | −142,000−15.8% | Reduced |
| Atlanta Capital Management Co L L C | 717,799 | $57.0M | 0.19% | +36,421+5.3% | Added |
| Loomis Sayles & Co L P | 669,653 | $53.1M | 0.06% | −18,062−2.6% | Reduced |
| Dimensional Fund Advisors LP | 642,697 | $51.0M | 0.02% | +24,240+3.9% | Added |
| FIL Ltd | 633,314 | $50.2M | 0.05% | +146,326+30.0% | Added |
| Royal Bank of Canada | 602,814 | $47.8M | 0.01% | −29,555−4.7% | Reduced |
| HSBC Holdings PLC | 589,257 | $47.2M | 0.05% | +557,498+1,755.4% | Added |
| Price T Rowe Associates Inc | 583,453 | $46.3M | 0.00% | −17,240−2.9% | Reduced |
| Bank of New York Mellon Corp | 548,297 | $43.5M | 0.01% | −14,963−2.7% | Reduced |
| Norges Bank | 442,088 | $35.1M | 0.01% | +20,500+4.9% | Added |
| Franklin Resources Inc | 437,514 | $34.7M | 0.01% | −590.0% | Reduced |
| Charles Schwab Investment Management Inc | 425,694 | $33.8M | 0.01% | +20,082+5.0% | Added |
| Invesco Ltd. | 382,843 | $30.4M | 0.01% | +26,622+7.5% | Added |
| Bank of Montreal | 314,709 | $25.6M | 0.01% | −29,111−8.5% | Reduced |
| Summit Creek Advisors LLC | 319,999 | $25.4M | 2.55% | +8,665+2.8% | Added |
| Cramer Rosenthal McGlynn LLC | 302,253 | $24.0M | 0.77% | +91,488+43.4% | Added |
| Bank of America Corp | 296,324 | $23.5M | 0.00% | −57,894−16.3% | Reduced |
| CIBC Private Wealth Group, LLC | 274,994 | $21.8M | 0.05% | +12,898+4.9% | Added |
| Empyrean Capital Partners, LP | 273,125 | $21.7M | 0.58% | 00.0% | Unchanged |
| Credit Suisse AG | 264,136 | $21.0M | 0.02% | +70,263+36.2% | Added |
| P2 Capital Partners, LLC | 250,243 | $19.9M | 1.55% | −80,000−24.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 250,000 | $19.8M | 0.04% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 224,817 | $17.8M | 0.01% | −15,735−6.5% | Reduced |
| PB Investment Partners, L.P. | 224,144 | $17.8M | 13.82% | +224,144 | New |
| Global Alpha Capital Management Ltd. | 192,022 | $15.2M | 1.48% | +71,020+58.7% | Added |
| Principal Financial Group Inc | 190,978 | $15.2M | 0.01% | −4,193−2.1% | Reduced |
| Swedbank AB | 177,500 | $14.2M | 0.02% | −137,500−43.7% | Reduced |
| Goldman Sachs Group Inc | 174,058 | $13.8M | 0.00% | −19,433−10.0% | Reduced |
| Deutsche Bank AG | 171,288 | $13.6M | 0.01% | +28,338+19.8% | Added |
| Retirement Systems of Alabama | 158,055 | $12.5M | 0.04% | +87,469+123.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 152,027 | $12.1M | 0.03% | −1,819−1.2% | Reduced |
| Rhumbline Advisers | 149,307 | $11.8M | 0.01% | +1,834+1.2% | Added |
| Alliancebernstein L.P. | 131,504 | $10.4M | 0.00% | −123−0.1% | Reduced |
| AXA S.A. | 122,048 | $9.68M | 0.02% | +9,828+8.8% | Added |
| American International Group, Inc. | 120,699 | $9.58M | 0.05% | −2,322−1.9% | Reduced |
| Swiss National Bank | 120,100 | $9.53M | 0.01% | −200−0.2% | Reduced |
| California Public Employees Retirement System | 117,247 | $9.30M | 0.01% | −3,784−3.1% | Reduced |
| Scout Investments, Inc. | 112,108 | $8.89M | 0.13% | −2,525−2.2% | Reduced |
| DF Dent & Co Inc | 106,614 | $8.46M | 0.09% | −30,753−22.4% | Reduced |
| Segall Bryant & Hamill, LLC | 104,162 | $8.27M | 0.08% | +4,482+4.5% | Added |
| Mairs & Power Inc | 97,965 | $7.77M | 0.07% | −310.0% | Reduced |
| Oak Ridge Investments LLC | 90,511 | $7.18M | 0.61% | −1,139−1.2% | Reduced |
| Morgan Stanley | 88,325 | $7.01M | 0.00% | −29,348−24.9% | Reduced |
| Manufacturers Life Insurance Company, The | 88,195 | $7.00M | 0.00% | −1,289−1.4% | Reduced |
| Silvercrest Asset Management Group LLC | 83,705 | $6.64M | 0.04% | +528+0.6% | Added |
| Legal & General Group Plc | 79,751 | $6.33M | 0.00% | +929+1.2% | Added |
| Ami Asset Management Corp | 79,709 | $6.32M | 0.31% | −16,798−17.4% | Reduced |
| Wells Fargo & Company | 77,627 | $6.16M | 0.00% | −49,819−39.1% | Reduced |
| California State Teachers Retirement System | 75,774 | $6.01M | 0.01% | +1,823+2.5% | Added |
| Parametric Portfolio Associates LLC | 74,874 | $5.94M | 0.00% | +3,154+4.4% | Added |
| Hanlon Investment Management, Inc. | 74,000 | $5.87M | 1.14% | −1,000−1.3% | Reduced |
| Fiera Capital Corp | 72,096 | $5.72M | 0.01% | −2,025−2.7% | Reduced |
| Citadel Advisors LLC | 69,306 | $5.50M | 0.01% | +69,306 | New |
| Public Employees Retirement System of Ohio | 64,036 | $5.08M | 0.02% | +8,355+15.0% | Added |
| UBS Asset Management Americas Inc | 63,214 | $5.02M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 62,885 | $4.99M | 0.01% | −4,575−6.8% | Reduced |
| UBS Group AG | 60,203 | $4.78M | 0.00% | +39,395+189.3% | Added |
| Capricorn Fund Managers Ltd | 58,591 | $4.65M | 1.31% | +58,591 | New |
| State of Tennessee, Treasury Department | 50,000 | $3.97M | 0.01% | +50,000 | New |
| Mutual of America Capital Management LLC | 48,871 | $3.88M | 0.04% | +820+1.7% | Added |
| MetLife Investment Management | 44,752 | $3.55M | 0.03% | −667−1.5% | Reduced |
| Bamco Inc | 44,412 | $3.52M | 0.01% | 00.0% | Unchanged |
| US Bancorp | 43,493 | $3.45M | 0.01% | +4,052+10.3% | Added |
| Citigroup Inc | 42,232 | $3.35M | 0.00% | +6,427+18.0% | Added |
| Susquehanna Fundamental Investments, LLC | 41,681 | $3.31M | 0.09% | +1,295+3.2% | Added |
| IMA Wealth, Inc. | 41,050 | $3.26M | 0.72% | +1,151+2.9% | Added |
| Envestnet Asset Management Inc | 40,791 | $3.24M | 0.00% | +4,057+11.0% | Added |
| Texas Permanent School Fund | 39,569 | $3.14M | 0.04% | −758−1.9% | Reduced |
| New York State Common Retirement Fund | 39,201 | $3.11M | 0.00% | −20.0% | Reduced |
| Millennium Management LLC | 38,808 | $3.08M | 0.00% | −71,706−64.9% | Reduced |
| Amalgamated Bank | 38,708 | $3.07M | 0.02% | +214+0.6% | Added |
| AQR Capital Management LLC | 37,976 | $3.01M | 0.01% | −8,314−18.0% | Reduced |
| First Trust Advisors LP | 36,647 | $2.91M | 0.00% | +22,926+167.1% | Added |
| ClariVest Asset Management LLC | 34,953 | $2.77M | 0.09% | −3,024−8.0% | Reduced |
| State of New Jersey Common Pension Fund D | 34,432 | $2.73M | 0.01% | +244+0.7% | Added |
| Cambiar Investors LLC | 34,376 | $2.73M | 0.09% | −2,312−6.3% | Reduced |
| Twinbeech Capital LP | 33,697 | $2.67M | 0.15% | +33,697 | New |
| Nomura Holdings Inc | 33,500 | $2.66M | 0.02% | −16,100−32.5% | Reduced |
| SEI Investments Co | 32,712 | $2.60M | 0.00% | −6,595−16.8% | Reduced |