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 2022
Institutional positions in Envestnet, Inc. as of Jun 30, 2022. 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
- 258
- −11 vs. Q1 2022
- Shares held
- 55.8M
- −525.5K (−0.9%) vs. Q1 2022
- Total value
- $2.95B
- −$1.25B (−29.7%) vs. Q1 2022
- New holders
- 30
- 93 more added
- Sold out
- 41
- 100 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Envestnet, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,708,788 | $406.8M | 0.01% | −2,6360.0% | Reduced |
| Vanguard Group Inc | 5,367,659 | $283.3M | 0.01% | +240,468+4.7% | Added |
| Impactive Capital LP | 3,923,085 | $207.0M | 9.35% | +1,166,226+42.3% | Added |
| JPMorgan Chase & Co | 2,723,567 | $143.7M | 0.02% | −147,018−5.1% | Reduced |
| Advent International Corp | 1,881,239 | $99.3M | 0.69% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 1,768,624 | $93.3M | 0.06% | −123,740−6.5% | Reduced |
| State Street Corp | 1,711,264 | $90.3M | 0.01% | −2,374−0.1% | Reduced |
| Echo Street Capital Management LLC | 1,426,849 | $75.3M | 0.68% | −136,462−8.7% | Reduced |
| Brown Advisory Inc | 1,371,520 | $72.4M | 0.14% | +637,324+86.8% | Added |
| Stephens Investment Management Group LLC | 1,195,835 | $63.1M | 1.17% | +3520.0% | Added |
| Clearbridge Investments, LLC | 1,166,105 | $61.5M | 0.06% | +1,821+0.2% | Added |
| Van Berkom & Associates Inc. | 1,129,044 | $59.6M | 2.49% | +77,467+7.4% | Added |
| FMR LLC | 1,121,052 | $59.2M | 0.01% | −4100.0% | Reduced |
| Geneva Capital Management LLC | 1,024,737 | $54.1M | 1.24% | −15,678−1.5% | Reduced |
| Geode Capital Management, LLC | 936,918 | $49.4M | 0.01% | +5,553+0.6% | Added |
| Eaton Vance Management | 931,571 | $49.2M | 0.07% | +10,857+1.2% | Added |
| Champlain Investment Partners, LLC | 902,040 | $47.6M | 0.31% | −32,455−3.5% | Reduced |
| Northern Trust Corp | 820,884 | $43.3M | 0.01% | −14,921−1.8% | Reduced |
| Federated Hermes, Inc. | 782,852 | $41.3M | 0.11% | −595,322−43.2% | Reduced |
| FIL Ltd | 768,662 | $40.6M | 0.05% | −48,519−5.9% | Reduced |
| Atlanta Capital Management Co L L C | 680,984 | $35.9M | 0.15% | −32,357−4.5% | Reduced |
| Dimensional Fund Advisors LP | 675,856 | $35.7M | 0.01% | +26,569+4.1% | Added |
| Loomis Sayles & Co L P | 653,792 | $34.5M | 0.06% | −3,325−0.5% | Reduced |
| Fisher Asset Management, LLC | 646,326 | $34.1M | 0.02% | +136,176+26.7% | Added |
| Price T Rowe Associates Inc | 607,226 | $32.0M | 0.00% | +4,461+0.7% | Added |
| Bank of New York Mellon Corp | 537,863 | $28.4M | 0.01% | −8,896−1.6% | Reduced |
| Norges Bank | 456,162 | $24.1M | 0.01% | −49,025−9.7% | Reduced |
| Ameriprise Financial Inc | 448,146 | $23.6M | 0.01% | −722,438−61.7% | Reduced |
| Charles Schwab Investment Management Inc | 445,178 | $23.5M | 0.01% | +2,884+0.7% | Added |
| P2 Capital Partners, LLC | 438,969 | $23.2M | 2.62% | 00.0% | Unchanged |
| Franklin Resources Inc | 437,994 | $23.1M | 0.01% | +413+0.1% | Added |
| Indaba Capital Management, L.P. | 437,397 | $23.1M | 3.04% | +437,397 | New |
| Cramer Rosenthal McGlynn LLC | 431,200 | $22.8M | 1.04% | +87,906+25.6% | Added |
| TimesSquare Capital Management, LLC | 405,450 | $21.4M | 0.30% | −57,335−12.4% | Reduced |
| Invesco Ltd. | 399,186 | $21.1M | 0.01% | +6,139+1.6% | Added |
| HSBC Holdings PLC | 393,984 | $20.7M | 0.03% | −54,282−12.1% | Reduced |
| Royal Bank of Canada | 392,470 | $20.7M | 0.01% | −4,125−1.0% | Reduced |
| Harbor Spring Capital, LLC | 385,000 | $20.3M | 5.30% | +120,311+45.5% | Added |
| Summit Creek Advisors LLC | 321,011 | $16.9M | 2.16% | +610.0% | Added |
| Global Alpha Capital Management Ltd. | 288,692 | $15.2M | 1.64% | +25,670+9.8% | Added |
| Goldman Sachs Group Inc | 282,007 | $14.9M | 0.00% | −303,681−51.9% | Reduced |
| Morgan Stanley | 279,176 | $14.7M | 0.00% | +195,312+232.9% | Added |
| Bank of America Corp | 279,069 | $14.7M | 0.00% | −37,691−11.9% | Reduced |
| Nuveen Asset Management, LLC | 265,625 | $14.0M | 0.01% | −39,675−13.0% | Reduced |
| PB Investment Partners, L.P. | 224,188 | $11.8M | 10.54% | −33,854−13.1% | Reduced |
| Principal Financial Group Inc | 220,118 | $11.6M | 0.01% | +30,091+15.8% | Added |
| Bank of Montreal | 178,059 | $10.2M | 0.01% | −5,853−3.2% | Reduced |
| Frontier Capital Management Co LLC | 180,411 | $9.52M | 0.11% | +180,411 | New |
| CIBC Private Wealth Group, LLC | 170,965 | $9.02M | 0.02% | −10,100−5.6% | Reduced |
| Rhumbline Advisers | 167,487 | $8.84M | 0.01% | +14,638+9.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 148,545 | $7.84M | 0.02% | +16,322+12.3% | Added |
| Deutsche Bank AG | 148,271 | $7.83M | 0.00% | −81,070−35.3% | Reduced |
| Segall Bryant & Hamill, LLC | 145,874 | $7.70M | 0.09% | +41,464+39.7% | Added |
| Robeco Institutional Asset Management B.V. | 135,000 | $7.12M | 0.02% | −50,000−27.0% | Reduced |
| Alliancebernstein L.P. | 133,610 | $7.05M | 0.00% | +1,930+1.5% | Added |
| Bessemer Group Inc | 133,627 | $7.05M | 0.02% | +125,636+1,572.2% | Added |
| Verition Fund Management LLC | 131,318 | $6.93M | 0.15% | +64,654+97.0% | Added |
| North Reef Capital Management LP | 122,995 | $6.49M | 1.82% | +92,995+310.0% | Added |
| Antara Capital LP | 121,000 | $6.38M | 0.66% | −29,000−19.3% | Reduced |
| Citadel Advisors LLC | 116,919 | $6.17M | 0.01% | +26,386+29.1% | Added |
| American International Group, Inc. | 116,335 | $6.14M | 0.04% | −2,640−2.2% | Reduced |
| Scout Investments, Inc. | 114,963 | $6.07M | 0.12% | +3,004+2.7% | Added |
| Swiss National Bank | 109,800 | $5.79M | 0.00% | −19,400−15.0% | Reduced |
| California Public Employees Retirement System | 106,815 | $5.64M | 0.01% | −10,432−8.9% | Reduced |
| Credit Suisse AG | 102,067 | $5.39M | 0.01% | −122,459−54.5% | Reduced |
| AXA S.A. | 101,219 | $5.34M | 0.02% | −20,829−17.1% | Reduced |
| Mairs & Power Inc | 97,845 | $5.16M | 0.06% | −56−0.1% | Reduced |
| DF Dent & Co Inc | 96,135 | $5.07M | 0.07% | +2,010+2.1% | Added |
| Ami Asset Management Corp | 81,471 | $4.30M | 0.27% | −2,381−2.8% | Reduced |
| Legal & General Group Plc | 81,333 | $4.29M | 0.00% | −1,891−2.3% | Reduced |
| Silvercrest Asset Management Group LLC | 80,289 | $4.24M | 0.03% | −4,454−5.3% | Reduced |
| Hanlon Investment Management, Inc. | 74,000 | $3.90M | 0.95% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 72,699 | $3.84M | 0.02% | +1,000+1.4% | Added |
| UBS Asset Management Americas Inc | 67,275 | $3.55M | 0.00% | −1,838−2.7% | Reduced |
| Balyasny Asset Management LLC | 66,848 | $3.53M | 0.01% | −42,474−38.9% | Reduced |
| Manufacturers Life Insurance Company, The | 66,816 | $3.53M | 0.00% | −126−0.2% | Reduced |
| Public Employees Retirement System of Ohio | 64,166 | $3.39M | 0.01% | +250.0% | Added |
| Russell Investments Group, Ltd. | 63,703 | $3.36M | 0.01% | −15,945−20.0% | Reduced |
| California State Teachers Retirement System | 63,251 | $3.34M | 0.01% | −6,487−9.3% | Reduced |
| MetLife Investment Management | 63,162 | $3.33M | 0.03% | +479+0.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 60,000 | $3.17M | 0.01% | +19,400+47.8% | Added |
| Fiera Capital Corp | 59,381 | $3.13M | 0.01% | −7,615−11.4% | Reduced |
| Renaissance Technologies LLC | 58,692 | $3.10M | 0.00% | +40,992+231.6% | Added |
| Capricorn Fund Managers Ltd | 58,591 | $3.09M | 0.56% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 57,253 | $3.02M | 0.44% | −3,640−6.0% | Reduced |
| State of Wisconsin Investment Board | 56,978 | $3.01M | 0.01% | +11,678+25.8% | Added |
| D. E. Shaw & Co., Inc. | 54,477 | $2.88M | 0.00% | +15,988+41.5% | Added |
| Squarepoint Ops LLC | 51,183 | $2.70M | 0.02% | +32,680+176.6% | Added |
| SEI Investments Co | 50,392 | $2.68M | 0.01% | +19,425+62.7% | Added |
| Magnetar Financial LLC | 50,626 | $2.67M | 0.03% | +50,626 | New |
| Citigroup Inc | 48,154 | $2.54M | 0.00% | +20,435+73.7% | Added |
| Mutual of America Capital Management LLC | 46,149 | $2.44M | 0.03% | −3,682−7.4% | Reduced |
| First Trust Advisors LP | 45,961 | $2.42M | 0.00% | +19,783+75.6% | Added |
| Bamco Inc | 44,412 | $2.34M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 41,857 | $2.21M | 0.00% | +840+2.0% | Added |
| IMA Wealth, Inc. | 40,950 | $2.16M | 0.53% | +179+0.4% | Added |
| Texas Permanent School Fund | 39,888 | $2.10M | 0.03% | +1,148+3.0% | Added |
| Qube Research & Technologies Ltd | 39,632 | $2.09M | 0.02% | +32,292+439.9% | Added |
| US Bancorp | 39,379 | $2.08M | 0.00% | −6,802−14.7% | Reduced |
| New York State Common Retirement Fund | 39,133 | $2.06M | 0.00% | −109−0.3% | Reduced |