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 2023
Institutional positions in Envestnet, Inc. as of Mar 31, 2023. 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
- 238
- 0 vs. Q4 2022
- Shares held
- 58.4M
- +181.9K (+0.3%) vs. Q4 2022
- Total value
- $3.44B
- −$155.9M (−4.3%) vs. Q4 2022
- New holders
- 24
- 90 more added
- Sold out
- 24
- 79 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Envestnet, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,957,935 | $466.9M | 0.01% | +251,583+3.3% | Added |
| Vanguard Group Inc | 5,556,616 | $326.0M | 0.01% | +35,646+0.6% | Added |
| Impactive Capital LP | 4,151,033 | $243.5M | 9.88% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,020,524 | $177.2M | 0.02% | −9,505−0.3% | Reduced |
| Morgan Stanley | 2,929,493 | $171.9M | 0.02% | +556,797+23.5% | Added |
| Advent International Corp | 1,881,239 | $110.4M | 1.34% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,847,391 | $108.4M | 0.63% | +195,021+11.8% | Added |
| State Street Corp | 1,814,077 | $106.4M | 0.01% | +42,868+2.4% | Added |
| Janus Henderson Group PLC | 1,473,486 | $86.4M | 0.06% | +8,978+0.6% | Added |
| Brown Advisory Inc | 1,379,173 | $80.9M | 0.14% | +12,672+0.9% | Added |
| Stephens Investment Management Group LLC | 1,330,307 | $78.0M | 1.31% | +4,145+0.3% | Added |
| Van Berkom & Associates Inc. | 1,263,642 | $74.1M | 2.74% | +95,006+8.1% | Added |
| Clearbridge Investments, LLC | 1,193,316 | $70.0M | 0.07% | +9,429+0.8% | Added |
| FMR LLC | 1,120,640 | $65.7M | 0.01% | −40.0% | Reduced |
| RGM Capital, LLC | 1,113,658 | $65.3M | 3.12% | +196,208+21.4% | Added |
| Geneva Capital Management LLC | 1,079,248 | $63.3M | 1.29% | +12,896+1.2% | Added |
| Geode Capital Management, LLC | 1,034,347 | $60.7M | 0.01% | +49,603+5.0% | Added |
| Dimensional Fund Advisors LP | 923,669 | $54.2M | 0.02% | +127,666+16.0% | Added |
| Fisher Asset Management, LLC | 897,169 | $52.6M | 0.03% | −45,779−4.9% | Reduced |
| Northern Trust Corp | 835,216 | $49.0M | 0.01% | −8,950−1.1% | Reduced |
| Bank of America Corp | 799,643 | $46.9M | 0.01% | +331,985+71.0% | Added |
| Loomis Sayles & Co L P | 636,254 | $37.3M | 0.06% | +5,334+0.8% | Added |
| Cramer Rosenthal McGlynn LLC | 595,208 | $34.9M | 1.58% | −72,585−10.9% | Reduced |
| Deutsche Bank AG | 576,415 | $33.8M | 0.02% | +395,213+218.1% | Added |
| Invesco Ltd. | 555,549 | $32.6M | 0.01% | +73,241+15.2% | Added |
| Bank of New York Mellon Corp | 540,087 | $31.7M | 0.01% | −7,387−1.3% | Reduced |
| Bank of Montreal | 537,163 | $31.5M | 0.02% | +167,885+45.5% | Added |
| Citadel Advisors LLC | 527,676 | $31.0M | 0.03% | −177,396−25.2% | Reduced |
| Norges Bank | 509,807 | $29.9M | 0.01% | +108,233+27.0% | Added |
| Ameriprise Financial Inc | 504,173 | $29.6M | 0.01% | +58,231+13.1% | Added |
| Charles Schwab Investment Management Inc | 487,103 | $28.6M | 0.01% | +4,358+0.9% | Added |
| Price T Rowe Associates Inc | 477,876 | $28.0M | 0.00% | −15,563−3.2% | Reduced |
| Global Alpha Capital Management Ltd. | 440,653 | $25.9M | 2.35% | +13,561+3.2% | Added |
| New York State Common Retirement Fund | 375,608 | $22.0M | 0.03% | +7,865+2.1% | Added |
| Goldman Sachs Group Inc | 374,597 | $22.0M | 0.01% | +121,080+47.8% | Added |
| Federated Hermes, Inc. | 358,147 | $21.0M | 0.05% | −140,387−28.2% | Reduced |
| Royal Bank of Canada | 354,682 | $20.8M | 0.01% | −36,430−9.3% | Reduced |
| Summit Creek Advisors LLC | 344,135 | $20.2M | 2.63% | −67,694−16.4% | Reduced |
| Franklin Resources Inc | 325,355 | $19.1M | 0.01% | −34,129−9.5% | Reduced |
| CIBC Private Wealth Group, LLC | 150,738 | $16.9M | 0.05% | −18,686−11.0% | Reduced |
| Harbor Spring Capital, LLC | 251,180 | $14.7M | 5.93% | −133,820−34.8% | Reduced |
| California Public Employees Retirement System | 250,196 | $14.7M | 0.01% | +14,966+6.4% | Added |
| Nuveen Asset Management, LLC | 242,000 | $14.2M | 0.01% | −437−0.2% | Reduced |
| Principal Financial Group Inc | 227,456 | $13.3M | 0.01% | −316−0.1% | Reduced |
| Segall Bryant & Hamill, LLC | 220,515 | $12.9M | 0.14% | +2,679+1.2% | Added |
| Rhumbline Advisers | 178,917 | $10.5M | 0.01% | +301+0.2% | Added |
| P2 Capital Partners, LLC | 175,000 | $10.3M | 1.32% | 00.0% | Unchanged |
| Bessemer Group Inc | 151,298 | $8.88M | 0.02% | −102,743−40.4% | Reduced |
| FIL Ltd | 132,794 | $7.79M | 0.01% | −434,765−76.6% | Reduced |
| Alliancebernstein L.P. | 130,851 | $7.68M | 0.00% | −2,326−1.7% | Reduced |
| PB Investment Partners, L.P. | 112,012 | $6.57M | 5.87% | −27,437−19.7% | Reduced |
| American International Group, Inc. | 111,346 | $6.53M | 0.04% | −259−0.2% | Reduced |
| Frontier Capital Management Co LLC | 109,233 | $6.41M | 0.07% | −9,873−8.3% | Reduced |
| Scout Investments, Inc. | 108,678 | $6.38M | 0.13% | −1,293−1.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 105,274 | $6.18M | 0.01% | +8,299+8.6% | Added |
| Marshall Wace, LLP | 103,126 | $6.05M | 0.01% | +45,400+78.6% | Added |
| Swiss National Bank | 101,500 | $5.96M | 0.00% | −11,700−10.3% | Reduced |
| DF Dent & Co Inc | 100,996 | $5.93M | 0.08% | +5,518+5.8% | Added |
| Robeco Institutional Asset Management B.V. | 100,000 | $5.87M | 0.02% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 92,900 | $5.45M | 0.03% | +10,500+12.7% | Added |
| Silvercrest Asset Management Group LLC | 88,819 | $5.21M | 0.04% | −83−0.1% | Reduced |
| Legal & General Group Plc | 81,633 | $4.79M | 0.00% | +1,495+1.9% | Added |
| Russell Investments Group, Ltd. | 78,285 | $4.59M | 0.01% | −1,212−1.5% | Reduced |
| Wells Fargo & Company | 74,844 | $4.39M | 0.00% | +69,691+1,352.4% | Added |
| Hanlon Investment Management, Inc. | 74,000 | $4.34M | 1.29% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 72,290 | $4.24M | 0.02% | −630−0.9% | Reduced |
| Ami Asset Management Corp | 69,800 | $4.10M | 0.26% | +295+0.4% | Added |
| D. E. Shaw & Co., Inc. | 69,374 | $4.07M | 0.01% | −10,193−12.8% | Reduced |
| HSBC Holdings PLC | 68,558 | $4.01M | 0.01% | −308,811−81.8% | Reduced |
| Envestnet Asset Management Inc | 67,458 | $3.96M | 0.00% | +20,151+42.6% | Added |
| Manufacturers Life Insurance Company, The | 63,181 | $3.71M | 0.00% | −1,501−2.3% | Reduced |
| BNP Paribas Arbitrage, SA | 63,158 | $3.71M | 0.01% | +25,696+68.6% | Added |
| MetLife Investment Management | 61,839 | $3.63M | 0.03% | −911−1.5% | Reduced |
| California State Teachers Retirement System | 61,769 | $3.62M | 0.01% | −1,003−1.6% | Reduced |
| Credit Suisse AG | 59,456 | $3.49M | 0.00% | −55,679−48.4% | Reduced |
| Public Employees Retirement System of Ohio | 56,652 | $3.32M | 0.01% | +120.0% | Added |
| SG Americas Securities, LLC | 54,106 | $3.17M | 0.04% | +18,273+51.0% | Added |
| Susquehanna Fundamental Investments, LLC | 53,216 | $3.12M | 0.07% | −7,634−12.5% | Reduced |
| Mairs & Power Inc | 49,786 | $2.92M | 0.03% | −35,700−41.8% | Reduced |
| Texas Permanent School Fund | 49,310 | $2.89M | 0.03% | +12,483+33.9% | Added |
| UBS Asset Management Americas Inc | 48,326 | $2.84M | 0.00% | +2,947+6.5% | Added |
| Marathon Partners Equity Management, LLC | 47,500 | $2.79M | 3.82% | +32,500+216.7% | Added |
| Cambiar Investors LLC | 46,222 | $2.71M | 0.12% | −95−0.2% | Reduced |
| Susquehanna International Group, LLP | 46,077 | $2.70M | 0.00% | +41,056+817.7% | Added |
| State of Wisconsin Investment Board | 45,915 | $2.69M | 0.01% | −5,233−10.2% | Reduced |
| Mutual of America Capital Management LLC | 44,513 | $2.61M | 0.03% | −932−2.1% | Reduced |
| Squarepoint Ops LLC | 43,945 | $2.58M | 0.02% | +14,547+49.5% | Added |
| Bamco Inc | 42,378 | $2.49M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 41,655 | $2.44M | 0.00% | −6,386−13.3% | Reduced |
| Graham Capital Management, L.P. | 41,030 | $2.41M | 0.08% | +41,030 | New |
| Jane Street Group, LLC | 40,331 | $2.37M | 0.00% | +36,783+1,036.7% | Added |
| Two Sigma Investments, LP | 40,199 | $2.36M | 0.01% | +35,207+705.3% | Added |
| State of New Jersey Common Pension Fund D | 37,049 | $2.17M | 0.01% | −3,567−8.8% | Reduced |
| Amalgamated Bank | 36,965 | $2.17M | 0.02% | −2,168−5.5% | Reduced |
| SEI Investments Co | 36,714 | $2.15M | 0.00% | +22,566+159.5% | Added |
| Oppenheimer Asset Management Inc. | 35,929 | $2.11M | 0.03% | +26,818+294.3% | Added |
| Great West Life Assurance Co | 35,761 | $2.10M | 0.01% | −1,118−3.0% | Reduced |
| Qube Research & Technologies Ltd | 34,483 | $2.02M | 0.01% | +34,483 | New |
| Barclays PLC | 34,212 | $2.01M | 0.00% | −104,628−75.4% | Reduced |
| US Bancorp | 33,197 | $1.95M | 0.00% | −1,758−5.0% | Reduced |