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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.

Institutional holdersQ1 2023: 238 institutions
Q1 2021: 239 institutionsQ2 2021: 245 institutionsQ3 2021: 232 institutionsQ4 2021: 256 institutionsQ1 2022: 276 institutionsQ2 2022: 258 institutionsQ3 2022: 239 institutionsQ4 2022: 240 institutionsQ1 2023: 238 institutionsQ2 2023: 228 institutionsQ3 2023: 226 institutionsQ4 2023: 219 institutionsQ1 2024: 233 institutionsQ2 2024: 252 institutionsQ3 2024: 261 institutionsQ4 2024: 1 institutionQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2023: $3.44B
Q1 2021: $3.99BQ2 2021: $4.27BQ3 2021: $4.55BQ4 2021: $4.46BQ1 2022: $4.21BQ2 2022: $2.95BQ3 2022: $2.48BQ4 2022: $3.60BQ1 2023: $3.44BQ2 2023: $3.47BQ3 2023: $2.51BQ4 2023: $2.92BQ1 2024: $3.47BQ2 2024: $3.66BQ3 2024: $3.41BQ4 2024: $58.6KQ1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding ENV and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20241$58.6K
Q3 2024261$3.41B
Q2 2024252$3.66B
Q1 2024233$3.47B
Q4 2023219$2.92B
Q3 2023226$2.51B
Q2 2023228$3.47B
Q1 2023238$3.44B
Q4 2022240$3.60B
Q3 2022239$2.48B
Q2 2022258$2.95B
Q1 2022276$4.21B
Q4 2021256$4.46B
Q3 2021232$4.55B
Q2 2021245$4.27B
Q1 2021239$3.99B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Envestnet, Inc.; share changes are against Q4 2022.

Institutions holding ENV in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Signaturefd, LLC250$14.7K0.00%+250New
Parallel Advisors, LLC248$14.6K0.00%00.0%Unchanged
Belpointe Asset Management LLC241$14.1K0.00%+141+141.0%Added
Quarry LP227$13.3K0.01%+227New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main183$10.7K0.00%+183New
TCI Wealth Advisors, Inc.168$9.86K0.00%+166+8,300.0%Added
GWM Advisors LLC165$9.68K0.00%−274−62.4%Reduced
Duncker Streett & Co Inc149$8.74K0.00%00.0%Unchanged
Covestor Ltd131$8.00K0.01%−1−0.8%Reduced
Ellevest, Inc.133$7.80K0.00%00.0%Unchanged
CWM, LLC123$7.00K0.00%+4+3.4%Added
Ronald Blue Trust, Inc.94$6.00K0.00%+94New
Versant Capital Management, Inc88$5.16K0.00%+40+83.3%Added
KB Financial Partners, LLC92$5.00K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.74$4.34K0.00%00.0%Unchanged
Colonial Trust Co67$3.84K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC58$3.40K0.00%00.0%Unchanged
Hexagon Capital Partners LLC35$2.05K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC25$1.65K0.00%+25New
Bellevue Asset Management, LLC28$1.64K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC27$1.58K0.00%+27New
Quadrant Capital Group LLC26$1.53K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc25$1.47K0.00%00.0%Unchanged
Parallax Volatility Advisers, L.P.22$1.29K0.00%00.0%Unchanged
Elequin Capital LP21$1.23K0.00%+21New
JFS Wealth Advisors, LLC20$1.17K0.00%−3−13.0%Reduced
Asset Dedication, LLC14$1.00K0.00%00.0%Unchanged
Steward Financial Group LLC24$1.00K0.00%+14+140.0%Added
Glassman Wealth Services17$9970.00%00.0%Unchanged
Schubert & Co14$8220.00%+1+7.7%Added
Bell Investment Advisors, Inc11$6460.00%00.0%Unchanged
AdvisorNet Financial, Inc10$5870.00%+2+25.0%Added
Global Retirement Partners, LLC7$4280.00%00.0%Unchanged
Disciplined Investments, LLC6$3520.00%−1−14.3%Reduced
SJS Investment Consulting Inc.4$2350.00%−1−20.0%Reduced
Advisory Services Network, LLC3$1760.00%+3New
Quent Capital, LLC2$1170.00%00.0%Unchanged
Financial Management Professionals, Inc.6$00.00%00.0%Unchanged
Champlain Investment Partners, LLC0$00.00%−496,560−100.0%Sold out
Phase 2 Partners, LLC0$00.00%−168,887−100.0%Sold out
Opti Capital Management, LP0$00.00%−164,425−100.0%Sold out
Highbridge Capital Management LLC0$00.00%−124,800−100.0%Sold out
AXA S.A.0$00.00%−104,225−100.0%Sold out
Philadelphia Financial Management of San Francisco, LLC0$00.00%−87,323−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−74,539−100.0%Sold out
Capricorn Fund Managers Ltd0$00.00%−58,591−100.0%Sold out
Ergoteles LLC0$00.00%−17,237−100.0%Sold out
Aristeia Capital LLC0$00.00%−14,976−100.0%Sold out
Pacer Advisors, Inc.0$00.00%−10,602−100.0%Sold out
Sculptor Capital LP0$00.00%−9,984−100.0%Sold out
Nomura Holdings Inc0$00.00%−8,443−100.0%Sold out
Winton Group Ltd0$00.00%−8,235−100.0%Sold out
New York Life Investment Management LLC0$00.00%−7,600−100.0%Sold out
Natixis0$00.00%−6,974−100.0%Sold out
Teza Capital Management LLC0$00.00%−6,500−100.0%Sold out
Paloma Partners Management Co0$00.00%−4,992−100.0%Sold out
Mackenzie Financial Corp0$00.00%−3,381−100.0%Sold out
Profund Advisors LLC0$00.00%−3,266−100.0%Sold out
One Wealth Advisors, LLC0$00.00%−1,221−100.0%Sold out
IFP Advisors, Inc0$00.00%−53−100.0%Sold out
Spire Wealth Management0$00.00%−14−100.0%Sold out
Sutton Wealth Advisors Inc.0$00.00%−10−100.0%Sold out
Comerica Bank––––Not filed
Neo Ivy Capital Management––––Not filed