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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 2024

Institutional positions in Envestnet, Inc. as of Mar 31, 2024. 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
233
+16 vs. Q4 2023
Shares held
59.9M
+1.01M (+1.7%) vs. Q4 2023
Total value
$3.47B
+$552.4M (+18.9%) vs. Q4 2023
New holders
43
74 more added
Sold out
27
77 more reduced

2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2023: 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 2024: 233 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 2024: $3.47B
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 2024

Shares, value and share of portfolio for each institution holding Envestnet, Inc.; share changes are against Q4 2023.

Institutions holding ENV in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd129$7.00K0.00%00.0%Unchanged
Parallel Advisors, LLC112$6.49K0.00%00.0%Unchanged
Elequin Capital LP109$6.31K0.00%+109New
Catalyst Funds Management Pty Ltd100$5.79K0.00%+100New
nVerses Capital, LLC100$5.79K0.01%+100New
Massmutual Trust Co FSB88$5.10K0.00%+13+17.3%Added
Washington Trust Advisors, Inc.74$4.29K0.00%00.0%Unchanged
Bell Investment Advisors, Inc71$4.11K0.00%00.0%Unchanged
Colonial Trust Co67$3.86K0.00%00.0%Unchanged
Private Wealth Management Group, LLC64$3.71K0.00%00.0%Unchanged
Versant Capital Management, Inc54$3.13K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC50$2.90K0.00%+50New
Gen-Wealth Partners Inc50$2.90K0.00%+50New
WR Wealth Planners, LLC46$2.66K0.00%+46New
Beacon Capital Management, LLC35$2.03K0.00%+35New
Farmers & Merchants Investments Inc34$1.97K0.00%00.0%Unchanged
GAMMA Investing LLC31$1.79K0.00%+31New
SYSTM Wealth Solutions LLC28$1.62K0.00%00.0%Unchanged
Bellevue Asset Management, LLC28$1.62K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC27$1.56K0.00%00.0%Unchanged
Quest Partners LLC24$1.39K0.00%−1,138−97.9%Reduced
Hexagon Capital Partners LLC24$1.39K0.00%00.0%Unchanged
Umb Bank N A20$1.16K0.00%+20New
Geneos Wealth Management Inc.19$1.10K0.00%+19New
Asset Dedication, LLC14$1.00K0.00%00.0%Unchanged
Fairman Group, LLC13$7530.00%00.0%Unchanged
Mather Group, LLC.15$7430.00%+15New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC10$5790.00%+10New
Allworth Financial LP9$5220.00%00.0%Unchanged
Parkside Financial Bank & Trust8$4640.00%+3+60.0%Added
Farther Finance Advisors, LLC7$4010.00%+7New
Rothschild Investment LLC5$2900.00%+5New
C M Bidwell & Associates Ltd5$2900.00%+5New
Irenic Capital Management LP0$00.00%−287,155−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−85,513−100.0%Sold out
HRT Financial LP0$00.00%−53,211−100.0%Sold out
Quantbot Technologies LP0$00.00%−35,192−100.0%Sold out
American Century Companies Inc0$00.00%−34,309−100.0%Sold out
AQR Capital Management LLC0$00.00%−32,705−100.0%Sold out
Fiera Capital Corp0$00.00%−22,007−100.0%Sold out
Squarepoint Ops LLC0$00.00%−17,260−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−11,176−100.0%Sold out
Capital Fund Management S.A.0$00.00%−10,898−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−10,619−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−9,500−100.0%Sold out
Nomura Holdings Inc0$00.00%−8,717−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−8,397−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−7,072−100.0%Sold out
Quadrature Capital Ltd0$00.00%−4,766−100.0%Sold out
Cipher Capital LP0$00.00%−4,738−100.0%Sold out
XTX Topco Ltd0$00.00%−4,473−100.0%Sold out
Portman Square Capital LLP0$00.00%−4,168−100.0%Sold out
Simplex Trading, LLC0$00.00%−991−100.0%Sold out
Group One Trading, L.P.0$00.00%−639−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−177−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−72−100.0%Sold out
Bruce G. Allen Investments, LLC0$00.00%−56−100.0%Sold out
Quarry LP0$00.00%−52−100.0%Sold out
Glassman Wealth Services0$00.00%−10−100.0%Sold out
Toronto Dominion Bank0$00.00%−2−100.0%Sold out
AtonRa Partners––––Not filed
Strategic Investment Solutions, Inc.––––Not filed