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 2024
Institutional positions in Envestnet, Inc. as of Dec 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
ENV is no longer listed, and 13F filings after Q3 2024 list far fewer holders. See Q3 2024
- Institutional holders
- 1
- −255 vs. Q3 2024
- Shares held
- 1.18K
- −54.3M (−100.0%) vs. Q3 2024
- Total value
- $58.6K
- −$3.40B (−100.0%) vs. Q3 2024
- New holders
- 1
- 0 more added
- Sold out
- 256
- 0 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Envestnet, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Strategic Investment Solutions, Inc. | 1,183 | $58.6K | 0.02% | +1,183 | New |
| BlackRock, Inc. | 0 | $0 | 0.00% | −8,031,715−100.0% | Sold out |
| Vanguard Group Inc | 0 | $0 | 0.00% | −6,388,405−100.0% | Sold out |
| Impactive Capital LP | 0 | $0 | 0.00% | −4,183,865−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −2,274,581−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −1,984,730−100.0% | Sold out |
| State Street Corp | 0 | $0 | 0.00% | −1,929,737−100.0% | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −1,788,951−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −1,663,000−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −1,624,831−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −1,354,151−100.0% | Sold out |
| Geode Capital Management, LLC | 0 | $0 | 0.00% | −1,134,530−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1,121,239−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −972,271−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −947,557−100.0% | Sold out |
| Geneva Capital Management LLC | 0 | $0 | 0.00% | −863,398−100.0% | Sold out |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −770,432−100.0% | Sold out |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −730,537−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −728,315−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −640,625−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −635,409−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −615,756−100.0% | Sold out |
| Van Berkom & Associates Inc. | 0 | $0 | 0.00% | −605,796−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Vivaldi Asset Management, LLC | 0 | $0 | 0.00% | −569,834−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −562,910−100.0% | Sold out |
| Glazer Capital, LLC | 0 | $0 | 0.00% | −555,038−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −554,309−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −465,274−100.0% | Sold out |
| Alpine Associates Management Inc. | 0 | $0 | 0.00% | −402,500−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −401,975−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −362,197−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −341,651−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −322,739−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −296,542−100.0% | Sold out |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −286,834−100.0% | Sold out |
| Summit Creek Advisors LLC | 0 | $0 | 0.00% | −277,674−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −271,766−100.0% | Sold out |
| One Fin Capital Management LP | 0 | $0 | 0.00% | −269,500−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −258,415−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −254,769−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −215,655−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −194,092−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −169,617−100.0% | Sold out |
| Chicago Capital Management, LLC | 0 | $0 | 0.00% | −167,428−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −160,373−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −157,896−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −139,482−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −137,286−100.0% | Sold out |
| Tokio Marine Asset Management Co Ltd | 0 | $0 | 0.00% | −135,300−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −134,558−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −133,673−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −111,092−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −109,109−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −106,647−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −102,590−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −97,647−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −96,801−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −95,268−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −94,460−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −93,098−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −90,227−100.0% | Sold out |
| Boussard & Gavaudan Investment Management LLP | 0 | $0 | 0.00% | −88,628−100.0% | Sold out |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −87,574−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −86,300−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −86,069−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −81,200−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −78,044−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −77,892−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −71,932−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −70,172−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −69,035−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −64,289−100.0% | Sold out |
| Fort Baker Capital Management LP | 0 | $0 | 0.00% | −62,457−100.0% | Sold out |
| Beryl Capital Management LLC | 0 | $0 | 0.00% | −62,299−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −55,278−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −53,831−100.0% | Sold out |
| Gabelli & Co Investment Advisers, Inc. | 0 | $0 | 0.00% | −51,450−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −50,913−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −50,320−100.0% | Sold out |
| Athos Capital Ltd | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Vazirani Asset Management LLC | 0 | $0 | 0.00% | −47,233−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −47,000−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −45,844−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −42,405−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −42,264−100.0% | Sold out |
| 13D Management LLC | 0 | $0 | 0.00% | −42,048−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −41,064−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −40,312−100.0% | Sold out |
| Water Island Capital LLC | 0 | $0 | 0.00% | −39,845−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −39,472−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −36,428−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −36,380−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −35,159−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −34,605−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −33,973−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −33,383−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −33,215−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −31,581−100.0% | Sold out |