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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 0 | $0 | 0.00% | −31,290−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −30,642−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −30,038−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −29,234−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −29,106−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −29,071−100.0% | Sold out |
| State of Alaska, Department of Revenue | 0 | $0 | 0.00% | −28,684−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −27,304−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −26,747−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −25,980−100.0% | Sold out |
| Louisiana State Employees Retirement System | 0 | $0 | 0.00% | −24,300−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −23,194−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −23,108−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −23,071−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −22,976−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −21,922−100.0% | Sold out |
| Sagefield Capital LP | 0 | $0 | 0.00% | −21,500−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −21,346−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −20,241−100.0% | Sold out |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −19,425−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −18,902−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −17,510−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −17,124−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −17,087−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −16,974−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −16,390−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −16,294−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −16,114−100.0% | Sold out |
| PenderFund Capital Management Ltd. | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −15,738−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −15,755−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,717−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −15,088−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −14,816−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −14,490−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −14,202−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −13,751−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −13,683−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,561−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −13,355−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −12,720−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −12,292−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −12,121−100.0% | Sold out |
| Alley Investment Management Company, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Liberty One Investment Management, LLC | 0 | $0 | 0.00% | −11,994−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −11,882−100.0% | Sold out |
| BCK Capital Management LP | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −11,445−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −11,152−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −10,744−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −10,399−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −10,270−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −10,265−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −9,585−100.0% | Sold out |
| Yakira Capital Management, Inc. | 0 | $0 | 0.00% | −9,295−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −8,823−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −7,560−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −7,550−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −7,528−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −7,158−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −6,538−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −6,226−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −6,190−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −6,179−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −6,042−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −5,801−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −5,803−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −5,473−100.0% | Sold out |
| Public Employees Retirement Association of Colorado | 0 | $0 | 0.00% | −5,075−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −5,005−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −4,995−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −4,752−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −4,690−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −4,488−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −4,480−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −4,233−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,189−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −4,180−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −4,108−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −4,024−100.0% | Sold out |
| Brown Capital Management LLC | 0 | $0 | 0.00% | −3,867−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −3,820−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −3,778−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −3,774−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −3,721−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −3,616−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −3,526−100.0% | Sold out |
| S.A. Mason LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −3,411−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,406−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,381−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −3,327−100.0% | Sold out |
| Garrison Point Advisors, LLC | 0 | $0 | 0.00% | −3,327−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −2,725−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,687−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,581−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |