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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,243−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1,794−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,361−100.0% | Sold out |
| Hartford Financial Management Inc. | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −1,140−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −1,053−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −959−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −717−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −454−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −408−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −377−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Brown, Lisle/Cummings, Inc. | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Gen-Wealth Partners Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Fairman Group, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Eisler Capital (US) LLC | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| Scout Investments, Inc. | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Crystalline Management Inc. | – | – | – | – | Not filed |