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, Q3 2024
Institutional positions in Envestnet, Inc. as of Sep 30, 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, so this page shows Q3 2024. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 261
- +11 vs. Q2 2024
- Shares held
- 54.4M
- +3.93M (+7.8%) vs. Q2 2024
- Total value
- $3.41B
- +$247.8M (+7.8%) vs. Q2 2024
- New holders
- 71
- 74 more added
- Sold out
- 60
- 77 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Envestnet, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −6,930−100.0% | Sold out |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −6,879−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −5,859−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −5,859−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,562−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,394−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −4,260−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −3,927−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −3,486−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −3,466−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −3,430−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,389−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −741−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |