EnvestnetENV
13F holders, Q1 2024 (March 31)233holders
7famous investors
$57.91avg. 13F price*
At the end of Q1 2024, 233 institutions reported holding Envestnet Inc. (ENV) in their 13F filings. The largest holders were BlackRock Inc. ($462.5M), Vanguard Group Inc. ($353.2M) and Impactive Capital LP ($242.3M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Envestnet Inc.
- CUSIP
- 29404K106
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $105.1M |
| Exits | 26 | $28.1M |
Ownership 233 holders
| BlackRock Inc. | 0.01% | Add +3.0% | 7,985,976 | $462.5M |
| Vanguard Group Inc. | 0.01% | Add +1.4% | 6,098,535 | $353.2M |
| Impactive Capital LP | 9.16% | Add +0.8% | 4,183,865 | $242.3M |
| Morgan Stanley | 0.01% | Reduce -8.6% | 3,020,822 | $174.9M |
| JPMorgan Chase & Co. | 0.01% | Add +7.1% | 2,460,585 | $142.5M |
| State Street Corp. | 0.01% | Add +1.3% | 1,946,511 | $112.7M |
| Van Berkom & Associates Inc. | 2.92% | Reduce -18.7% | 1,769,673 | $102.5M |
| Brown Advisory Inc. | 0.13% | Add +61.0% | 1,728,926 | $100.1M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Add +1.4% | 1,681,441 | $97.4M |
| Stephens Investment Management Group LLC | 1.27% | Add +0.1% | 1,652,784 | $95.7M |
| HSBC Holdings PLC | 0.07% | Reduce -12.3% | 1,600,392 | $92.7M |
| Earnest Partners LLC | 0.39% | Reduce -1.1% | 1,457,319 | $84.4M |
| RGM Capital, LLC | 3.14% | Add +14.8% | 1,343,546 | $77.8M |
| Janus Henderson Group PLC | 0.04% | Reduce -7.9% | 1,216,927 | $70.5M |
| Clearbridge Investments, LLC | 0.06% | Reduce -0.0% | 1,202,926 | $69.7M |
| Greenhouse Funds LLLP | 4.34% | New | 1,186,882 | $68.7M |
| FMR LLC | 0.00% | No change | 1,120,617 | $64.9M |
| Geode Capital Management, LLC | 0.01% | Add +3.1% | 1,079,870 | $62.5M |
| Geneva Capital Management LLC | 1.09% | Add +1.6% | 1,070,976 | $62.0M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.6% | 965,651 | $55.9M |
| Bank of America Corp. | 0.01% | Add +24.4% | 919,480 | $53.2M |
| Invesco Ltd. | 0.01% | Add +4.9% | 824,918 | $47.8M |
| Schroder Investment Management Group | 0.05% | Add +80.0% | 793,466 | $45.9M |
| Fisher Asset Management | 0.02% | Add +0.2% | 761,678 | $44.1M |
| Northern Trust Corp. | 0.01% | Reduce -1.4% | 625,347 | $36.2M |
| Bank of Montreal | 0.01% | Reduce -2.6% | 583,928 | $34.0M |
| Norges Bank | 0.01% | Add +13.6% | 580,699 | $33.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.9% | 533,361 | $30.9M |
| Royal Bank of Canada | 0.01% | Reduce -3.9% | 517,805 | $30.0M |
| Global Alpha Capital Management Ltd. | 2.05% | No change | 477,215 | $27.6M |
| Nuveen Asset Management, LLC | 0.01% | Add +77.3% | 444,078 | $25.7M |
| Cramer Rosenthal McGlynn LLC | 1.34% | Reduce -7.8% | 426,116 | $24.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.6% | 387,780 | $22.5M |
| Summit Creek Advisors LLC | 2.36% | Add +0.6% | 323,547 | $18.7M |
| Man Group plc | 0.05% | Reduce -30.8% | 323,336 | $18.7M |
| Franklin Resources Inc. | 0.01% | Reduce -3.6% | 314,224 | $18.2M |
| One Fin Capital Management LP | 6.31% | No change | 289,500 | $16.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -7.5% | 259,258 | $15.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.8% | 228,812 | $13.3M |
| Bessemer Group Inc. | 0.02% | Add +4.3% | 212,260 | $12.3M |
| Deutsche Bank AG | 0.01% | Reduce -54.1% | 203,473 | $11.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.1% | 199,297 | $11.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.1% | 197,689 | $11.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.04% | Reduce -25.3% | 175,200 | $10.1M |
| Sunriver Management LLC | 1.26% | New | 166,622 | $9.6M |
| Citadel Advisors | 0.01% | Reduce -52.7% | 161,505 | $9.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +45.0% | 154,843 | $9.0M |
| Rhumbline Advisers | 0.01% | Reduce -1.3% | 147,761 | $8.6M |
| Legal & General Group Plc | 0.00% | Reduce -0.3% | 131,764 | $7.6M |
| Tudor Investment Corporation | 0.09% | Add +0.4% | 127,783 | $7.4M |
| Frontier Capital Management Co. LLC | 0.07% | Reduce -1.1% | 123,823 | $7.2M |
| Engaged Capital LLC | 1.12% | New | 119,434 | $6.9M |
| Phase 2 Partners, LLC | 3.38% | Reduce -65.0% | 111,497 | $6.5M |
| Public Sector Pension Investment Board | 0.04% | Reduce -1.2% | 101,953 | $5.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -19.1% | 105,538 | $5.8M |
| Scout Investments, Inc. | 0.13% | Reduce -6.0% | 94,847 | $5.4M |
| 13D Management LLC | 3.17% | Add +0.1% | 89,773 | $5.2M |
| California Public Employees Retirement System | 0.00% | Reduce -18.2% | 82,223 | $4.8M |
| Swiss National Bank | 0.00% | No change | 80,700 | $4.7M |
| VestGen Investment Management | 1.30% | No change | 74,000 | $4.3M |
| Millennium Management | 0.00% | Reduce -75.5% | 73,723 | $4.3M |
| Wells Fargo & Company | 0.00% | Add +16.4% | 73,464 | $4.3M |
| AQR Arbitrage LLC | 0.23% | New | 73,439 | $4.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.9% | 66,297 | $3.8M |
| Intrinsic Edge Capital Management LLC | 0.31% | New | 63,000 | $3.6M |
| Credit Suisse AG/ | 0.00% | Add +2.3% | 61,518 | $3.6M |
| CenterBook Partners LP | 0.24% | New | 61,066 | $3.5M |
| State of Wisconsin Investment Board | 0.01% | Reduce -12.1% | 59,458 | $3.4M |
| Prudential Financial Inc. | 0.00% | Reduce -2.1% | 56,144 | $3.3M |
| Holocene Advisors, LP | 0.01% | Add +4.1% | 55,299 | $3.2M |
| Sei Investments Co. | 0.00% | Add +6.4% | 52,914 | $3.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 51,026 | $3.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -10.7% | 50,657 | $2.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -30.6% | 47,285 | $2.7M |
| Cambiar Investors LLC | 0.10% | Reduce -18.2% | 47,157 | $2.7M |
| UBS Group AG | 0.00% | Add +8.1% | 46,314 | $2.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +17.9% | 46,018 | $2.7M |
| Lombard Odier Asset Management (Europe) Ltd | 0.26% | Add +12.5% | 45,000 | $2.6M |
| Barclays PLC | 0.00% | Reduce -49.6% | 44,168 | $2.6M |
| Texas Permanent School Fund Corp. | 0.02% | Add +1.6% | 43,529 | $2.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.6% | 43,148 | $2.5M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -46.9% | 43,143 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | No change | 42,306 | $2.4M |
| California State Teachers Retirement System | 0.00% | Reduce -6.2% | 41,918 | $2.4M |
| TD Asset Management Inc | 0.00% | Add +8.9% | 39,034 | $2.3M |
| Citigroup Inc. | 0.00% | Add +5.8% | 36,241 | $2.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -24.6% | 34,546 | $2.0M |
| New York State Common Retirement Fund | 0.00% | Add +12.6% | 32,558 | $1.9M |
| Comerica Bank | 0.01% | Reduce -5.3% | 31,056 | $1.8M |
| LPL Financial LLC | 0.00% | Add +8.1% | 31,051 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +10.7% | 30,939 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -1.0% | 30,299 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +11.1% | 28,592 | $1.7M |
| Illinois Municipal Retirement Fund | 0.03% | Add +2.2% | 28,271 | $1.6M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +2.0% | 28,201 | $1.6M |
| American International Group, Inc. | 0.01% | Reduce -0.9% | 27,015 | $1.6M |
| Kornitzer Capital Management Inc. | 0.03% | No change | 27,005 | $1.6M |
| Zions Bancorporation, N.A. | 0.11% | Add +9.3% | 26,645 | $1.5M |
| Maltese Capital Management LLC | 0.30% | Add +164.0% | 26,400 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.9% | 25,660 | $1.5M |
"% of holder's portfolio" is ENV's weight in each manager's 13F, not the share of Envestnet Inc. the manager owns.