Who owns Envestnet?

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Analyze quarterly positions in Envestnet with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Envestnet stock

Who bought or sold Envestnet this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
BlackRock 8.0M $354M 1% Sep 2023
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Vanguard Group 6.0M $298M 13% Dec 2023
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Impactive Capital 4.2M $206M 0% Dec 2023
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Morgan Stanley 3.2M $139M 7% Sep 2023
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Jpmorgan Chase & Co 2.3M $114M -24% Dec 2023
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Van Berkom & Associates 2.2M $108M 24% Dec 2023
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Hsbc Holdings 1.8M $90M 20230% Dec 2023
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T. Rowe Price Investment Management 1.7M $76M 42% Sep 2023
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State Street Corporation 1.7M $75M -4% Sep 2023
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Earnest Partners 1.5M $73M -4% Dec 2023
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Stephens Investment Management Group 1.4M $64M 6% Sep 2023
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Henderson Group 1.3M $65M -10% Dec 2023
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ClearBridge Advisors 1.2M $60M 1% Dec 2023
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FMR 1.1M $49M 0% Sep 2023
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Brown Advisory Holdings Incorporated 1.1M $53M -13% Dec 2023
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Geneva Capital Management 1.1M $52M -2% Dec 2023
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Geode Capital Management 1.0M $45M -1% Sep 2023
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Dimensional Fund Advisors 972k $48M 1% Dec 2023
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RGM Capital 826k $36M -1% Sep 2023
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Fisher Investments 761k $38M -13% Dec 2023
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Bank of America Corporation 739k $37M -12% Dec 2023
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Northern Trust 739k $33M -5% Sep 2023
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Bank Of Montreal 599k $30M 4% Dec 2023
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Invesco 585k $26M 0% Sep 2023
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Royal Bank of Canada 539k $27M 24% Dec 2023
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Norges Bank Investment Management 511k $25M 100% Dec 2023
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Charles Schwab Investment Management 509k $25M 8% Dec 2023
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Cramer Rosenthal McGlynn 481k $21M -8% Sep 2023
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Global Alpha Capital Management 477k $24M 29% Dec 2023
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Ameriprise Financial 470k $21M -2% Sep 2023
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Man Group 467k $23M 260% Dec 2023
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Deutsche Bank Aktiengesellschaft 443k $22M 237% Dec 2023
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Bank of New York Mellon 411k $20M -13% Dec 2023
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Citadel Advisors 350k $17M 10% Dec 2023
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Franklin Resources 326k $16M 0% Dec 2023
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Summit Creek Advisors 322k $16M -7% Dec 2023
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Phase 2 Partners 319k $16M -41% Dec 2023
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Portman Square Capital 305k $15M -19% Dec 2023
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Millennium Management 301k $15M -20% Dec 2023
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One Fin Capital Management 290k $14M 100% Dec 2023
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Principal Financial Group 280k $14M 40% Dec 2023
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Nuveen Asset Management 242k $11M -51% Sep 2023
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Bessemer 204k $10M 23% Dec 2023
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Goldman Sachs Group 199k $9.9M -12% Dec 2023
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Envestnet Asset Management 163k $7.2M 113% Sep 2023
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Rhumbline Advisers 150k $7.4M -9% Dec 2023
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Susquehanna International 139k $6.1M 270% Sep 2023
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Atlantic Trust 135k $6.0M 0% Sep 2023
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Healthcare Of Ontario Pension Plan Trust Fund 133k $5.9M 87% Sep 2023
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Legal & General Group 132k $6.5M 94% Dec 2023
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Mirae Asset Global Investments 131k $6.5M 6% Dec 2023
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Tudor Investment Corporation 127k $6.3M 100% Dec 2023
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Qube Research & Technologies 127k $5.6M 100% Sep 2023
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Frontier Capital Management 125k $5.5M -1% Sep 2023
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Two Sigma Investments 113k $5.6M 100% Dec 2023
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T. Rowe Price Associates 107k $5.3M -45% Dec 2023
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Scout Investments 103k $4.3M -3% Sep 2023
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CalPERS 101k $5.0M -64% Dec 2023
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Barclays 88k $4.3M 124% Dec 2023
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Weiss Multi-strategy Advisers 86k $4.2M 100% Dec 2023
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Balyasny Asset Management 81k $4.0M 42% Dec 2023
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Swiss National Bank 81k $4.0M -10% Dec 2023
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Hanlon Investment Management 74k $3.7M 0% Dec 2023
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Alliancebernstein 70k $3.5M -39% Dec 2023
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Bnp Paribas Arbitrage, Snc 68k $3.4M 11% Dec 2023
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State of Wisconsin Investment Board 68k $3.3M 21% Dec 2023
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Wells Fargo & Company 63k $3.1M -15% Dec 2023
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Manufacturers Life Insurance Company 61k $2.7M 2% Sep 2023
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Credit Suisse 60k $3.0M 10% Dec 2023
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Cambiar Investors 58k $2.9M 66% Dec 2023
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Dark Forest Capital Management 57k $2.5M 100% Sep 2023
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UBS Group 57k $2.8M -4% Dec 2023
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Ohio Pers 57k $2.8M 0% Dec 2023
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Hrt Financial 53k $2.6M -12% Dec 2023
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Holocene Advisors 53k $2.6M 11% Dec 2023
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Ubs Global Asset Management Americas 51k $2.5M 0% Dec 2023
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Two Sigma Advisers 50k $2.5M 100% Dec 2023
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13D Management 48k $2.1M -42% Sep 2023
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California State Teachers Retirement System 47k $2.1M -10% Sep 2023
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D. E. Shaw & Co 46k $2.3M -51% Dec 2023
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Texas Permanent School Fund 43k $2.1M 3% Dec 2023
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Russell Investments 42k $2.1M -47% Dec 2023
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Jane Street 42k $2.1M -76% Dec 2023
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Cibelli Capital Management 40k $1.8M -9% Sep 2023
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Sei Investments 37k $1.6M 1% Sep 2023
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DLD Asset Management 36k $1.8M 88% Dec 2023
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TD Asset Management 36k $1.8M 0% Dec 2023
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Oppenheimer Asset Management 36k $1.6M -1% Sep 2023
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Citigroup 34k $1.7M 460% Dec 2023
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AQR Capital Management 33k $1.6M 100% Dec 2023
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PEAK6 Investments 32k $1.4M -37% Sep 2023
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Alaska Retirement Management Board 31k $1.5M 415% Dec 2023
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Brian McDonald 30k $1.3M 100% Sep 2023
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Y-Intercept 30k $1.3M 100% Sep 2023
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New York State Common Retirement Fund 29k $1.4M 44% Dec 2023
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Us Bancorp 28k $1.4M -5% Dec 2023
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Stifel Financial 28k $1.4M 9% Dec 2023
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Illinois Municipal Retirement Fund 28k $1.4M 100% Dec 2023
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American International 27k $1.3M -71% Dec 2023
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Great-West Life Assurance Company 27k $1.2M -6% Sep 2023
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Kornitzer Capital Management 27k $1.3M 0% Dec 2023
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MetLife Investment Advisors 26k $1.3M -51% Dec 2023
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TrueNorth 25k $1.2M -15% Dec 2023
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Louisiana State Employees Retirement System 25k $1.2M 77% Dec 2023
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Yousif Capital Management 25k $1.2M 7% Dec 2023
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ZB 24k $1.2M 32% Dec 2023
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State of Tennessee, Treasury Department 24k $1.0M 2257% Sep 2023
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LPL Financial 23k $996k 8% Sep 2023
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Fiera Capital Corporation 22k $1.1M -10% Dec 2023
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Engineers Gate Manager 22k $948k 100% Sep 2023
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Amalgamated Bank 21k $1.1M -31% Dec 2023
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Ing Investment Management 20k $890k 0% Sep 2023
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Maryland State Retirement & Pension System 18k $895k 100% Dec 2023
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Handelsbanken Fonder AB 18k $878k 156% Dec 2023
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Public Employees' Retirement Association of Colorado 18k $1.7M 127% Sep 2023
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Teachers Retirement System Of The State Of Kentucky 18k $867k 0% Dec 2023
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Squarepoint Ops 17k $855k -65% Dec 2023
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Walleye Trading Advisors 17k $852k 100% Dec 2023
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Bamco 17k $846k -46% Dec 2023
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Raymond James & Associates 17k $827k -22% Dec 2023
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Ensign Peak Advisors 17k $733k 0% Sep 2023
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Brown Capital Management 16k $720k 0% Sep 2023
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Vista Finance 16k $705k 0% Sep 2023
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Gotham Asset Management 15k $761k 100% Dec 2023
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Oregon Public Employees Retirement Fund 15k $718k 4% Dec 2023
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Florida State Board of Administration 14k $709k 0% Dec 2023
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Mariner Wealth Advisors 14k $670k 1% Dec 2023
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Advisor Group Holdings 13k $656k -35% Dec 2023
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CI Private Wealth 13k $649k 52% Dec 2023
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Atom Investors 13k $570k 32% Sep 2023
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New York State Teachers Retirement System 13k $625k 50% Dec 2023
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Greenwood Capital Associates 13k $620k -3% Dec 2023
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Thrivent Financial for Lutherans 12k $547k -12% Sep 2023
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Liberty One Investment Management 12k $605k -7% Dec 2023
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Alley Investment Management Company 12k $594k 0% Dec 2023
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Walleye Trading 12k $585k -80% Dec 2023
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Victory Capital Management 12k $569k 16% Dec 2023
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Arizona State Retirement System 11k $566k -2% Dec 2023
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Capstone Investment Advisors 11k $553k -28% Dec 2023
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Raymond James Financial Services Advisors 11k $551k -3% Dec 2023
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Mml Investors Services 11k $485k 22% Sep 2023
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Northwestern Mutual Investment Management Company 11k $485k -9% Sep 2023
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Commonwealth of Pennsylvania 11k $532k 7% Dec 2023
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Voloridge Investment Management 11k $526k 100% Dec 2023
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Sandler O'Neill Asset Management 10k $495k -50% Dec 2023
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First Trust Advisors 9.8k $433k 10% Sep 2023
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Quantbot Technologies 9.5k $420k 100% Sep 2023
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Aquatic Capital Management 9.5k $470k -46% Dec 2023
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Zurcher Kantonalbank 9.4k $467k 22% Dec 2023
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Select Equity 9.3k $462k 100% Dec 2023
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ProShare Advisors 9.2k $405k -5% Sep 2023
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Mutual Of America Capital Management 8.7k $431k -73% Dec 2023
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Summit Investment Advisors 5.2k $257k -68% Dec 2023
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Federated Investors 1.5k $74k -99% Dec 2023
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Who sold out of Envestnet?

Fund or Company Name Date Sold Shares Held Valued At
Schonfeld Strategic Advisors Sep 2023 391k $17M
Loomis, Sayles and Jun 2023 334k $20M
No Street GP Sep 2023 315k $14M
Marshall Wace Sep 2023 267k $12M
Silvercrest Asset Management Group Jun 2023 105k $6.2M
Harbor Spring Capital Jun 2023 100k $5.9M
Robeco Institutional Asset Management B V Sep 2023 90k $4.0M
AMI Asset Management Corporation Sep 2023 71k $3.1M
Retirement Systems of Alabama Sep 2023 62k $2.7M
FJ Capital Management Sep 2023 61k $2.7M
Df Dent & Co Sep 2023 55k $2.4M
State of New Jersey Common Pension Fund D Sep 2023 46k $2.0M
Susquehanna Fundamental Investments Jun 2023 36k $2.1M
SG Americas Securities Sep 2023 29k $1.3M
Wolverine Asset Management Sep 2023 27k $1.2M
Neo Ivy Capital Management Sep 2023 23k $995k
Rockefeller Capital Management Sep 2023 22k $945k
Jump Financial Sep 2023 12k $530k
State Treasurer State Of Michigan Sep 2023 12k $523k
Occudo Quantitative Strategies Sep 2023 12k $505k
Nmerb Sep 2023 11k $498k
Natixis Jun 2023 11k $647k