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
Vanguard Group 6.0M $298M 13% Dec 2023
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Impactive Capital 4.2M $206M 0% Dec 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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Brown Advisory Holdings Incorporated 1.7M $100M 61% Mar 2024
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Earnest Partners 1.5M $73M -4% Dec 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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Geneva Capital Management 1.1M $52M -2% Dec 2023
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Dimensional Fund Advisors 972k $48M 1% Dec 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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Bank Of Montreal 599k $30M 4% Dec 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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Global Alpha Capital Management 477k $24M 29% Dec 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 388k $23M -6% Mar 2024
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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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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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Healthcare Of Ontario Pension Plan Trust Fund 235k $12M 76% Dec 2023
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Portman Square Capital 210k $12M -31% Mar 2024
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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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Rhumbline Advisers 150k $7.4M -9% Dec 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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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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CalPERS 101k $5.0M -64% Dec 2023
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Barclays 88k $4.3M 124% 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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Credit Suisse 60k $3.0M 10% Dec 2023
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Cambiar Investors 58k $2.9M 66% Dec 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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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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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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Citigroup 34k $1.7M 460% Dec 2023
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AQR Capital Management 33k $1.6M 100% Dec 2023
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Alaska Retirement Management Board 30k $1.8M -1% Mar 2024
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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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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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Louisiana State Employees Retirement System 25k $1.4M -1% Mar 2024
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ZB 24k $1.2M 32% Dec 2023
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TrueNorth 24k $1.4M -4% Mar 2024
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Raymond James & Associates 23k $1.3M 37% Mar 2024
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Yousif Capital Management 22k $1.3M -9% Mar 2024
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Fiera Capital Corporation 22k $1.1M -10% Dec 2023
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Maryland State Retirement & Pension System 18k $1.1M -1% Mar 2024
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Handelsbanken Fonder AB 18k $878k 156% Dec 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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Amalgamated Bank 16k $918k -26% Mar 2024
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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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New York State Teachers Retirement System 13k $731k 0% Mar 2024
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Greenwood Capital Associates 13k $620k -3% Dec 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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Raymond James Financial Services Advisors 11k $650k 1% Mar 2024
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Capstone Investment Advisors 11k $553k -28% Dec 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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Aquatic Capital Management 9.5k $470k -46% Dec 2023
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Select Equity 9.3k $462k 100% Dec 2023
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Branch Banking & Trust Company 8.7k $433k 100% Dec 2023
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Nomura Holdings 8.7k $432k 100% Dec 2023
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Mutual Of America Capital Management 8.7k $431k -73% Dec 2023
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Picton Mahoney Asset Management 8.4k $415k 100% Dec 2023
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Zurcher Kantonalbank 7.9k $456k -17% Mar 2024
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Connor, Clark & Lunn Investment Management 7.1k $350k 100% Dec 2023
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Connable Office 7.0k $345k 100% Dec 2023
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Integrated Investment Consultants 6.9k $398k -6% Mar 2024
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Royce & Associates 6.0k $297k 0% Dec 2023
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Park Avenue Securities 5.9k $344k -8% Mar 2024
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Captrust Financial Advisors 5.8k $286k -18% Dec 2023
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State of Wyoming 5.6k $279k 27% Dec 2023
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Argent Capital Management 5.5k $274k 7% Dec 2023
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Benjamin Edwards 5.4k $269k 69% Dec 2023
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Summit Investment Advisors 5.2k $257k -68% Dec 2023
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AtonRa Partners 4.6k $228k -25% Dec 2023
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Janney Montgomery Scott 4.3k $213k 100% Dec 2023
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Mesirow Financial Investment Management International Equity 4.1k $238k 100% Mar 2024
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S.A. Mason 3.7k $214k -48% Mar 2024
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Pnc Financial Services 3.6k $177k -28% Dec 2023
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Metropolitan Life Insurance Company 2.9k $143k 0% Dec 2023
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Huntington National Bank 2.4k $117k 4% Dec 2023
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Federated Investors 1.5k $74k -99% Dec 2023
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Diam 1.3k $62k 13% Dec 2023
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Hartford Financial Management 1.2k $70k 0% Mar 2024
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Quest Partners 1.2k $58k 100% Dec 2023
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Proequities 1.1k $53M 33% Dec 2023
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YHB Investment Advisors 650.00 $38k 100% Mar 2024
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Steward Partners Investment Advisory 625.00 $31k -4% Dec 2023
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McIlrath & Eck 576.00 $29k -13% Dec 2023
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NISA Investment Advisors 463.00 $23k -61% Dec 2023
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CWM 314.00 $18k 4% Mar 2024
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Benjamin F. Edwards & Company 312.00 $15k 100% Dec 2023
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Fifth Third Bancorp 283.00 $16k 3% Mar 2024
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Principal Securities 261.00 $13k 100% Dec 2023
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Quadrant Capital 177.00 $8.8k 670% Dec 2023
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Mitsubishi UFJ Asset Management 135.00 $6.5k 0% Dec 2023
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Covestor 129.00 $6.0k 0% Dec 2023
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Raleigh Capital Management 123.00 $6.1k 0% Dec 2023
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Parallel Advisors 112.00 $5.5k -55% Dec 2023
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nVerses Capital 100.00 $5.8k 100% Mar 2024
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Massmutual Trust 88.00 $5.1k 17% Mar 2024
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Washington Trust Advisors 74.00 $3.7k 0% Dec 2023
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Ronald Blue Trust 72.00 $3.0k 100% Dec 2023
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Bell Investment Advisors 71.00 $3.5k 545% Dec 2023
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Private Wealth Management Group 64.00 $3.2k 100% Dec 2023
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Versant Capital Management 54.00 $3.1k 0% Mar 2024
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Quarry 52.00 $2.6k -79% 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
No Street GP Sep 2023 315k $14M
Marshall Wace Sep 2023 267k $12M
Weiss Multi-strategy Advisers Dec 2023 86k $4.2M
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
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
Occudo Quantitative Strategies Sep 2023 12k $505k
Fis Sep 2023 7.2k $316k
FORA Capital Sep 2023 7.1k $313k
Luther King Capital Management Corporation Sep 2023 4.8k $212k
Vetamer Capital Management Sep 2023 4.8k $211k
Pacer Advisors Sep 2023 4.2k $184k
Headlands Technologies Sep 2023 1.0k $45k
Simplex Trading Dec 2023 991.00 $49k
OTR - Nominee Name for The State Teachers Retirement Board of Ohio Sep 2023 800.00 $35k
Operose Advisors Sep 2023 360.00 $16k
Bruce G. Allen Investments Dec 2023 56.00 $2.8k