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First Watch Restaurant Groupco shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of First Watch Restaurant Groupco (FWRG) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in First Watch Restaurant Groupco

Tip: Access up to 7 years of quarterly data

All positions including First Watch Restaurant Groupco held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Watch Restaurant Groupco by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 70k 15.64
2025-06-30 $887k 55k 16.04
2025-03-31 $1.4M 87k 16.65
2024-12-31 $1.2M 66k 18.61
2024-09-30 $208k 13k 15.60
2024-03-31 $224k 9.1k 24.62

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Top funds holding First Watch Restaurant Groupco

Advent International Corporation
BlackRock
Vanguard Group
FMR
Dimensional Fund Advisors
Gilder, Gagnon, Howe & Co
Lazard Asset Management
Jpmorgan Chase & Co
Champlain Investment Partners
Bank of New York Mellon
Manufacturers Life Insurance Company
Loomis, Sayles and
Jennifer Ranahan
Granahan Investment Management
Marshall Wace

View all funds holding First Watch Restaurant Groupco