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 $463M -1% Mar 2024
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Vanguard Group 6.1M $353M 1% Mar 2024
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Impactive Capital 4.2M $242M 1% Mar 2024
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Morgan Stanley 3.0M $175M -5% Mar 2024
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Jpmorgan Chase & Co 2.5M $143M 7% Mar 2024
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Hsbc Holdings 1.8M $90M 20230% Dec 2023
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Van Berkom & Associates 1.8M $103M -19% Mar 2024
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Brown Advisory Holdings Incorporated 1.7M $100M 61% Mar 2024
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T. Rowe Price Investment Management 1.7M $97M -2% Mar 2024
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Stephens Investment Management Group 1.7M $96M 15% Mar 2024
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Earnest Partners 1.5M $84M -1% Mar 2024
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Henderson Group 1.2M $71M -8% Mar 2024
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ClearBridge Advisors 1.2M $70M 0% Mar 2024
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FMR 1.1M $65M 0% Mar 2024
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Geode Capital Management 1.1M $63M 5% Mar 2024
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Geneva Capital Management 1.1M $62M 2% Mar 2024
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Dimensional Fund Advisors 966k $56M -1% Mar 2024
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Bank of America Corporation 920k $53M 24% Mar 2024
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Fisher Investments 762k $44M 0% Mar 2024
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Northern Trust 625k $36M -15% Mar 2024
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Bank Of Montreal 584k $34M -3% Mar 2024
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Charles Schwab Investment Management 533k $31M 5% Mar 2024
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Royal Bank of Canada 518k $30M -4% Mar 2024
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Global Alpha Capital Management 477k $28M 0% Mar 2024
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Nuveen Asset Management 444k $26M 84% Mar 2024
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Bank of New York Mellon 388k $23M -6% Mar 2024
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Summit Creek Advisors 324k $19M 1% Mar 2024
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Man Group 323k $19M -31% Mar 2024
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Franklin Resources 314k $18M -4% Mar 2024
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One Fin Capital Management 290k $17M 0% Mar 2024
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Principal Financial Group 259k $15M -7% Mar 2024
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Healthcare Of Ontario Pension Plan Trust Fund 235k $12M 76% Dec 2023
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Ameriprise Financial 229k $13M -51% Mar 2024
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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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Deutsche Bank Aktiengesellschaft 204k $12M -54% Mar 2024
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Goldman Sachs Group 199k $12M 0% Mar 2024
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Envestnet Asset Management 198k $11M 21% Mar 2024
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Citadel Advisors 182k $11M -48% Mar 2024
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T. Rowe Price Associates 155k $9.0M 45% Mar 2024
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Rhumbline Advisers 148k $8.6M -1% Mar 2024
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Legal & General Group 132k $7.6M 0% Mar 2024
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Tudor Investment Corporation 128k $7.4M 0% Mar 2024
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Frontier Capital Management 124k $7.2M -1% Mar 2024
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Engaged Capital 119k $6.9M 100% Mar 2024
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Phase 2 Partners 112k $6.5M -65% Mar 2024
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Mirae Asset Global Investments 106k $6.2M -19% Mar 2024
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Public Sector Pension Investment Board 102k $5.9M 100% Mar 2024
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Scout Investments 95k $5.4M -7% Mar 2024
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CalPERS 82k $4.8M -18% Mar 2024
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Swiss National Bank 81k $4.7M 0% Mar 2024
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Susquehanna International 79k $4.6M -43% Mar 2024
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Hanlon Investment Management 74k $4.3M 0% Mar 2024
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Millennium Management 74k $4.3M -76% Mar 2024
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Wells Fargo & Company 74k $4.3M 16% Mar 2024
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CNH Partners 73k $4.3M 100% Mar 2024
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Alliancebernstein 70k $3.5M -39% Dec 2023
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Credit Suisse 62k $3.6M 2% Mar 2024
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CenterBook Partners 61k $3.5M 100% Mar 2024
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State of Wisconsin Investment Board 60k $3.4M -12% Mar 2024
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Holocene Advisors 55k $3.2M 4% Mar 2024
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Sei Investments 53k $3.1M 42% Mar 2024
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Ubs Global Asset Management Americas 51k $3.0M 0% Mar 2024
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Ohio Pers 51k $2.9M -11% Mar 2024
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Bnp Paribas Arbitrage, Snc 47k $2.7M -31% Mar 2024
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Cambiar Investors 47k $2.7M -18% Mar 2024
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UBS Group 46k $2.7M -19% Mar 2024
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Lombard Odier Asset Management 45k $2.6M 100% Mar 2024
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Barclays 44k $2.6M -50% Mar 2024
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Texas Permanent School Fund 44k $2.5M 2% Mar 2024
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Thrivent Financial for Lutherans 43k $2.5M 247% Mar 2024
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Balyasny Asset Management 43k $2.5M -47% Mar 2024
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Russell Investments 42k $2.4M 0% Mar 2024
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California State Teachers Retirement System 42k $2.4M -11% Mar 2024
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TD Asset Management 39k $2.3M 9% Mar 2024
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Citigroup 36k $2.1M 6% Mar 2024
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DLD Asset Management 36k $1.8M 88% Dec 2023
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D. E. Shaw & Co 35k $2.0M -25% Mar 2024
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New York State Common Retirement Fund 33k $1.9M 13% Mar 2024
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Brian McDonald 31k $1.8M 3% Mar 2024
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LPL Financial 31k $1.8M 33% Mar 2024
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Stifel Financial 31k $1.8M 11% Mar 2024
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Alaska Retirement Management Board 30k $1.8M -1% Mar 2024
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Illinois Municipal Retirement Fund 28k $1.6M 2% Mar 2024
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Oppenheimer Asset Management 28k $1.6M -21% Mar 2024
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American International 27k $1.3M -71% Dec 2023
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Kornitzer Capital Management 27k $1.6M 0% Mar 2024
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MetLife Investment Advisors 26k $1.3M -51% Dec 2023
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First Trust Advisors 25k $1.4M 154% Mar 2024
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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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Us Bancorp 24k $1.4M -13% Mar 2024
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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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Handelsbanken Fonder AB 21k $1.2M 19% Mar 2024
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Gotham Asset Management 18k $1.0M 17% Mar 2024
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Maryland State Retirement & Pension System 18k $1.1M -1% Mar 2024
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Two Sigma Advisers 18k $1.0M -65% Mar 2024
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Marshall Wace 18k $1.0M 100% Mar 2024
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Federation des caisses Desjardins du Quebec 18k $869k 100% Mar 2024
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Teachers Retirement System Of The State Of Kentucky 18k $867k 0% Dec 2023
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Bamco 17k $990k 0% Mar 2024
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Two Sigma Investments 17k $956k -85% Mar 2024
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Ing Investment Management 17k $954k -19% Mar 2024
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Ensign Peak Advisors 16k $923k -4% Mar 2024
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Amalgamated Bank 16k $918k -26% Mar 2024
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Florida State Board of Administration 16k $925k 10% Mar 2024
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Walleye Trading 16k $907k 33% Mar 2024
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Jane Street 15k $857k -65% Mar 2024
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Mariner Wealth Advisors 14k $799k 2% Mar 2024
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Liberty One Investment Management 14k $794k 12% Mar 2024
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CI Private Wealth 14k $792k 4% Mar 2024
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State of Tennessee, Treasury Department 14k $784k -43% Mar 2024
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Oregon Public Employees Retirement Fund 13k $775k -8% Mar 2024
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UniSuper Management Pty 13k $762k 100% Mar 2024
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New York State Teachers Retirement System 13k $731k 0% Mar 2024
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Greenwood Capital Associates 12k $717k -1% Mar 2024
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Select Equity 12k $714k 32% Mar 2024
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Branch Banking & Trust Company 12k $702k 39% Mar 2024
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Alley Investment Management Company 12k $695k 0% Mar 2024
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Arizona State Retirement System 11k $652k -1% Mar 2024
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Raymond James Financial Services Advisors 11k $650k 1% Mar 2024
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Victory Capital Management 11k $635k -4% Mar 2024
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Commonwealth of Pennsylvania 11k $622k 0% Mar 2024
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ProShare Advisors 10k $585k 10% Mar 2024
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Sandler O'Neill Asset Management 10k $495k -50% Dec 2023
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Deerfield Management Company 9.9k $574k 100% Mar 2024
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CornerCap Investment Counsel 9.5k $550k 100% Mar 2024
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Mutual Of America Capital Management 8.6k $496k -2% Mar 2024
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Captrust Financial Advisors 8.1k $468k 40% Mar 2024
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Zurcher Kantonalbank 7.9k $456k -17% Mar 2024
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Connable Office 7.3k $424k 5% Mar 2024
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Benjamin Edwards 7.1k $412k 31% Mar 2024
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Engineers Gate Manager 7.1k $412k -67% Mar 2024
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Integrated Investment Consultants 6.9k $398k -6% Mar 2024
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New York Life Investment Management 6.3k $368k 100% Mar 2024
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Argent Capital Management 6.3k $367k 15% Mar 2024
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Harbor Capital Advisors 6.2k $359k 100% Mar 2024
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State of Wyoming 6.2k $357k 9% Mar 2024
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Royce & Associates 6.0k $348k 0% Mar 2024
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Park Avenue Securities 5.9k $344k -8% Mar 2024
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Garrison Point Advisors 5.8k $337k 100% Mar 2024
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Stephens 5.8k $335k -8% Mar 2024
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Pictet Asset Management Holding SA 5.5k $319k 100% Mar 2024
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Walleye Trading Advisors 5.2k $301k -70% Mar 2024
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Summit Investment Advisors 5.2k $301k 0% Mar 2024
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Public Employees' Retirement Association of Colorado 5.1k $294k -71% Mar 2024
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Everence Capital Management 4.9k $285k 100% Mar 2024
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Natixis 4.8k $276k 100% Mar 2024
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AtonRa Partners 4.6k $228k -25% Dec 2023
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S.A. Mason 3.7k $214k -48% Mar 2024
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Atlantic Trust 3.2k $181k -98% Mar 2024
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Tower Research Capital 1.9k $109k -72% Mar 2024
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Federated Investors 1.5k $74k -99% Dec 2023
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Advisor Group Holdings 930.00 $54k -93% Mar 2024
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Who sold out of Envestnet?

Fund or Company Name Date Sold Shares Held Valued At
Norges Bank Investment Management Dec 2023 511k $25M
Qube Research & Technologies Sep 2023 127k $5.6M
Weiss Multi-strategy Advisers Dec 2023 86k $4.2M
FJ Capital Management Sep 2023 61k $2.7M
Dark Forest Capital Management Sep 2023 57k $2.5M
Hrt Financial Dec 2023 53k $2.6M
AQR Capital Management Dec 2023 33k $1.6M
Y-Intercept Sep 2023 30k $1.3M
Neo Ivy Capital Management Sep 2023 23k $995k
Fiera Capital Corporation Dec 2023 22k $1.1M
Rockefeller Capital Management Sep 2023 22k $945k
Squarepoint Ops Dec 2023 17k $855k
Vista Finance Sep 2023 16k $705k
Jump Financial Sep 2023 12k $530k
Capstone Investment Advisors Dec 2023 11k $553k
Northwestern Mutual Investment Management Company Sep 2023 11k $485k
Voloridge Investment Management Dec 2023 11k $526k
Quantbot Technologies Sep 2023 9.5k $420k
Aquatic Capital Management Dec 2023 9.5k $470k
Petrus Trust Company Sep 2023 8.9k $394k
Nomura Holdings Dec 2023 8.7k $432k
Picton Mahoney Asset Management Dec 2023 8.4k $415k
Connor, Clark & Lunn Investment Management Dec 2023 7.1k $350k
XTX Topco Sep 2023 6.5k $288k
Luther King Capital Management Corporation Sep 2023 4.8k $212k
Boothbay Fund Management Sep 2023 4.8k $211k