Envestnet (ENV) Shareholding Patterns

Stock Card

$63.14

$0.05 (0.08%)

As on 22-Nov-2024 19:00EDT

Market cap

$3,495 Mln

Revenue (TTM)

$1,337 Mln

P/E Ratio

P/B Ratio

6.6

Div. Yield

0 %

Annual
Quarterly

Shareholding Pattern

Shareholder's Name	Category	Holding (% of equity)	Change in shares (%)	Filing date
Brown Advisory Holdings Inc	Institutions	2.54	0.93	31-Mar-2023
Van Berkom and Associates Inc	Institutions	2.32	8.13	31-Mar-2023
ClearBridge Advisors, LLC	Institutions	2.19	0.80	31-Mar-2023
RGM Capital LLC	Institutions	2.05	21.39	31-Mar-2023
Dimensional Fund Advisors, Inc.	Institutions	1.70	16.04	31-Mar-2023
BlackRock Inc	Institutions	14.17	0.77	31-Dec-2022
Vanguard Group Inc	Institutions	10.15	1.91	31-Dec-2022
Impactive Capital LP	Institutions	7.63	4.21	31-Dec-2022
JPMorgan Chase & Co	Institutions	5.57	10.19	31-Dec-2022
Morgan Stanley - Brokerage Accounts	Institutions	4.36	815.94	31-Dec-2022
Advent International Corp	Institutions	3.46	0.00	31-Dec-2022
State Street Corporation	Institutions	3.26	2.45	31-Dec-2022
Earnest Partners LLC	Institutions	3.04	0.00	31-Dec-2022
HHG PLC	Institutions	2.69	-51.97	31-Dec-2022
Stephens Inv Mgmt Group LLC	Institutions	2.44	1.47	31-Dec-2022
FMR Inc	Institutions	2.06	-0.01	31-Dec-2022
Geneva Capital Management	Institutions	1.96	-0.10	31-Dec-2022
Geode Capital Management, LLC	Institutions	1.81	3.43	31-Dec-2022
Fisher Asset Management, LLC	Institutions	1.73	0.60	31-Dec-2022
Northern Trust Corp	Institutions	1.55	0.62	31-Dec-2022
Eaton Vance Management	Institutions	2.10	21.70	30-Sep-2022
Vanguard Group Inc	Institutions	9.72	4.69	30-Jun-2022
Impactive Capital LP	Institutions	7.11	42.30	30-Jun-2022
JPMorgan Chase & Co	Institutions	4.93	-5.12	30-Jun-2022
Advent International Corp	Institutions	3.41	0.00	30-Jun-2022
HHG PLC	Institutions	3.20	-6.54	30-Jun-2022
State Street Corporation	Institutions	3.10	-0.14	30-Jun-2022
Echo Street Capital Management LLC	Institutions	2.59	-8.73	30-Jun-2022
Brown Advisory Holdings Inc	Institutions	2.40	87.39	30-Jun-2022
Stephens Inv Mgmt Group LLC	Institutions	2.17	0.03	30-Jun-2022
ClearBridge Advisors, LLC	Institutions	2.11	0.16	30-Jun-2022
Van Berkom and Associates Inc	Institutions	2.05	7.37	30-Jun-2022
FMR Inc	Institutions	2.03	-0.04	30-Jun-2022
Geneva Capital Management	Institutions	1.86	-1.51	30-Jun-2022
Geode Capital Management, LLC	Institutions	1.70	0.60	30-Jun-2022
Eaton Vance Management	Institutions	1.69	1.18	30-Jun-2022
Champlain Investment Partners, LLC	Institutions	1.63	-3.47	30-Jun-2022
Northern Trust Corp	Institutions	1.49	-1.79	30-Jun-2022
Federated Hermes Inc	Institutions	1.42	-43.20	30-Jun-2022
Fidelity International Ltd	Institutions	1.39	-5.94	30-Jun-2022
Atlanta Capital Management Company,LLC	Institutions	1.23	-4.54	30-Jun-2022
Impactive Capital LP	Institutions	4.99	44.21	31-Mar-2022
BlackRock Inc	Institutions	13.74	-0.16	31-Dec-2021
BlackRock Advisors (UK) Ltd	Institutions	6.99	46.65	31-Dec-2021
Stephens Inv Mgmt Group LLC	Institutions	2.15	-0.26	30-Sep-2021
BlackRock Inc	Institutions	13.83	14.50	30-Jun-2021

Date	Person	Buy / Sell	Transaction Type	No. of Shares	Price ($)	Value ($ K)
15-Mar-2024	Lauren Taylor Wolfe	Buy	Market	32	52.99	1.67
29-Jun-2023	Barry D Cooper	Sell	Market	12	58.19	0.69
21-Jun-2023	Barbara Turner	Buy	Market	37	54.39	2.00
12-Jun-2023	William Crager	Sell	Market	135	53.68	7.25
19-May-2023	Matthew Majoros	Sell	Market	73	54.74	4.00

Envestnet (ENV) Shareholding Patterns

Shareholding Pattern

Shareholders more than 1%

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