Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Envestnet Inc (NYSE:ENV)

39.20
Delayed Data
As of Jul 21
 -0.05 / -0.13%
Today’s Change
30.80
Today|||52-Week Range
41.47
+11.21%
Year-to-Date
Institutional investors purchased a net $238.6 thousand shares of ENV during the quarter ended March 2017 and now own 96.69% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Financial Publishing/Services industry and highlights that the smart money sees this stock as an important holding.
Mutual fund holders53.59%
Other institutional43.10%
Individual stakeholders25.29%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2017SUMMIT CREEK ADVISORS LLC  Bought 154.3 Thousand shares of Envestnet Inc
6/30/2017VAN BERKOM & ASSOCIATES, INC.  Bought 133.3 Thousand shares of Envestnet Inc
6/30/2017GENEVA CAPITAL MANAGEMENT LLC  Bought 8.5 Thousand shares of Envestnet Inc

Top 10 Owners of Envestnet Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Janus Capital Management LLC7.89%3,457,614136,921,514-7,441-0.21%
Wells Capital Management, Inc.7.88%3,451,255136,669,698-371,278-9.71%
The Vanguard Group, Inc.7.45%3,265,731129,322,948+150,179+4.82%
BlackRock Fund Advisors5.43%2,379,51094,228,596+54,873+2.36%
TimesSquare Capital Management LL...5.10%2,235,01588,506,594+275,955+14.09%
Wasatch Advisors, Inc.4.40%1,928,39776,364,521-391,056-16.86%
Van Berkom & Associates, Inc.3.77%1,653,14565,464,542+133,303+8.77%
D. F. Dent & Co., Inc.3.44%1,508,84259,750,143+84,876+5.96%
Stephens Investment Management Gr...3.08%1,350,78753,491,165+143,692+11.90%
Franklin Advisers, Inc.2.57%1,124,04544,512,182-29,462-2.55%

Top 10 Mutual Funds Holding Envestnet Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Janus Triton Fund4.42%1,936,84276,698,943+1,936,842--
Wells Fargo Growth Fund3.90%1,710,30067,727,880-167,000-8.90%
Franklin Small Cap Growth Fund2.34%1,023,52240,531,471+1,023,522--
Vanguard Total Stock Market Index...2.31%1,011,70940,063,676+5,061+0.50%
Vanguard Small Cap Index Fund2.24%980,00738,808,277+17,028+1.77%
iShares Russell 2000 ETF1.93%847,31333,553,595+942+0.11%
Janus Venture Fund1.69%741,17629,350,570+741,176--
ClearBridge Small Cap Growth Fund1.62%711,09328,159,283+711,093--
Vanguard Explorer Fund1.34%586,31323,217,995+586,313--
Vanguard Extended Market Index Fu...1.26%551,70021,847,320+8,098+1.49%