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37.96
BATS BZX Real-Time Price
As of 12:05pm ET
 -0.70 / -1.81%
Today’s Change
19.30
Today|||52-Week Range
46.45
+27.17%
Year-to-Date
Institutional investors purchased a net $2.2 million shares of ENV during the quarter ended March 2016, and now own 105.93% of the total float, a percentage that is typical for companies in the Financial Publishing/Services industry.
Mutual fund holders59.09%
Other institutional46.85%
Individual stakeholders25.79%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2016WELLINGTON MANAGEMENT CO. LLP  Bought 1.2 Million shares of Envestnet Inc
6/30/2016VAN BERKOM & ASSOCIATES, INC.  Bought 358.7 Thousand shares of Envestnet Inc
5/31/2016PRINCIPAL MANAGEMENT CORP.  Bought 115.4 Thousand shares of Envestnet Inc

Top 10 Owners of Envestnet Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Wells Capital Management, Inc.13.13%5,604,970186,701,551+159,444+2.93%
Wellington Management Co. LLP10.80%4,612,199153,632,349+1,233,744+36.52%
Janus Capital Management LLC7.92%3,379,393112,567,581+352,435+11.64%
The Vanguard Group, Inc.6.53%2,787,68792,857,854+197,774+7.64%
TimesSquare Capital Management LL...6.07%2,591,04086,307,542+377,540+17.06%
Wasatch Advisors, Inc.5.11%2,183,29872,725,656-652,731-23.02%
D. F. Dent & Co., Inc.4.45%1,901,34863,333,902+2,707+0.14%
BlackRock Fund Advisors4.43%1,892,00663,022,720-57,765-2.96%
Franklin Advisers, Inc.2.64%1,128,62637,594,532+78,465+7.47%
Fidelity Management & Research Co...2.62%1,120,40037,320,52400.00%

Top 10 Mutual Funds Holding Envestnet Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Wells Fargo Growth Fund7.16%3,055,931101,793,062-220,800-6.74%
Janus Triton Fund4.45%1,901,25063,330,638+275,521+16.95%
Franklin Small Cap Growth Fund2.39%1,021,60034,029,496+59,800+6.22%
ClearBridge Small Cap Growth Fund2.17%925,26330,820,511+7,750+0.84%
Vanguard Small Cap Index Fund1.98%844,18628,119,836+22,104+2.69%
Vanguard Total Stock Market Index...1.86%794,84326,476,220+959+0.12%
Wells Fargo Emerging Growth Portf...1.81%774,46225,797,329+57,280+7.99%
Janus Venture Fund1.73%739,85324,644,503-2,526-0.34%
Wasatch Small Cap Growth Fund1.67%711,16023,688,740-333,799-31.94%
iShares Russell 2000 ETF1.51%645,56621,503,803-7,154-1.10%