Envestnet
ENV • NYSE
Envestnet is a software - application company in the technology sector on NYSE, led by James Fox, with a market cap of $3.5B.
Interim CEOJames Fox
Market Cap$3.5B
Software - Application
Technology
Employees3.1K
Websiteenvestnet.com
Country
United States of America
Overview
Overview of institutional ownership in ENV as of Q1 2025 with a market cap of $3.5B
All Institutions
- Institutions
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Ownership Breakdown
Based on market cap of $3.5B as of Q1 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in ENV as of Q1 2025
| Institution | Position Value |
|---|---|
 Strategic Investment Solutions, Inc. /IL RIA/Wealth | - 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | - 0.00% of portfolio |
R Ronald Blue Trust, Inc. Institution | - 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for ENV in Q1 2025
- Traded
- −$145.5K
- Buyers
- 0
- Sellers
- 3
- Total Bought
- +-
- Total Sold
- −$145.5K
- Avg Position
- -
Biggest Buyers
| Institution | Net Bought | |
|---|---|---|
| No buyers found | ||
Biggest Sellers
| Institution | Net Sold |
|---|---|
Strategic Investment Solutions, Inc. /IL RIA/Wealth | −$58.6K −1.2K shares |
R Ronald Blue Trust, Inc. Institution | −$44.4K −709.0 shares |
A Advisor Group Holdings, Inc. Institution | −$42.5K −679.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited ENV in Q1 2025
- New Positions
- 0
- New Value
- -
- Exited Positions
- 3
- Exited Value
- $145.5K
New Positions
| Institution | Position Value |
|---|---|
| No new positions found | |
Exited Positions
| Institution | Previous Position |
|---|---|
Strategic Investment Solutions, Inc. /IL RIA/Wealth | $58.6K 1.2K shares |
R Ronald Blue Trust, Inc. Institution | $44.4K 709.0 shares |
A Advisor Group Holdings, Inc. Institution | $42.5K 679.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in ENV as of Q1 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with ENV as the highest % of their portfolio as of Q1 2025
| Institution | Portfolio Weight |
|---|---|
Strategic Investment Solutions, Inc. /IL RIA/Wealth | 0.00% - |
A Advisor Group Holdings, Inc. Institution | 0.00% - |
R Ronald Blue Trust, Inc. Institution | 0.00% - |