ENVESTNET INC - COM (ENV)

Historical Holders from Q1 2014 to Q1 2025

Type / Class: Equity / COM
Symbol: ENV on NYSE

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Institutional Holders of ENVESTNET INC - COM (ENV) across Reporting Periods

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price (% of par)	Investors
2025 Q1	0	$0	-$58,582				0
2024 Q4	1,183	$58,582	-$3,395,412,256	$0	$0	4,951.99%	1
2024 Q3	54,389,392	$3,405,856,476	-$258,693,653	$8,222,006	$2,398,346	6,262%	260
2024 Q2	58,477,427	$3,660,057,881	-$79,302,121	$15,409,658	$2,841,586	6,259%	253
2024 Q1	59,875,172	$3,467,097,980	+$65,197,277	$14,436,963	$3,961,044	5,791%	231
2023 Q4	58,870,400	$2,915,108,703	+$108,709,858	$18,494,460	$3,055,384	4,952%	218
2023 Q3	56,890,983	$2,509,222,967	-$111,951,770	$16,379,352	$6,062,931	4,403%	223
2023 Q2	58,388,057	$3,465,873,828	-$3,630,754	$27,580,570	$451,060	5,935%	225
2023 Q1	58,327,818	$3,422,151,451	+$7,966,941	$25,626,806	$856,582	5,867%	234
2022 Q4	58,313,544	$3,598,089,586	+$274,523,211	$23,538,300	$5,836,820	6,170%	237
2022 Q3	55,887,482	$2,482,028,585	-$8,250,179	$2,546,000	$3,436,000	4,440%	228
2022 Q2	55,768,838	$2,943,677,077	-$62,784,872	$21,441,500	$4,734,000	5,276.99%	241
2022 Q1	56,529,397	$4,209,272,225	+$17,972,939	$2,344,000	$12,465,000	7,443.96%	265
2021 Q4	56,235,444	$4,462,831,964	-$68,310,285	$1,349,000	$2,396,000	7,934%	251
2021 Q3	56,742,233	$4,552,254,585	+$42,909,533	$2,030,000	$12,173,000	8,024%	228
2021 Q2	56,263,576	$4,269,547,358	+$74,850,300	$4,407,000	$6,524,000	7,586%	241
2021 Q1	55,282,604	$3,993,275,876	-$40,004,495	$2,564,000	$4,838,000	7,222.97%	230
2020 Q4	55,166,397	$4,539,533,479	-$144,615,293	$1,275,000	$3,621,000	8,228.96%	281
2020 Q3	57,007,989	$4,399,045,486	+$321,496,113	$3,356,000	$2,453,000	7,716%	273
2020 Q2	52,860,223	$3,890,476,684	+$178,553,857	$2,345,000	$6,645,000	7,353.99%	248
2020 Q1	50,688,919	$2,726,284,863	-$61,614,622	$2,441,000	$7,164,000	5,378%	234
2019 Q4	50,746,971	$3,534,923,116	+$8,587,890	$4,225,000	$3,641,000	6,963%	229
2019 Q3	49,523,988	$2,808,108,597	+$210,649,607	$2,914,000	$8,306,000	5,670%	217
2019 Q2	46,979,473	$3,211,155,623	+$67,700,712	$5,381,000	$4,144,000	6,837%	229
2019 Q1	46,469,278	$3,038,640,930	+$74,333,011	$7,010,000	$7,684,000	6,538.99%	225
2018 Q4	45,194,957	$2,223,179,421	-$17,686,505	$2,017,000	$2,695,000	4,918.98%	204
2018 Q3	45,358,721	$2,764,462,383	+$72,515,797	$2,426,000	$3,383,000	6,094.99%	210
2018 Q2	44,332,568	$2,437,284,466	+$152,203,670	$3,456,000	$5,171,000	5,495%	209
2018 Q1	41,885,471	$2,400,005,344	+$8,087,506	$3,008,000	$21,659,000	5,729.97%	200
2017 Q4	41,764,992	$2,082,208,161	-$32,216,491	$2,553,000	$9,876,000	4,985%	197
2017 Q3	42,287,604	$2,155,675,715	+$15,686,482	$2,469,000	$8,414,000	5,099.97%	169
2017 Q2	42,381,779	$1,678,087,733	+$124,992,543	$2,465,000	$3,837,000	3,960%	145
2017 Q1	43,261,237	$1,397,675,607	+$69,548,856	$2,565,000	$2,275,000	3,229.98%	156
2016 Q4	43,645,958	$1,538,705,385	+$9,852,905	$250,000	$617,000	3,525.02%	150
2016 Q3	43,030,869	$1,568,180,242	-$8,798,291	$1,089,000	$3,321,000	3,644.97%	136
2016 Q2	42,786,643	$1,425,198,957	+$13,190,873	$728,000	$1,116,000	3,330.96%	130
2016 Q1	42,969,115	$1,169,992,000	+$23,663,278	$275,000	$501,000	2,719.99%	126
2015 Q4	41,943,682	$1,252,021,722	+$93,483,935	$2,581,000	$4,022,000	2,984.97%	137
2015 Q3	38,809,557	$1,163,130,751	+$106,029,185	$2,602,000	$2,390,000	2,997.01%	130
2015 Q2	34,290,422	$1,386,392,626	-$24,851,230	$1,301,000	$2,296,000	4,042.95%	143
2015 Q1	34,068,721	$1,910,282,530	+$87,629,675	$1,699,000	$241,000	5,607.98%	136
2014 Q4	31,801,799	$1,562,900,743	+$37,722,940	$1,361,000	$668,000	4,913.99%	143
2014 Q3	32,515,058	$1,456,735,485	+$40,085,478	$2,120,000	$0	4,500%	129
2014 Q2	31,601,611	$1,534,018,268	+$95,522,094	$1,331,000	$607,000	4,891.98%	124
2014 Q1	29,803,291	$1,195,247,094	+$104,254,352	$225,000	$374,000	4,017.98%	126