How many institutions own ENV stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own ENV shares is 357, representing 96.95% of the company's common stock.

Who are the major shareholders selling Envestnet, Inc. stock?

DIMENSIONAL FUND ADVISORS LP, in the last quarter, reduced its stake in ENV by -100% restricting it's holding to 0 shares of worth nearly -. SEI INVESTMENTS CO also lessened -100% of the ENV shares from its portfolio, reducing its holding to 0 shares of worth -. FIL LTD also shunned ENV shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying ENV stock?

As per its latest 13F filing, RONALD BLUE TRUST, INC. increased its stake in ENV by 312.21% in the last quarter. The institutional holder raised its holding to 709 shares having worth more than $44.40K. STRATEGIC INVESTMENT SOLUTIONS, INC. /IL also added 100% more shares of ENV to its portfolio, raising its holding to 1.18 thousand shares of worth $58.58K. CHARLES SCHWAB INVESTMENT MANAGEMENT INC also increased its ENV shares holding by 4.87% which brought its holding to 533.36 thousand shares worth $30.89M.

ENV's major insiders: who are they?

The insider with the most stakes in ENV is Wolfe Lauren Taylor , director at the company. Additionally, ENV stock is highly held by Chief Executive Officer Crager William and Chief Investment Officer Thomas Brandon among others.

Did an insider recently sell ENV stock?

Company executives, directors, and other insiders own 1.16% percent of Envestnet, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which ENV insiders have sold stock, totaling 0 shares. Insiders that have sold shares include MAJOROS MATTHEW, COOPER BARRY D., and CRAGER WILLIAM.

Which insider recently purchased ENV stock?

There have been 0 transaction(s) during the past 6-months in which Envestnet, Inc. insiders have bought stock, totalling 0 shares

How much of ENV does insiders own?

Around 0 Envestnet, Inc. shares are held by insiders, which represents about 1.16% of ENV stock.

Who is the insider with the largest stake?

ENV director, Wolfe Lauren Taylor holds the largest portfolio of the company's shares. ENV shares owned by Wolfe total nearly 4.19 million.

Which institution holds the most shares in ENV?

DIMENSIONAL FUND ADVISORS LP is the largest institutional owner in ENV which holds 0 shares worth - or 0% of the total ENV shares outstanding followed by SEI INVESTMENTS CO with ownership of 0 shares representing 0% of the ENV ownership. FIL LTD is the third largest stakeholder with 0 shares or 0% of the ownership worth more than -.

Is Envestnet, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the ENV is concerned, it is a stock which is optionable.

Is there a short position on ENV's shares?

Number of ENV shares short is 2.82M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding ENV shares are there?

As of today, 55.35M shares of ENV are outstanding.

Is there many float in ENV stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, ENV has 42.43M shares in float.

ENV short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for ENV is 6.1.

Envestnet (ENV) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableNo

OptionableYes

Short Percent Of Outstanding Shares5.1

Short Percent Of Float7.76

Shares Outstanding55.35M

Shares Float42.43M

Shares Short2.82M

Short Ratio6.1

7.76%

Short % of Float

5.1%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

1.16% Percentage of Shares held by All Insiders

96.95% Percentage of Shares held by All Institutions

98.08% Percentage of Float held by Institutions

357

Number of Institutions Holding Shares

Institutional Ownership

About 96.95% of ENV shares are held by financial institutions. DIMENSIONAL FUND ADVISORS LP is the top corporate investor, holding 0 shares valued at -. A 0% stake in Envestnet, Inc. is owned by the company. SEI INVESTMENTS CO owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2024	DIMENSIONAL FUND ADVISORS LP	0%	0	-	-640.63K	-100.00%
Dec 31, 2024	SEI INVESTMENTS CO	0%	0	-	-34.61K	-100.00%
Dec 31, 2024	FIL LTD	0%	0	-	-1.66M	-100.00%
Dec 31, 2024	FMR LLC	0%	0	-	-1.12M	-100.00%
Dec 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0%	0	-	-39.47K	-100.00%
Dec 31, 2024	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0%	0	-	-12.12K	-100.00%
Dec 31, 2024	TRUIST FINANCIAL CORP	0%	0	-	-18.9K	-100.00%
Dec 31, 2024	ROTHSCHILD INVESTMENT LLC	0%	0	-	-40	-100.00%
Dec 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0%	0	-	-254.77K	-100.00%
Dec 31, 2024	NORTHERN TRUST CORP	0%	0	-	-615.76K	-100.00%
Dec 31, 2024	WELLS FARGO & COMPANY/MN	0%	0	-	-22.98K	-100.00%
Dec 31, 2024	FRANKLIN RESOURCES INC	0%	0	-	-96	-100.00%
Dec 31, 2024	FIFTH THIRD BANCORP	0%	0	-	-323	-100.00%
Dec 31, 2024	JPMORGAN CHASE & CO	0%	0	-	-2.27M	-100.00%
Dec 31, 2024	BROWN, LISLE/CUMMINGS, INC.	0%	0	-	-225	-100.00%
Dec 31, 2024	PRINCIPAL SECURITIES, INC.	0%	0	-	-3.41K	-100.00%
Dec 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0%	679	42.52K	-9.72K	-93.47%
Dec 31, 2024	BANK OF AMERICA CORP /DE/	0%	0	-	-947.56K	-100.00%
Dec 31, 2024	HUNTINGTON NATIONAL BANK	0%	0	-	-1.05K	-100.00%
Dec 31, 2024	US BANCORP \DE\	0%	0	-	-4.23K	-100.00%
Dec 31, 2024	BRYN MAWR TRUST CO	0%	0	-	-21	-100.00%
Dec 31, 2024	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	0%	0	-	-17.51K	-100.00%
Dec 31, 2024	BARCLAYS PLC	0%	0	-	-90.23K	-100.00%
Dec 31, 2024	STATE STREET CORP	0%	0	-	-1.93M	-100.00%
Dec 31, 2024	RONALD BLUE TRUST, INC.	0%	709	44.4K	537	+312.21%
Dec 31, 2024	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	0%	0	-	-5.08K	-100.00%
Dec 31, 2024	INVESCO LTD.	0%	0	-	-215.66K	-100.00%
Dec 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	0	-	-554.31K	-100.00%
Dec 31, 2024	MORGAN STANLEY	0%	0	-	-1.79M	-100.00%
Dec 31, 2024	STRATEGIC INVESTMENT SOLUTIONS, INC. /IL	0%	1.18K	58.58K	1.18K	+100.00%
Dec 31, 2024	JEFFERIES FINANCIAL GROUP INC.	0%	0	-	-41.06K	-100.00%
Dec 31, 2024	COMERICA BANK	0%	0	-	-26.75K	-100.00%
Dec 31, 2024	GOLDMAN SACHS GROUP INC	0%	0	-	-322.74K	-100.00%
Dec 31, 2024	BROWN CAPITAL MANAGEMENT LLC	0%	0	-	-3.87K	-100.00%
Dec 31, 2024	HSBC HOLDINGS PLC	0%	0	-	-1.35M	-100.00%
Dec 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0%	0	-	-96.8K	-100.00%
Dec 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0%	0	-	-3.53K	-100.00%
Dec 31, 2024	VANGUARD GROUP INC	0%	0	-	-6.39M	-100.00%
Dec 31, 2024	CLEARSTEAD ADVISORS, LLC	0%	0	-	-209	-100.00%
Dec 31, 2024	CITIGROUP INC	0%	0	-	-81.2K	-100.00%
Dec 31, 2024	CRAMER ROSENTHAL MCGLYNN LLC	0%	0	-	-87.57K	-100.00%
Dec 31, 2024	STRS OHIO	0%	0	-	-2.3K	-100.00%
Dec 31, 2024	AMERIPRISE FINANCIAL INC	0%	0	-	-157.9K	-100.00%
Dec 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0%	0	-	-15.76K	-100.00%
Dec 31, 2024	GAMCO INVESTORS, INC. ET AL	0%	0	-	-8.8K	-100.00%
Dec 31, 2024	LEGAL & GENERAL GROUP PLC	0%	0	-	-133.67K	-100.00%
Dec 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0%	0	-	-1.36K	-100.00%
Dec 31, 2024	STIFEL FINANCIAL CORP	0%	0	-	-33.22K	-100.00%
Dec 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0%	0	-	-2.24K	-100.00%
Dec 31, 2024	MML INVESTORS SERVICES, LLC	0%	0	-	-31.29K	-100.00%
Mar 31, 2024	BANK OF MONTREAL /CAN/	1.07%	583.93K	33.99M	-15.39K	-2.57%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.98%	533.36K	30.89M	24.78K	+4.87%
Mar 31, 2024	ROYAL BANK OF CANADA	0.95%	517.81K	29.99M	-21.05K	-3.91%
Mar 31, 2024	ONE FIN CAPITAL MANAGEMENT LP	0.53%	289.5K	16.76M	0	0
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.48%	259.26K	15.01M	-20.98K	-7.48%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.42%	228.81K	13.25M	-1.73K	-0.75%
Mar 31, 2024	PORTMAN SQUARE CAPITAL LLP	0.39%	210K	12.16M	-90.5K	-30.12%
Mar 31, 2024	DEUTSCHE BANK AG\	0.37%	203.47K	11.78M	-239.67K	-54.08%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.37%	199.3K	11.54M	100	+0.05%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.36%	197.69K	11.45M	38.41K	+24.12%
Mar 31, 2024	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.32%	175.2K	10.15M	-59.3K	-25.29%
Mar 31, 2024	SUNRIVER MANAGEMENT LLC	0.31%	166.62K	9.65M	166.62K	+100.00%
Mar 31, 2024	CITADEL ADVISORS LLC	0.3%	161.51K	9.35M	-179.99K	-52.71%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.28%	154.84K	8.97M	48.06K	+45.00%
Mar 31, 2024	RHUMBLINE ADVISERS	0.27%	147.76K	8.56M	-1.92K	-1.28%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.24%	131.76K	7.63M	-369	-0.28%
Mar 31, 2024	IMPACTIVE CAPITAL LP	7.68%	4.18M	242.29M	32.83K	+0.79%
Mar 31, 2024	MORGAN STANLEY	5.55%	3.02M	174.94M	-283.49K	-8.58%
Mar 31, 2024	BESSEMER GROUP INC	0.39%	212.26K	12.29M	8.66K	+4.25%
Mar 31, 2024	BLACKROCK INC.	14.66%	7.99M	462.47M	235.81K	+3.04%
Mar 31, 2024	GREENHOUSE FUNDS LLLP	2.18%	1.19M	68.73M	1.19M	+100.00%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.98%	1.08M	62.54M	32.5K	+3.10%
Mar 31, 2024	GENEVA CAPITAL MANAGEMENT LLC	1.97%	1.07M	62.02M	16.67K	+1.58%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.19%	105.54K	5.8M	-24.96K	-19.13%
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.19%	101.95K	5.9M	-1.26K	-1.22%
Mar 31, 2024	SCOUT INVESTMENTS, INC.	0.17%	94.85K	5.43M	-6.04K	-5.99%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.15%	82.22K	4.76M	-18.34K	-18.24%
Mar 31, 2024	SWISS NATIONAL BANK	0.15%	80.7K	4.67M	0	0
Mar 31, 2024	HANLON INVESTMENT MANAGEMENT, INC.	0.14%	74K	4.29M	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.13%	73.46K	4.25M	10.33K	+16.35%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.12%	66.3K	3.84M	-3.39K	-4.86%
Mar 31, 2024	INTRINSIC EDGE CAPITAL MANAGEMENT LLC	0.12%	63K	3.65M	63K	+100.00%
Mar 31, 2024	CREDIT SUISSE AG/	0.11%	61.52K	3.56M	1.39K	+2.31%
Mar 31, 2024	CENTERBOOK PARTNERS LP	0.11%	61.07K	3.54M	61.07K	+100.00%
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.11%	59.46K	3.44M	-8.16K	-12.07%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.1%	56.14K	3.25M	-1.19K	-2.08%
Mar 31, 2024	SEI INVESTMENTS CO	0.1%	52.91K	3.06B	3.2K	+6.43%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	50.4K	2.92M	50.4K	+100.00%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.09%	47.29K	2.74M	-20.85K	-30.60%
Mar 31, 2024	CAMBIAR INVESTORS LLC	0.09%	47.16K	2.73M	-10.5K	-18.20%
Mar 31, 2024	UBS GROUP AG	0.09%	46.31K	2.68M	3.46K	+8.07%
Mar 31, 2024	VANGUARD GROUP INC	11.2%	6.1M	353.17M	83.08K	+1.38%
Mar 31, 2024	JPMORGAN CHASE & CO	4.52%	2.46M	142.49M	162.69K	+7.08%
Mar 31, 2024	GLOBAL ALPHA CAPITAL MANAGEMENT LTD.	0.88%	477.22K	27.64M	0	0
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.82%	444.08K	25.72M	193.6K	+77.29%
Mar 31, 2024	CRAMER ROSENTHAL MCGLYNN LLC	0.78%	426.12K	24.68M	-36.27K	-7.84%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.71%	387.78K	22.46M	-22.92K	-5.58%
Mar 31, 2024	SUMMIT CREEK ADVISORS LLC	0.59%	323.55K	18.74M	2.04K	+0.64%
Mar 31, 2024	MAN GROUP PLC	0.59%	323.34K	18.72M	-143.98K	-30.81%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.58%	314.22K	18.2M	-11.85K	-3.63%
Mar 31, 2024	TUDOR INVESTMENT CORP ET AL	0.23%	127.78K	7.4M	462	+0.36%
Mar 31, 2024	STATE STREET CORP	3.57%	1.95M	112.72M	24.35K	+1.27%
Mar 31, 2024	VAN BERKOM & ASSOCIATES INC.	3.25%	1.77M	102.48M	-407.15K	-18.70%
Mar 31, 2024	BROWN ADVISORY INC	3.17%	1.73M	100.12M	655.08K	+61.00%
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	3.09%	1.68M	97.37M	23.82K	+1.44%
Mar 31, 2024	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	3.04%	1.65M	95.71M	1.7K	+0.10%
Mar 31, 2024	HSBC HOLDINGS PLC	2.94%	1.6M	92.68M	-224.61K	-12.31%
Mar 31, 2024	EARNEST PARTNERS LLC	2.68%	1.46M	84.39M	-15.78K	-1.07%
Mar 31, 2024	RGM CAPITAL, LLC	2.47%	1.34M	77.8M	173.05K	+14.78%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	2.23%	1.22M	70.47M	-104.55K	-7.91%
Mar 31, 2024	CLEARBRIDGE INVESTMENTS, LLC	2.21%	1.2M	69.66M	-354	-0.03%
Mar 31, 2024	FMR LLC	2.06%	1.12M	64.89M	0	0
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.77%	965.65K	55.92M	-6.27K	-0.64%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.69%	919.48K	53.25M	180.34K	+24.40%
Mar 31, 2024	INVESCO LTD.	1.51%	824.92K	47.77M	38.84K	+4.94%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	1.46%	793.47K	45.95M	352.66K	+80.00%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	1.4%	761.68K	44.11M	1.2K	+0.16%
Mar 31, 2024	NORTHERN TRUST CORP	1.15%	625.35K	36.21M	-8.64K	-1.36%
Dec 31, 2023	FMR LLC	2.05%	1.12M	55.49M	-15	0.00%
Dec 31, 2023	RGM CAPITAL, LLC	2.15%	1.17M	57.96M	344.37K	+41.68%
Dec 31, 2023	CLEARBRIDGE INVESTMENTS, LLC	2.21%	1.2M	59.59M	10.36K	+0.87%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	2.42%	1.32M	65.44M	-143.75K	-9.81%
Dec 31, 2023	EARNEST PARTNERS LLC	2.7%	1.47M	72.95M	-62.97K	-4.10%
Dec 31, 2023	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	3.03%	1.65M	81.76M	207.63K	+14.38%
Dec 31, 2023	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	3.04%	1.66M	82.09M	-58.65K	-3.42%
Dec 31, 2023	HSBC HOLDINGS PLC	3.34%	1.82M	90.03M	1.82M	+20,229.70%
Dec 31, 2023	STATE STREET CORP	3.52%	1.92M	95.19M	216.72K	+12.71%
Dec 31, 2023	VAN BERKOM & ASSOCIATES INC.	3.99%	2.18M	107.8M	414.32K	+23.51%
Dec 31, 2023	JPMORGAN CHASE & CO	4.21%	2.3M	113.79M	-731.92K	-24.16%
Dec 31, 2023	MORGAN STANLEY	6.06%	3.3M	163.63M	140.63K	+4.45%
Dec 31, 2023	IMPACTIVE CAPITAL LP	7.61%	4.15M	205.56M	0	0
Dec 31, 2023	VANGUARD GROUP INC	11.02%	6.02M	297.89M	687.2K	+12.90%
Dec 31, 2023	BLACKROCK INC.	14.2%	7.75M	383.79M	-283.24K	-3.53%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.24%	132.13K	6.54M	63.86K	+93.52%
Dec 31, 2023	RHUMBLINE ADVISERS	0.27%	149.68K	7.41M	-15.51K	-9.39%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.29%	159.28K	7.89M	-3.89K	-2.38%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.37%	199.2K	9.86M	-26.87K	-11.88%
Dec 31, 2023	BESSEMER GROUP INC	0.37%	203.6K	10.08M	38.22K	+23.11%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.42%	230.54K	11.42M	-239.18K	-50.92%
Dec 31, 2023	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.43%	234.5K	11.61M	101.6K	+76.45%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.46%	250.48K	12.4M	8.78K	+3.63%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.51%	280.23K	13.88M	80.09K	+40.02%
Dec 31, 2023	IRENIC CAPITAL MANAGEMENT LP	0.53%	287.16K	14.22M	287.16K	+100.00%
Dec 31, 2023	ONE FIN CAPITAL MANAGEMENT LP	0.53%	289.5K	14.34M	289.5K	+100.00%
Dec 31, 2023	PORTMAN SQUARE CAPITAL LLP	0.55%	300.5K	14.88M	0	0
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.55%	301.06K	14.91M	-26.31K	-8.04%
Dec 31, 2023	PHASE 2 PARTNERS, LLC	0.58%	318.49K	15.77M	-222.79K	-41.16%
Dec 31, 2023	SUMMIT CREEK ADVISORS LLC	0.59%	321.51K	15.92M	-24.18K	-6.99%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.6%	326.08K	16.15M	391	+0.12%
Dec 31, 2023	CITADEL ADVISORS LLC	0.63%	341.5K	16.91M	50.15K	+17.21%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.75%	410.7K	20.34M	-58.84K	-12.53%
Dec 31, 2023	SCHRODER INVESTMENT MANAGEMENT GROUP	0.81%	440.8K	21.83M	440.8K	+100.00%
Dec 31, 2023	DEUTSCHE BANK AG\	0.81%	443.14K	21.94M	311.68K	+237.09%
Dec 31, 2023	CRAMER ROSENTHAL MCGLYNN LLC	0.85%	462.38K	22.9M	-18.44K	-3.83%
Dec 31, 2023	MAN GROUP PLC	0.86%	467.31K	23.14M	337.54K	+260.09%
Dec 31, 2023	GLOBAL ALPHA CAPITAL MANAGEMENT LTD.	0.87%	477.22K	23.63M	107.3K	+29.01%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.93%	508.58K	25.18M	38.42K	+8.17%
Dec 31, 2023	NORGES BANK	0.94%	511.3K	25.32M	511.3K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.99%	538.85K	26.68M	103.44K	+23.76%
Dec 31, 2023	BANK OF MONTREAL /CAN/	1.1%	599.32K	29.87M	23.2K	+4.03%
Dec 31, 2023	NORTHERN TRUST CORP	1.16%	633.98K	31.39M	-104.77K	-14.18%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.35%	739.14K	36.6M	-103.4K	-12.27%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	1.39%	760.48K	37.66M	-116.85K	-13.32%
Dec 31, 2023	INVESCO LTD.	1.44%	786.08K	38.93M	201.55K	+34.48%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.78%	971.92K	48.13M	6.42K	+0.66%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.92%	1.05M	51.87M	21.43K	+2.09%
Dec 31, 2023	GENEVA CAPITAL MANAGEMENT LLC	1.93%	1.05M	52.21M	-21.5K	-2.00%
Dec 31, 2023	BROWN ADVISORY INC	1.97%	1.07M	53.18M	-156.32K	-12.71%

Insiders

Among the ENV insiders holding of 1.16% of the stake in company, WOLFE LAUREN TAYLOR, director, holds the largest shares of 4.19M. CRAGER WILLIAM, Chief Executive Officer, is the second largest ENV insider with ownership of 325.36K shares. THOMAS BRANDON, Chief Investment Officer, stands third with possession of 268.7K shares of that stake.

Insiders	Designation	Shares Held
WOLFE LAUREN TAYLOR	director	4.19M
CRAGER WILLIAM	Chief Executive Officer	325.36K
THOMAS BRANDON	Chief Investment Officer	268.7K
DEPINA STUART	President	53.6K
D'ARRIGO PETER	Chief Financial Officer	51.84K
GRINIS SCOTT D	Chief Technology Officer	50.49K
COOPER BARRY D.	SVP, Head of Accounting Mgmt.	29.18K
O'BRIEN SHELLY	Chief Legal Officer	23.71K
ARORA ANIL	director	22.17K
MAYER JOSHUA	Chief Operating Officer	19.6K
MAJOROS MATTHEW	Principal Accounting Officer	15.21K
TURNER BARBARA	director	3.53K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 25, 2024	MAJOROS MATTHEW	SALE	56.92	700	39.84K	15.21K
Mar 15, 2024	WOLFE LAUREN TAYLOR	PURCHASE	52.99	1.67K	88.49K	4.19M
Mar 07, 2024	WOLFE LAUREN TAYLOR	PURCHASE	52.62	21.76K	1.15M	4.18M
Mar 06, 2024	WOLFE LAUREN TAYLOR	PURCHASE	51.19	9.4K	481.24K	4.16M
Jun 29, 2023	COOPER BARRY D.	SALE	58.19	690	40.15K	29.18K
Jun 21, 2023	TURNER BARBARA	PURCHASE	54.39	2K	108.78K	3.53K
Jun 12, 2023	CRAGER WILLIAM	SALE	53.68	7.25K	389.18K	325.36K
May 19, 2023	MAJOROS MATTHEW	SALE	54.74	4K	218.96K	14.08K
Mar 30, 2023	COOPER BARRY D.	SALE	56.93	530	30.17K	30.24K
Mar 30, 2023	O'BRIEN SHELLY	SALE	56.84	8.8K	500.19K	23.71K
Nov 14, 2022	O'BRIEN SHELLY	SALE	56.00	5.36K	300.05K	28.7K
Aug 22, 2022	COOPER BARRY D.	SALE	56.45	290	16.37K	26K
Jun 29, 2022	CRAGER WILLIAM	PURCHASE	53.79	920	49.49K	306.24K
Jun 28, 2022	MAJOROS MATTHEW	SALE	53.79	200	10.76K	16.62K
Mar 25, 2022	COOPER BARRY D.	SALE	73.73	678	49.99K	27.65K
Mar 21, 2022	MAJOROS MATTHEW	SALE	75.33	400	30.13K	16.94K
Dec 27, 2021	DEPINA STUART	SALE	81.94	16.42K	1.35M	53.6K
Sep 01, 2021	COOPER BARRY D.	SALE	79.71	350	27.9K	21.84K
Dec 16, 2020	CRAGER WILLIAM	SALE	82.85	7.16K	593.54K	221.76K
Oct 26, 2020	O'BRIEN SHELLY	SALE	82.99	5.5K	456.45K	26.89K
Oct 23, 2020	ARORA ANIL	SALE	84.54	2.5K	211.35K	22.17K
Oct 21, 2020	THOMAS BRANDON	SALE	82.90	700	58.03K	268.7K
Oct 21, 2020	ARORA ANIL	SALE	83.09	98	8.14K	24.67K
Oct 21, 2020	DEPINA STUART	SALE	82.89	2K	165.78K	53.87K
Jun 29, 2020	MAYER JOSHUA	SALE	70.87	4.42K	313.1K	19.6K
Jun 08, 2020	MAYER JOSHUA	SALE	76.08	150	11.41K	19.6K
Jun 03, 2020	THOMAS BRANDON	SALE	76.11	1.29K	97.95K	269.17K
Jun 01, 2020	THOMAS BRANDON	SALE	74.12	10.54K	780.85K	269.17K
May 28, 2020	MAYER JOSHUA	SALE	74.04	2.02K	149.34K	19.99K
May 28, 2020	THOMAS BRANDON	SALE	74.38	13.1K	974.23K	269.47K
May 12, 2020	CRAGER WILLIAM	SALE	66.17	100	6.62K	250.59K
May 08, 2020	MAYER JOSHUA	SALE	66.36	150	9.95K	22.01K
Apr 13, 2020	CRAGER WILLIAM	SALE	55.96	2.9K	162.28K	241.5K
Apr 08, 2020	MAYER JOSHUA	SALE	50.78	150	7.62K	22.16K
Mar 12, 2020	CRAGER WILLIAM	SALE	58.60	1K	58.6K	251.2K
Mar 09, 2020	MAYER JOSHUA	SALE	65.67	150	9.85K	22.46K
Feb 12, 2020	CRAGER WILLIAM	SALE	83.54	5.69K	475.68K	222.37K
Feb 10, 2020	MAYER JOSHUA	SALE	81.95	150	12.29K	18.47K
Jan 27, 2020	GRINIS SCOTT D	SALE	72.16	10.3K	743.25K	50.49K
Jan 22, 2020	D'ARRIGO PETER	SALE	71.28	3K	213.84K	51.84K
Jan 21, 2020	GRINIS SCOTT D	SALE	71.45	24.19K	1.73M	65.49K
Jan 15, 2020	D'ARRIGO PETER	SALE	74.25	5K	371.25K	51.84K
Jan 13, 2020	O'BRIEN SHELLY	SALE	73.11	4.5K	329K	23.4K
Jan 13, 2020	GRINIS SCOTT D	SALE	74.02	801	59.29K	95.49K
Jan 13, 2020	CRAGER WILLIAM	SALE	73.98	290	21.45K	222.37K
Jan 08, 2020	D'ARRIGO PETER	SALE	72.67	5K	363.35K	51.84K
Jan 08, 2020	MAYER JOSHUA	SALE	72.67	150	10.9K	18.62K
Jan 06, 2020	GRINIS SCOTT D	SALE	72.07	23.4K	1.69M	125.49K
Jan 02, 2020	D'ARRIGO PETER	SALE	70.00	5K	350K	51.84K
Dec 26, 2019	D'ARRIGO PETER	SALE	71.02	8K	568.16K	52.27K
Dec 23, 2019	GRINIS SCOTT D	SALE	71.39	15K	1.07M	155.73K
Dec 18, 2019	D'ARRIGO PETER	SALE	70.45	10K	704.5K	52.27K
Dec 16, 2019	MAJOROS MATTHEW	SALE	70.72	1.4K	99.01K	12.46K
Dec 12, 2019	CRAGER WILLIAM	SALE	72.24	1.2K	86.69K	222.98K
Dec 11, 2019	D'ARRIGO PETER	SALE	72.05	10K	720.5K	52.27K
Dec 09, 2019	MAYER JOSHUA	SALE	72.04	150	10.81K	19.01K
Dec 04, 2019	D'ARRIGO PETER	SALE	70.34	10K	703.4K	52.27K
Dec 04, 2019	GRINIS SCOTT D	SALE	71.34	8K	570.72K	170.73K
Nov 27, 2019	GRINIS SCOTT D	SALE	70.55	10K	705.5K	170.98K
Nov 27, 2019	D'ARRIGO PETER	SALE	70.00	5K	350K	57.75K
Nov 26, 2019	GRINIS SCOTT D	SALE	68.45	17.41K	1.19M	170.98K
Nov 20, 2019	D'ARRIGO PETER	SALE	64.84	5K	324.2K	52.75K

Frequently Asked Questions

Stock Outstanding Shares

ShortableNo

OptionableYes

Short Percent Of Outstanding Shares5.1

Short Percent Of Float7.76

Shares Outstanding55.35M

Shares Float42.43M

Shares Short2.82M

Short Ratio6.1

7.76%

Short % of Float

5.1%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

1.16% Percentage of Shares held by All Insiders

96.95% Percentage of Shares held by All Institutions

98.08% Percentage of Float held by Institutions

357

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2024	DIMENSIONAL FUND ADVISORS LP	0%	0	-	-640.63K	-100.00%
Dec 31, 2024	SEI INVESTMENTS CO	0%	0	-	-34.61K	-100.00%
Dec 31, 2024	FIL LTD	0%	0	-	-1.66M	-100.00%
Dec 31, 2024	FMR LLC	0%	0	-	-1.12M	-100.00%
Dec 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0%	0	-	-39.47K	-100.00%
Dec 31, 2024	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0%	0	-	-12.12K	-100.00%
Dec 31, 2024	TRUIST FINANCIAL CORP	0%	0	-	-18.9K	-100.00%
Dec 31, 2024	ROTHSCHILD INVESTMENT LLC	0%	0	-	-40	-100.00%
Dec 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0%	0	-	-254.77K	-100.00%
Dec 31, 2024	NORTHERN TRUST CORP	0%	0	-	-615.76K	-100.00%
Dec 31, 2024	WELLS FARGO & COMPANY/MN	0%	0	-	-22.98K	-100.00%
Dec 31, 2024	FRANKLIN RESOURCES INC	0%	0	-	-96	-100.00%
Dec 31, 2024	FIFTH THIRD BANCORP	0%	0	-	-323	-100.00%
Dec 31, 2024	JPMORGAN CHASE & CO	0%	0	-	-2.27M	-100.00%
Dec 31, 2024	BROWN, LISLE/CUMMINGS, INC.	0%	0	-	-225	-100.00%
Dec 31, 2024	PRINCIPAL SECURITIES, INC.	0%	0	-	-3.41K	-100.00%
Dec 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0%	679	42.52K	-9.72K	-93.47%
Dec 31, 2024	BANK OF AMERICA CORP /DE/	0%	0	-	-947.56K	-100.00%
Dec 31, 2024	HUNTINGTON NATIONAL BANK	0%	0	-	-1.05K	-100.00%
Dec 31, 2024	US BANCORP \DE\	0%	0	-	-4.23K	-100.00%
Dec 31, 2024	BRYN MAWR TRUST CO	0%	0	-	-21	-100.00%
Dec 31, 2024	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	0%	0	-	-17.51K	-100.00%
Dec 31, 2024	BARCLAYS PLC	0%	0	-	-90.23K	-100.00%
Dec 31, 2024	STATE STREET CORP	0%	0	-	-1.93M	-100.00%
Dec 31, 2024	RONALD BLUE TRUST, INC.	0%	709	44.4K	537	+312.21%
Dec 31, 2024	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	0%	0	-	-5.08K	-100.00%
Dec 31, 2024	INVESCO LTD.	0%	0	-	-215.66K	-100.00%
Dec 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0%	0	-	-554.31K	-100.00%
Dec 31, 2024	MORGAN STANLEY	0%	0	-	-1.79M	-100.00%
Dec 31, 2024	STRATEGIC INVESTMENT SOLUTIONS, INC. /IL	0%	1.18K	58.58K	1.18K	+100.00%
Dec 31, 2024	JEFFERIES FINANCIAL GROUP INC.	0%	0	-	-41.06K	-100.00%
Dec 31, 2024	COMERICA BANK	0%	0	-	-26.75K	-100.00%
Dec 31, 2024	GOLDMAN SACHS GROUP INC	0%	0	-	-322.74K	-100.00%
Dec 31, 2024	BROWN CAPITAL MANAGEMENT LLC	0%	0	-	-3.87K	-100.00%
Dec 31, 2024	HSBC HOLDINGS PLC	0%	0	-	-1.35M	-100.00%
Dec 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0%	0	-	-96.8K	-100.00%
Dec 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0%	0	-	-3.53K	-100.00%
Dec 31, 2024	VANGUARD GROUP INC	0%	0	-	-6.39M	-100.00%
Dec 31, 2024	CLEARSTEAD ADVISORS, LLC	0%	0	-	-209	-100.00%
Dec 31, 2024	CITIGROUP INC	0%	0	-	-81.2K	-100.00%
Dec 31, 2024	CRAMER ROSENTHAL MCGLYNN LLC	0%	0	-	-87.57K	-100.00%
Dec 31, 2024	STRS OHIO	0%	0	-	-2.3K	-100.00%
Dec 31, 2024	AMERIPRISE FINANCIAL INC	0%	0	-	-157.9K	-100.00%
Dec 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0%	0	-	-15.76K	-100.00%
Dec 31, 2024	GAMCO INVESTORS, INC. ET AL	0%	0	-	-8.8K	-100.00%
Dec 31, 2024	LEGAL & GENERAL GROUP PLC	0%	0	-	-133.67K	-100.00%
Dec 31, 2024	CONCOURSE FINANCIAL GROUP SECURITIES, INC.	0%	0	-	-1.36K	-100.00%
Dec 31, 2024	STIFEL FINANCIAL CORP	0%	0	-	-33.22K	-100.00%
Dec 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0%	0	-	-2.24K	-100.00%
Dec 31, 2024	MML INVESTORS SERVICES, LLC	0%	0	-	-31.29K	-100.00%
Mar 31, 2024	BANK OF MONTREAL /CAN/	1.07%	583.93K	33.99M	-15.39K	-2.57%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.98%	533.36K	30.89M	24.78K	+4.87%
Mar 31, 2024	ROYAL BANK OF CANADA	0.95%	517.81K	29.99M	-21.05K	-3.91%
Mar 31, 2024	ONE FIN CAPITAL MANAGEMENT LP	0.53%	289.5K	16.76M	0	0
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.48%	259.26K	15.01M	-20.98K	-7.48%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.42%	228.81K	13.25M	-1.73K	-0.75%
Mar 31, 2024	PORTMAN SQUARE CAPITAL LLP	0.39%	210K	12.16M	-90.5K	-30.12%
Mar 31, 2024	DEUTSCHE BANK AG\	0.37%	203.47K	11.78M	-239.67K	-54.08%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.37%	199.3K	11.54M	100	+0.05%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.36%	197.69K	11.45M	38.41K	+24.12%
Mar 31, 2024	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.32%	175.2K	10.15M	-59.3K	-25.29%
Mar 31, 2024	SUNRIVER MANAGEMENT LLC	0.31%	166.62K	9.65M	166.62K	+100.00%
Mar 31, 2024	CITADEL ADVISORS LLC	0.3%	161.51K	9.35M	-179.99K	-52.71%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	0.28%	154.84K	8.97M	48.06K	+45.00%
Mar 31, 2024	RHUMBLINE ADVISERS	0.27%	147.76K	8.56M	-1.92K	-1.28%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.24%	131.76K	7.63M	-369	-0.28%
Mar 31, 2024	IMPACTIVE CAPITAL LP	7.68%	4.18M	242.29M	32.83K	+0.79%
Mar 31, 2024	MORGAN STANLEY	5.55%	3.02M	174.94M	-283.49K	-8.58%
Mar 31, 2024	BESSEMER GROUP INC	0.39%	212.26K	12.29M	8.66K	+4.25%
Mar 31, 2024	BLACKROCK INC.	14.66%	7.99M	462.47M	235.81K	+3.04%
Mar 31, 2024	GREENHOUSE FUNDS LLLP	2.18%	1.19M	68.73M	1.19M	+100.00%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	1.98%	1.08M	62.54M	32.5K	+3.10%
Mar 31, 2024	GENEVA CAPITAL MANAGEMENT LLC	1.97%	1.07M	62.02M	16.67K	+1.58%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.19%	105.54K	5.8M	-24.96K	-19.13%
Mar 31, 2024	PUBLIC SECTOR PENSION INVESTMENT BOARD	0.19%	101.95K	5.9M	-1.26K	-1.22%
Mar 31, 2024	SCOUT INVESTMENTS, INC.	0.17%	94.85K	5.43M	-6.04K	-5.99%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.15%	82.22K	4.76M	-18.34K	-18.24%
Mar 31, 2024	SWISS NATIONAL BANK	0.15%	80.7K	4.67M	0	0
Mar 31, 2024	HANLON INVESTMENT MANAGEMENT, INC.	0.14%	74K	4.29M	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.13%	73.46K	4.25M	10.33K	+16.35%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.12%	66.3K	3.84M	-3.39K	-4.86%
Mar 31, 2024	INTRINSIC EDGE CAPITAL MANAGEMENT LLC	0.12%	63K	3.65M	63K	+100.00%
Mar 31, 2024	CREDIT SUISSE AG/	0.11%	61.52K	3.56M	1.39K	+2.31%
Mar 31, 2024	CENTERBOOK PARTNERS LP	0.11%	61.07K	3.54M	61.07K	+100.00%
Mar 31, 2024	STATE OF WISCONSIN INVESTMENT BOARD	0.11%	59.46K	3.44M	-8.16K	-12.07%
Mar 31, 2024	PRUDENTIAL FINANCIAL INC	0.1%	56.14K	3.25M	-1.19K	-2.08%
Mar 31, 2024	SEI INVESTMENTS CO	0.1%	52.91K	3.06B	3.2K	+6.43%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	50.4K	2.92M	50.4K	+100.00%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.09%	47.29K	2.74M	-20.85K	-30.60%
Mar 31, 2024	CAMBIAR INVESTORS LLC	0.09%	47.16K	2.73M	-10.5K	-18.20%
Mar 31, 2024	UBS GROUP AG	0.09%	46.31K	2.68M	3.46K	+8.07%
Mar 31, 2024	VANGUARD GROUP INC	11.2%	6.1M	353.17M	83.08K	+1.38%
Mar 31, 2024	JPMORGAN CHASE & CO	4.52%	2.46M	142.49M	162.69K	+7.08%
Mar 31, 2024	GLOBAL ALPHA CAPITAL MANAGEMENT LTD.	0.88%	477.22K	27.64M	0	0
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.82%	444.08K	25.72M	193.6K	+77.29%
Mar 31, 2024	CRAMER ROSENTHAL MCGLYNN LLC	0.78%	426.12K	24.68M	-36.27K	-7.84%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.71%	387.78K	22.46M	-22.92K	-5.58%
Mar 31, 2024	SUMMIT CREEK ADVISORS LLC	0.59%	323.55K	18.74M	2.04K	+0.64%
Mar 31, 2024	MAN GROUP PLC	0.59%	323.34K	18.72M	-143.98K	-30.81%
Mar 31, 2024	FRANKLIN RESOURCES INC	0.58%	314.22K	18.2M	-11.85K	-3.63%
Mar 31, 2024	TUDOR INVESTMENT CORP ET AL	0.23%	127.78K	7.4M	462	+0.36%
Mar 31, 2024	STATE STREET CORP	3.57%	1.95M	112.72M	24.35K	+1.27%
Mar 31, 2024	VAN BERKOM & ASSOCIATES INC.	3.25%	1.77M	102.48M	-407.15K	-18.70%
Mar 31, 2024	BROWN ADVISORY INC	3.17%	1.73M	100.12M	655.08K	+61.00%
Mar 31, 2024	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	3.09%	1.68M	97.37M	23.82K	+1.44%
Mar 31, 2024	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	3.04%	1.65M	95.71M	1.7K	+0.10%
Mar 31, 2024	HSBC HOLDINGS PLC	2.94%	1.6M	92.68M	-224.61K	-12.31%
Mar 31, 2024	EARNEST PARTNERS LLC	2.68%	1.46M	84.39M	-15.78K	-1.07%
Mar 31, 2024	RGM CAPITAL, LLC	2.47%	1.34M	77.8M	173.05K	+14.78%
Mar 31, 2024	JANUS HENDERSON GROUP PLC	2.23%	1.22M	70.47M	-104.55K	-7.91%
Mar 31, 2024	CLEARBRIDGE INVESTMENTS, LLC	2.21%	1.2M	69.66M	-354	-0.03%
Mar 31, 2024	FMR LLC	2.06%	1.12M	64.89M	0	0
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	1.77%	965.65K	55.92M	-6.27K	-0.64%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.69%	919.48K	53.25M	180.34K	+24.40%
Mar 31, 2024	INVESCO LTD.	1.51%	824.92K	47.77M	38.84K	+4.94%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	1.46%	793.47K	45.95M	352.66K	+80.00%
Mar 31, 2024	FISHER ASSET MANAGEMENT, LLC	1.4%	761.68K	44.11M	1.2K	+0.16%
Mar 31, 2024	NORTHERN TRUST CORP	1.15%	625.35K	36.21M	-8.64K	-1.36%
Dec 31, 2023	FMR LLC	2.05%	1.12M	55.49M	-15	0.00%
Dec 31, 2023	RGM CAPITAL, LLC	2.15%	1.17M	57.96M	344.37K	+41.68%
Dec 31, 2023	CLEARBRIDGE INVESTMENTS, LLC	2.21%	1.2M	59.59M	10.36K	+0.87%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	2.42%	1.32M	65.44M	-143.75K	-9.81%
Dec 31, 2023	EARNEST PARTNERS LLC	2.7%	1.47M	72.95M	-62.97K	-4.10%
Dec 31, 2023	STEPHENS INVESTMENT MANAGEMENT GROUP LLC	3.03%	1.65M	81.76M	207.63K	+14.38%
Dec 31, 2023	T. ROWE PRICE INVESTMENT MANAGEMENT, INC.	3.04%	1.66M	82.09M	-58.65K	-3.42%
Dec 31, 2023	HSBC HOLDINGS PLC	3.34%	1.82M	90.03M	1.82M	+20,229.70%
Dec 31, 2023	STATE STREET CORP	3.52%	1.92M	95.19M	216.72K	+12.71%
Dec 31, 2023	VAN BERKOM & ASSOCIATES INC.	3.99%	2.18M	107.8M	414.32K	+23.51%
Dec 31, 2023	JPMORGAN CHASE & CO	4.21%	2.3M	113.79M	-731.92K	-24.16%
Dec 31, 2023	MORGAN STANLEY	6.06%	3.3M	163.63M	140.63K	+4.45%
Dec 31, 2023	IMPACTIVE CAPITAL LP	7.61%	4.15M	205.56M	0	0
Dec 31, 2023	VANGUARD GROUP INC	11.02%	6.02M	297.89M	687.2K	+12.90%
Dec 31, 2023	BLACKROCK INC.	14.2%	7.75M	383.79M	-283.24K	-3.53%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.24%	132.13K	6.54M	63.86K	+93.52%
Dec 31, 2023	RHUMBLINE ADVISERS	0.27%	149.68K	7.41M	-15.51K	-9.39%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.29%	159.28K	7.89M	-3.89K	-2.38%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.37%	199.2K	9.86M	-26.87K	-11.88%
Dec 31, 2023	BESSEMER GROUP INC	0.37%	203.6K	10.08M	38.22K	+23.11%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.42%	230.54K	11.42M	-239.18K	-50.92%
Dec 31, 2023	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.43%	234.5K	11.61M	101.6K	+76.45%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.46%	250.48K	12.4M	8.78K	+3.63%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.51%	280.23K	13.88M	80.09K	+40.02%
Dec 31, 2023	IRENIC CAPITAL MANAGEMENT LP	0.53%	287.16K	14.22M	287.16K	+100.00%
Dec 31, 2023	ONE FIN CAPITAL MANAGEMENT LP	0.53%	289.5K	14.34M	289.5K	+100.00%
Dec 31, 2023	PORTMAN SQUARE CAPITAL LLP	0.55%	300.5K	14.88M	0	0
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.55%	301.06K	14.91M	-26.31K	-8.04%
Dec 31, 2023	PHASE 2 PARTNERS, LLC	0.58%	318.49K	15.77M	-222.79K	-41.16%
Dec 31, 2023	SUMMIT CREEK ADVISORS LLC	0.59%	321.51K	15.92M	-24.18K	-6.99%
Dec 31, 2023	FRANKLIN RESOURCES INC	0.6%	326.08K	16.15M	391	+0.12%
Dec 31, 2023	CITADEL ADVISORS LLC	0.63%	341.5K	16.91M	50.15K	+17.21%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.75%	410.7K	20.34M	-58.84K	-12.53%
Dec 31, 2023	SCHRODER INVESTMENT MANAGEMENT GROUP	0.81%	440.8K	21.83M	440.8K	+100.00%
Dec 31, 2023	DEUTSCHE BANK AG\	0.81%	443.14K	21.94M	311.68K	+237.09%
Dec 31, 2023	CRAMER ROSENTHAL MCGLYNN LLC	0.85%	462.38K	22.9M	-18.44K	-3.83%
Dec 31, 2023	MAN GROUP PLC	0.86%	467.31K	23.14M	337.54K	+260.09%
Dec 31, 2023	GLOBAL ALPHA CAPITAL MANAGEMENT LTD.	0.87%	477.22K	23.63M	107.3K	+29.01%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.93%	508.58K	25.18M	38.42K	+8.17%
Dec 31, 2023	NORGES BANK	0.94%	511.3K	25.32M	511.3K	+100.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.99%	538.85K	26.68M	103.44K	+23.76%
Dec 31, 2023	BANK OF MONTREAL /CAN/	1.1%	599.32K	29.87M	23.2K	+4.03%
Dec 31, 2023	NORTHERN TRUST CORP	1.16%	633.98K	31.39M	-104.77K	-14.18%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.35%	739.14K	36.6M	-103.4K	-12.27%
Dec 31, 2023	FISHER ASSET MANAGEMENT, LLC	1.39%	760.48K	37.66M	-116.85K	-13.32%
Dec 31, 2023	INVESCO LTD.	1.44%	786.08K	38.93M	201.55K	+34.48%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	1.78%	971.92K	48.13M	6.42K	+0.66%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	1.92%	1.05M	51.87M	21.43K	+2.09%
Dec 31, 2023	GENEVA CAPITAL MANAGEMENT LLC	1.93%	1.05M	52.21M	-21.5K	-2.00%
Dec 31, 2023	BROWN ADVISORY INC	1.97%	1.07M	53.18M	-156.32K	-12.71%

Insiders

Insiders	Designation	Shares Held
WOLFE LAUREN TAYLOR	director	4.19M
CRAGER WILLIAM	Chief Executive Officer	325.36K
THOMAS BRANDON	Chief Investment Officer	268.7K
DEPINA STUART	President	53.6K
D'ARRIGO PETER	Chief Financial Officer	51.84K
GRINIS SCOTT D	Chief Technology Officer	50.49K
COOPER BARRY D.	SVP, Head of Accounting Mgmt.	29.18K
O'BRIEN SHELLY	Chief Legal Officer	23.71K
ARORA ANIL	director	22.17K
MAYER JOSHUA	Chief Operating Officer	19.6K
MAJOROS MATTHEW	Principal Accounting Officer	15.21K
TURNER BARBARA	director	3.53K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 25, 2024	MAJOROS MATTHEW	SALE	56.92	700	39.84K	15.21K
Mar 15, 2024	WOLFE LAUREN TAYLOR	PURCHASE	52.99	1.67K	88.49K	4.19M
Mar 07, 2024	WOLFE LAUREN TAYLOR	PURCHASE	52.62	21.76K	1.15M	4.18M
Mar 06, 2024	WOLFE LAUREN TAYLOR	PURCHASE	51.19	9.4K	481.24K	4.16M
Jun 29, 2023	COOPER BARRY D.	SALE	58.19	690	40.15K	29.18K
Jun 21, 2023	TURNER BARBARA	PURCHASE	54.39	2K	108.78K	3.53K
Jun 12, 2023	CRAGER WILLIAM	SALE	53.68	7.25K	389.18K	325.36K
May 19, 2023	MAJOROS MATTHEW	SALE	54.74	4K	218.96K	14.08K
Mar 30, 2023	COOPER BARRY D.	SALE	56.93	530	30.17K	30.24K
Mar 30, 2023	O'BRIEN SHELLY	SALE	56.84	8.8K	500.19K	23.71K
Nov 14, 2022	O'BRIEN SHELLY	SALE	56.00	5.36K	300.05K	28.7K
Aug 22, 2022	COOPER BARRY D.	SALE	56.45	290	16.37K	26K
Jun 29, 2022	CRAGER WILLIAM	PURCHASE	53.79	920	49.49K	306.24K
Jun 28, 2022	MAJOROS MATTHEW	SALE	53.79	200	10.76K	16.62K
Mar 25, 2022	COOPER BARRY D.	SALE	73.73	678	49.99K	27.65K
Mar 21, 2022	MAJOROS MATTHEW	SALE	75.33	400	30.13K	16.94K
Dec 27, 2021	DEPINA STUART	SALE	81.94	16.42K	1.35M	53.6K
Sep 01, 2021	COOPER BARRY D.	SALE	79.71	350	27.9K	21.84K
Dec 16, 2020	CRAGER WILLIAM	SALE	82.85	7.16K	593.54K	221.76K
Oct 26, 2020	O'BRIEN SHELLY	SALE	82.99	5.5K	456.45K	26.89K
Oct 23, 2020	ARORA ANIL	SALE	84.54	2.5K	211.35K	22.17K
Oct 21, 2020	THOMAS BRANDON	SALE	82.90	700	58.03K	268.7K
Oct 21, 2020	ARORA ANIL	SALE	83.09	98	8.14K	24.67K
Oct 21, 2020	DEPINA STUART	SALE	82.89	2K	165.78K	53.87K
Jun 29, 2020	MAYER JOSHUA	SALE	70.87	4.42K	313.1K	19.6K
Jun 08, 2020	MAYER JOSHUA	SALE	76.08	150	11.41K	19.6K
Jun 03, 2020	THOMAS BRANDON	SALE	76.11	1.29K	97.95K	269.17K
Jun 01, 2020	THOMAS BRANDON	SALE	74.12	10.54K	780.85K	269.17K
May 28, 2020	MAYER JOSHUA	SALE	74.04	2.02K	149.34K	19.99K
May 28, 2020	THOMAS BRANDON	SALE	74.38	13.1K	974.23K	269.47K
May 12, 2020	CRAGER WILLIAM	SALE	66.17	100	6.62K	250.59K
May 08, 2020	MAYER JOSHUA	SALE	66.36	150	9.95K	22.01K
Apr 13, 2020	CRAGER WILLIAM	SALE	55.96	2.9K	162.28K	241.5K
Apr 08, 2020	MAYER JOSHUA	SALE	50.78	150	7.62K	22.16K
Mar 12, 2020	CRAGER WILLIAM	SALE	58.60	1K	58.6K	251.2K
Mar 09, 2020	MAYER JOSHUA	SALE	65.67	150	9.85K	22.46K
Feb 12, 2020	CRAGER WILLIAM	SALE	83.54	5.69K	475.68K	222.37K
Feb 10, 2020	MAYER JOSHUA	SALE	81.95	150	12.29K	18.47K
Jan 27, 2020	GRINIS SCOTT D	SALE	72.16	10.3K	743.25K	50.49K
Jan 22, 2020	D'ARRIGO PETER	SALE	71.28	3K	213.84K	51.84K
Jan 21, 2020	GRINIS SCOTT D	SALE	71.45	24.19K	1.73M	65.49K
Jan 15, 2020	D'ARRIGO PETER	SALE	74.25	5K	371.25K	51.84K
Jan 13, 2020	O'BRIEN SHELLY	SALE	73.11	4.5K	329K	23.4K
Jan 13, 2020	GRINIS SCOTT D	SALE	74.02	801	59.29K	95.49K
Jan 13, 2020	CRAGER WILLIAM	SALE	73.98	290	21.45K	222.37K
Jan 08, 2020	D'ARRIGO PETER	SALE	72.67	5K	363.35K	51.84K
Jan 08, 2020	MAYER JOSHUA	SALE	72.67	150	10.9K	18.62K
Jan 06, 2020	GRINIS SCOTT D	SALE	72.07	23.4K	1.69M	125.49K
Jan 02, 2020	D'ARRIGO PETER	SALE	70.00	5K	350K	51.84K
Dec 26, 2019	D'ARRIGO PETER	SALE	71.02	8K	568.16K	52.27K
Dec 23, 2019	GRINIS SCOTT D	SALE	71.39	15K	1.07M	155.73K
Dec 18, 2019	D'ARRIGO PETER	SALE	70.45	10K	704.5K	52.27K
Dec 16, 2019	MAJOROS MATTHEW	SALE	70.72	1.4K	99.01K	12.46K
Dec 12, 2019	CRAGER WILLIAM	SALE	72.24	1.2K	86.69K	222.98K
Dec 11, 2019	D'ARRIGO PETER	SALE	72.05	10K	720.5K	52.27K
Dec 09, 2019	MAYER JOSHUA	SALE	72.04	150	10.81K	19.01K
Dec 04, 2019	D'ARRIGO PETER	SALE	70.34	10K	703.4K	52.27K
Dec 04, 2019	GRINIS SCOTT D	SALE	71.34	8K	570.72K	170.73K
Nov 27, 2019	GRINIS SCOTT D	SALE	70.55	10K	705.5K	170.98K
Nov 27, 2019	D'ARRIGO PETER	SALE	70.00	5K	350K	57.75K
Nov 26, 2019	GRINIS SCOTT D	SALE	68.45	17.41K	1.19M	170.98K
Nov 20, 2019	D'ARRIGO PETER	SALE	64.84	5K	324.2K	52.75K

ENV Stock Ownership Breakdown

Envestnet

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions