29404KAG1

Envestnet Inc

Latest period2024 - Q3Total superinvestors35

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q2 and 2024-Q3. According to the most recent SEC 13F filing, 35 superinvestors own shares of Envestnet Inc (29404KAG1), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Envestnet Inc (29404KAG1), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Envestnet Inc (29404KAG1) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Envestnet Inc (29404KAG1) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Justin Nasatir@Camden Asset Management L P Ca
Recent Activity
Decreased -19.01%
1.74%
$66.028M
62.408M shares@ 1.06 avg price
Thomas C. Mandia@Franklin Resources Inc
Recent Activity
Decreased -9.14%
0.02%
$65.999M
62M shares@ 1.07 avg price
Robert R. Leveille@Invesco Ltd.
Recent Activity
Decreased -2.03%
0.01%
$32.65M
30.86M shares@ 1.06 avg price
Michael T. Lees@Jpmorgan Chase & Co
Recent Activity
Decreased -59.19%
0.01%
$16.25M
15.342M shares@ 1.06 avg price
ELIZABETH SCHAEFER@State Street Corp
Recent Activity
Decreased -9.95%
0.01%
$11.588M
10.85M shares@ 1.07 avg price
Syed Mehdi@Ssi Investment Management Llc
Recent Activity
Decreased -69.66%
0.28%
$3.703M
3.5M shares@ 1.06 avg price
Thomas Wynn@Walleye Capital Llc
Recent Activity
Decreased -11.36%
0.01%
$2.827M
2.659M shares@ 1.07 avg price
Katherine Elizabeth Squire@Man Group Plc
Recent Activity
Decreased -67.08%
0.01%
$1.756M
1.66M shares@ 1.06 avg price
Lew Breckenridge@Kohlberg Kravis Roberts & Co. L.p.
Recent Activity
Decreased -40.08%
0.03%
$1.557M
1.465M shares@ 1.07 avg price
Paul Drumm@Bnp Paribas Financial Markets
Recent Activity
Decreased -89.42%
0.01%
$642,206
607,000 shares@ 1.06 avg price