This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Envestnet Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:ENV Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
03 Jul 24	BuyUS$4,274,339	BlackRock, Inc.	Company	62,390	US$68.51
02 Jul 24	SellUS$2,402,447	BlackRock, Inc.	Company	35,450	US$67.77
25 Mar 24	SellUS$39,844	Matthew Majoros	Individual	700	US$56.92
15 Mar 24	BuyUS$88,493	Impactive Capital LP	Company	1,670	US$52.99
07 Mar 24	BuyUS$1,626,301	Impactive Capital LP	Company	31,162	US$52.62

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of ENV?
Owner Type	Number of Shares	Ownership Percentage
State or Government	21,922	0.0396%
Individual Insiders	671,180	1.21%
General Public	1,571,113	2.84%
Hedge Funds	4,183,865	7.56%
Institutions	48,897,844	88.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 72.73% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.5%	BlackRock, Inc.	8,031,715	US$507.1m	0.81%	0.01%
11.5%	The Vanguard Group, Inc.	6,388,405	US$403.4m	4.16%	0.01%
7.56%	Impactive Capital LP	4,183,865	US$264.2m	0%	9.56%
3.67%	JPMorgan Chase & Co, Brokerage and Securities Investments	2,030,302	US$128.2m	273%	0.05%
3.49%	State Street Global Advisors, Inc.	1,929,737	US$121.8m	-0.74%	no data
3%	Fidelity International Ltd	1,663,000	US$105.0m	0%	0.04%
2.93%	Brown Advisory Incorporated	1,624,022	US$102.5m	-10.4%	0.12%
2.45%	HSBC Global Asset Management (UK) Limited	1,354,151	US$85.5m	-3.67%	0.03%
2.05%	Geode Capital Management, LLC	1,134,530	US$71.6m	0.87%	no data
2.02%	FMR LLC	1,120,700	US$70.8m	0.01%	no data
1.96%	Morgan Stanley, Investment Banking and Brokerage Investments	1,084,407	US$68.5m	32.8%	0.01%
1.76%	Millennium Management LLC	972,271	US$61.4m	344%	0.05%
1.6%	Bank of America Corporation, Asset Management Arm	887,055	US$56.0m	33.4%	0.02%
1.56%	Nationwide Fund Advisors	863,398	US$54.5m	0.47%	0.33%
1.32%	Westchester Capital Management, LLC	730,537	US$46.1m	0%	2.41%
1.31%	Highland Capital Management, L.P.	724,065	US$45.7m	0%	6.82%
1.27%	Eaton Vance Management	704,442	US$44.5m	-59%	0.01%
1.16%	Dimensional Fund Advisors LP	640,625	US$40.4m	-38.4%	0.01%
1.15%	BMO Asset Management Corp.	635,409	US$40.1m	0.87%	0.02%
1.11%	Northern Trust Global Investments	615,756	US$38.9m	-0.17%	0.01%
1.09%	Van Berkom and Associates Inc.	605,796	US$38.2m	-57.8%	0.96%
1.08%	Woodline Partners LP	600,000	US$37.9m	0%	0.32%
1.08%	Norges Bank Investment Management	596,845	US$37.7m	0%	no data
1.03%	First Trust Capital Management L.P.	569,834	US$36.0m	0%	3.07%
1.02%	Qube Research & Technologies Ltd	562,910	US$35.5m	16,600%	0.07%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/11/25 05:02
End of Day Share Price	2024/11/22 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Envestnet, Inc. is covered by 20 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Ishan Majumdar	Baptista Research
Eric Bertrand	Barclays
Alexander Paris	Barrington Research Associates, Inc.