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
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
29 Jun 23	SellUS$40,151	Barry Cooper	Individual	690	US$58.19
21 Jun 23	BuyUS$108,780	Barbara Turner	Individual	2,000	US$54.39
12 Jun 23	SellUS$389,180	William Crager	Individual	7,250	US$53.68
19 May 23	SellUS$218,960	Matthew Majoros	Individual	4,000	US$54.74

Insider Trading Volume

Insider Buying: ENV insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of ENV?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	5,508	0.00914%
State or Government	16,840	0.028%
Individual Insiders	587,465	0.975%
Hedge Funds	4,184,248	6.95%
Institutions	55,439,635	92%

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

Top Shareholders

Top 25 shareholders own 84.98% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.1%	BlackRock, Inc.	7,750,163	US$486.4m	-3.53%	0.01%
10.9%	The Vanguard Group, Inc.	6,015,454	US$377.5m	12.9%	0.01%
7.6%	Impactive Capital LP	4,184,248	US$262.6m	0.8%	9.72%
4.22%	Eaton Vance Management	2,324,492	US$145.9m	0%	0.04%
3.95%	Van Berkom and Associates Inc.	2,176,818	US$136.6m	23.5%	3.89%
3.56%	JP Morgan Asset Management	1,961,794	US$123.1m	-16%	0.02%
3.49%	State Street Global Advisors, Inc.	1,922,158	US$120.6m	12.7%	0.01%
3.31%	HSBC Global Asset Management (UK) Limited	1,824,997	US$114.5m	20,200%	0.06%
3.2%	T. Rowe Price Group, Inc.	1,764,405	US$110.7m	-7.61%	0.01%
3.14%	Brown Advisory Incorporated	1,728,926	US$108.5m	61%	0.15%
3%	Stephens Investment Management Group, LLC	1,651,081	US$103.6m	14.4%	1.44%
2.67%	EARNEST Partners, LLC	1,473,103	US$92.5m	-4.1%	0.45%
2.4%	Janus Henderson Group plc	1,321,481	US$82.9m	-9.81%	0.04%
2.18%	ClearBridge Investments, LLC	1,203,280	US$75.5m	0.87%	0.06%
2.13%	RGM Capital, LLC	1,170,500	US$73.5m	41.7%	2.77%
2.03%	FMR LLC	1,120,600	US$70.3m	0%	no data
1.94%	Nationwide Fund Advisors	1,070,976	US$67.2m	1.58%	0.61%
1.9%	Geode Capital Management, LLC	1,047,374	US$65.7m	2.09%	0.01%
1.78%	Morgan Stanley, Investment Banking and Brokerage Investments	978,913	US$61.4m	7.8%	0.01%
1.76%	Dimensional Fund Advisors LP	971,916	US$61.0m	0.66%	0.01%
1.38%	Fisher Asset Management, LLC	760,478	US$47.7m	-13.3%	0.02%
1.15%	Northern Trust Global Investments	633,984	US$39.8m	-14.2%	0.01%
1.09%	BMO Asset Management Corp.	599,319	US$37.6m	4.03%	0.02%
1.07%	Invesco Ltd.	586,810	US$36.8m	11.1%	0.01%
1.01%	Bank of America Corporation, Asset Management Arm	556,939	US$35.0m	-12.3%	0.02%