ENVESTNET, INC. (ENV)
SERVICES-BUSINESS SERVICES, NEC
ENVESTNET, INC. (ENV) was listed on the New York Stock Exchange from July 29, 2010 and stopped trading under the symbol ENV on November 26, 2024.
- Listed On
- the New York Stock Exchange
- Listed Since
- July 29, 2010
- Stopped Trading
- November 26, 2024
- Employees
- 3,100
About ENVESTNET, INC.
Envestnet provides wealth-management technology and solutions to registered investment advisors, banks, broker/dealers, and other firms. Its Tamarac platform provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software to high-end RIAs. Envestnet's portfolio management consultants provide research services and consulting services to assist advisors, including vetted third-party managed account products. In November 2015, Envestnet acquired Yodlee, a provider of data aggregation, which is reported in the firm's data and analytics segment. In 2019, Envestnet acquired MoneyGuidePro to bolster its financial planning tools.
Institutional ownership
In 13F filings for the quarter ended December 31, 2025, 3 institutions reported holding ENV, with 94,975 shares worth $5.9 million in aggregate. The largest reported holder was Barclays, with 90,209 shares worth $5.6 million. Of the 3 largest holders listed below, all 3 opened new positions in ENV during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Barclays | 90,209 | $6M | New position |
| Elevation Point Wealth Partners | 3,466 | $217K | New position |
| Danske Bank a/S | 1,300 | $75K | New position |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is ENV?
ENVESTNET, INC. (ENV) was listed on the New York Stock Exchange from July 29, 2010 and stopped trading under the symbol ENV on November 26, 2024.
Who are the largest institutional holders of ENV?
In 13F filings for the quarter ended December 31, 2025, the largest reported holders of ENV were Barclays, Elevation Point Wealth Partners and Danske Bank a/S.
How many institutions own ENV?
3 institutions reported a position in ENV for the quarter ended December 31, 2025, worth $5.9 million in total.
Did institutions buy or sell ENV last quarter?
Of the 3 largest reported holders, all 3 opened new positions in ENV during the quarter. Every reported holder and its change is on the SentiSense ownership page for ENV.
Every reported institutional holder, plus insider and congressional trades in ENV, on SentiSense.