Envestnet

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Envestnet
TickerENV
CIK #0001337619
CUSIP29404K106
SectorTrade & Services
IndustryServices-Business Services, Nec
Phone3128272800
Address35 E Wacker Dr Ste 2400
Chicago, IL 60601
Source [EDGAR]
Market Cap, 13F ($BB)
3.02.41.81.20.60.02011201320152018
Business

Envestnet, a Delaware corporation, is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.

More than 4,700 companies, including 16 of the 20 largest U.S. banks, 43 of the 50 largest wealth management and brokerage firms, over 500 of the largest registered investment advisers ("RIAs") and hundreds of internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences and help drive better outcomes for enterprises, advisors and their clients.

Founded in 1999, Envestnet has been a leader in helping transform wealth management, working towards its goal of building a holistic financial wellness network that supports advisors and their clients.

CIK Filing 2011 - 2021
[0001337619] 10-K
[0001337619] 10-Q
[0001337619] 3
[0001337619] 4
[0001337619] 5
[0001337619] 8-K
[0001337619] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Wells Fargo & Company/MN Envestnet Inc [2020-02-04] 6.82
Wasatch Advisors Inc Envestnet Inc [2019-02-14] 5.0
Janus Henderson Group PLC Envestnet Inc [2018-02-13] 8.3
BlackRock Inc Envestnet Inc [2017-01-30] 5.9
DF Dent & Co Inc Envestnet Inc [2016-09-02] 0.0
Janus Capital Management LLC Envestnet Inc [2016-02-16] 8.4
Wasatch Advisors Inc Envestnet Inc [2016-02-16] 6.7
TimesSquare Capital Management LLC Envestnet Inc [2016-02-10] 6.2
DF Dent & Co Inc Envestnet Inc [2015-11-20] 0.0
Vanguard Group Inc Envestnet Inc [2015-02-11] 5.68
BlackRock Inc Envestnet Inc [2015-02-03] 5.5
Wells Fargo & Company/MN Envestnet Inc [2014-01-27] 5.44
Wellington Management Co LLP Envestnet Inc [2013-11-08] 11.99
Janus Capital Management LLC Envestnet Inc [2013-02-14] 5.4
Blair William & Co/Il Envestnet Inc [2013-02-04] 5.25
[2012-01-26] None
Form 3/4/5 Filer 2011-2021
Crager William
Depina Stuart
Majoros Matthew
Cooper Barry D
O'Brien Shelly
D'Arrigo Peter
Arora Anil
Thomas Brandon
Grinis Scott D
Mayer Joshua
Aguilar Luis A
Smith Gregory A
Roame Charles
Fox James L
Chapin Ross K
Crowell Gayle A
Mosley Valerie
Bergman Judson
BlackRock Inc
BlackRock Financial Management Inc/De
BlackRock HoldCo 2 Inc
Johnson James
Sisteron Yves
EGAN Cynthia
HAWN Gates Helms
Koontz Paul G
AOS Partners LP
GRP II Investors LP
GRP II Partners LP
Grpvc LP
Tennant Charles Floyd
MM Shares Owned of 48.2 MM Total
Firm Period DFND Voting Shares
BlackRock Inc. [2020-09-30] SOLE 8.5 8.6
Vanguard Group Inc [2020-09-30] SOLE 0.0 4.6
Wells Fargo & Co/Mn [2020-09-30] DFND 0.7 3.6
JPMorgan Chase & Co [2020-09-30] DFND 2.2 2.3
Janus Henderson Group PLC [2020-09-30] DFND 0.0 2.2
Advent International Corp/Ma [2020-09-30] DFND 1.5 1.5
Van Berkom & Associates Inc. [2020-09-30] SOLE 0.7 1.5
DF Dent & Co Inc [2020-09-30] SOLE 1.4 1.4
FMR LLC [2020-09-30] DFND 1.1 1.1
Standard Life Aberdeen plc [2020-09-30] DFND 1.1 1.1
Stephens Investment Management Group LLC [2020-09-30] DFND 0.0 1.1
State Street Corp [2020-09-30] DFND 0.8 1.1
American Century Companies Inc [2020-09-30] DFND 1.0 1.0
Clearbridge Investments LLC [2020-09-30] SOLE 1.0 1.0
Price T Rowe Associates Inc /MD/ [2020-09-30] SOLE 0.3 0.9
TimesSquare Capital Management LLC [2020-09-30] SOLE 0.9 0.9
Northern Trust Corp [2020-09-30] DFND 0.2 0.7
Geode Capital Management LLC [2020-09-30] DFND 0.7 0.7
Federated Investors Inc /PA/ [2020-09-30] DFND 0.7 0.7
Royal Bank of Canada [2020-09-30] DFND 0.0 0.7
Junto Capital Management LP [2020-09-30] SOLE 0.7 0.7
Loomis Sayles & Co L P [2020-09-30] DFND 0.7 0.7
Champlain Investment Partners LLC [2020-09-30] SOLE 0.5 0.7
Geneva Capital Management LLC [2020-09-30] SOLE 0.6 0.7
Brown Advisory Holdings Inc [2020-09-30] DFND 0.5 0.6
Invesco Ltd. [2020-09-30] DFND 0.0 0.6
Dimensional Fund Advisors LP [2020-09-30] DFND 0.6 0.6
Atlanta Capital Management Co L L C [2020-09-30] SOLE 0.5 0.6
Victory Capital Management Inc [2020-09-30] SOLE 0.6 0.6
Eaton Vance Management [2020-09-30] SOLE 0.6 0.6
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