Envestnet Inc

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Envestnet Inc
TickerENV
CIK #0001337619
CUSIP29404K106
SectorTrade & Services - Services-Business Services, Nec
Address35 E Wacker Dr Ste 2400, Chicago, IL 60601
Source [EDGAR]
CIK Filing 2011 - 2025
[0001337619] 10-K
[0001337619] 10-Q
[0001337619] 3
[0001337619] 4
[0001337619] 5
[0001337619] 8-K
[0001337619] SC 13D
[0001337619] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Impactive Capital LP Envestnet Inc [2022-04-06] 5.0
BlackRock Inc Envestnet Inc [2021-05-21] 11.8
JPMorgan Chase & Co Envestnet Inc [2021-01-11] 6.0
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 - 2025
O'Brien Shelly
Envestnet Inc
Majoros Matthew
Cooper Barry D.
Crager William
D'Arrigo Peter
Wolfe Lauren Taylor
Impactive Capital LLC
Asmar Christian
Impactive Capital LP
Lane Wendy E
Turner Barbara
Chapin Ross K
Smith Gregory A
Mosley Valerie
Aguilar Luis A
Fox James L
Crowell Gayle A
DePina Stuart
Arora Anil
Thomas Brandon
Mayer Joshua
Grinis Scott D
Roame Charles
Bergman Judson
BlackRock Holdco 2, Inc.
BlackRock Inc.
BlackRock Financial Management Inc/DE
Johnson James
Egan Cynthia
Sisteron Yves
Hawn Gates Helms
Koontz Paul G
Upfront GP II, L.P.
Upfront II Investors, L.P.
AOS Partners, LP
Upfront II Partners, L.P.
Tennant Charles Floyd
Form 13F Holdings
Firm Period DFND Voting Shares
BlackRock Inc. [2023-03-31] SOLE 7,905,503.0 7,957,935.0
Vanguard Group Inc [2023-03-31] SOLE 0.0 5,411,222.0
Impactive Capital LP [2023-03-31] SOLE 4,151,033.0 4,151,033.0
JPMorgan Chase & Co [2023-03-31] DFND 2,596,466.0 3,020,524.0
Morgan Stanley [2023-03-31] DFND 2,809,605.0 2,929,493.0
Advent International Corp/MA [2023-03-31] DFND 1,881,239.0 1,881,239.0
Earnest Partners LLC [2023-03-31] SOLE 1,179,419.0 1,847,391.0
State Street Corp [2023-03-31] DFND 1,689,361.0 1,814,077.0
Janus Henderson Group PLC [2023-03-31] DFND 0.0 1,473,486.0
Brown Advisory Inc [2023-03-31] DFND 1,178,069.0 1,379,173.0
Stephens Investment Management Group LLC [2023-03-31] DFND 0.0 1,330,307.0
Van Berkom & Associates Inc. [2023-03-31] SOLE 759,654.0 1,263,642.0
Clearbridge Investments LLC [2023-03-31] SOLE 1,193,020.0 1,193,316.0
FMR LLC [2023-03-31] DFND 1,120,600.0 1,120,640.0
RGM Capital LLC [2023-03-31] SOLE 1,113,658.0 1,113,658.0
Geode Capital Management LLC [2023-03-31] DFND 1,024,928.0 1,034,347.0
Fisher Asset Management LLC [2023-03-31] DFND 415,840.0 909,420.0
Dimensional Fund Advisors LP [2023-03-31] SOLE 777,911.0 832,393.0
Northern Trust Corp [2023-03-31] DFND 151,494.0 823,837.0
Bank of America Corp /DE/ [2023-03-31] DFND 45,372.0 799,643.0
Geneva Capital Management LLC [2023-03-31] SOLE 673,754.0 690,245.0
Loomis Sayles & Co L P [2023-03-31] DFND 626,836.0 636,254.0
Cramer Rosenthal McGlynn LLC [2023-03-31] SOLE 577,772.0 595,208.0
Deutsche Bank AG [2023-03-31] DFND 123,666.0 576,415.0
Invesco Ltd. [2023-03-31] DFND 0.0 555,549.0
Citadel Advisors LLC [2023-03-31] DFND 543,076.0 543,076.0
Bank of New York Mellon Corp [2023-03-31] DFND 502,453.0 523,742.0
Ameriprise Financial Inc [2023-03-31] DFND 0.0 504,173.0
Charles Schwab Investment Management Inc [2023-03-31] SOLE 487,103.0 487,103.0
Price T Rowe Associates Inc /MD/ [2023-03-31] SOLE 114,194.0 452,294.0
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