Envestnet Inc (ENV)

Sector:
COMMUNICATIONS
Industry:
INTERNET
SIC:
SERVICES-BUSINESS SERVICES, NEC
CEO:
William C. Crager
Employees:
4,380
35 E WACKER DR STE 2400, CHICAGO, IL 60601
312-827-2800

Envestnet, Inc. provides wealth management software and services in the United States and internationally. The company offers data aggregation and reporting, data analytics, and digital advice capabilities. It also provides a suite of services for advisor-sold retirement plans.

Data derived from most recent annual or quarterly report
Market Cap 2.98 Billion Shares Outstanding55.326 Million Avg 30-day Volume 475.594 Thousand
P/E Ratio330.4884 Dividend Yield0.0 EPS-0.13
Price to Revenue3.7034 Debt to Equity0.8847 EBITDA154.232 Million
Price to Book Value4.5912 Operating Margin3.4168 Enterprise Value4.816 Billion
Current Ratio1.965 EPS Growth5 Quick Ratio1.817
1 Yr BETA 0.9431 52-week High/Low 84.58 / 41.72 Profit Margin1.0699
Operating Cash Flow Growth47.5406 Altman Z-Score2.7657 Free Cash Flow to Firm 5.157 Million
Earnings Report2023-05-04
View SEC Filings from ENV instead.

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Envestnet Inc YCharts
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SEC Web Site SEC DEF 14A Filings

Funds Holding ENV (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding ENV

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Recent Filings

Financial Reporting

Ownership

  • 4: filed on 2023-03-14 by COOPER BARRY D.
  • 4: filed on 2023-03-14 by CRAGER WILLIAM
  • 4: filed on 2023-03-14 by O'BRIEN SHELLY
  • 4: filed on 2023-03-14 by MAJOROS MATTHEW
  • 4: filed on 2023-03-14 by D'ARRIGO PETER
  • 4: filed on 2023-03-02 by O'BRIEN SHELLY
  • 4: filed on 2023-03-02 by SMITH GREGORY A
  • 4: filed on 2023-03-02 by MOSLEY VALERIE
  • 4: filed on 2023-03-02 by CRAGER WILLIAM
  • 4: filed on 2023-03-02 by AGUILAR LUIS A

    • Events (8k)

  • 8-K: filed on 2023-02-23:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2023-02-21:
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-11-17:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 1.01: Entry into a Material Definitive Agreement
    Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
    Item 3.02: Unregistered Sales of Equity Securities
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-11-15:
    Item 1.01: Entry into a Material Definitive Agreement
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-11-14:
    Item 8.01: Other Events
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-11-08:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-08-04:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-06-07:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-05-20:
    Item 5.07: Submission of Matters to a Vote of Security Holders
  • 8-K/A: filed on 2022-05-06:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits

    • Proposed Sales (Form 144)

    Proxy

    Prospectus

    All

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    none

    Exercise Derivative Conversion (M)

    29.5 Thousand total shares from 3 transactions

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    O'BRIEN SHELLY CHIEF LEGAL OFFICER

    • Officer
    		 32,509 2023-03-10 9

    D'ARRIGO PETER CHIEF FINANCIAL OFFICER

    • Officer
    		 120,974 2023-03-10 9

    CRAGER WILLIAM CHIEF EXECUTIVE OFFICER

    • Officer
    • Director
    		 335,218 2023-03-10 10

    MAJOROS MATTHEW PRINCIPAL ACCOUNTING OFFICER

    • Officer
    		 18,077 2023-03-10 9

    COOPER BARRY D. SVP, HEAD OF ACCOUNTING MGMT.

    • Officer
    		 30,772 2023-03-10 11

    FOX JAMES L

    • Director
    		 26,811 2023-02-28 1

    CHAPIN ROSS K

    • Director
    		 62,748 2023-02-28 3

    CROWELL GAYLE A

    • Director
    		 16,940 2023-02-28 1

    SMITH GREGORY A

    • Director
    		 26,929 2023-02-28 1

    MOSLEY VALERIE

    • Director
    		 11,870 2023-02-28 1

    AGUILAR LUIS A

    • Director
    		 19,336 2023-02-28 1

    DEPINA STUART PRESIDENT

    • Officer
    		 56,967 2022-06-10 2

    ARORA ANIL

    • Director
    		 27,988 2021-07-30 0

    THOMAS BRANDON CHIEF INVESTMENT OFFICER

    • Officer
    		 282,639 2020-10-21 0

    GRINIS SCOTT D CHIEF TECHNOLOGY OFFICER

    • Officer
    		 37,220 2020-08-28 0

    MAYER JOSHUA CHIEF OPERATING OFFICER

    • Officer
    		 19,395 2020-08-28 0

    ROAME CHARLES

    • Director
    		 17,255 2020-02-28 0

    BERGMAN JUDSON CHIEF EXECUTIVE OFFICER

    • Officer
    • Director
    		 820,644 2019-09-28 0

    BLACKROCK INC.

    BLACKROCK HOLDCO 2, INC.

    BLACKROCK FINANCIAL MANAGEMENT INC/DE

    • 10% Owner
    		 2,355,816 2018-12-17 0

    JOHNSON JAMES

    • Director
    		 7,161 2018-02-28 0

    SISTERON YVES FORMER DIRECTOR

    • Officer
    		 No longer subject to file 2016-12-31 0

    EGAN CYNTHIA FORMER DIRECTOR

    • Officer
    		 No longer subject to file 2016-12-31 0

    HAWN GATES HELMS

    • FORMER DIRECTOR
    		 No longer subject to file 2014-12-31 0

    TENNANT CHARLES FLOYD CHIEF OPERATING OFFICER

    • Officer
    		 239,830 2011-07-27 0

    KOONTZ PAUL G

    • Director
    		 1,772,457 2011-05-23 0

    AOS PARTNERS, LP

    GRP II INVESTORS, L.P.

    GRP II PARTNERS, L.P.

    GRPVC, L.P.

    • 10% Owner
    		 6,801,017 2010-08-31 0

    ENVESTNET GROUP INC

    • FORMER 10% OWNER
    		 No longer subject to file 2010-08-03 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed    		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    COOPER BARRY D. - Officer SVP, HEAD OF ACCOUNTING MGMT.

    		2023-03-14 17:09:20 -0400 2023-03-10 F 188 $56.65 d 30,772 direct 1.4539 -0.3021 2.077 5 -0.3021 6

    CRAGER WILLIAM - Director - Officer CHIEF EXECUTIVE OFFICER

    		2023-03-14 17:07:57 -0400 2023-03-10 F 1,209 $56.65 d 335,118 direct 1.4539 -0.3021 2.077 5 -0.3021 6

    O'BRIEN SHELLY - Officer CHIEF LEGAL OFFICER

    		2023-03-14 17:05:45 -0400 2023-03-10 F 127 $56.65 d 32,509 direct 1.4539 -0.3021 2.077 5 -0.3021 6

    D'ARRIGO PETER - Officer CHIEF FINANCIAL OFFICER

    		2023-03-14 17:03:28 -0400 2023-03-10 F 473 $56.65 d 120,974 direct 1.4539 -0.3021 2.077 5 -0.3021 6

    MAJOROS MATTHEW - Officer PRINCIPAL ACCOUNTING OFFICER

    		2023-03-14 17:04:22 -0400 2023-03-10 F 59 $56.65 d 18,077 direct 1.4539 -0.3021 2.077 5 -0.3021 6

    MAJOROS MATTHEW - Officer PRINCIPAL ACCOUNTING OFFICER

    		2023-03-02 18:58:16 -0500 2023-02-28 F 339 $62.51 d 18,136 direct 0.0163 -7.9311 0.0163 2 -7.9311 6

    COOPER BARRY D. - Officer SVP, HEAD OF ACCOUNTING MGMT.

    		2023-03-02 18:56:23 -0500 2023-02-28 A 6,629 a 31,872 direct 0.0163 -7.9311 0.0163 2 -7.9311 6

    MAJOROS MATTHEW - Officer PRINCIPAL ACCOUNTING OFFICER

    		2023-03-02 18:58:16 -0500 2023-02-28 A 2,075 a 18,475 direct 0.0163 -7.9311 0.0163 2 -7.9311 6

    AGUILAR LUIS A - Director

    		2023-03-02 19:00:38 -0500 2023-02-28 A 3,101 a 19,336 direct 0.0163 -7.9311 0.0163 2 -7.9311 6

    CRAGER WILLIAM - Director - Officer CHIEF EXECUTIVE OFFICER

    		2023-03-02 19:02:39 -0500 2023-02-28 F 10,053 $62.51 d 336,327 direct 0.0163 -7.9311 0.0163 2 -7.9311 6

    CRAGER WILLIAM - Director - Officer CHIEF EXECUTIVE OFFICER

    		2023-03-02 19:02:39 -0500 2023-02-28 A 10,772 a 346,380 direct 0.0163 -7.9311 0.0163 2 -7.9311 6

    CRAGER WILLIAM - Director - Officer CHIEF EXECUTIVE OFFICER

    		2023-03-02 19:02:39 -0500 2023-02-28 A 26,674 a 335,608 direct 0.0163 -7.9311 0.0163 2 -7.9311 6

    MOSLEY VALERIE - Director

    		2023-03-02 19:04:45 -0500 2023-02-28 A 2,969 a 11,870 direct 0.0163 -7.9311 0.0163 2 -7.9311 6

    SMITH GREGORY A - Director

    		2023-03-02 19:06:32 -0500 2023-02-28 A 3,458 a 26,929 direct 0.0163 -7.9311 0.0163 2 -7.9311 6

    O'BRIEN SHELLY - Officer CHIEF LEGAL OFFICER

    		2023-03-02 19:08:27 -0500 2023-02-28 F 1,090 $62.51 d 32,636 direct 0.0163 -7.9311 0.0163 2 -7.9311 6

    O'BRIEN SHELLY - Officer CHIEF LEGAL OFFICER

    		2023-03-02 19:08:27 -0500 2023-02-28 A 1,639 a 33,726 direct 0.0163 -7.9311 0.0163 2 -7.9311 6

    O'BRIEN SHELLY - Officer CHIEF LEGAL OFFICER

    		2023-03-02 19:08:27 -0500 2023-02-28 A 3,637 a 32,087 direct 0.0163 -7.9311 0.0163 2 -7.9311 6

    COOPER BARRY D. - Officer SVP, HEAD OF ACCOUNTING MGMT.

    		2023-03-02 18:56:23 -0500 2023-02-28 F 912 $62.51 d 30,960 direct 0.0163 -7.9311 0.0163 2 -7.9311 6

    CHAPIN ROSS K - Director

    		2023-03-02 18:54:41 -0500 2023-02-28 A 3,256 a 62,748 direct 0.0163 -7.9311 0.0163 2 -7.9311 6

    D'ARRIGO PETER - Officer CHIEF FINANCIAL OFFICER

    		2023-03-02 18:52:40 -0500 2023-02-28 A 9,699 a 120,679 direct 0.0163 -7.9311 0.0163 2 -7.9311 6

    D'ARRIGO PETER - Officer CHIEF FINANCIAL OFFICER

    		2023-03-02 18:52:40 -0500 2023-02-28 A 4,039 a 124,718 direct 0.0163 -7.9311 0.0163 2 -7.9311 6

    D'ARRIGO PETER - Officer CHIEF FINANCIAL OFFICER

    		2023-03-02 18:52:40 -0500 2023-02-28 F 3,271 $62.51 d 121,447 direct 0.0163 -7.9311 0.0163 2 -7.9311 6

    FOX JAMES L - Director

    		2023-03-02 18:51:12 -0500 2023-02-28 A 4,472 a 26,811 direct 0.0163 -7.9311 0.0163 2 -7.9311 6

    CROWELL GAYLE A - Director

    		2023-03-02 18:49:42 -0500 2023-02-28 A 3,208 a 13,088 direct 0.0163 -7.9311 0.0163 2 -7.9311 6

    CRAGER WILLIAM - Director - Officer CHIEF EXECUTIVE OFFICER

    		2023-02-28 16:05:02 -0500 2023-02-27 M 13,500 d 0 direct

    CRAGER WILLIAM - Director - Officer CHIEF EXECUTIVE OFFICER

    		2023-02-28 16:05:02 -0500 2023-02-27 M 13,500 $15.34 a 315,071 direct -1.323 -2.5653 0.0 1 -3.5979 5

    CRAGER WILLIAM - Director - Officer CHIEF EXECUTIVE OFFICER

    		2023-02-28 16:05:02 -0500 2023-02-27 F 6,137 $62.89 d 308,934 direct -1.323 -2.5653 0.0 1 -3.5979 5

    D'ARRIGO PETER - Officer CHIEF FINANCIAL OFFICER

    		2023-02-28 16:09:53 -0500 2023-02-24 M 8,000 $15.34 d 0 direct

    D'ARRIGO PETER - Officer CHIEF FINANCIAL OFFICER

    		2023-02-28 16:09:53 -0500 2023-02-24 M 8,000 $15.34 a 110,980 direct -1.323 -2.5653 0.0 1 -3.5979 5

    CHAPIN ROSS K - Director

    		2023-02-28 17:13:06 -0500 2023-02-23 M 7,954 $15.34 d 0 direct

    CHAPIN ROSS K - Director

    		2023-02-24 16:08:26 -0500 2023-02-23 M 7,954 $15.34 a 0 direct

    CHAPIN ROSS K - Director

    		2023-02-24 16:08:26 -0500 2023-02-23 M 7,954 $15.34 a 67,446 direct -0.6042 -2.1466 0.0 1 -2.7508 4

    COOPER BARRY D. - Officer SVP, HEAD OF ACCOUNTING MGMT.

    		2023-02-06 16:08:52 -0500 2023-02-02 F 6 $68.66 d 25,243 direct -1.6379 -2.9714 -23.4672 0.0 1 -23.4672 31

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    ENVESTNET INC ENV 2023-03-24 22:15:03 UTC 4.57 0.25 2000000
    ENVESTNET INC ENV 2023-03-24 21:45:03 UTC 4.57 0.25 2000000
    ENVESTNET INC ENV 2023-03-24 21:15:03 UTC 4.57 0.25 2000000
    ENVESTNET INC ENV 2023-03-24 20:45:03 UTC 4.57 0.25 2000000
    ENVESTNET INC ENV 2023-03-24 20:15:04 UTC 4.57 0.25 2000000
    ENVESTNET INC ENV 2023-03-24 19:45:03 UTC 4.57 0.25 2000000
    ENVESTNET INC ENV 2023-03-24 19:15:04 UTC 4.57 0.25 2000000
    ENVESTNET INC ENV 2023-03-24 18:45:04 UTC 4.57 0.25 2000000
    ENVESTNET INC ENV 2023-03-24 18:15:03 UTC 4.57 0.25 2000000
    ENVESTNET INC ENV 2023-03-24 17:45:03 UTC 4.57 0.25 2000000
    ENVESTNET INC ENV 2023-03-24 17:15:03 UTC 4.57 0.25 2000000
    ENVESTNET INC ENV 2023-03-24 16:45:03 UTC 4.57 0.25 2000000
    ENVESTNET INC ENV 2023-03-24 16:15:03 UTC 4.57 0.25 2000000
    ENVESTNET INC ENV 2023-03-24 15:45:03 UTC 4.57 0.25 2000000
    ENVESTNET INC ENV 2023-03-24 15:15:03 UTC 4.57 0.25 2000000
    ENVESTNET INC ENV 2023-03-24 14:45:03 UTC 4.32 0.25 2000000
    ENVESTNET INC ENV 2023-03-24 14:15:03 UTC 4.32 0.25 2000000
    ENVESTNET INC ENV 2023-03-24 13:45:03 UTC 4.32 0.25 2000000
    ENVESTNET INC ENV 2023-03-24 13:15:04 UTC 4.32 0.25 2000000
    ENVESTNET INC ENV 2023-03-24 12:45:03 UTC 4.32 0.25 2000000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    American Century Quantitative Equity Funds, Inc.- AC Alternatives Equity Market Neutral Fund ENV -4478.0 shares, $-311803.14 2019-12-31 N-PORT
    American Century Quantitative Equity Funds, Inc.- AC Alternatives Disciplined Long Short Fund ENV -3602.0 shares, $-250807.26 2019-12-31 N-PORT
    American Century Quantitative Equity Funds, Inc.- Core Equity Plus Fund ENV -10133.0 shares, $-574541.1 2019-09-30 N-PORT
    American Century Quantitative Equity Funds, Inc.- NT Core Equity Plus Fund ENV -31088.0 shares, $-1762689.6 2019-09-30 N-PORT
    Advisors Series Trust- Pzena Long/Short Value Fund ENV -2219.0 shares, $-161121.59 2020-05-31 N-PORT
    FundVantage Trust- Gotham Enhanced Index Plus Fund ENV -38.0 shares, $-2043.64 2020-03-31 N-PORT
    FundVantage Trust- Gotham Defensive Long Fund ENV -64.0 shares, $-3441.92 2020-03-31 N-PORT
    FundVantage Trust- Gotham Index Plus All-Cap Fund ENV -72.0 shares, $-3872.16 2020-03-31 N-PORT
    RUSSELL INVESTMENT CO- U.S. Dynamic Equity Fund ENV -2310.0 shares, $-177246.3 2021-01-31 N-PORT
    TRANSAMERICA FUNDS- Transamerica Event Driven ENV -1400.0 shares, $-105322.0 2021-07-31 N-PORT
    Morningstar Funds Trust- Morningstar Alternatives Fund ENV -3897.0 shares, $-192161.07 2022-10-31 N-PORT
    Calamos Investment Trust/IL- Calamos Market Neutral Income Fund ENV -92400.0 shares, $-4556244.0 2022-10-31 N-PORT
    Franklin Alternative Strategies Funds- Franklin K2 Alternative Strategies Fund ENV -922.0 shares, $-54416.44 2022-11-30 N-PORT
    AMERICAN BEACON FUNDS- American Beacon SSI Alternative Income Fund ENV -8524.0 shares, $-525930.8 2022-12-31 N-PORT
    Guidestone Funds- Strategic Alternatives Fund ENV -2825.0 shares, $-174302.5 2022-12-30 N-PORT
    Blackstone Alternative Investment Funds- Blackstone Alternative Multi-Strategy Fund ENV -400.0 shares, $-24680.0 2022-12-31 N-PORT
    TIFF INVESTMENT PROGRAM- TIFF Multi-Asset Fund ENV -7999.0 shares, $-493538.3 2022-12-31 N-PORT
    AQR Funds- AQR Diversified Arbitrage Fund ENV -11401.0 shares, $-703441.7 2022-12-31 N-PORT
    AQR Funds- AQR Alternative Risk Premia Fund ENV -4035.0 shares, $-248959.5 2022-12-31 N-PORT
    AQR Funds- AQR Multi-Asset Fund ENV -792.0 shares, $-48866.4 2022-12-31 N-PORT
    LAZARD FUNDS INC- Lazard Enhanced Opportunities Portfolio ENV -719.0 shares, $-44362.3 2022-12-31 N-PORT
    JNL Series Trust- JNL Multi-Manager Alternative Fund ENV -2078.0 shares, $-128212.6 2022-12-31 N-PORT
    FORUM FUNDS- ABSOLUTE CONVERTIBLE ARBITRAGE FUND ENV -40133.0 shares, $-2476206.1 2022-12-31 N-PORT
    FORUM FUNDS- ABSOLUTE FLEXIBLE FUND ENV -2500.0 shares, $-154250.0 2022-12-31 N-PORT
    VANGUARD MONTGOMERY FUNDS- VANGUARD MARKET NEUTRAL FUND ENV -79296.0 shares, $-4892563.2 2022-12-31 N-PORT

    No recent transactions

    *** To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***

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