Envestnet Inc (ENV)

COMMUNICATIONS: INTERNET
SIC: SERVICES-BUSINESS SERVICES, NEC

35 E WACKER DR STE 2400 CHICAGO, IL 60601

Envestnet, Inc. (Envestnet) is a provider of technology-enabled, Web-based investment solutions and services to financial advisors. The Company's integrated technology platform allows financial advisors to provide their clients with investment solutions and services. It works with financial advisors who are independent, as well as those who are associated with small or mid-sized financial advisory firms and larger financial institutions, referred to as enterprise clients. The Company's centrally hosted, open architecture technology platform provides financial advisors to choose from a range of investment solutions, services, investment managers and custodians to identify those that are most appropriate for their clients. In addition, its technology platform allows the Company to add new or upgrade existing features and functionality as the industry and financial advisors' needs evolve.

Data based on most recent fiscal year report
Market Cap2.43 Billion Shares Outstanding44.31 Million Avg Volume413.119 Thousand
1-Yr BETA vs S&P TR1.239 Current Ratio0.93 Quick Ratio0.93
View SEC Filings from ENV instead.
Q2 2019 All Institutions Hedge Funds 1
To trade ENV now:
Filers who had this stock in their top 10: 2 1 (0.1%)
13F Filers holding this stock: 228 21 (2.17%)
Aggregate 13F shares on 06/30/2019: 46.685 Million 3.679 Million
Aggregate 13F shares on 03/31/2019: 45.929 Million 3.641 Million
Percent change: 1.65% 1.03%
Funds creating new positions: 32 3
Funds Adding to an existing position: 87 9
Funds closing out their position: 24 9
Funds reducing their position: 65 6
1 hedge funds as identified by whalewisdom.com through public filings.

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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"

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

118.7 Thousand total shares from 20 transactions

Exercise Derivative Conversion (M)

138.5 Thousand total shares from 10 transactions

Current/Former Insiders

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

CRAGER WILLIAM PRESIDENT*

  • Officer
225,112 2019-08-12 11

O'BRIEN SHELLY CHIEF LEGAL OFFICER

  • Officer
28,473 2019-08-06 13

MAYER JOSHUA CHIEF OPERATING OFFICER

  • Officer
27,113 2019-08-06 20

GRINIS SCOTT D CHIEF TECHNOLOGY OFFICER

  • Officer
188,873 2019-08-06 16

THOMAS BRANDON CHIEF INVESTMENT OFFICER

  • Officer
278,820 2019-08-06 13

DEPINA STUART ENVESTNET DATA & ANALYTICS*

  • Officer
73,759 2019-08-06 9

ARORA ANIL

  • Director
34,461 2019-08-01 18

BERGMAN JUDSON CHIEF EXECUTIVE OFFICER

  • Officer
  • Director
823,323 2019-07-30 20

MAJOROS MATTHEW PRINCIPAL ACCOUNTING OFFICER

  • Officer
14,107 2019-07-01 9

D'ARRIGO PETER CHIEF FINANCIAL OFFICER

  • Officer
53,654 2019-07-01 10

EGAN CYNTHIA

  • Director
3,737 2019-06-28 0

ROAME CHARLES

  • Director
14,820 2019-06-17 3

CHAPIN ROSS K

  • Director
44,493 2019-06-05 2

AGUILAR LUIS A

  • Director
24,847 2019-05-30 1

COOPER BARRY D. SVP, HEAD OF ACCOUNTING MGMT.

  • Officer
10,413 2019-05-28 2

CROWELL GAYLE A

  • Director
4,423 2019-05-20 2

MOSLEY VALERIE

  • Director
50,400 2019-05-17 3

FOX JAMES L

  • Director
13,297 2019-03-04 1

SMITH GREGORY A

  • Director
15,594 2019-03-04 1

BLACKROCK INC.

BLACKROCK HOLDCO 2, INC.

BLACKROCK FINANCIAL MANAGEMENT INC/DE

  • 10% Owner
2,355,816 2018-12-17 1

JOHNSON JAMES

  • Director
7,161 2018-02-28 0

SISTERON YVES FORMER DIRECTOR

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

KOONTZ PAUL G

  • Director
No longer subject to file 2016-05-15 0

HAWN GATES HELMS

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

AOS PARTNERS, LP

GRPVC, L.P.

GRP II INVESTORS, L.P.

GRP II PARTNERS, L.P.

  • 10% Owner
No longer subject to file 2012-10-03 0

TENNANT CHARLES FLOYD CHIEF OPERATING OFFICER

  • Officer
0 2011-07-27 0

ENVESTNET GROUP INC

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

Insider Transactions Last 60 Days

Reporting Owners Transaction Date Transaction Code Shares Share Price Acquired or Disposed Shares Owned Following Transaction Combined shares owned after filing Direct/Indirect Ownership 10b-5

CRAGER WILLIAM - Officer PRESIDENT*

2019-08-12 S 14,923 $58.28 d 225,589 225,112.00 direct

CRAGER WILLIAM - Officer PRESIDENT*

2019-08-12 M 18,500 d 145,500 225,112.00 direct

CRAGER WILLIAM - Officer PRESIDENT*

2019-08-12 S 3,000 $57.26 d 240,512 225,112.00 direct

CRAGER WILLIAM - Officer PRESIDENT*

2019-08-12 S 577 $58.87 d 225,012 225,112.00 direct

CRAGER WILLIAM - Officer PRESIDENT*

2019-08-12 M 18,500 $9.00 a 243,512 225,112.00 direct

GRINIS SCOTT D - Officer CHIEF TECHNOLOGY OFFICER

2019-08-06 F 1,240 $68.11 d 188,873 188,873.00 direct

DEPINA STUART - Officer ENVESTNET DATA & ANALYTICS*

2019-08-06 F 1,476 $68.11 d 73,759 73,759.00 direct

MAYER JOSHUA - Officer CHIEF OPERATING OFFICER

2019-08-06 F 1,031 $68.11 d 27,071 27,113.00 direct

O'BRIEN SHELLY - Officer CHIEF LEGAL OFFICER

2019-08-06 F 611 $68.11 d 28,473 28,473.00 direct

THOMAS BRANDON - Officer CHIEF INVESTMENT OFFICER

2019-08-06 F 706 $68.11 d 264,882 278,820.00 direct

MAYER JOSHUA - Officer CHIEF OPERATING OFFICER

2019-08-02 S 500 $69.82 d 28,102 28,144.00 direct yes

ARORA ANIL - Director

2019-08-01 S 243 $71.58 d 34,189 34,461.00 direct yes

ARORA ANIL - Director

2019-08-01 S 82 $70.52 d 34,432 34,461.00 direct yes

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-07-30 S 15,000 $70.85 d 823,323 823,323.00 direct yes

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-07-30 M 20,000 $9.00 a 838,323 823,323.00 direct yes

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-07-30 M 20,000 d 162,000 823,323.00 direct

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-07-23 S 15,000 $71.43 d 818,323 818,323.00 direct yes

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-07-23 M 20,000 $9.00 a 833,323 818,323.00 direct yes

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-07-23 M 20,000 d 182,000 818,323.00 direct

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-07-16 M 20,000 $9.00 a 828,323 813,323.00 direct yes

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-07-16 S 7,500 $72.10 d 813,323 813,323.00 direct yes

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-07-16 S 7,500 $72.81 d 820,823 813,323.00 direct yes

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-07-16 M 20,000 d 202,000 813,323.00 direct

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-07-10 S 7,500 $70.16 d 808,323 808,323.00 direct yes

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-07-10 M 10,000 d 222,000 808,323.00 direct

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-07-10 M 10,000 $9.00 a 815,823 808,323.00 direct yes

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-07-09 M 10,000 $9.00 a 813,323 808,323.00 direct yes

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-07-09 M 10,000 d 232,000 808,323.00 direct

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-07-09 S 7,500 $69.46 d 805,823 808,323.00 direct yes

MAYER JOSHUA - Officer CHIEF OPERATING OFFICER

2019-07-05 S 500 $69.86 d 28,602 28,644.00 direct yes

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-07-03 S 7,500 $70.00 d 803,323 803,323.00 direct yes

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-07-03 M 10,000 $9.00 a 810,823 803,323.00 direct yes

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-07-03 M 10,000 d 242,000 803,323.00 direct

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-07-02 S 7,500 $68.50 d 800,823 800,823.00 direct yes

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-07-02 M 10,000 $9.00 a 808,323 800,823.00 direct yes

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-07-02 M 10,000 d 252,000 800,823.00 direct

MAJOROS MATTHEW - Officer PRINCIPAL ACCOUNTING OFFICER

2019-07-01 F 78 $68.37 d 14,107 14,107.00 direct

ARORA ANIL - Director

2019-07-01 F 827 $68.37 d 34,514 34,786.00 direct

MAYER JOSHUA - Officer CHIEF OPERATING OFFICER

2019-07-01 F 154 $68.37 d 29,102 29,144.00 direct

DEPINA STUART - Officer ENVESTNET DATA & ANALYTICS*

2019-07-01 F 370 $68.37 d 75,235 75,235.00 direct

CRAGER WILLIAM - Officer PRESIDENT*

2019-07-01 F 610 $68.37 d 225,012 225,112.00 direct

ARORA ANIL - Director

2019-07-01 S 376 $69.13 d 35,341 34,786.00 direct yes

THOMAS BRANDON - Officer CHIEF INVESTMENT OFFICER

2019-07-01 F 179 $68.37 d 265,588 279,526.00 direct

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-07-01 F 1,276 $68.37 d 798,323 798,323.00 direct

GRINIS SCOTT D - Officer CHIEF TECHNOLOGY OFFICER

2019-07-01 F 238 $68.37 d 190,113 190,113.00 direct

D'ARRIGO PETER - Officer CHIEF FINANCIAL OFFICER

2019-07-01 F 427 $68.37 d 53,654 53,654.00 direct

ARORA ANIL - Director

2019-07-01 S 4,989 $68.32 d 35,717 34,786.00 direct yes

O'BRIEN SHELLY - Officer CHIEF LEGAL OFFICER

2019-07-01 F 123 $68.37 d 29,084 29,084.00 direct

GRINIS SCOTT D - Officer CHIEF TECHNOLOGY OFFICER

2019-06-28 S 10,000 $68.40 d 190,351 190,351.00 direct

GRINIS SCOTT D - Officer CHIEF TECHNOLOGY OFFICER

2019-06-28 M 10,000 $9.00 a 200,351 190,351.00 direct yes

GRINIS SCOTT D - Officer CHIEF TECHNOLOGY OFFICER

2019-06-28 M 10,000 d 26,000 190,351.00 direct

THOMAS BRANDON - Officer CHIEF INVESTMENT OFFICER

2019-06-27 S 961 $67.46 d 265,767 279,705.00 direct

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-06-25 M 10,000 $9.00 a 807,099 799,599.00 direct yes

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-06-25 M 10,000 d 262,000 799,599.00 direct

BERGMAN JUDSON - Director - Officer CHIEF EXECUTIVE OFFICER

2019-06-25 S 7,500 $67.86 d 799,599 799,599.00 direct yes
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