ENV

Envestnet, Inc. ENV

Trading inactive

Bénéficiaire Individuel

Déclarant Citoyenneté ou lieu d'organisation Pouvoir de vote unique Pouvoir de vote partagé Pouvoir de disposition unique Pouvoir de disposition partagé Montant en propriété effective Pourcentage détenu Date d'achat
The Vanguard Group Pennsylvania 0 89890 5875949 139505 6015454 11.01 % 13/02/2024
JPMORGAN CHASE & Delaware 1985503 0 2207546 0 2207780 4 % 07/12/2023
The Vanguard Group Pennsylvania 0 91801 5383619 145364 5528983 10.24 % 10/03/2023
The Vanguard Group Pennsylvania 0 91801 5383619 145364 5528983 10.24 % 10/03/2023
The Vanguard Group Pennsylvania 0 90658 5378926 142044 5520970 9.98 % 09/02/2023
JPMORGAN CHASE & Delaware 2755982 54854 3067979 46570 3116257 5.6 % 20/01/2023
The Vanguard Group Pennsylvania 0 99303 4982185 147892 5130077 9.39 % 10/02/2022
JPMORGAN CHASE & Delaware 2890544 88209 3172375 74958 3247571 5.8 % 10/01/2022
The Vanguard Group Pennsylvania 0 123433 4691009 167526 4858535 9.01 % 10/02/2021
BlackRock, Inc. Delaware 6349384 0 6406399 0 6406399 11.9 % 05/02/2021
JPMORGAN CHASE & Delaware 2965150 78606 3235397 65871 3316588 6 % 11/01/2021
The Vanguard Group Pennsylvania 103158 12434 4619930 108704 4728634 9.01 % 12/02/2020
BlackRock, Inc. Delaware 6030153 0 6114301 0 6114301 11.2 % 10/02/2020
Fargo & Company Delaware 165054 428109 165054 3415308 3580362 6.82 % 04/02/2020
BlackRock, Inc. Delaware 5539130 0 5662492 0 5662492 12.4 % 11/02/2019
The Vanguard Group Pennsylvania 93036 5827 3931148 94136 4025284 8.8 % 11/02/2019
Fargo & Company Delaware 65625 2857805 65625 3284925 3350550 7.33 % 22/01/2019
BlackRock, Inc. Delaware 5440875 0 5553937 0 5553937 11.6 % 20/12/2018
Janus Capital Management LLC EIN #753019302 Delaware 0 0 0 0 0 0 % 13/02/2018
The Vanguard Group Pennsylvania 84017 5047 3481525 85337 3566862 8.05 % 09/02/2018
BlackRock, Inc. Delaware 2613632 0 2699362 0 2699362 6.1 % 29/01/2018
Fargo & Company Delaware 37663 465043 37663 3332705 3370368 7.61 % 29/01/2018
Wellington Investment Advisors Holdings LLP Delaware 0 750834 0 822818 822818 1.88 % 09/05/2017
Wellington Investment Advisors Holdings LLP Delaware 0 750834 0 822818 822818 1.88 % 09/05/2017
Wellington Group Holdings LLP Delaware 0 750834 0 822818 822818 1.88 % 09/05/2017
Wellington Management Group LLP Massachusetts 0 750834 0 822818 822818 1.88 % 09/05/2017
Wellington Management Group LLP Massachusetts 0 750834 0 822818 822818 1.88 % 09/05/2017
Wellington Group Holdings LLP Delaware 0 750834 0 822818 822818 1.88 % 09/05/2017
TimesSquare Capital Management, LLC Delaware 1952360 0 1959060 0 1959060 4.6 % 13/02/2017
Janus Capital Management LLC EIN #753019302 Delaware 3465055 0 3465055 0 3465055 8 % 13/02/2017
The Vanguard Group Pennsylvania 82280 5047 3030152 85400 3115552 7.23 % 09/02/2017
Wellington Management Group LLP Massachusetts 0 3664810 0 4235752 4235752 9.84 % 09/02/2017
Wellington Group Holdings LLP Delaware 0 3664810 0 4235752 4235752 9.84 % 09/02/2017
Wellington Investment Advisors Holdings LLP Delaware 0 3664810 0 4235752 4235752 9.84 % 09/02/2017
Wellington Management Company LLP Delaware 0 3631690 0 4159414 4159414 9.66 % 09/02/2017
BlackRock, Inc. Delaware 2444951 0 2527196 0 2527196 5.9 % 30/01/2017
Fargo & Company Delaware 50047 432337 50047 3835188 3885235 9.02 % 24/01/2017
Fargo & Company Delaware 14743 448198 14743 4419150 4433893 10.35 % 12/09/2016
Wellington Investment Advisors Holdings LLP Delaware 0 4006756 0 4612199 4612199 10.8 % 11/07/2016
Wellington Management Group LLP Massachusetts 0 4006756 0 4612199 4612199 10.8 % 11/07/2016
Wellington Group Holdings LLP Delaware 0 4006756 0 4612199 4612199 10.8 % 11/07/2016
Wellington Investment Advisors Holdings LLP Delaware 0 4006756 0 4612199 4612199 10.8 % 11/07/2016
Wellington Management Company LLP Delaware 0 3980204 0 4550997 4550997 10.65 % 11/07/2016
Wellington Management Group LLP Massachusetts 0 4006756 0 4612199 4612199 10.8 % 11/07/2016
Wellington Group Holdings LLP Delaware 0 4006756 0 4612199 4612199 10.8 % 11/07/2016
Wellington Management Company LLP Delaware 0 3980204 0 4550997 4550997 10.65 % 11/07/2016
BlackRock, Inc. Delaware 1983763 0 2065156 0 2065156 4.9 % 08/04/2016
Janus Capital Management LLC EIN Delaware 3026958 0 3026958 0 3026958 8.4 % 16/02/2016
Wellington Group Holdings LLP Delaware 0 2867629 0 3428509 3428509 8.17 % 11/02/2016
Wellington Investment Advisors Holdings LLP Delaware 0 2867629 0 3428509 3428509 8.17 % 11/02/2016
Wellington Management Company LLP Delaware 0 2485615 0 2866956 2866956 6.83 % 11/02/2016
Wellington Management Group LLP Massachusetts 0 2867629 0 3428509 3428509 8.17 % 11/02/2016
TimesSquare Capital Management, LLC Delaware 2168200 0 2213500 0 2213500 6.2 % 10/02/2016
TimesSquare Capital Management, LLC Delaware 2168200 0 2213500 0 2213500 6.2 % 10/02/2016
The Vanguard Group Pennsylvania 84047 2500 2505466 84447 2589913 6.16 % 10/02/2016
Fargo & Company Delaware 17412 5567064 17412 5878142 5895555 0 % 05/02/2016
BlackRock, Inc. Delaware 2055870 0 2146051 0 2146051 6 % 26/01/2016
Wellington Management Group LLP Massachusetts 0 1679901 0 1961670 1961670 5.5 % 10/09/2015
Wellington Management Group LLP Massachusetts 0 1679901 0 1961670 1961670 5.5 % 10/09/2015
Wellington Group Holdings LLP Delaware 0 1679901 0 1961670 1961670 5.5 % 10/09/2015
Wellington Investment Advisors Holdings LLP Delaware 0 1679901 0 1961670 1961670 5.5 % 10/09/2015
Wellington Investment Advisors Holdings LLP Delaware 0 1679901 0 1961670 1961670 5.5 % 10/09/2015
Wellington Group Holdings LLP Delaware 0 1679901 0 1961670 1961670 5.5 % 10/09/2015
Wellington Investment Advisors Holdings LLP Delaware 0 2950334 0 3643323 3643323 10.54 % 10/04/2015
Wellington Investment Advisors Holdings LLP Delaware 0 2950334 0 3643323 3643323 10.54 % 10/04/2015
Wellington Management Company LLP Delaware 0 2670631 0 3029223 3029223 8.76 % 10/04/2015
Wellington Management Group LLP Massachusetts 0 2950334 0 3643323 3643323 10.54 % 10/04/2015
Wellington Group Holdings LLP Delaware 0 2950334 0 3643323 3643323 10.54 % 10/04/2015
Wellington Management Group LLP Massachusetts 0 2950334 0 3643323 3643323 10.54 % 10/04/2015
Wellington Group Holdings LLP Delaware 0 2950334 0 3643323 3643323 10.54 % 10/04/2015
Wellington Management Company LLP Delaware 0 2670631 0 3029223 3029223 8.76 % 10/04/2015
Wellington Management Group LLP Massachusetts 0 2470808 0 2621379 2621379 7.63 % 12/02/2015
The Vanguard Group Pennsylvania 44157 1911269 42257 1953526 5.68 % 11/02/2015
Wells Fargo Funds Management, LLC Delaware 0 3818881 0 3818881 3818881 11.12 % 05/02/2015
Wells Capital Management Incorporated California 0 319083 0 4288195 4288195 12.49 % 05/02/2015
Wells Fargo & Company Delaware 33545 4167604 33545 4385135 4418680 12.87 % 05/02/2015
BlackRock, Inc. Delaware 1804509 0 1875383 0 1875383 5.5 % 03/02/2015
Wellington Management Company, LLP Massachusetts 0 2670071 0 2847117 2847117 8.29 % 10/12/2014
Wellington Management Company, LLP Massachusetts 0 2670071 0 2847117 2847117 8.29 % 10/12/2014
Upfront GP II, L.P. Delaware 0 0 0 0 0 0 % 01/05/2014
AOS Partners, LP Delaware 0 0 0 0 0 0 % 01/05/2014
Hique, Inc. Delaware 0 0 0 0 0 0 % 01/05/2014
GRP Management Services Corp. Delaware 0 27917 0 27917 27917 0.1 % 01/05/2014
Yves Sisteron United States 224860 27917 224860 27917 252777 0.7 % 01/05/2014
Upfront II Investors, L.P. Delaware 0 0 0 0 0 0 % 01/05/2014
Upfront II Partners, L.P. Delaware 0 0 0 0 0 0 % 01/05/2014
Fargo & Company Delaware 23785 3414865 23785 3633392 3657177 10.75 % 10/04/2014
AOS Partners, LP Delaware 0 1336536 0 1336536 1336536 4 % 27/03/2014
GRP Management Services Corp. Delaware 0 1262484 0 1262484 1262484 3.7 % 27/03/2014
Upfront II Partners, L.P. Delaware 0 106642 0 106642 106642 0.3 % 27/03/2014
Hique, Inc. Delaware 0 1336536 0 1336536 1336536 4 % 27/03/2014
Upfront GP II, L.P. Delaware 0 1262484 0 1262484 1262484 3.7 % 27/03/2014
Upfront II Investors, L.P. Delaware 0 0 0 0 0 0 % 27/03/2014
Yves Sisteron United States 0 1262484 0 1262484 1262484 3.7 % 27/03/2014
BLAIR WILLIAM & CO/IL 222 W. Adams, Chicago, IL 60606 78704 0 78704 0 78704 0.23 % 06/02/2014
Janus Capital Management LLC EIN Delaware 296904 0 296904 0 296904 0.9 % 31/01/2014
Fargo & Company Delaware 19995 1623512 19995 1817479 1837474 5.44 % 27/01/2014
Wellington Management Company, LLP Massachusetts 0 3709084 0 4047167 4047167 11.99 % 08/11/2013
Wellington Management Company, LLP Massachusetts 0 3709084 0 4047167 4047167 11.99 % 08/11/2013
Fargo & Company Delaware 13800 1240516 13800 1416727 1430527 4.42 % 10/05/2013
Fargo & Company Delaware 0 2022404 0 2290030 2290030 7.08 % 29/03/2013
Foundation Capital III Principals Fund, LLC Delaware United States America 0 1431237 0 1431237 1431237 4.4 % 08/02/2013
Foundation Capital III, L.P. Delaware United States America 0 1431237 0 1431237 1431237 4.4 % 08/02/2013
Foundation Capital Management Co. III, L.L.C. Delaware United States America 0 1431237 0 1431237 1431237 4.4 % 08/02/2013
William Blair & Company, LLC 222 W. ADAMS STREET, CHICAGO, IL 60606 USA 1697263 0 1697263 0 1697263 5.25 % 04/02/2013
William Blair & Company, LLC 222 W. ADAMS STREET, CHICAGO, IL 60606 USA 1697263 0 1697263 0 1697263 5.25 % 04/02/2013
Foundation Capital Management Company III, L.L.C. Delaware United States America 0 1753237 0 1753237 1753237 5.5 % 08/02/2012
Foundation Capital III, L.P. Delaware United States America 0 1753237 0 1753237 1753237 5.5 % 08/02/2012
Foundation Capital III Principals Fund, LLC Delaware United States America 0 1753237 0 1753237 1753237 5.5 % 08/02/2012
Fargo & Company Delaware 1586096 0 1798571 0 1798571 5.66 % 26/01/2012
GRP Management Services Corp. Delaware 0 2254313 0 2254313 2254313 7.23 % 15/02/2011
GRPVC, L.P. Delaware 0 1804902 0 1804902 1804902 5.84 % 15/02/2011
AOS Partners, LP Delaware 0 4546704 0 4546704 4546704 14.55 % 15/02/2011
GRP II Investors, L.P. Delaware 0 449411 0 449411 449411 1.41 % 15/02/2011
Hique, Inc. Delaware 0 4546704 0 4546704 4546704 14.56 % 15/02/2011
Yves Sisteron United States 0 2254313 0 2254313 2254313 7.27 % 15/02/2011
GRP II Partners, L.P. Delaware 0 209156 0 209156 209156 0.72 % 15/02/2011
Foundation Capital Leadership Principals Fund, L.L.C. Delaware, United States of America 0 2459390 0 2459390 2459390 7.8 % 15/02/2011
FC Leadership Management Co., L.L.C. Delaware, United States of America 0 2459390 0 2459390 2459390 7.8 % 15/02/2011
Foundation Capital III, L.P. Delaware, United States of America 0 2459390 0 2459390 2459390 7.8 % 15/02/2011
Foundation Capital III Principals Fund, LLC Delaware, United States of America 0 2459390 0 2459390 2459390 7.8 % 15/02/2011
Foundation Capital Management Co. III, L.L.C. Delaware, United States of America 0 2459390 0 2459390 2459390 7.8 % 15/02/2011
Foundation Capital Leadership Fund, L.P. Delaware, United States of America 0 2459390 0 2459390 2459390 7.8 % 15/02/2011

Senat trading

Bureau Date de la transaction Date de réception Type Montant Commentaire

Senat Divulgation

Représentant Date de la transaction Date de divulgation Type Montant District
Susie Lee 2020-02-24 2020-04-28 Sale (Full) $1,001 - $15,000 NV03
Susie Lee 2020-02-21 2020-04-28 Sale (Partial) $1,001 - $15,000 NV03
Susie Lee 2020-01-09 2020-02-25 Purchase $1,001 - $15,000 NV03
Bradley S. Schneider 2018-10-19 2018-11-20 Sale (Full) $100,001 - $250,000 IL10
Bradley S. Schneider 2018-07-23 2018-10-08 Purchase $100,001 - $250,000 IL10