ENV

Envestnet, Inc. ENV

Trading inactive

Individual Beneficiary

Name of reporting person Citizenship or organization Sole voting power Shared voting power Sole dispositive power Shared dispositive power Amount beneficially owned Percent of class Accepted date
Lauren Taylor Wolfe 0 0 0 3983406 3983406 7.2 % 15/11/2022
Christian Asmar 0 0 0 3983406 3983406 7.2 % 15/11/2022
Impactive Capital LP 0 0 0 3983406 3983406 7.2 % 15/11/2022
Impactive Capital LLC 0 0 0 3983406 3983406 7.2 % 15/11/2022
Christian Asmar 0 0 0 2756859 2756859 5 % 06/04/2022
Impactive Capital LP 0 0 0 2756859 2756859 5 % 06/04/2022
Impactive Capital LLC 0 0 0 2756859 2756859 5 % 06/04/2022
Lauren Taylor Wolfe 0 0 0 2756859 2756859 5 % 06/04/2022
The Vanguard Group - 23-1945930 Pennsylvania 0 99303 4982185 147892 5130077 9.39 % 10/02/2022
JPMORGAN CHASE & CO.13-2624428 Delaware 2890544 88209 3172375 74958 3247571 5.8 % 10/01/2022
BlackRock, Inc. 6355020 0 6421166 0 6421166 11.8 % 21/05/2021
EIN #00-0000000 Jersey, Channel Islands 0 2225388 0 2225388 2225388 4.1 % 11/02/2021
The Vanguard Group - 23-1945930 Pennsylvania 0 123433 4691009 167526 4858535 9.01 % 10/02/2021
(1) BlackRock, Inc. Delaware 6349384 0 6406399 0 6406399 11.9 % 05/02/2021
JPMORGAN CHASE & CO.13-2624428 Delaware 2965150 78606 3235397 65871 3316588 6 % 11/01/2021
The Vanguard Group - 23-1945930 Pennsylvania 103158 12434 4619930 108704 4728634 9.01 % 12/02/2020
Wasatch Advisors, Inc. 87-0319391 622 0 622 0 622 0 % 10/02/2020
(1) BlackRock, Inc. Delaware 6030153 0 6114301 0 6114301 11.2 % 10/02/2020
Wells Fargo & Company Delaware 165054 428109 165054 0 3580362 6.82 % 04/02/2020
Wells Capital Management Incorporated Delaware 0 3131341 0 0 3256332 6.21 % 04/02/2020
Wells Fargo Funds Management, LLC Delaware 0 2788289 0 0 2789380 5.32 % 04/02/2020
(1) BlackRock, Inc. Delaware 5539130 0 5662492 0 5662492 12.4 % 11/02/2019
(1) BlackRock, Inc. Delaware 5440875 0 5553937 0 5553937 11.6 % 20/12/2018
(1) BlackRock, Inc. Delaware 2613632 0 2699362 0 2699362 6.1 % 29/01/2018
Wells Fargo & Company Delaware 37663 465043 37663 3332705 3370368 7.61 % 29/01/2018
Wellington Investment Advisors Holdings LLP Delaware 0 750834 0 0 822818 1.88 % 09/05/2017
Wellington Group Holdings LLP Delaware 0 750834 0 0 822818 1.88 % 09/05/2017
Wellington Management Group LLP Delaware 0 750834 0 0 822818 1.88 % 09/05/2017
2) Delaware 1952360 0 1959060 0 1959060 4.6 % 13/02/2017
Wellington Group Holdings LLP Massachusetts 0 3664810 0 0 4235752 9.84 % 09/02/2017
Wellington Investment Advisors Holdings LLP Massachusetts 0 3664810 0 0 4235752 9.84 % 09/02/2017
Wellington Management Company LLP Massachusetts 0 3631690 0 0 4159414 9.66 % 09/02/2017
Wellington Management Group LLP Massachusetts 0 3664810 0 0 4235752 9.84 % 09/02/2017
(1)Names of reporting persons. BlackRock, Inc. Delaware 2444951 0 2527196 0 2527196 5.9 % 30/01/2017
Wells Fargo & Company Delaware 50047 432337 50047 3835188 3885235 9.02 % 24/01/2017
Wells Capital Management Incorporated Delaware 0 4163014 0 0 4318251 10.08 % 12/09/2016
Wells Fargo & Company Delaware 14743 448198 14743 0 4433893 10.35 % 12/09/2016
Wells Fargo Funds Management, LLC Delaware 0 3861326 0 0 3861381 9.02 % 12/09/2016
Wellington Management Group LLP Massachusetts 0 4006756 0 0 4612199 10.8 % 11/07/2016
Wellington Group Holdings LLP Massachusetts 0 4006756 0 0 4612199 10.8 % 11/07/2016
Wellington Management Company LLP Massachusetts 0 3980204 0 0 4550997 10.65 % 11/07/2016
Wellington Investment Advisors Holdings LLP Massachusetts 0 4006756 0 0 4612199 10.8 % 11/07/2016
(1) BlackRock, Inc. Delaware 1983763 0 2065156 0 2065156 4.9 % 08/04/2016
Wellington Investment Advisors Holdings LLP Massachusetts 0 2867629 0 0 3428509 8.17 % 11/02/2016
Wellington Management Group LLP Massachusetts 0 2867629 0 0 3428509 8.17 % 11/02/2016
Wellington Group Holdings LLP Massachusetts 0 2867629 0 0 3428509 8.17 % 11/02/2016
Wellington Management Company LLP Massachusetts 0 2485615 0 0 2866956 6.83 % 11/02/2016
TimesSquare Capital Management, LLC 20-1665304 Reporting Person 2168200 0 2213500 0 2213500 6.2 % 10/02/2016
Wells Fargo & Company Delaware 17412 5567064 17412 5878142 5895555 16.42 % 05/02/2016
(1) BlackRock, Inc. Delaware 2055870 0 2146051 0 2146051 6 % 26/01/2016
Wellington Management Group LLP Delaware 0 1679901 0 0 1961670 5.5 % 10/09/2015
Wellington Group Holdings LLP Delaware 0 1679901 0 0 1961670 5.5 % 10/09/2015
Wellington Investment Advisors Holdings LLP Delaware 0 1679901 0 0 1961670 5.5 % 10/09/2015
Wellington Management Group LLP Massachusetts 0 2950334 0 3643323 3643323 10.54 % 10/04/2015
Wells Fargo & Company Delaware 33545 4167604 33545 0 4418680 12.87 % 05/02/2015
Wells Fargo Funds Management, LLC Delaware 0 3818881 0 0 3818881 11.12 % 05/02/2015
Wells Capital Management Incorporated Delaware 0 319083 0 0 4288195 12.49 % 05/02/2015
(1) BlackRock, Inc. Delaware 1804509 0 1875383 0 1875383 5.5 % 03/02/2015
Wellington Management Company, LLP Massachusetts 0 2670071 0 0 2847117 8.29 % 10/12/2014
Upfront II Investors, L.P. Delaware 0 0 0 0 0 0 % 01/05/2014
Wells Capital Management Incorporated Delaware 0 257670 0 0 3521862 10.35 % 10/04/2014
Wells Fargo Funds Management, LLC Delaware 80 3144731 80 0 3144811 9.24 % 10/04/2014
Wells Fargo & Company Delaware 23785 3414865 23785 0 3657177 10.75 % 10/04/2014
Hique, Inc. Delaware 0 1336536 0 1336536 1336536 4 % 27/03/2014
Upfront II Investors, L.P. Delaware 0 0 0 0 0 0 % 27/03/2014
Yves Sisteron Delaware 0 1262484 0 1262484 1262484 3.7 % 27/03/2014
AOS Partners, LP 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
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
04-2683227 Massachusetts 0 4369898 0 0 4731105 14 % 14/02/2014
BLAIR WILLIAM & CO/IL 222 W. Adams, Chicago, IL 60606 78704 0 78704 0 78704 0.23 % 06/02/2014
Wells Fargo & Company Delaware 19995 1623512 19995 0 1837474 5.44 % 27/01/2014
Wells Capital Management Incorporated Delaware 0 228280 0 0 1727341 5.11 % 27/01/2014
04-2683227 Massachusetts 0 3709084 0 0 4047167 11.99 % 08/11/2013
Wells Fargo & Company Delaware 13800 1240516 13800 0 1430527 4.42 % 10/05/2013
Wells Fargo & Company Delaware 0 2022404 0 2290030 2290030 7.08 % 29/03/2013
Wells Capital Management Incorporated California 0 568159 0 0 2107595 6.52 % 13/02/2013
Wells Fargo & Company Delaware 0 2022404 0 0 2125975 7.14 % 13/02/2013
Foundation Capital III, L.P. 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
04-2683227 Massachusetts 0 1261929 0 0 1579029 4.97 % 14/02/2012
Foundation Capital III, L.P. Delaware United States America 0 1753237 0 1753237 1753237 5.5 % 08/02/2012
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 Principals Fund, LLC Delaware United States America 0 1753237 0 1753237 1753237 5.5 % 08/02/2012
Wells Fargo & Company Delaware 1586096 0 1798571 0 1798571 5.66 % 26/01/2012
Wells Capital Management Incorporated Delaware 317487 0 1773692 0 1773692 5.58 % 26/01/2012
Yves Sisteron Delaware 0 0 0 2254313 2254313 7.2 % 15/02/2011
GRP II Partners, L.P. Delaware 0 0 0 209156 209156 0.7 % 15/02/2011
GRP Management Services Corp. Delaware 0 0 0 2254313 2254313 7.2 % 15/02/2011
GRPVC, L.P. Delaware 0 0 0 1804902 1804902 5.8 % 15/02/2011
AOS Partners, LP Delaware 0 0 0 4546704 4546704 14.5 % 15/02/2011
Hique, Inc. Delaware 0 0 0 4546704 4546704 14.5 % 15/02/2011
GRP II Investors, L.P. Delaware 0 0 0 449411 449411 1.4 % 15/02/2011
Foundation Capital Leadership Fund, L.P. Delaware, United States of America 0 2459390 0 0 2459390 7.8 % 15/02/2011
FC Leadership Management Co., L.L.C Delaware, United States of America 0 2459390 0 0 2459390 7.8 % 15/02/2011
Foundation Capital III, L.P. Delaware, United States of America 0 2459390 0 0 2459390 7.8 % 15/02/2011
Foundation Capital III Principals Fund, LLC Delaware, United States of America 0 2459390 0 0 2459390 7.8 % 15/02/2011
Foundation Capital Leadership Principals Fund, L.L.C. Delaware, United States of America 0 2459390 0 0 2459390 7.8 % 15/02/2011
Foundation Capital Management Co. III, L.L.C. Delaware, United States of America 0 2459390 0 0 2459390 7.8 % 15/02/2011
04-2683227 Massachusetts 0 1468286 0 0 1647741 5.25 % 14/02/2011

Senat trading

Bureau Date de la transaction Date de réception Type Amount Commentaire

Senat Divulgation

Représentant Date de la transaction Date de divulgation Type Amount 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