ENV

ENV

ENV

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2022 Q2 Jul 19, 2022 Upslope Capital Management 0.8% 0.5% ATR, BALL, BFAM, BWXT, CASY, CHG.L, DPLM.L, ENV, FCN, KOG NO, PACK, SLGN, TECN SW, TTCF, X.TO cyclicals, defense, Defensive, Long/Short, mid cap, packaging, SPACs, value BALL
2021 Q2 Jul 19, 2021 Upslope Capital Management 2.8% 0.9% ATR, BFAM, CBOE, DPLM.L, DSM.AS, ENV, FCN, MKTX, RBA, SUBC.OL, TW, X.TO Capital markets, Long/Short, mid cap, Short Selling, SPACs, value ENV
MKTX
2022 Q1 Apr 18, 2022 Upslope Capital Management -0.3% - ATR, BFAM, BWXT, CASY, CHG.L, DPLM.L, ENV, FCN, KOG.OL, MKTX, SLGN, TECN SW, X.TO defense, Geopolitical, inflation, Long/Short, regime change, SPACs, value SLGN
CHG.L
KOG.OL
2021 Q3 Oct 18, 2021 Upslope Capital Management -0.2% 0.8% ATR, BFAM, BOWX, BWXT, CBOE, DPLM.L, DSM.AS, ENV, FCN, RBA, TECN SW, X.TO Catalyst, defense, healthcare, Long/Short, mid cap, value BWXT
TECN.SW
CBOE
2021 Q4 Jan 19, 2022 Upslope Capital Management 3.4% 4.2% ATR, BFAM, BWXT, CASY, CBOE, DPLM.L, ENV, FCN, MKTX, TECN SW, X.TO Defensive, Long/Short, mid cap, SPACs, value, volatility CASY
MKTX
CBOE
2024 Q3 Sep 30, 2024 ClearBridge Investments Small Cap Growth Strategy 0.0% 0.0% ALGM, ANF, BJ, CVGW, CYRX, ENV, EYE, FOUR, FOXF, FTAI, HLNE, INTA, KVYO, MPWR, OS, PJT, TREX, VRNS, WTFC, ZETA Biotechnology, consumer, Fed Cuts, financials, growth, Rotation, small caps, software
2023 Q2 Jun 30, 2023 Mairs & Power – Small Cap Fund 0.0% 9.0% ALTR, ASB, AZEK, CFR, CLFD, ENTG, ENV, FIBK, GBCI, JAMF, LFUS, NVT, THRM, TTC AI, Banking, healthcare, industrials, small caps, technology, Valuations
2024 Q4 Jan 13, 2025 13D Activist Fund 0.8% 1.7% ALV, APD, AZTA, BBWI, ENV, EXEL, FTR, HR, JHG, LW, MDU, MRCY, NSIT, PSO, RIOT, RPD, SWX, THS, TWLO, VSTS activism, Bitcoin, Corporate Governance, Data centers, M&A, Proxy Fights, SMID Cap, value

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 15, 2026 Fund Letters Upslope Capital Management Envestnet Inc. Other Application Software Bull New York Stock Exchange Asset Divestiture, Bull, financial technology, insider activity, SaaS, technology platform, turnaround, wealth management

BSD Shareholders of ENV

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.

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