Envestnet, Inc.

ENV

$63.14

+0.00%

2026-03-12 09:30:00 EDT+$0.00

Technology

Software - Application

NYSE

Inactive

Envestnet, Inc., through its various subsidiaries, offers a comprehensive range of wealth management software and related services to clients both within the ...

Insider Transactions of ENV

Acquisitions (A)

Since Nov 25, 2024

Disposals (D)

Since Nov 25, 2024

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
Nov 25, 2024	Wolfe Lauren Taylor	director	Common Stock	D	4,188,871	$63.15
Nov 25, 2024	Aguilar Luis A	director	Common Stock	D	23,161	$63.15
Nov 25, 2024	Aguilar Luis A	director	Stock Option (right to buy)	D	1,745	—
Nov 25, 2024	Majoros Matthew	officer: Principal Accounting Officer	Common Stock	D	14,996	$63.15
Nov 25, 2024	CROWELL GAYLE A	director	Common Stock	D	3,852	$63.15

Insider Trading Snapshot

Acquisitions (A)

Disposals (D)

Total Shares Bought

Total Shares Sold

4,319,132

Monthly Insider Activity

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Transactions by Title - Shares

X-axis: shares, sorted by total shares desc

Transactions by Title - Counts

X-axis: counts, sorted by A+D counts desc

Key People: Buy/Sell Activity and Price

FOX JAMES L

director, officer: Interim CEO • 2 txns

Aguilar Luis A

director • 2 txns

CROWELL GAYLE A

director • 2 txns

Smith Gregory A

director • 2 txns

Transactions Table

Date	Executive	Title	Security	Side	Shares	Price	Value
Nov 25, 2024	Wolfe Lauren Taylor	director	Common Stock	D	4,188,871	$63.15	$264,527,203.65
Nov 25, 2024	Aguilar Luis A	director	Common Stock	D	23,161	$63.15	$1,462,617.15
Nov 25, 2024	Aguilar Luis A	director	Stock Option (right to buy)	D	1,745	—	—
Nov 25, 2024	Majoros Matthew	officer: Principal Accounting Officer	Common Stock	D	14,996	$63.15	$946,997.40
Nov 25, 2024	CROWELL GAYLE A	director	Common Stock	D	3,852	$63.15	$243,253.80
Nov 25, 2024	CROWELL GAYLE A	director	Stock Option (right to buy)	D	1,745	—	—
Nov 25, 2024	Smith Gregory A	director	Common Stock	D	31,166	$63.15	$1,968,132.90
Nov 25, 2024	Smith Gregory A	director	Stock Option (right to buy)	D	8,038	—	—
Nov 25, 2024	FOX JAMES L	director, officer: Interim CEO	Stock Option (right to buy)	D	8,082	—	—
Nov 25, 2024	FOX JAMES L	director, officer: Interim CEO	Common Stock	D	37,476	$63.15	$2,366,609.40

Supply Chain of ENV

RELATIONS

Upstream

Amazon Web Services (AWS)NASDAQ:AMZN Salesforce, Inc.NYSE:CRM Morningstar, Inc.NASDAQ:MORNiCapital, Inc.Ocrolus, Inc.CAIS GroupBackbaseEquinix, Inc.NASDAQ:EQIX

Downstream

Charles Schwab CorporationNYSE:SCHWFidelity Investments (privately held)BNY Mellon (Pershing)NYSE:BK BlackRock, Inc.NYSE:BLK Franklin Templeton (Franklin Resources Inc.)NYSE:BEN State Street Global AdvisorsNYSE:STTBaird (Robert W. Baird & Co.)JPMorgan Chase & Co.NYSE:JPM Allstate CorporationNYSE:ALLBain Capital Private EquityReverence Capital Partners

Proxies

SEI Investments CompanyNASDAQ:SEIC Fiserv, Inc.NYSE:FI Broadridge Financial Solutions, Inc.NYSE:BR FactSet Research Systems Inc.NYSE:FDS Equifax Inc.NYSE:EFX

About UsPrivacy PolicyTerms of ServiceDisclaimerStock DirectoryETFsIndices13F HoldingsAnalyst TargetsFree ToolsTechnology MapJoin our Slack

Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer