Envestnet Asset Management Inc

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 4,343
Total Value: 310167797425
Accession Number: 0001214659-25-006567
Form Type: 13F-HR
CIK: 0001407543
Manager Name: Envestnet Asset Management Inc

Data Enrichment

58% identified

2,536 identified1,807 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

4,343 positions • $310,167,797.425K total value

4,343 positions

Manager:

SEC FilingSEC DataHachi Filing

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INSULET CORP

PODD|45784P101

148163(-21.4%)

Value:

$38.9B(-20.9%)

46436E320

1235815(+9.9%)

Value:

$38.9B(+8.8%)

33939L746

606224(+6.0%)

Value:

$38.7B(+1.9%)

464286806

1042496(+290.6%)

Value:

$38.7B(+355.1%)

H&R BLOCK INC

HRB|093671105

703672(+17.7%)

Value:

$38.6B(+22.3%)

BARCLAYS PLC

BCS|06738E204

2510754(-18.0%)

Value:

$38.6B(-5.3%)

Lamb Weston Holdings, Inc.

LW|513272104

723215(+23.0%)

Value:

$38.5B(-1.9%)

ROYAL BANK OF CANADA

RY|780087102

341776(+1.1%)

Value:

$38.5B(-5.4%)

33734X846

611499(+7.6%)

Value:

$38.5B(+6.8%)

lululemon athletica inc.

LULU|550021109

135939(+6.2%)

Value:

$38.5B(-21.4%)

Builders FirstSource, Inc.

BLDR|12008R107

307349(+28.6%)

Value:

$38.4B(+12.4%)

W. P. Carey Inc.

WPC|92936U109

606427(+4.6%)

Value:

$38.3B(+21.2%)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

500039(+1.4%)

Value:

$38.3B(+0.9%)

46435G672

764746(-1.0%)

Value:

$38.2B(-0.8%)

GLOBAL PAYMENTS INC

GPN|37940X102

390094(-31.1%)

Value:

$38.2B(-39.8%)

518416870

703505(-0.2%)

Value:

$38.1B(-4.4%)

HUBSPOT INC

HUBS|443573100

66516(-2.0%)

Value:

$38.0B(-19.7%)

808524730

1222881(+19.6%)

Value:

$37.7B(+26.8%)

BENTLEY SYSTEMS INC

BSY|08265T208

953850(-11.0%)

Value:

$37.5B(-25.0%)

Texas Roadhouse, Inc.

TXRH|882681109

224749(+10.5%)

Value:

$37.5B(+2.0%)

Instrument	Shares		Other Manager	Value
Insulet Corp(PODDcusip45784P101)	148.2K	QoQ -21.41% (-40.4K) YoY +77.11% (+64.5K)	All Managers (Combined)	$38.9M	QoQ -20.94% (-$10.3M) YoY +171.36% (+$24.6M)
(cusip46436E320)✕	1.2M	QoQ +9.94% (+111.8K) YoY NEW(+1.2M)	All Managers (Combined)	$38.9M	QoQ +8.83% (+$3.2M) YoY NEW(+$38.9M)
(cusip33939L746)✕	606.2K	QoQ +6.00% (+34.3K) YoY +13.31% (+71.2K)	All Managers (Combined)	$38.7M	QoQ +1.86% (+$709.6K) YoY +22.78% (+$7.2M)
(cusip464286806)✕	1.0M	QoQ +290.55% (+775.6K) YoY +207.40% (+703.4K)	All Managers (Combined)	$38.7M	QoQ +355.11% (+$30.2M) YoY +259.00% (+$27.9M)
H&R Block Inc(HRBcusip093671105)	703.7K	QoQ +17.73% (+106.0K) YoY +717.58% (+617.6K)	All Managers (Combined)	$38.6M	QoQ +22.34% (+$7.1M) YoY +814.14% (+$34.4M)
Barclays Plc(BCScusip06738E204)	2.5M	QoQ -18.03% (-552.4K) YoY +11.46% (+258.2K)	All Managers (Combined)	$38.6M	QoQ -5.26% (-$2.1M) YoY +81.17% (+$17.3M)
Lamb Weston Holdings, Inc.(LWcusip513272104)	723.2K	QoQ +22.99% (-135.2K) YoY +59.68% (-270.3K)	All Managers (Combined)	$38.5M	QoQ -1.90% (-$750.5K) YoY -20.10% (-$9.7M)
Royal Bank Of Canada(RYcusip780087102)	341.8K	QoQ +1.11% (-3.8K) YoY +36.65% (+91.7K)	All Managers (Combined)	$38.5M	QoQ -5.42% (-$2.2M) YoY +52.69% (+$13.3M)
(cusip33734X846)✕	611.5K	QoQ +7.56% (+43.0K) YoY +7.63% (+43.4K)	All Managers (Combined)	$38.5M	QoQ +6.80% (+$2.5M) YoY +20.25% (+$6.5M)
Lululemon Athletica Inc.(LULUcusip550021109)	135.9K	QoQ +6.16% (-7.9K) YoY -30.12% (-58.6K)	All Managers (Combined)	$38.5M	QoQ -21.41% (-$10.5M) YoY -49.37% (-$37.5M)
Builders Firstsource, Inc.(BLDRcusip12008R107)	307.3K	QoQ +28.65% (+68.4K) YoY +130.12% (+173.8K)	All Managers (Combined)	$38.4M	QoQ +12.45% (+$4.3M) YoY +37.86% (+$10.5M)
W. P. Carey Inc.(WPCcusip92936U109)	606.4K	QoQ +4.59% (+26.7K) YoY -9.51% (-63.7K)	All Managers (Combined)	$38.3M	QoQ +21.16% (+$6.7M) YoY +1.18% (-$447.6K)
Cognizant Technology Solutions Corp(CTSHcusip192446102)	500.0K	QoQ +1.44% (+7.1K) YoY -11.70% (-66.3K)	All Managers (Combined)	$38.3M	QoQ +0.91% (+$346.3K) YoY -7.83% (-$3.3M)
(cusip46435G672)✕	764.7K	QoQ -0.97% (-7.5K) YoY -6.62% (-54.3K)	All Managers (Combined)	$38.2M	QoQ -0.83% (-$320.8K) YoY -6.55% (-$2.7M)
Global Payments Inc(GPNcusip37940X102)	390.1K	QoQ -31.15% (-176.6K) YoY -38.54% (-244.7K)	All Managers (Combined)	$38.2M	QoQ -39.84% (-$25.3M) YoY -54.98% (-$46.6M)
(cusip518416870)✕	703.5K	QoQ -0.20% (-1.4K) YoY -12.00% (-96.0K)	All Managers (Combined)	$38.1M	QoQ -4.37% (-$1.7M) YoY -6.38% (-$2.6M)
Hubspot Inc(HUBScusip443573100)	66.5K	QoQ -2.03% (-1.4K) YoY -13.20% (-10.1K)	All Managers (Combined)	$38.0M	QoQ -19.67% (-$9.3M) YoY -20.85% (-$10.0M)
(cusip808524730)✕	1.2M	QoQ +19.64% (+200.8K) YoY +76.69% (+530.8K)	All Managers (Combined)	$37.7M	QoQ +26.84% (+$8.0M) YoY +96.04% (+$18.5M)
Bentley Systems Inc(BSYcusip08265T208)	953.9K	QoQ -10.97% (-117.6K) YoY -16.83% (-193.2K)	All Managers (Combined)	$37.5M	QoQ -25.00% (-$12.5M) YoY -37.35% (-$22.4M)
Texas Roadhouse, Inc.(TXRHcusip882681109)	224.7K	QoQ +10.47% (+21.3K) YoY +44.76% (+69.5K)	All Managers (Combined)	$37.5M	QoQ +2.02% (+$743.1K) YoY +56.16% (+$13.5M)