Who owns Enovix (ENVX)
Which tracked institutional funds hold ENVX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ENVX company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ENVX is one-sided between 2026-Q1 and 2026-Q2: 9 added or opened and 81 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ENVX’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ENVX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ENVX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 304 tracked filers holding ENVX, 152 increased or opened the position and 164 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ENVX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 78
- VANGUARD CAPITAL MANAGEMENT LLC$43M
- VANGUARD PORTFOLIO MANAGEMENT LLC$42M
- UBS Group AG$30M
- GEODE CAPITAL MANAGEMENT, LLC$25M
- Electron Capital Partners, LLC$24M
- CenterBook Partners LP$15M
Largest adds
- BlackRock, Inc.$21M
- MARSHALL WACE, LLP$8M
- STATE STREET CORP$6M
- D. E. Shaw & Co., Inc.$6M
- CITADEL ADVISORS LLC$6M
- TUDOR INVESTMENT CORP ET AL$4M
Largest trims
- MILLENNIUM MANAGEMENT LLC$8M
- Point72 Asset Management, L.P.$3M
- BALYASNY ASSET MANAGEMENT L.P.$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 16,483,412 | $100M | 13.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 8,379,238 | $43M | 5.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 8,051,198 | $42M | 5.5% | 2026-Q1 |
| UBS Group AG trimmed | 5,770,071 | $30M | 3.9% | 2026-Q1 |
| STATE STREET CORP added | 4,720,841 | $29M | 3.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,872,090 | $25M | 3.3% | 2026-Q1 |
| Electron Capital Partners, LLC trimmed | 4,628,317 | $24M | 3.1% | 2026-Q1 |
| CenterBook Partners LP added | 2,940,967 | $15M | 2.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 2,492,254 | $13M | 1.7% | 2026-Q1 |
| MASTERS CAPITAL MANAGEMENT LLC | 2,000,000 | $10M | 1.4% | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC trimmed | 1,972,595 | $10M | 1.3% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 1,667,130 | $10M | 1.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,591,905 | $10M | 1.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 1,813,580 | $9M | 1.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,811,946 | $9M | 1.2% | 2026-Q1 |
| Granahan Investment Management, LLC trimmed | 1,589,586 | $8M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,562,170 | $8M | 1.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 1,319,796 | $8M | 1.0% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,218,392 | $7M | 1.0% | 2026-Q2 |
| HRT FINANCIAL LP added | 1,382,906 | $7M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,363,007 | $7M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,361,957 | $7M | 0.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,343,568 | $7M | 0.9% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 1,291,773 | $7M | 0.9% | 2026-Q1 |
| TORONTO DOMINION BANK trimmed | 1,184,818 | $6M | 0.8% | 2026-Q1 |
| Handelsbanken Fonder AB | 1,162,693 | $6M | 0.8% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 955,198 | $6M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,154,141 | $6M | 0.7% | 2026-Q1 |
| BARCLAYS PLC trimmed | 920,636 | $5M | 0.6% | 2026-Q1 |
| Refined Wealth Management added | 854,471 | $4M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 802,502 | $4M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 787,791 | $4M | 0.5% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 735,579 | $4M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 734,952 | $4M | 0.5% | 2026-Q1 |
| GILDER GAGNON HOWE & CO LLC trimmed | 584,954 | $3M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp added | 557,591 | $3M | 0.4% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 554,234 | $3M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 469,456 | $3M | 0.4% | 2026-Q2 |
| Focus Partners Wealth trimmed | 530,271 | $3M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 502,761 | $3M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 476,903 | $2M | 0.3% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 464,061 | $2M | 0.3% | 2026-Q1 |
| Perennial Investment Advisors, LLC added | 460,067 | $2M | 0.3% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 386,231 | $2M | 0.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 419,833 | $2M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 384,300 | $2M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 372,097 | $2M | 0.3% | 2026-Q1 |
| McGowan Group Asset Management, Inc. trimmed | 368,446 | $2M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 303,343 | $2M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 336,380 | $2M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 311,882 | $2M | 0.2% | 2026-Q1 |
| Register Financial Advisors LLC added | 311,600 | $2M | 0.2% | 2026-Q1 |
| Parkside Investments, LLC trimmed | 276,495 | $1M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 226,791 | $1M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 258,030 | $1M | 0.2% | 2026-Q1 |
| Reynders McVeigh Capital Management, LLC trimmed | 257,540 | $1M | 0.2% | 2026-Q1 |
| Amundi added | 254,160 | $1M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 253,039 | $1M | 0.2% | 2026-Q1 |
| WEALTH EFFECTS LLC added | 242,321 | $1M | 0.2% | 2026-Q1 |
| GROUP ONE TRADING LLC added | 241,984 | $1M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 171,150 | $1M | 0.2% | 2026-Q1 |
| Edgestream Partners, L.P. added | 229,286 | $1M | 0.2% | 2026-Q1 |
| Jump Financial, LLC new | 223,471 | $1M | 0.2% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC trimmed | 175,460 | $1M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 195,117 | $1M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 155,490 | $944K | 0.1% | 2026-Q2 |
| Cauble & Harre Wealth Management, Inc. trimmed | 135,294 | $943K | 0.1% | 2026-Q1 |
| Marathon Trading Investment Management LLC added | 175,023 | $907K | 0.1% | 2026-Q1 |
| Intellectus Partners, LLC added | 173,608 | $899K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 164,744 | $853K | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 161,408 | $836K | 0.1% | 2026-Q1 |
| FNY Investment Advisers, LLC trimmed | 160,778 | $832K | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 160,574 | $832K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 17,760,708 | $130M | 17.0% | 2025-Q4 stale |
| Driehaus Capital Management LLC added | 798,431 | $8M | 1.0% | 2025-Q3 stale |
| Nishkama Capital, LLC added | 814,846 | $6M | 0.8% | 2025-Q4 stale |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 809,513 | $6M | 0.8% | 2025-Q4 stale |
| Old West Investment Management, LLC trimmed | 542,797 | $6M | 0.7% | 2025-Q2 stale |
| TWO SIGMA ADVISERS, LP added | 665,900 | $5M | 0.6% | 2025-Q4 stale |
| Sonora Investment Management Group, LLC added | 459,369 | $5M | 0.6% | 2025-Q3 stale |
| JUPITER ASSET MANAGEMENT LTD added | 538,190 | $4M | 0.5% | 2025-Q4 stale |
| Trexquant Investment LP new | 530,383 | $4M | 0.5% | 2025-Q4 stale |
| Y-Intercept (Hong Kong) Ltd added | 349,351 | $4M | 0.5% | 2025-Q2 stale |
| Susquehanna Portfolio Strategies, LLC added | 294,664 | $3M | 0.4% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC new | 381,349 | $3M | 0.4% | 2025-Q1 stale |
| tru Independence LLC trimmed | 295,935 | $2M | 0.3% | 2025-Q4 stale |
| DNB ASSET MANAGEMENT AS added | 210,748 | $2M | 0.3% | 2025-Q3 stale |
| POLEN CAPITAL MANAGEMENT LLC new | 193,681 | $2M | 0.3% | 2025-Q2 stale |
| TTP Investments, Inc. | 270,328 | $2M | 0.3% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 195,217 | $2M | 0.3% | 2025-Q3 stale |
| BOSUN ASSET MANAGEMENT, LLC new | 181,446 | $2M | 0.2% | 2025-Q2 stale |
| CASTLEARK MANAGEMENT LLC new | 168,590 | $2M | 0.2% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 223,149 | $2M | 0.2% | 2025-Q4 stale |
| TWINBEECH CAPITAL LP new | 155,615 | $2M | 0.2% | 2025-Q3 stale |
| PLUSTICK MANAGEMENT LLC trimmed | 120,000 | $1M | 0.2% | 2025-Q2 stale |
| ROYCE & ASSOCIATES LP new | 119,037 | $1M | 0.2% | 2025-Q3 stale |
| Kovitz Investment Group Partners, LLC trimmed | 103,544 | $1M | 0.1% | 2025-Q3 stale |
| SORA INVESTORS LLC trimmed | 121,398 | $887K | 0.1% | 2025-Q4 stale |
| WOLVERINE TRADING, LLC trimmed | 87,625 | $874K | 0.1% | 2025-Q3 stale |
| Blue Investment Partners LLC | 110,469 | $811K | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.