ENVX

Enovix Corp
Information TechnologyUSCUSIP 293594107◍ Confluence graph
Tracked 13F Holders
275
-142 QoQ
13F Value (tracked)
$549.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)28 adding · 16 trimming
Insider net (180d)$0

Who owns ENVX?

275 tracked 13F filers

275 tracked 13F filers disclose a position in ENVX as of the latest SEC 13F filings, a combined $549.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$79.4M
15.3M
+9.1%
Added · +1.3M sh
Q1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$43.4M
8.4M
First observed position
No prior filed position
Q1 2026
3VANGUARD PORTFOLIO MANAGEMENT LLC
$41.7M
8.1M
First observed position
No prior filed position
Q1 2026
4UBS Group AG
$29.9M
5.8M
−3.4%
Reduced · −205K sh
Q1 2026
5GEODE CAPITAL MANAGEMENT, LLC
$31.5M
5.2M
+6.4%
Added · +313K sh
Q2 2026
6STATE STREET CORP
$28.7M
4.7M
+9.4%
Added · +404K sh
Q2 2026
7Electron Capital Partners, LLC
$24.0M
4.6M
−24%
Reduced · −1.4M sh
Q1 2026
8ROYAL BANK OF CANADA
$12.9M
2.5M
−1.3%
Reduced · −33K sh
Q1 2026
9MILLENNIUM MANAGEMENT LLC
$11.0M
2.1M
23×
Added · +2.0M sh
Q1 2026
10CenterBook Partners LP
$12.4M
2.0M
−31%
Reduced · −899K sh
Q2 2026
11MASTERS CAPITAL MANAGEMENT LLC
$10.4M
2.0M
Held
Q1 2026
12FRED ALGER MANAGEMENT, LLC
$10.2M
2.0M
−14%
Reduced · −320K sh
Q1 2026
13SUSQUEHANNA INTERNATIONAL GROUP, LLP
$9.4M
1.8M
−13%
Reduced · −272K sh
Q1 2026
14MORGAN STANLEY
$9.4M
1.8M
−41%
Reduced · −1.3M sh
Q1 2026
15Granahan Investment Management, LLC
$8.2M
1.6M
−19%
Reduced · −375K sh
Q1 2026
16NORTHERN TRUST CORP
$8.1M
1.6M
+47%
Added · +496K sh
Q1 2026
17Connor, Clark & Lunn Investment Management Ltd.
$8.7M
1.4M
+11%
Added · +140K sh
Q2 2026
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$7.1M
1.4M
−13%
Reduced · −195K sh
Q1 2026
19GOLDMAN SACHS GROUP INC
$7.1M
1.4M
−12%
Reduced · −181K sh
Q1 2026
20VANGUARD FIDUCIARY TRUST CO
$7.0M
1.3M
First observed position
No prior filed position
Q1 2026
21TUDOR INVESTMENT CORP ET AL
$6.3M
1.2M
+176%
Added · +780K sh
Q1 2026
22TORONTO DOMINION BANK
$6.1M
1.2M
−36%
Reduced · −678K sh
Q1 2026
23JPMORGAN CHASE & CO
$5.6M
1.2M
+61%
Added · +439K sh
Q1 2026
24BARCLAYS PLC
$4.8M
921K
−41%
Reduced · −631K sh
Q1 2026
25Refined Wealth Management
$5.1M
845K
−1.1%
Reduced · −10K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is ENVX being bought or sold by institutions?

Last quarter, 5 funds opened a new position in ENVX and 23 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
23
funds
Reduced
16
funds
Exited
0
funds

Funds that own ENVX also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN150 funds$138.9B
META PLATFORMS INC-CLASS AMETA148 funds$79.2B
NVIDIA CORPNVDA146 funds$280.8B
MICROSOFT CORPMSFT146 funds$185.2B
APPLE INCAAPL143 funds$210.7B
COSTCO WHOLESALE CORPCOST142 funds$26.7B
BERKSHIRE HATHAWAY INC-CL BBRK/B141 funds$29.2B
ELI LILLY & COLLY140 funds$56.1B
JPMORGAN CHASE & COJPM140 funds$41.2B
BROADCOM INCAVGO139 funds$108.5B
ALPHABET INC-CL AGOOGL139 funds$103.1B
ALPHABET INC-CL CGOOG138 funds$92.8B

Ranked by how many of ENVX's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Jan 1, 2026Truong KristinaChief Accounting OfficerSell (S)2K$17K
Oct 8, 2025Marathe AjayChief Operating OfficerSell (S)19K$242K
Oct 2, 2025Marathe AjayChief Operating OfficerSell (S)120K$1.4M
May 2, 2025Reichow GregoryDirectorSell (S)8K$53K
Feb 27, 2025Talluri Rajendra KPresident and CEO, DirectorSell (S)300K$2.8M
Dec 3, 2024ATKINS BETSY SDirectorSell (S)75K$730K
Oct 14, 2024Chakravarthy ArthiChief Legal OfficerSell (S)35K$455K
Jun 20, 2024Reichow GregoryDirectorSell (S)8K$91K
Apr 14, 2024Marathe AjayChief Operating OfficerSell (S)5K$36K
Aug 24, 2023Talluri Rajendra KPresident and CEO, DirectorBuy (P)1K$20K
Aug 11, 2023ATKINS BETSY SDirectorSell (S)36K$585K
Jun 20, 2023ATKINS BETSY SDirectorSell (S)5K$68K

Institutional ownership over time

131 funds-69 since Q3 2024
0137273Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $132.1M

Recent filings

15 shown

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Connected entities for ENVX

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Ask your agent what changed in ENVX

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ENVX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ENVX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ENVX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.