ENVESTNET ASSET MANAGEMENT INC
Position in DFIN — Donnelley Financial Solutions, Inc.
CIK 1407543
Berwyn, PA
Position in DFIN
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$802,369
+$463,260 QoQ
Shares Held
17,021
+134.4% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DFIN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,384,787,864 across 83 Software - Application names. DFIN ranks #64 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
5,843,395 | $420,315,402 | |
| 2 | INTU |
Intuit Inc.
|
820,557 | $354,792,435 | |
| 3 | SHOP |
Shopify Inc.
|
2,251,187 | $267,035,801 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,468,956 | $258,129,349 | |
| 5 | PAYX |
Paychex Inc
|
2,774,473 | $255,584,452 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,205,830 | $245,000,539 | |
| 7 | CRM |
Salesforce, Inc.
|
1,186,685 | $221,518,488 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
613,175 | $170,382,937 |
All Filings in DFIN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $802,369 | 17,021 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $339,109 | 7,263 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,220,247 | 101,502 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,987,176 | 161,998 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $7,545,307 | 172,622 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $10,177,754 | 162,247 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,678,279 | 116,638 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,818,924 | 131,146 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,820,329 | 126,114 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,504,296 | 120,319 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,784,424 | 138,316 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,154,731 | 25,362 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $921,842 | 22,561 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $534,336 | 13,825 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $236,940 | 6,409 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $217,273 | 7,418 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $234,150 | 7,040 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $314,753 | 6,677 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $257,053 | 7,425 | Shares | Sole | 2021-10-07 | |
| No filing history on record for this holder in this stock. | ||||||