Envestnet Portfolio Solutions, Inc.

Position in SNOW — Snowflake Inc.

CIK 1998033 BERWYN, PA

Position in SNOW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,772,847

+$575,337 QoQ

Shares Held

6,966

-12.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#644

of 1,453 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $58,119,004 across 34 Software - Application names. SNOW ranks #10 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	115,565	$8,339,170
2	CRM	Salesforce, Inc.	43,398	$6,798,730
3	PAYX	Paychex Inc	58,503	$5,752,599
4	NOW	ServiceNow, Inc.	52,800	$5,241,984
5	CDNS	Cadence Design Systems Inc	11,780	$4,421,269
6	ADP	Automatic Data Processing Inc	16,813	$3,765,271
7	SHOP	Shopify Inc.	29,858	$3,409,186
8	FICO	Fair Isaac Corp	1,592	$1,902,089

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,772,847	6,966	-12.3%	Shares	Sole	2026-07-20
2026-03-31	$1,197,510	7,940	-20.9%	Shares	Sole	2026-04-29
2025-12-31	$2,202,374	10,040	+20.4%	Shares	Sole	2026-02-06
2025-09-30	$1,881,312	8,341	+13.2%	Shares	Sole	2025-10-30
2025-06-30	$1,648,961	7,369	-8.1%	Shares	Sole	2025-07-25
2025-03-31	$1,171,764	8,017	-13.4%	Shares	Sole	2025-04-21
2024-12-31	$1,429,064	9,255	+11.4%	Shares	Sole	2025-02-10
2024-09-30	$954,027	8,306	-0.4%	Shares	Sole	2024-10-31
2024-06-30	$1,126,785	8,341	-51.0%	Shares	Sole	2024-07-16
2024-03-31	$2,751,078	17,024	+3.3%	Shares	Sole	2024-05-06
2023-12-31	$3,279,520	16,480	-3.3%	Shares	Sole	2024-02-07
2023-09-30	$2,603,659	17,043	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.