Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ENVX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 15.3M | $79.4M | +9.1% | 7.028% | 0.00% |
| 2 | UBS Group AG | 10.6M | $54.8M | -14.6% | 4.853% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 8.4M | $43.4M | — | 3.841% | 0.00% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8.1M | $41.7M | — | 3.691% | 0.00% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.0M | $25.8M | -38.9% | 2.281% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 4.9M | $25.2M | +10.4% | 2.233% | 0.00% |
| 7 | Electron Capital Partners, LLC | 4.6M | $24.0M | -23.5% | 2.122% | 1.08% |
| 8 | STATE STREET CORP | 4.3M | $22.4M | +9.0% | 1.979% | 0.00% |
| 9 | MASTERS CAPITAL MANAGEMENT LLC | 3.0M | $15.5M | +50.0% | 1.375% | 1.38% |
| 10 | CenterBook Partners LP | 2.9M | $15.2M | +67.3% | 1.348% | 0.82% |
| 11 | CITADEL ADVISORS LLC | 2.9M | $15.0M | -32.3% | 1.324% | 0.01% |
| 12 | ROYAL BANK OF CANADA | 2.5M | $12.9M | -1.3% | 1.142% | 0.00% |
| 13 | MILLENNIUM MANAGEMENT LLC | 2.1M | $11.0M | +2186.8% | 0.971% | 0.01% |
| 14 | FRED ALGER MANAGEMENT, LLC | 2.0M | $10.2M | -14.0% | 0.904% | 0.04% |
| 15 | MORGAN STANLEY | 1.8M | $9.4M | -41.4% | 0.831% | 0.00% |
| 16 | GRANAHAN INVESTMENT MANAGEMENT INC/MA | 1.6M | $8.2M | -19.1% | 0.729% | 0.40% |
| 17 | NORTHERN TRUST CORP | 1.6M | $8.1M | +46.5% | 0.716% | 0.00% |
| 18 | Invesco Ltd. | 1.5M | $7.8M | +0.9% | 0.688% | 0.00% |
| 19 | Point72 Asset Management, L.P. | 1.4M | $7.1M | — | 0.627% | 0.01% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4M | $7.1M | -12.5% | 0.625% | 0.00% |
| 21 | GOLDMAN SACHS GROUP INC | 1.4M | $7.1M | -19.9% | 0.624% | 0.00% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 1.3M | $7.0M | — | 0.616% | 0.00% |
| 23 | Connor, Clark & Lunn Investment Management Ltd. | 1.3M | $6.7M | +30.0% | 0.592% | 0.02% |
| 24 | TUDOR INVESTMENT CORP ET AL | 1.2M | $6.4M | +134.7% | 0.567% | 0.02% |
| 25 | TORONTO DOMINION BANK | 1.2M | $6.1M | -36.4% | 0.543% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ENVX — a direct measure of their conviction.
Filings activity in ENVX during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 298 | 5.1% | 41.14% | 22.17 pp | $598M | 35% |
| Q4 2025 | 314 | +2.3% | 63.31% | 23.95 pp | $920M | 27% |
| Q3 2025 | 307 | +0.3% | 87.26% | +17.80 pp | $1.27B | +26% |
| Q2 2025 | 306 | 1.0% | 69.46% | +19.44 pp | $1.01B | +39% |
| Q1 2025 | 309 | +3.7% | 50.02% | 29.39 pp | $727M | 37% |
| Q4 2024 | 298 | +6.0% | 79.41% | +12.55 pp | $1.15B | +19% |
| Q3 2024 | 281 | +5.2% | 66.86% | 26.80 pp | $971M | 29% |
| Q2 2024 | 267 | — | 93.66% | — | $1.36B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ENVX stock.
Based on Q1 2026 13F filings, institutional ownership of Enovix Corporation stands at 41.1%, held across 298 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ENVX, with approximately 15,330,789 shares worth $0.08B as of Q1 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of ENVX, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC, Point72 Asset Management, L.P..
Our composite Smart Money Score for ENVX is 45 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
48 institutions opened new positions in ENVX during Q1 2026, while 64 fully exited. 38 added to existing positions and 209 trimmed.
ENVX institutional ownership fell by 22.17 percentage points quarter-over-quarter, with a net change of -16 holders.
The top 10 institutions account for 58.1% of all reported 13F value in ENVX, and the top 25 account for 79.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Enovix Corporation (ENVX) Institutional Ownership