ENVESTNET INC - 0.75 8/15/2025

Historical Holders from Q2 2022 to Q1 2025

Type / Class
Debt / 0.75 8/15/2025
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of ENVESTNET INC - 0.75 8/15/2025 across Reporting Periods

Period Principal Value Change Price (% of par) Investors
2025 Q1 $0 $0 -$55,757,475 0
2024 Q4 $40,937,000 $55,755,705 -$254,186,456 99.7% 5
2024 Q3 $301,422,000 $300,812,837 -$21,028,155 98.6% 28
2024 Q2 $331,613,000 $322,027,496 +$3,432,141 96.95% 28
2024 Q1 $327,881,200 $335,187,460 +$22,744,673 97.43% 28
2023 Q4 $0 $0 -$2,072,025 0
2023 Q3 $317,497,200 $304,503,880 -$12,903,720 92.18% 45
2023 Q2 $328,225,500 $313,837,885 +$6,117,536 92.02% 44
2023 Q1 $322,700,117 $305,136,309 +$19,177,024 90.3% 48
2022 Q4 $309,448,000 $280,581,928 -$172,544,105 90.66% 50
2022 Q3 $495,567,432 $398,917,364 +$25,820,770 83.97% 50
2022 Q2 $464,730,066 $382,068,255 +$380,751,358 85.73% 48