SEC 13F Intelligence

Whetstone Capital Advisors, LLC / ENVUSD

Whetstone Capital Advisors, LLC’s Envestnet Inc Position

Does Whetstone Capital Advisors, LLC own Envestnet Inc (ENVUSD)? Not currently — the last reported position was 154.0K shares worth $12M in Q3 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$12M
Q3 2020
Shares
154.0K
% of Portfolio
+2.20%
Quarters Held
8
position exited

Position History ENVUSD

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $10MQ1 ’19Q2 ’19: $11MQ2 ’19Q3 ’19: $9MQ3 ’19Q4 ’19: $11MQ4 ’19Q1 ’20: $8MQ1 ’20Q2 ’20: $11MQ2 ’20Q3 ’20: $12MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2020154.0K$12M+2.20%
Q2 2020154.0K$11M+2.39%
Q1 2020154.0K$8M+2.85%
Q4 2019154.0K$11M+3.29%
Q3 2019154.4K$9M+2.35%
Q2 2019154.4K$11M+3.26%
Q1 2019154.4K$10M+4.10%
Q4 2018183.1K$9M+5.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Whetstone Capital Advisors, LLC’s full portfolio or all institutional holders of ENVUSD.