ENVESTNET, INC.

Services-Business Services, NEC·BERWYN, PA

Envestnet, Inc. is an American financial technology corporation which develops and distributes wealth management software and products to financial advisors and institutions.

CEO

Fox James L

CFO

Majoros Matthew

Financials

20 shown

Type	Period	Ended	Filed
10-Q	Q3 2024	9/30/24	11/8/24	→
10-Q	Q2 2024	6/30/24	8/9/24	→
10-Q	Q1 2024	3/31/24	5/8/24	→
10-K	FY 2023	12/31/23	2/28/24	→
10-Q	Q3 2023	9/30/23	11/9/23	→
10-Q	Q2 2023	6/30/23	8/4/23	→
↓

Earnings Releases (8-K)

29 shown

Filed	Period
11/7/24	Q4 FY2024	→
8/9/24	Q3 FY2024	→
2/22/24	Q1 FY2024	→
1/8/24	Q4 FY2024	→
8/3/23	Q3 FY2023	→
5/4/23	Q2 FY2023	→
↓

News (8-K)

51 shown

Filed	Type	Description
11/25/24	Delisting	Entry into a Material Definitive Agreement	→
9/24/24	Vote	Submission of Matters to a Vote of Security Holders	→
9/16/24	Other	Other Events	→
7/18/24	Exec Change	Departure or Appointment of Directors or Certain Officers	→
7/11/24	Agreement	AMENDMENT NO. 1 TO FORM 8-K	→
7/11/24	Exec Change	Entry into a Material Definitive Agreement	→
↓

Prospectuses & Registrations

11 shown

Filed	Form	Description
11/25/24	S-8 POS	POST-EFFECTIVE AMENDMENT NO. 1 TO FORM S-8	→
11/25/24	S-8 POS	POST-EFFECTIVE AMENDMENT NO. 1 TO FORM S-8	→
11/25/24	S-8 POS	POST-EFFECTIVE AMENDMENT NO. 1 TO FORM S-8	→
11/25/24	S-8 POS	POST-EFFECTIVE AMENDMENT NO. 1 TO FORM S-8	→
11/25/24	S-8 POS	POST-EFFECTIVE AMENDMENT NO. 1 TO FORM S-8	→
11/25/24	S-8 POS	POST-EFFECTIVE AMENDMENT NO. 1 TO FORM S-8	→
↓

Filing History(1003 filings)

TypeDateAccessionPeriodSize

15-12G

Dec 5, 2024

0001193125-24-27112115-12G

—

11.0 KB

EFFECT

Nov 29, 2024

9999999995-24-003613

—

1.8 KB

EFFECT

Nov 29, 2024

9999999995-24-003612

—

1.8 KB

EFFECT

Nov 29, 2024

9999999995-24-003611

—

1.8 KB

EFFECT

Nov 29, 2024

9999999995-24-003610

—

1.8 KB

EFFECT

Nov 29, 2024

9999999995-24-003609

—

1.8 KB

SC 13D/A

Nov 27, 2024

0001341004-24-000229SCHEDULE 13D, AMENDMENT NO. 3

—

147.8 KB

Nov 25, 2024

0000921895-24-002811OWNERSHIP DOCUMENT

Nov 25, 2024

13.5 KB

SC 13D/A

Nov 25, 2024

0000921895-24-002810AMENDMENT NO. 5 TO THE SCHEDULE 13D

—

121.8 KB

Nov 25, 2024

0001213900-24-102154

Nov 25, 2024

8.8 KB

Nov 25, 2024

0001213900-24-102153

Nov 25, 2024

6.2 KB

Nov 25, 2024

0001213900-24-102152

Nov 25, 2024

10.4 KB

Nov 25, 2024

0001213900-24-102151

Nov 25, 2024

8.8 KB

Nov 25, 2024

0001213900-24-102150

Nov 25, 2024

8.7 KB

Nov 25, 2024

0001213900-24-102149

Nov 25, 2024

6.2 KB

Nov 25, 2024

0001213900-24-102148

Nov 25, 2024

6.2 KB

Nov 25, 2024

0001213900-24-102147

Nov 25, 2024

9.6 KB

Nov 25, 2024

0001213900-24-102146

Nov 25, 2024

7.0 KB

Nov 25, 2024

0001213900-24-102145

Nov 25, 2024

6.2 KB

25-NSE

Nov 25, 2024

0000876661-24-001106

—

4.3 KB

POS AM

Nov 25, 2024

0001213900-24-101852POST-EFFECTIVE AMENDMENT NO. 1 TO FORM S-3

—

36.3 KB

POS AM

Nov 25, 2024

0001213900-24-101850POST-EFFECTIVE AMENDMENT NO. 1 TO FORM S-3

—

36.3 KB

POS AM

Nov 25, 2024

0001213900-24-101849POST-EFFECTIVE AMENDMENT NO. 1 TO FORM S-3

—

36.3 KB

POS AM

Nov 25, 2024

0001213900-24-101848POST-EFFECTIVE AMENDMENT NO. 1 TO FORM S-3

—

36.3 KB

POS AM

Nov 25, 2024

0001213900-24-101847POST-EFFECTIVE AMENDMENT NO. 1 TO FORM S-3

—

36.3 KB

25 filings shown

ENVESTNET, INC.

Financials

Earnings Releases (8-K)

News (8-K)

Prospectuses & Registrations

Filing History(1003 filings)

Proxies

Ownership

Other Filings

Filed	Form	Description
8/23/24	DEFM14A	DEFM14A	→
8/12/24	PREM14A	PREM14A	→
7/18/24	DEFA14A	DEFA14A	→
7/18/24	DEFA14A	SOLICITING MATERIAL PURSUANT TO 240.14A-12	→
7/11/24	DEFA14A	AMENDMENT NO. 1 TO FORM 8-K	→
7/11/24	DEFA14A	SOLICITING MATERIAL PURSUANT TO 240.14A-12	→
↓

Filed	Form	Description
11/27/24	SC 13D/A	SCHEDULE 13D, AMENDMENT NO. 3	→
11/25/24	4	OWNERSHIP DOCUMENT	→
11/25/24	SC 13D/A	AMENDMENT NO. 5 TO THE SCHEDULE 13D	→
11/25/24	4	4	→
11/25/24	4	4	→
11/25/24	4	4	→
↓

Filed	Form	Description
12/5/24	15-12G	15-12G	→
11/29/24	EFFECT	EFFECT	→
11/29/24	EFFECT	EFFECT	→
11/29/24	EFFECT	EFFECT	→
11/29/24	EFFECT	EFFECT	→
11/29/24	EFFECT	EFFECT	→
↓