Private company
Who owns Envestnet, Inc.
One company in the researched set discloses a stake in Envestnet, Inc., none of it sized by anyone who discloses it. Envestnet, Inc. is private, so no 13F reports it: a 13F covers exchange listed positions only. These figures exist because each holder disclosed the stake in its own filings.
The disclosed stakes
One row per position. Where a holder reports the same company in two share classes, both rows are shown rather than summed, because the class is part of a position's identity.
Where each figure comes from
A private stake has no ownership form behind it, so the source is always the holder's own filing or disclosure. Anything modelled says so, with the arithmetic.
- BlackRock, Inc.. BlackRock's FY2025 10-K names Envestnet among its minority investments. Envestnet was taken private by Bain Capital in a $4.5bn deal that closed 25 November 2024; BlackRock, Fidelity, Franklin Templeton and State Street Global Advisors are named in Bain Capital's own closing press release as strategic partners holding minority positions in the now-private company. No BlackRock share count, percentage or carrying value is disclosed anywhere; the position sits inside the combined equity method and other-minority-investment balances with no per-investee breakdown. sourcesource 2
What this page is not
It is not a complete register. It lists the holders who happen to be inside the researched set and disclosed the stake themselves. A private company can have many other shareholders, and nothing here rules them out: venture investors, founders and employees usually appear in no public filing at all. Percentages are of Envestnet, Inc. where a holder stated one, and are missing where no holder did.
