AF
ZENV

Allworth Financial’s Zenvia ZENV Stock Holding History

Allworth Financial’s Portfolio ZENV Stock Details ZENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,000
Closed -$13.4K – 5316
2025
Q3 		$13.4K Hold
10,000
– – ﹤0.01% 2951
2025
Q2 		$15K Hold
10,000
– – ﹤0.01% 2691
2025
Q1 		$14.2K Hold
10,000
– – ﹤0.01% 2269
2024
Q4 		$24K Hold
10,000
– – ﹤0.01% 1984
2024
Q3 		$15K Hold
10,000
– – ﹤0.01% 2084
2024
Q2 		$19.2K Hold
10,000
– – ﹤0.01% 1906
2024
Q1 		$26.6K Buy
10,000
+4,700
+89% +$7.97K ﹤0.01% 1605
2023
Q4 		$6.25K Buy
+5,300
New +$6.03K ﹤0.01% 2179

Other funds holding ZENV

MC
Metavasi Capital Larchmont, New York $276M AUM 92.83% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial's ZENV Position: Q4 2025 in Review

Allworth Financial sold out of Zenvia (ZENV) in Q4 2025, closing a stake of 10,000 shares — an estimated $13.4K sold.

Allworth Financial first reported a position in ZENV in Q4 2023 and held it in 8 quarters. The position peaked at $26.6K in Q1 2024. 12 funds tracked by Wall St. Rank hold ZENV as of Q4 2025.

  • Allworth Financial reported no remaining Zenvia position as of Q4 2025 after selling out during the quarter.
  • Allworth Financial sold 10,000 Zenvia shares in Q4 2025, an estimated $13.4K.
  • Allworth Financial first reported a position in Zenvia in Q4 2023 and held it in 8 quarters.
  • Allworth Financial's Zenvia position peaked at $26.6K in Q1 2024.
  • 12 funds tracked by Wall St. Rank held Zenvia as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.