Balyasny Asset Management
ENVX icon

Balyasny Asset Management’s Enovix ENVX Stock Holding History

Balyasny Asset Management’s Portfolio ENVX Stock Details ENVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.12M Buy
+409,812
New +$2.56M ﹤0.01% 1753
2025
Q3 		– Sell
-57,985
Closed -$525K – 3040
2025
Q2 		$525K Buy
+57,985
New +$378K ﹤0.01% 2278

Other funds holding ENVX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Balyasny Asset Management's ENVX Position: Q1 2026 in Review

Balyasny Asset Management opened a new position in Enovix (ENVX) in Q1 2026: 409,812 shares worth $2.12M. The stake represents ﹤0.01% of the portfolio and ranks #1753 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in ENVX as recently as Q2 2025.

Balyasny Asset Management first reported a position in ENVX in Q2 2025 and has held it in 2 quarters since. 306 funds tracked by Wall St. Rank hold ENVX as of Q1 2026.

  • Balyasny Asset Management held 409,812 shares of Enovix worth $2.12M as of Q1 2026.
  • Enovix was a new Balyasny Asset Management position in Q1 2026.
  • Enovix made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1753 holding.
  • Balyasny Asset Management first reported a position in Enovix in Q2 2025 and has held it in 2 quarters since.
  • 306 funds tracked by Wall St. Rank held Enovix as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.