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
Q2 		$1.27M Sell
210,000
-310,000
-60% -$2.06M ﹤0.01% 2075
2026
Q1 		$2.69M Buy
+520,000
New +$3.25M ﹤0.01% 1653

Other funds holding ENVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Balyasny Asset Management's ENVX Position: Q2 2026 in Review

Balyasny Asset Management reduced its Enovix (ENVX) stake by 73% in Q2 2026, selling an estimated $1.99M and leaving 110,096 shares worth $668K. The position accounts for ﹤0.01% of the portfolio, ranked #2390.

Balyasny Asset Management first reported a position in ENVX in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.12M in Q1 2026. 300 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

  • Balyasny Asset Management held 110,096 shares of Enovix worth $668K as of Q2 2026.
  • Balyasny Asset Management sold 299,716 Enovix shares in Q2 2026, an estimated $1.99M.
  • Enovix made up ﹤0.01% of Balyasny Asset Management's portfolio in Q2 2026, its #2390 holding.
  • Balyasny Asset Management first reported a position in Enovix in Q2 2025 and has held it in 3 quarters since.
  • Balyasny Asset Management's Enovix position peaked at $2.12M in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.