Bayesian Capital Management’s Enovix ENVX Stock Holding History

Bayesian Capital 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
2025 Q3	–	Sell	-52,535	Closed	-$475K	–	613
2025 Q2	$475K	Buy	+52,535	New	+$343K	0.08%	295
2024 Q3	–	Sell	-77,486	Closed	-$1.05M	–	781
2024 Q2	$1.05M	Buy	+77,486	New	+$648K	0.12%	222
2024 Q1	–	Sell	-58,808	Closed	-$644K	–	866
2023 Q4	$644K	Buy	58,808 +36,686	+166%	+$360K	0.07%	329
2023 Q3	$243K	Buy	+22,122	New	+$316K	0.03%	513
2023 Q2	–	Sell	-68,755	Closed	-$897K	–	857
2023 Q1	$897K	Buy	+68,755	New	+$565K	0.11%	258
2022 Q4	–	Sell	-11,613	Closed	-$186K	–	846
2022 Q3	$186K	Sell	11,613 -8,571	-42%	-$127K	0.04%	529
2022 Q2	$157K	Buy	+20,184	New	+$190K	0.03%	650

Other funds holding ENVX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bayesian Capital Management's ENVX Position: Q3 2025 in Review

Bayesian Capital Management sold out of Enovix (ENVX) in Q3 2025, closing a stake of 52,535 shares — an estimated $475K sold.

Bayesian Capital Management first reported a position in ENVX in Q2 2022 and held it in 7 quarters. The position peaked at $1.05M in Q2 2024. 320 funds tracked by Wall St. Rank hold ENVX as of Q3 2025.

Bayesian Capital Management reported no remaining Enovix position as of Q3 2025 after selling out during the quarter.
Bayesian Capital Management sold 52,535 Enovix shares in Q3 2025, an estimated $475K.
Bayesian Capital Management first reported a position in Enovix in Q2 2022 and held it in 7 quarters.
Bayesian Capital Management's Enovix position peaked at $1.05M in Q2 2024.
320 funds tracked by Wall St. Rank held Enovix as of Q3 2025.

Based on Bayesian Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.