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Bayforest Capital’s Enovix ENVX Stock Holding History

Bayforest Capital’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 		$257K Buy
42,408
+35,798
+542% +$237K 0.24% 102
2026
Q1 		$34.2K Buy
+6,610
New +$41.4K 0.04% 651
2025
Q2 		– Sell
-59,953
Closed -$385K – 795
2025
Q1 		$385K Buy
+59,953
New +$534K 0.17% 232

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 $3.37T AUM 44.26% 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

Bayforest Capital's ENVX Position: Q2 2026 in Review

Bayforest Capital increased its Enovix (ENVX) stake by 542% in Q2 2026, buying an estimated $237K and bringing the position to 42,408 shares worth $257K. The position accounts for 0.24% of the portfolio, ranked #102.

Bayforest Capital first reported a position in ENVX in Q1 2025 and has held it in 3 quarters since. The position peaked at $385K in Q1 2025. 298 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

  • Bayforest Capital held 42,408 shares of Enovix worth $257K as of Q2 2026.
  • Bayforest Capital bought 35,798 Enovix shares in Q2 2026, an estimated $237K.
  • Enovix made up 0.24% of Bayforest Capital's portfolio in Q2 2026, its #102 holding.
  • Bayforest Capital first reported a position in Enovix in Q1 2025 and has held it in 3 quarters since.
  • Bayforest Capital's Enovix position peaked at $385K in Q1 2025.
  • 298 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.