Capital Fund Management (CFM)’s Enovix ENVX Stock Holding History

Capital Fund Management (CFM)’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	$215K	Buy	+35,400	New	+$235K	﹤0.01%	2023
2025 Q4	–	Sell	-99,000	Closed	-$987K	–	2445
2025 Q3	$987K	Sell	99,000 -112,314	-53%	-$1.24M	﹤0.01%	2109
2025 Q2	$1.91M	Buy	+211,314	New	+$1.38M	0.01%	1706
2024 Q3	–	Sell	-285,600	Closed	-$3.86M	–	2016
2024 Q2	$3.86M	Sell	285,600 -120,457	-30%	-$1.01M	0.01%	1082
2024 Q1	$2.85M	Buy	406,057 +268,114	+194%	+$2.33M	0.01%	1280
2023 Q4	$1.51M	Buy	+137,943	New	+$1.35M	﹤0.01%	1662

Other funds holding ENVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Capital Fund Management (CFM)'s ENVX Position: Q2 2026 in Review

Capital Fund Management (CFM) reduced its Enovix (ENVX) stake by 37% in Q2 2026, selling an estimated $1.82M and leaving 460,734 shares worth $2.8M. The position accounts for 0.01% of the portfolio, ranked #1234.

Capital Fund Management (CFM) first reported a position in ENVX in Q1 2022 and has held it in 13 quarters since. The position peaked at $12.5M in Q2 2023. 300 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

Capital Fund Management (CFM) held 460,734 shares of Enovix worth $2.8M as of Q2 2026.
Capital Fund Management (CFM) sold 274,845 Enovix shares in Q2 2026, an estimated $1.82M.
Enovix made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1234 holding.
Capital Fund Management (CFM) first reported a position in Enovix in Q1 2022 and has held it in 13 quarters since.
Capital Fund Management (CFM)'s Enovix position peaked at $12.5M in Q2 2023.
300 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.