Charles Schwab
ENFN

Charles Schwab’s Enfusion, Inc. ENFN Stock Holding History

Charles Schwab’s Portfolio ENFN Stock Details ENFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-372,252
Closed -$4.15M – 3609
2025
Q1 		$4.15M Buy
372,252
+1,101
+0.3% +$12.2K ﹤0.01% 2343
2024
Q4 		$3.82M Buy
371,151
+5,639
+2% +$54.5K ﹤0.01% 2464
2024
Q3 		$3.47M Buy
365,512
+31,743
+10% +$274K ﹤0.01% 2535
2024
Q2 		$2.84M Buy
333,769
+32,209
+11% +$295K ﹤0.01% 2582
2024
Q1 		$2.79M Buy
301,560
+8,957
+3% +$78.8K ﹤0.01% 2502
2023
Q4 		$2.84M Buy
292,603
+11,795
+4% +$110K ﹤0.01% 2513
2023
Q3 		$2.52M Buy
280,808
+127,070
+83% +$1.21M ﹤0.01% 2532
2023
Q2 		$1.72M Buy
153,738
+21,326
+16% +$189K ﹤0.01% 2596
2023
Q1 		$1.39M Sell
132,412
-1,995
-1% -$22K ﹤0.01% 2624
2022
Q4 		$1.3M Buy
134,407
+8,226
+7% +$92.6K ﹤0.01% 2696
2022
Q3 		$1.56M Sell
126,181
-23,207
-16% -$283K ﹤0.01% 2653
2022
Q2 		$1.53M Buy
149,388
+7,726
+5% +$85.4K ﹤0.01% 2644
2022
Q1 		$1.8M Buy
141,662
+4,165
+3% +$63.6K ﹤0.01% 2682
2021
Q4 		$2.88M Buy
+137,497
New +$2.78M ﹤0.01% 2578

Other funds holding ENFN

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Charles Schwab's ENFN Position: Q2 2025 in Review

Charles Schwab sold out of Enfusion, Inc. (ENFN) in Q2 2025, closing a stake of 372,252 shares — an estimated $4.15M sold.

Charles Schwab first reported a position in ENFN in Q4 2021 and held it in 14 quarters. The position peaked at $4.15M in Q1 2025. 2 funds tracked by Wall St. Rank hold ENFN as of Q2 2025.

  • Charles Schwab reported no remaining Enfusion, Inc. position as of Q2 2025 after selling out during the quarter.
  • Charles Schwab sold 372,252 Enfusion, Inc. shares in Q2 2025, an estimated $4.15M.
  • Charles Schwab first reported a position in Enfusion, Inc. in Q4 2021 and held it in 14 quarters.
  • Charles Schwab's Enfusion, Inc. position peaked at $4.15M in Q1 2025.
  • 2 funds tracked by Wall St. Rank held Enfusion, Inc. as of Q2 2025.

Based on Charles Schwab's 13F filing for Q2 2025, filed 12 Aug 2025.