CA
ENVX icon

Cliff Asness’s Enovix ENVX Stock Holding History

Cliff Asness’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 		$244K Buy
40,213
+21,566
+116% +$143K ﹤0.01% 3726
2026
Q1 		$96.6K Buy
18,647
+7,787
+72% +$48.7K ﹤0.01% 3684
2025
Q4 		$79.4K Sell
10,860
-2,158
-17% -$20.9K ﹤0.01% 3476
2025
Q3 		$130K Buy
+13,018
New +$144K ﹤0.01% 3331
2023
Q3 		– Sell
-11,968
Closed -$189K – 2335
2023
Q2 		$189K Buy
+11,968
New +$139K ﹤0.01% 2083
2023
Q1 		– Sell
-14,227
Closed -$155K – 2189
2022
Q4 		$155K Buy
+14,227
New +$175K ﹤0.01% 2102

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

Cliff Asness's ENVX Position: Q2 2026 in Review

Cliff Asness increased its Enovix (ENVX) stake by 116% in Q2 2026, buying an estimated $143K and bringing the position to 40,213 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #3726.

Cliff Asness first reported a position in ENVX in Q4 2022 and has held it in 6 quarters since. 297 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

  • Cliff Asness held 40,213 shares of Enovix worth $244K as of Q2 2026.
  • Cliff Asness bought 21,566 Enovix shares in Q2 2026, an estimated $143K.
  • Enovix made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3726 holding.
  • Cliff Asness first reported a position in Enovix in Q4 2022 and has held it in 6 quarters since.
  • 297 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

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