Creative Planning
ENFN

Creative Planning’s Enfusion, Inc. ENFN Stock Holding History

Creative Planning’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
Q1 		– Sell
-87
Closed -$896 – 3770
2024
Q4 		$896 Buy
+87
New +$841 ﹤0.01% 3541

Other funds holding ENFN

FMC
FTV Management Company San Francisco, California $541M AUM 34.37% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Creative Planning's ENFN Position: Q1 2025 in Review

Creative Planning sold out of Enfusion, Inc. (ENFN) in Q1 2025, closing a stake of 87 shares — an estimated $896 sold.

Creative Planning first reported a position in ENFN in Q4 2024 and held it in 1 quarter. The position peaked at $896 in Q4 2024. 132 funds tracked by Wall St. Rank hold ENFN as of Q1 2025.

  • Creative Planning reported no remaining Enfusion, Inc. position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 87 Enfusion, Inc. shares in Q1 2025, an estimated $896.
  • Creative Planning first reported a position in Enfusion, Inc. in Q4 2024 and held it in 1 quarter.
  • Creative Planning's Enfusion, Inc. position peaked at $896 in Q4 2024.
  • 132 funds tracked by Wall St. Rank held Enfusion, Inc. as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.