David Shaw’s Enovix ENVX Stock Holding History

David Shaw’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	$5.8M	Buy	955,198 +942,741	+7,568%	+$6.25M	﹤0.01%	2277
2026 Q1	$64.5K	Sell	12,457 -91,682	-88%	-$574K	﹤0.01%	4320
2025 Q4	$761K	Sell	104,139 -922,944	-90%	-$8.94M	﹤0.01%	3705
2025 Q3	$10.2M	Buy	1,027,083 +1,015,073	+8,452%	+$11.2M	0.01%	1668
2025 Q2	$109K	Buy	+12,010	New	+$78.3K	﹤0.01%	4121
2024 Q1	–	Sell	-105,088	Closed	-$912K	–	4429
2023 Q4	$1.15M	Buy	+105,088	New	+$1.03M	﹤0.01%	3047
2023 Q2	–	Sell	-652,795	Closed	-$7.59M	–	4315
2023 Q1	$8.52M	Sell	652,795 -42,949	-6%	-$353K	0.01%	1491
2022 Q4	$7.57M	Buy	695,744 +636,739	+1,079%	+$7.83M	0.01%	1695
2022 Q3	$947K	Buy	59,005 +21,866	+59%	+$323K	﹤0.01%	3633
2022 Q2	$290K	Sell	37,139 -98,963	-73%	-$931K	﹤0.01%	4373
2022 Q1	$1.7M	Buy	+136,102	New	+$1.91M	﹤0.01%	3464
2021 Q4	–	Sell	-93,878	Closed	-$1.55M	–	5482
2021 Q3	$1.55M	Buy	+93,878	New	+$1.41M	﹤0.01%	3245
2021 Q2	–	Sell	-103,877	Closed	-$1.21M	–	4809
2021 Q1	$1.21M	Buy	+103,877	New	+$1.36M	﹤0.01%	2970

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 $3.37T AUM 44.26% 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

David Shaw's ENVX Position: Q2 2026 in Review

David Shaw increased its Enovix (ENVX) stake by 7,568% in Q2 2026, buying an estimated $6.25M and bringing the position to 955,198 shares worth $5.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

David Shaw first reported a position in ENVX in Q1 2021 and has held it in 13 quarters since. The position peaked at $10.2M in Q3 2025. 297 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

David Shaw held 955,198 shares of Enovix worth $5.8M as of Q2 2026.
David Shaw bought 942,741 Enovix shares in Q2 2026, an estimated $6.25M.
Enovix made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #2277 holding.
David Shaw first reported a position in Enovix in Q1 2021 and has held it in 13 quarters since.
David Shaw's Enovix position peaked at $10.2M in Q3 2025.
297 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.