DS
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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 		– Sell
-86,300
Closed -$447K – 4969
2026
Q1 		$447K Buy
+86,300
New +$540K ﹤0.01% 3906
2025
Q2 		– Sell
-54,743
Closed -$352K – 4441
2025
Q1 		$352K Sell
54,743
-62,971
-53% -$560K ﹤0.01% 3684
2024
Q4 		$1.12M Sell
117,714
-72,000
-38% -$632K ﹤0.01% 3138
2024
Q3 		$1.55M Buy
189,714
+86,857
+84% +$902K ﹤0.01% 2911
2024
Q2 		$1.39M Buy
+102,857
New +$860K ﹤0.01% 2957
2024
Q1 		– Sell
-225,371
Closed -$2.47M – 4430
2023
Q4 		$2.47M Sell
225,371
-12,572
-5% -$123K ﹤0.01% 2509
2023
Q3 		$2.61M Buy
+237,943
New +$3.4M ﹤0.01% 2367

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

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.