ECP
ENVX icon

Electron Capital Partners’s Enovix ENVX Stock Holding History

Electron Capital Partners’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
Q1 		$24M Sell
4,628,317
-1,425,734
-24% -$8.92M 0.94% 28
2025
Q4 		$44.3M Sell
6,054,051
-1,984,345
-25% -$19.2M 2.06% 18
2025
Q3 		$80.1M Sell
8,038,396
-37,367
-0.5% -$414K 3.63% 11
2025
Q2 		$73.1M Buy
8,075,763
+404,034
+5% +$2.63M 3.91% 10
2025
Q1 		$49.3M Buy
7,671,729
+1,204,604
+19% +$10.7M 3.23% 14
2024
Q4 		$61.5M Buy
6,467,125
+33,268
+0.5% +$292K 3.2% 14
2024
Q3 		$52.6M Sell
6,433,857
-197,414
-3% -$2.05M 2.53% 17
2024
Q2 		$89.7M Buy
6,631,271
+210,013
+3% +$1.76M 4.61% 7
2024
Q1 		$45M Buy
6,421,258
+2,719,205
+73% +$23.6M 1.97% 19
2023
Q4 		$40.6M Buy
3,702,053
+617,599
+20% +$6.06M 1.71% 23
2023
Q3 		$33.9M Buy
3,084,454
+2,013,525
+188% +$28.8M 1.52% 24
2023
Q2 		$16.9M Sell
1,070,929
-3,032
-0.3% -$35.3K 0.73% 25
2023
Q1 		$14M Sell
1,073,961
-4,681,214
-81% -$38.4M 0.61% 30
2022
Q4 		$62.6M Sell
5,755,175
-1,000,395
-15% -$12.3M 2.56% 14
2022
Q3 		$108M Sell
6,755,570
-1,408,648
-17% -$20.8M 4.77% 5
2022
Q2 		$63.6M Buy
8,164,218
+88,157
+1% +$829K 2.99% 9
2022
Q1 		$101M Buy
8,076,061
+194,570
+2% +$2.73M 4.02% 7
2021
Q4 		$188M Buy
7,881,491
+1,975,373
+33% +$47.8M 9.64% 3
2021
Q3 		$97.6M Buy
5,906,118
+2,448,980
+71% +$36.9M 5.16% 6
2021
Q2 		$69.5M Hold
3,457,138
– – 3.36% 8
2021
Q1 		$40.3M Buy
+3,457,138
New +$45.4M 2.79% 14

Other funds holding ENVX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Electron Capital Partners's ENVX Position: Q1 2026 in Review

Electron Capital Partners reduced its Enovix (ENVX) stake by 24% in Q1 2026, selling an estimated $8.92M and leaving 4,628,317 shares worth $24M. The position accounts for 0.94% of the portfolio, ranked #28.

Electron Capital Partners first reported a position in ENVX in Q1 2021 and has held it in 21 quarters since. The position peaked at $188M in Q4 2021. 306 funds tracked by Wall St. Rank hold ENVX as of Q1 2026.

  • Electron Capital Partners held 4,628,317 shares of Enovix worth $24M as of Q1 2026.
  • Electron Capital Partners sold 1,425,734 Enovix shares in Q1 2026, an estimated $8.92M.
  • Enovix made up 0.94% of Electron Capital Partners's portfolio in Q1 2026, its #28 holding.
  • Electron Capital Partners first reported a position in Enovix in Q1 2021 and has held it in 21 quarters since.
  • Electron Capital Partners's Enovix position peaked at $188M in Q4 2021.
  • 306 funds tracked by Wall St. Rank held Enovix as of Q1 2026.

Based on Electron Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.