ECP
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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
Q2 		$29.1M Buy
4,788,098
+159,781
+3% +$1.06M 1.16% 24
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 $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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Electron Capital Partners's ENVX Position: Q2 2026 in Review

Electron Capital Partners increased its Enovix (ENVX) stake by 3.5% in Q2 2026, buying an estimated $1.06M and bringing the position to 4,788,098 shares worth $29.1M. The position accounts for 1.16% of the portfolio, ranked #24.

Electron Capital Partners first reported a position in ENVX in Q1 2021 and has held it in 22 quarters since. The position peaked at $188M in Q4 2021. 298 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

  • Electron Capital Partners held 4,788,098 shares of Enovix worth $29.1M as of Q2 2026.
  • Electron Capital Partners bought 159,781 Enovix shares in Q2 2026, an estimated $1.06M.
  • Enovix made up 1.16% of Electron Capital Partners's portfolio in Q2 2026, its #24 holding.
  • Electron Capital Partners first reported a position in Enovix in Q1 2021 and has held it in 22 quarters since.
  • Electron Capital Partners's Enovix position peaked at $188M in Q4 2021.
  • 298 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

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