Envestnet Asset Management’s Viant Technology DSP Stock Holding History

Envestnet Asset Management’s Portfolio DSP Stock Details DSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$132K	Buy	+10,389	New	+$117K	﹤0.01%	4711
2025 Q3	–	Sell	-12,579	Closed	-$166K	–	4544
2025 Q2	$166K	Buy	+12,579	New	+$172K	﹤0.01%	4275
2021 Q3	–	Sell	-9,261	Closed	-$276K	–	3691
2021 Q2	$276K	Buy	9,261 +2,708	+41%	+$87K	﹤0.01%	3336
2021 Q1	$347K	Buy	+6,553	New	+$337K	﹤0.01%	3055

Other funds holding DSP

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PCM

Potomac Capital Management New York $147M AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NIP

Norwood Investment Partners Mill Valley, California $72.4M AUM 1.36% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management's DSP Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Viant Technology (DSP) in Q2 2026: 10,389 shares worth $132K. The stake represents ﹤0.01% of the portfolio and ranks #4711 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in DSP as recently as Q2 2025.

Envestnet Asset Management first reported a position in DSP in Q1 2021 and has held it in 4 quarters since. The position peaked at $347K in Q1 2021. 120 funds tracked by Wall St. Rank hold DSP as of Q2 2026.

Envestnet Asset Management held 10,389 shares of Viant Technology worth $132K as of Q2 2026.
Viant Technology was a new Envestnet Asset Management position in Q2 2026.
Viant Technology made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4711 holding.
Envestnet Asset Management first reported a position in Viant Technology in Q1 2021 and has held it in 4 quarters since.
Envestnet Asset Management's Viant Technology position peaked at $347K in Q1 2021.
120 funds tracked by Wall St. Rank held Viant Technology as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.