Envestnet Asset Management
SWI

Envestnet Asset Management’s SolarWinds Corporation Common Stock SWI Stock Holding History

Envestnet Asset Management’s Portfolio SWI Stock Details SWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,718
Closed -$195K – 4509
2024
Q4 		$195K Buy
13,718
+2,061
+18% +$27.8K ﹤0.01% 4107
2024
Q3 		$152K Buy
+11,657
New +$143K ﹤0.01% 4064
2021
Q2 		– Sell
-29,158
Closed -$536K – 3735
2021
Q1 		$536K Buy
29,158
+709
+2% +$12.2K ﹤0.01% 2805
2020
Q4 		$449K Sell
28,449
-2,088
-7% -$45.7K ﹤0.01% 2714
2020
Q3 		$655K Sell
30,537
-78
-0.3% -$1.59K ﹤0.01% 2329
2020
Q2 		$571K Sell
30,615
-4,502
-13% -$83K ﹤0.01% 2338
2020
Q1 		$580K Sell
35,117
-1,456
-4% -$26.9K ﹤0.01% 2134
2019
Q4 		$716K Buy
36,573
+325
+0.9% +$6.45K ﹤0.01% 2228
2019
Q3 		$705K Buy
36,248
+700
+2% +$13.3K ﹤0.01% 2173
2019
Q2 		$688K Buy
35,548
+4,732
+15% +$93K ﹤0.01% 2191
2019
Q1 		$635K Buy
30,816
+3,709
+14% +$69.5K ﹤0.01% 2189
2018
Q4 		$395K Buy
+27,107
New +$425K ﹤0.01% 2283

Other funds holding SWI

SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management's SWI Position: Q1 2025 in Review

Envestnet Asset Management sold out of SolarWinds Corporation Common Stock (SWI) in Q1 2025, closing a stake of 13,718 shares — an estimated $195K sold.

Envestnet Asset Management first reported a position in SWI in Q4 2018 and held it in 12 quarters. The position peaked at $716K in Q4 2019. 197 funds tracked by Wall St. Rank hold SWI as of Q1 2025.

  • Envestnet Asset Management reported no remaining SolarWinds Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 13,718 SolarWinds Corporation Common Stock shares in Q1 2025, an estimated $195K.
  • Envestnet Asset Management first reported a position in SolarWinds Corporation Common Stock in Q4 2018 and held it in 12 quarters.
  • Envestnet Asset Management's SolarWinds Corporation Common Stock position peaked at $716K in Q4 2019.
  • 197 funds tracked by Wall St. Rank held SolarWinds Corporation Common Stock as of Q1 2025.

Based on Envestnet Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.