FCM
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Firsthand Capital Management’s Enovix ENVX Stock Holding History

Firsthand Capital Management’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
2025
Q3 		– Sell
-34,286
Closed -$310K – 49
2025
Q2 		$310K Hold
34,286
– – 0.56% 32
2025
Q1 		$220K Hold
34,286
– – 0.53% 29
2024
Q4 		$326K Hold
34,286
– – 0.68% 29
2024
Q3 		$280K Buy
34,286
+28,572
+500% +$297K 0.55% 30
2024
Q2 		$1.7M Sell
5,714
-28,572
-83% -$239K 3.3% 13
2024
Q1 		$240K Hold
34,286
– – 0.39% 32
2023
Q4 		$140K Hold
34,286
– – 0.19% 39
2023
Q3 		$377K Hold
34,286
– – 0.54% 30
2023
Q2 		$541K Hold
34,286
– – 0.65% 28
2023
Q1 		$447K Buy
+34,286
New +$282K 0.49% 30

Other funds holding ENVX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Firsthand Capital Management's ENVX Position: Q3 2025 in Review

Firsthand Capital Management sold out of Enovix (ENVX) in Q3 2025, closing a stake of 34,286 shares — an estimated $310K sold.

Firsthand Capital Management first reported a position in ENVX in Q1 2023 and held it in 10 quarters. The position peaked at $1.7M in Q2 2024. 320 funds tracked by Wall St. Rank hold ENVX as of Q3 2025.

  • Firsthand Capital Management reported no remaining Enovix position as of Q3 2025 after selling out during the quarter.
  • Firsthand Capital Management sold 34,286 Enovix shares in Q3 2025, an estimated $310K.
  • Firsthand Capital Management first reported a position in Enovix in Q1 2023 and held it in 10 quarters.
  • Firsthand Capital Management's Enovix position peaked at $1.7M in Q2 2024.
  • 320 funds tracked by Wall St. Rank held Enovix as of Q3 2025.

Based on Firsthand Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.