GIM
ENVX icon

Granahan Investment Management’s Enovix ENVX Stock Holding History

Granahan Investment 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
2026
Q2 		$485K Sell
79,900
-1,509,686
-95% -$10M 0.02% 147
2026
Q1 		$8.23M Sell
1,589,586
-374,979
-19% -$2.35M 0.4% 63
2025
Q4 		$14.4M Buy
1,964,565
+214,916
+12% +$2.08M 0.61% 48
2025
Q3 		$17.4M Buy
1,749,649
+47,290
+3% +$523K 0.71% 38
2025
Q2 		$15.4M Buy
1,702,359
+186,682
+12% +$1.22M 0.63% 43
2025
Q1 		$9.73M Sell
1,515,677
-37,457
-2% -$333K 0.48% 63
2024
Q4 		$14.8M Buy
1,553,134
+142,049
+10% +$1.25M 0.62% 48
2024
Q3 		$11.5M Buy
1,411,085
+508,095
+56% +$5.28M 0.45% 69
2024
Q2 		$12.2M Buy
902,990
+99,136
+12% +$829K 0.49% 67
2024
Q1 		$5.63M Sell
803,854
-994,479
-55% -$8.63M 0.2% 126
2023
Q4 		$19.7M Sell
1,798,333
-258,034
-13% -$2.53M 0.65% 49
2023
Q3 		$22.6M Sell
2,056,367
-615,524
-23% -$8.8M 0.8% 35
2023
Q2 		$42.2M Buy
2,671,891
+176,691
+7% +$2.06M 1.3% 20
2023
Q1 		$32.6M Buy
2,495,200
+313,694
+14% +$2.58M 0.99% 28
2022
Q4 		$23.7M Buy
2,181,506
+205,167
+10% +$2.52M 0.73% 36
2022
Q3 		$31.7M Sell
1,976,339
-1,347,692
-41% -$19.9M 1.04% 26
2022
Q2 		$25.9M Buy
3,324,031
+439,360
+15% +$4.13M 0.89% 29
2022
Q1 		$36M Buy
2,884,671
+42,375
+1% +$594K 0.89% 32
2021
Q4 		$67.8M Buy
2,842,296
+1,699,717
+149% +$41.2M 1.4% 15
2021
Q3 		$18.9M Buy
+1,142,579
New +$17.2M 0.36% 71

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
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 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

Granahan Investment Management's ENVX Position: Q2 2026 in Review

Granahan Investment Management reduced its Enovix (ENVX) stake by 95% in Q2 2026, selling an estimated $10M and leaving 79,900 shares worth $485K. The position accounts for 0.02% of the portfolio, ranked #147.

Granahan Investment Management first reported a position in ENVX in Q3 2021 and has held it in 20 quarters since. The position peaked at $67.8M in Q4 2021. 298 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

  • Granahan Investment Management held 79,900 shares of Enovix worth $485K as of Q2 2026.
  • Granahan Investment Management sold 1,509,686 Enovix shares in Q2 2026, an estimated $10M.
  • Enovix made up 0.02% of Granahan Investment Management's portfolio in Q2 2026, its #147 holding.
  • Granahan Investment Management first reported a position in Enovix in Q3 2021 and has held it in 20 quarters since.
  • Granahan Investment Management's Enovix position peaked at $67.8M in Q4 2021.
  • 298 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on Granahan Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.