Jeff Yass
ENVX icon

Jeff Yass’s Enovix ENVX Stock Holding History

Jeff Yass’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 		$12.7M Buy
2,622,031
+355,056
+16% +$1.88M ﹤0.01% 3016
2026
Q1 		$9.39M Sell
2,266,975
-339,805
-13% -$1.7M ﹤0.01% 3208
2025
Q4 		$15.2M Sell
2,606,780
-669,540
-20% -$5.19M ﹤0.01% 2516
2025
Q3 		$26.1M Sell
3,276,320
-644,649
-16% -$5.71M ﹤0.01% 1924
2025
Q2 		$28.4M Buy
3,920,969
+2,412,276
+160% +$12.6M ﹤0.01% 1659
2025
Q1 		$7.75M Sell
1,508,693
-2,921,574
-66% -$20.8M ﹤0.01% 2881
2024
Q4 		$33.7M Buy
4,430,267
+600,863
+16% +$4.22M 0.01% 1420
2024
Q3 		$25M Buy
3,829,404
+3,076,211
+408% +$25.6M ﹤0.01% 1610
2024
Q2 		$8.15M Buy
753,193
+304,733
+68% +$2.04M ﹤0.01% 2758
2024
Q1 		$2.51M Sell
448,460
-385,027
-46% -$2.67M ﹤0.01% 4859
2023
Q4 		$7.3M Buy
833,487
+329,913
+66% +$2.59M ﹤0.01% 3092
2023
Q3 		$4.42M Buy
503,574
+152,890
+44% +$1.75M ﹤0.01% 3751
2023
Q2 		$4.43M Sell
350,684
-1,760,112
-83% -$16.4M ﹤0.01% 3734
2023
Q1 		$22M Buy
2,110,796
+1,725,917
+448% +$11.3M ﹤0.01% 1611
2022
Q4 		$3.35M Buy
384,879
+176,515
+85% +$1.74M ﹤0.01% 3841
2022
Q3 		$2.67M Sell
208,364
-117,855
-36% -$1.39M ﹤0.01% 4314
2022
Q2 		$2.04M Sell
326,219
-203,021
-38% -$1.53M ﹤0.01% 4891
2022
Q1 		$5.29M Buy
+529,240
New +$5.94M ﹤0.01% 3546
2021
Q4 		– Sell
-22,553
Closed -$437K – 13285
2021
Q3 		$298K Buy
+22,553
New +$272K ﹤0.01% 10612

Other funds holding ENVX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Electron Capital Partners
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fred Alger Management
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Jeff Yass's ENVX Position: Q2 2026 in Review

Jeff Yass increased its Enovix (ENVX) stake by 16% in Q2 2026, buying an estimated $1.88M and bringing the position to 2,622,031 shares worth $12.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3016.

Jeff Yass first reported a position in ENVX in Q3 2021 and has held it in 19 quarters since. The position peaked at $33.7M in Q4 2024. 302 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

  • Jeff Yass held 2,622,031 shares of Enovix worth $12.7M as of Q2 2026.
  • Jeff Yass bought 355,056 Enovix shares in Q2 2026, an estimated $1.88M.
  • Enovix made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3016 holding.
  • Jeff Yass first reported a position in Enovix in Q3 2021 and has held it in 19 quarters since.
  • Jeff Yass's Enovix position peaked at $33.7M in Q4 2024.
  • 302 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.