JY
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 		$15.9M Buy
2,611,800
+574,600
+28% +$3.81M ﹤0.01% 2725
2026
Q1 		$10.6M Sell
2,037,200
-1,964,400
-49% -$12.3M ﹤0.01% 3035
2025
Q4 		$29.3M Buy
4,001,600
+1,750,100
+78% +$17M ﹤0.01% 1845
2025
Q3 		$22.4M Sell
2,251,500
-1,484,729
-40% -$16.4M ﹤0.01% 2082
2025
Q2 		$33.8M Sell
3,736,229
-314,742
-8% -$2.05M ﹤0.01% 1497
2025
Q1 		$26M Sell
4,050,971
-829,600
-17% -$7.38M ﹤0.01% 1505
2024
Q4 		$46.4M Buy
4,880,571
+541,257
+12% +$4.75M 0.01% 1176
2024
Q3 		$35.5M Sell
4,339,314
-1,725,372
-28% -$17.9M 0.01% 1345
2024
Q2 		$82M Buy
6,064,686
+1,792,686
+42% +$15M 0.02% 690
2024
Q1 		$29.9M Sell
4,272,000
-373,371
-8% -$3.24M 0.01% 1408
2023
Q4 		$50.9M Sell
4,645,371
-306,629
-6% -$3.01M 0.01% 1030
2023
Q3 		$54.4M Sell
4,952,000
-1,318,400
-21% -$18.8M 0.01% 958
2023
Q2 		$99M Buy
6,270,400
+4,196,800
+202% +$48.8M 0.02% 617
2023
Q1 		$27.1M Buy
2,073,600
+325,600
+19% +$2.67M 0.01% 1400
2022
Q4 		$19M Sell
1,748,000
-34,286
-2% -$422K ﹤0.01% 1572
2022
Q3 		$28.6M Buy
1,782,286
+1,471,086
+473% +$21.7M 0.01% 1142
2022
Q2 		$2.43M Sell
311,200
-116,571
-27% -$1.1M ﹤0.01% 4500
2022
Q1 		$5.34M Sell
427,771
-5,372
-1% -$75.4K ﹤0.01% 3530
2021
Q4 		$10.3M Sell
433,143
-140,000
-24% -$3.39M ﹤0.01% 2664
2021
Q3 		$9.47M Buy
573,143
+76,686
+15% +$1.15M ﹤0.01% 2945
2021
Q2 		$9.98M Buy
+496,457
New +$6.74M ﹤0.01% 2914

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

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 2,097,625 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. 298 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

  • Jeff Yass held 2,097,625 shares of Enovix worth $12.7M as of Q2 2026.
  • Jeff Yass bought 284,045 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.
  • 298 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.