Lake Street Private Wealth’s Enfusion, Inc. ENFN Stock Holding History

Lake Street Private Wealth’s Portfolio ENFN Stock Details ENFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-15,441	Closed	-$159K	–	262
2024 Q4	$159K	Sell	15,441 -9,559	-38%	-$92.4K	0.03%	241
2024 Q3	$237K	Hold	25,000	–	–	0.04%	231
2024 Q2	$213K	Hold	25,000	–	–	0.03%	302
2024 Q1	$231K	Sell	25,000 -90	-0.4%	-$792	0.03%	288
2023 Q4	$243K	Buy	+25,090	New	+$234K	0.04%	271

Other funds holding ENFN

FMC

FTV Management Company San Francisco, California $541M AUM 34.37% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Lake Street Private Wealth's ENFN Position: Q1 2025 in Review

Lake Street Private Wealth sold out of Enfusion, Inc. (ENFN) in Q1 2025, closing a stake of 15,441 shares — an estimated $159K sold.

Lake Street Private Wealth first reported a position in ENFN in Q4 2023 and held it in 5 quarters. The position peaked at $243K in Q4 2023. 132 funds tracked by Wall St. Rank hold ENFN as of Q1 2025.

Lake Street Private Wealth reported no remaining Enfusion, Inc. position as of Q1 2025 after selling out during the quarter.
Lake Street Private Wealth sold 15,441 Enfusion, Inc. shares in Q1 2025, an estimated $159K.
Lake Street Private Wealth first reported a position in Enfusion, Inc. in Q4 2023 and held it in 5 quarters.
Lake Street Private Wealth's Enfusion, Inc. position peaked at $243K in Q4 2023.
132 funds tracked by Wall St. Rank held Enfusion, Inc. as of Q1 2025.

Based on Lake Street Private Wealth's 13F filing for Q1 2025, filed 10 Apr 2025.