Point72 Asset Management
ENVX icon

Point72 Asset Management’s Enovix ENVX Stock Holding History

Point72 Asset 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
Q1 		$1.76M Sell
340,000
-567,700
-63% -$3.55M ﹤0.01% 2396
2025
Q4 		$6.64M Buy
907,700
+44,400
+5% +$430K 0.01% 1623
2025
Q3 		$8.61M Sell
863,300
-599,557
-41% -$6.64M 0.01% 851
2025
Q2 		$13.2M Sell
1,462,857
-297,143
-17% -$1.94M 0.03% 635
2025
Q1 		$11.3M Buy
1,760,000
+266,400
+18% +$2.37M 0.03% 639
2024
Q4 		$14.2M Buy
1,493,600
+441,486
+42% +$3.87M 0.03% 580
2024
Q3 		$8.6M Sell
1,052,114
-194,172
-16% -$2.02M 0.02% 692
2024
Q2 		$16.9M Sell
1,246,286
-4,388,228
-78% -$36.7M 0.04% 447
2024
Q1 		$39.5M Buy
5,634,514
+1,440,228
+34% +$12.5M 0.1% 255
2023
Q4 		$45.9M Buy
4,194,286
+365,715
+10% +$3.59M 0.11% 234
2023
Q3 		$42M Buy
3,828,571
+497,942
+15% +$7.12M 0.12% 211
2023
Q2 		$52.6M Buy
3,330,629
+2,702,058
+430% +$31.4M 0.16% 170
2023
Q1 		$8.2M Sell
628,571
-2,000,000
-76% -$16.4M 0.03% 611
2022
Q4 		$28.6M Buy
2,628,571
+914,285
+53% +$11.2M 0.1% 257
2022
Q3 		$27.5M Buy
+1,714,286
New +$25.3M 0.11% 248

Other funds holding ENVX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Point72 Asset Management's ENVX Position: Q1 2026 in Review

Point72 Asset Management opened a new position in Enovix (ENVX) in Q1 2026: 696,713 shares worth $3.61M. The stake represents ﹤0.01% of the portfolio and ranks #1916 among its holdings. This is a return to the name: Point72 Asset Management previously reported a position in ENVX as recently as Q4 2024.

Point72 Asset Management first reported a position in ENVX in Q1 2021 and has held it in 12 quarters since. The position peaked at $46M in Q4 2022. 306 funds tracked by Wall St. Rank hold ENVX as of Q1 2026.

  • Point72 Asset Management held 696,713 shares of Enovix worth $3.61M as of Q1 2026.
  • Enovix was a new Point72 Asset Management position in Q1 2026.
  • Enovix made up ﹤0.01% of Point72 Asset Management's portfolio in Q1 2026, its #1916 holding.
  • Point72 Asset Management first reported a position in Enovix in Q1 2021 and has held it in 12 quarters since.
  • Point72 Asset Management's Enovix position peaked at $46M in Q4 2022.
  • 306 funds tracked by Wall St. Rank held Enovix as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.