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Shay Capital’s Enovix ENVX Stock Holding History

Shay Capital’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 		$531K Sell
87,498
-19,678
-18% -$130K 0.03% 282
2026
Q1 		$555K Buy
107,176
+33,575
+46% +$210K 0.05% 255
2025
Q4 		$538K Buy
73,601
+35,684
+94% +$346K 0.06% 265
2025
Q3 		$378K Buy
37,917
+24,494
+182% +$271K 0.03% 283
2025
Q2 		$121K Sell
13,423
-2,180
-14% -$14.2K 0.01% 272
2025
Q1 		$100K Buy
15,603
+2,594
+20% +$23.1K 0.01% 273
2024
Q4 		$124K Buy
+13,009
New +$114K 0.02% 271
2023
Q2 		– Sell
-2,286
Closed -$29.8K – 460
2023
Q1 		$29.8K Sell
2,286
-12,114
-84% -$99.5K 0.01% 395
2022
Q4 		$157K Buy
+14,400
New +$177K 0.05% 202

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

Shay Capital's ENVX Position: Q2 2026 in Review

Shay Capital reduced its Enovix (ENVX) stake by 18% in Q2 2026, selling an estimated $130K and leaving 87,498 shares worth $531K. The position accounts for 0.03% of the portfolio, ranked #282.

Shay Capital first reported a position in ENVX in Q4 2022 and has held it in 9 quarters since. The position peaked at $555K in Q1 2026. 298 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

  • Shay Capital held 87,498 shares of Enovix worth $531K as of Q2 2026.
  • Shay Capital sold 19,678 Enovix shares in Q2 2026, an estimated $130K.
  • Enovix made up 0.03% of Shay Capital's portfolio in Q2 2026, its #282 holding.
  • Shay Capital first reported a position in Enovix in Q4 2022 and has held it in 9 quarters since.
  • Shay Capital's Enovix position peaked at $555K in Q1 2026.
  • 298 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on Shay Capital's 13F filing for Q2 2026, filed 14 Aug 2026.