Steven Cohen’s Enovix ENVX Stock Holding History

Steven Cohen’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	$944K	Sell	155,490 -541,223	-78%	-$3.59M	﹤0.01%	2874
2026 Q1	$3.61M	Buy	+696,713	New	+$4.36M	﹤0.01%	1916
2025 Q1	–	Sell	-217,389	Closed	-$1.93M	–	2171
2024 Q4	$2.07M	Buy	+217,389	New	+$1.91M	﹤0.01%	1231
2024 Q2	–	Sell	-1,860,130	Closed	-$15.6M	–	2008
2024 Q1	$13M	Buy	1,860,130 +1,471,597	+379%	+$12.8M	0.03%	618
2023 Q4	$4.26M	Sell	388,533 -611,666	-61%	-$6.01M	0.01%	985
2023 Q3	$11M	Sell	1,000,199 -376,346	-27%	-$5.38M	0.03%	613
2023 Q2	$21.7M	Sell	1,376,545 -287,086	-17%	-$3.34M	0.06%	362
2023 Q1	$21.7M	Sell	1,663,631 -2,561,714	-61%	-$21M	0.07%	339
2022 Q4	$46M	Buy	4,225,345 +2,544,648	+151%	+$31.3M	0.16%	170
2022 Q3	$27M	Buy	+1,680,697	New	+$24.8M	0.11%	253
2022 Q2	–	Sell	-200,000	Closed	-$2.5M	–	1453
2022 Q1	$2.5M	Buy	200,000 +179,185	+861%	+$2.51M	0.01%	840
2021 Q4	$497K	Buy	+20,815	New	+$504K	﹤0.01%	965
2021 Q2	–	Sell	-136,143	Closed	-$1.59M	–	1022
2021 Q1	$1.59M	Buy	+136,143	New	+$1.79M	0.01%	758

Other funds holding ENVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Steven Cohen's ENVX Position: Q2 2026 in Review

Steven Cohen reduced its Enovix (ENVX) stake by 78% in Q2 2026, selling an estimated $3.59M and leaving 155,490 shares worth $944K. The position accounts for ﹤0.01% of the portfolio, ranked #2874.

Steven Cohen first reported a position in ENVX in Q1 2021 and has held it in 13 quarters since. The position peaked at $46M in Q4 2022. 297 funds tracked by Wall St. Rank hold ENVX as of Q2 2026.

Steven Cohen held 155,490 shares of Enovix worth $944K as of Q2 2026.
Steven Cohen sold 541,223 Enovix shares in Q2 2026, an estimated $3.59M.
Enovix made up ﹤0.01% of Steven Cohen's portfolio in Q2 2026, its #2874 holding.
Steven Cohen first reported a position in Enovix in Q1 2021 and has held it in 13 quarters since.
Steven Cohen's Enovix position peaked at $46M in Q4 2022.
297 funds tracked by Wall St. Rank held Enovix as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.