UBS AM’s Enfusion, Inc. ENFN Stock Holding History

UBS AM’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 Q2	–	Sell	-66,599	Closed	-$743K	–	2737
2025 Q1	$743K	Buy	66,599 +32,878	+98%	+$363K	﹤0.01%	2413
2024 Q4	$347K	Buy	33,721 +10,173	+43%	+$98.3K	﹤0.01%	2601
2024 Q3	$223K	Sell	23,548 -57	-0.2%	-$492	﹤0.01%	2753
2024 Q2	$201K	Buy	+23,605	New	+$216K	﹤0.01%	2754
2022 Q3	–	Sell	-10,600	Closed	-$108K	–	2782
2022 Q2	$108K	Buy	+10,600	New	+$117K	﹤0.01%	2640

Other funds holding ENFN

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS AM's ENFN Position: Q2 2025 in Review

UBS AM sold out of Enfusion, Inc. (ENFN) in Q2 2025, closing a stake of 66,599 shares — an estimated $743K sold.

UBS AM first reported a position in ENFN in Q2 2022 and held it in 5 quarters. The position peaked at $743K in Q1 2025. 2 funds tracked by Wall St. Rank hold ENFN as of Q2 2025.

UBS AM reported no remaining Enfusion, Inc. position as of Q2 2025 after selling out during the quarter.
UBS AM sold 66,599 Enfusion, Inc. shares in Q2 2025, an estimated $743K.
UBS AM first reported a position in Enfusion, Inc. in Q2 2022 and held it in 5 quarters.
UBS AM's Enfusion, Inc. position peaked at $743K in Q1 2025.
2 funds tracked by Wall St. Rank held Enfusion, Inc. as of Q2 2025.

Based on UBS AM's 13F filing for Q2 2025, filed 14 Aug 2025.