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Endava

118 hedge funds and large institutions have $217M invested in Endava in 2025 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 29 increasing their positions, 43 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

49% less call options, than puts

Call options by funds: $2.28M | Put options by funds: $4.48M

55% less capital invested

Capital invested by funds: $484M → $217M (-$267M)

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
118
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.28M
Puts
$4.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
101
Mark Sheptoff Financial Planning
Connecticut
$1.82K
MCM
102
MAI Capital Management
Ohio
$1.7K
TRCT
103
Tower Research Capital (TRC)
New York
$1.42K
AUB
104
Atlantic Union Bankshares
Virginia
$1.2K
SC
105
SouthState Corp
Florida
$1.19K
PFBT
106
Parkside Financial Bank & Trust
Missouri
$1.14K
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$1K
GRP
108
Global Retirement Partners
California
$382
SIC
109
SJS Investment Consulting
Ohio
$292
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$146
PS
111
Principal Securities
Iowa
$100
MTIC
112
Missouri Trust & Investment Company
Missouri
$100
NA
113
NewEdge Advisors
Louisiana
$91
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$73
CA
115
CoreCap Advisors
Michigan
$64
BIA
116
Bell Investment Advisors
California
$37
PK
117
Pflug Koory
Nebraska
$18
HNB
118
Huntington National Bank
Ohio
$9
T. Rowe Price Investment Management
119
T. Rowe Price Investment Management
Maryland
FSC
120
Fourth Sail Capital
Cayman Islands
FCM
121
Findell Capital Management
New York
RA
122
Royce & Associates
New York
WA
123
Wasatch Advisors
Utah
Deutsche Bank
124
Deutsche Bank
Germany
T. Rowe Price Associates
125
T. Rowe Price Associates
Maryland