$ENVX

$3.26 +$0.58 (21.46%) Live

$ENVX Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 219.4M shares outstanding

Who owns ENVX?

By type of holder

Institutions 49.7% Insiders 3.5% Everyone else 46.8%

Concentration Top 10 holders own 40.5%

Thurman J. Rodgers 13.2% · BlackRock, Inc. 7.5%

Institutional ownership

49.7%

+0.3 pts vs last qtr

Institutional holders

299

-7 vs last qtr

Net shares bought

+655.3K

by institutions in Q2 2026

New / sold out

32 / 39

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Morgan Stanley +1.7M
Marshall Wace, LLP +1.2M

Biggest sellers in Q2 2026

Susquehanna International Group, LLP SOLD OUT −1.8M
Millennium Management LLC −1.6M

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Enovix Corporation in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+158.4%

+20.91% a year

Each share's claim on the business

−61.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$58.4M vs —

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years78% 1–3 years11% Under 1 year11%

Quarterly turnover

12.7%

of institutional shares changed hands

Top 10 managers, median time held

4.8 years

Super Investors

Investment managers reporting ENVX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	16.5M	7.51%	+1.2M (+7.5%)	2021	0.0%
Shares held by quarter Peak holding16.5M (Q2'26) Change over 8 quarters+5.5M Share of the company7.510% BlackRock, Inc.'s full portfolio →
VC Vanguard Capital Management LLC	8.5M	3.87%	+114.9K (+1.4%)	2021	0.0%
Shares held by quarter Peak holding8.5M (Q2'26) Change over 8 quarters+8.5M Share of the company3.870% Vanguard Capital Management LLC's full portfolio →

BlackRock, Inc.

16.5M

% of company

7.51%

Change vs last qtr

+1.2M (+7.5%)

Held since

2021

Vanguard Capital Management LLC

8.5M

% of company

3.87%

Change vs last qtr

+114.9K (+1.4%)

Held since

2021

28 more super investors behind a free account

See every manager holding Enovix Corporation, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ENVX on Form N-PORT; together they hold 17.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$35.8M	5.9M	2.69%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$31.3M	5.2M	2.35%	0.04%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$35.8M

% of company

2.69%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$31.3M

% of company

2.35%

% of the fund

0.04%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Enovix Corporation and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
TJ Thurman J. Rodgers 5%+ holder 13D · 14.4%	29.0M	13.21%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company13.210% Disclosed stake13D · 14.4% View the 13D/G filing →
TR Talluri Rajendra K Insider	3.0M	1.35%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.350% Talluri Rajendra K's insider activity →

Thurman J. Rodgers

5%+ holder13D · 14.4%

29.0M

% of company

13.21%

Change vs last qtr

—

Held since

—

Talluri Rajendra K

Insider

3.0M

% of company

1.35%

Change vs last qtr

—

Held since

—

12 more holders behind a free account

See every insider and 5%+ holder of Enovix Corporation.

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