Enovix CORP (ENVX) SEC 13F Holdings (Q2 2026): Institutional Buyers & Sellers

ENVX ranks #2063 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

307 institutions disclose a position in ENVX, but none treat it as a major bet — even Refined Wealth Management, its most concentrated holder, allocates just 3.1% of its own portfolio to it.

California State Teachers Retirement System has added to its ENVX position for two straight quarters, increasing it by $219.3M to reach $220.6M today.

Granahan Investment Management, LLC has trimmed its ENVX position for two straight quarters, cutting it by $13.9M while still holding $485.0K.

ENVX is down 0.6% today, but institutions show net buying of $80.3M this quarter — a divergence between today's price move and the underlying institutional flow.

ENVX reported a net loss of $170.0M over the trailing twelve months.

• Not yet profitable — net loss of $170.0M over the trailing twelve months
• Revenue grew 34.9% year over year
• Net income declined year over year, from -$128.0M to -$170.0M
• Operating cash flow was negative, using $95.3M in cash
• Current ratio of 8.34x — enough short-term assets to cover short-term liabilities
• Liabilities run 2.23x equity — a highly leveraged balance sheet worth noting