29404KAG1
Envestnet, Inc.
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A maker of cloud-based software that powers the wealth management industry, Envestnet gives financial advisors and banks the tools to manage client portfolios, trades, and reporting, plus data analytics through its Yodlee unit. Founded in 1999 by Jud Bergman and Bill Crager, its name blends "investing" and "network" to signal a web-connected financial ecosystem. A fun twist: Yodlee's account-aggregation tech was the engine behind the popular personal-finance app Mint when it launched in 2007.
CONVERTIBLEUnderlying: ENVCUSIP: 29404KAG1TechnologyUS1 derivative reporter
2.625% Convertible Notes due December 1, 2027
No tracked superinvestor held this security as stock in this period — only the derivative positions below reference it.
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