ENVXNasdaqMiscellaneous Electrical Machinery, Equipment & SuppliesFiscal year ends December 28
Enovix Corp
Financials through Q2 FY2026, quarter ended Jul 5, 2026Last filing: 10-Q on Aug 12, 2026
$2.35−0.14 (-5.62%)
Close on Oct 19, 2026
- Market cap
- $513.48M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
50.6%
111M of 219M shares
Institutional holders
298
32 new, 35 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $16.78K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Thurman J. Rodgers | 28,998,622 | 14.40% | 13D (active) amendment | Jul 17, 2025 |
| BlackRock, Inc. | 15,072,422 | 6.90% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ENVX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16,483,412 | 7.51% | $100.05M | +1,152,623 | 0.00% |
| Vanguard Capital Management LLC | 8,494,145 | 3.87% | $51.56M | +114,907 | 0.00% |
| Vanguard Portfolio Management LLC | 8,374,109 | 3.82% | $50.83M | +322,911 | 0.00% |
| UBS Group AG | 5,305,746 | 2.42% | $32.21M | −464,325 | 0.00% |
| Geode Capital Management, LLC | 5,184,598 | 2.36% | $31.48M | +312,508 | 0.00% |
| Electron Capital Partners, LLC | 4,788,098 | 2.18% | $29.06M | +159,781 | 1.16% |
| State Street Corp | 4,720,841 | 2.15% | $28.66M | +404,052 | 0.00% |
| Morgan Stanley | 3,470,634 | 1.58% | $21.07M | +1,658,688 | 0.00% |
| Royal Bank of Canada | 2,504,811 | 1.14% | $15.20M | +12,557 | 0.00% |
| Fred Alger Management, LLC | 2,097,840 | 0.96% | $12.73M | +125,245 | 0.04% |
| Susquehanna International Group, Llp | 2,097,625 | 0.96% | $12.73M | +284,045 | 0.00% |
| CenterBook Partners LP | 2,041,919 | 0.93% | $12.39M | −899,048 | 0.61% |
| Masters Capital Management LLC | 2,000,000 | 0.91% | $12.14M | – | 0.31% |
| Northern Trust Corp | 1,698,246 | 0.77% | $10.31M | +136,076 | 0.00% |
| Goldman Sachs Group Inc | 1,670,802 | 0.76% | $10.14M | +308,845 | 0.00% |
| Tudor Investment Corp Et Al | 1,667,130 | 0.76% | $10.12M | +443,243 | 0.01% |
| Charles Schwab Investment Management Inc | 1,649,175 | 0.75% | $10.01M | +286,168 | 0.00% |
| Citadel Advisors LLC | 1,591,905 | 0.73% | $9.66M | +806,576 | 0.00% |
| Connor, Clark & Lunn Investment Management Ltd. | 1,431,475 | 0.65% | $8.69M | +139,702 | 0.02% |
| Bank Of America Corp /De/ | 1,376,635 | 0.63% | $8.36M | +641,683 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 298 | 111M | 50.6% | 32 / 113 | 96 / 35 | 14M | 11M |
| Q1 2026 | 306 | 108M | 49.4% | 47 / 107 | 101 / 53 | 32M | 15M |
| Q4 2025 | 319 | 110M | 50.1% | 48 / 105 | 113 / 42 | 21M | 20M |
| Q3 2025 | 320 | 109M | 49.6% | 49 / 148 | 86 / 41 | 25M | 9M |
| Q2 2025 | 316 | 93M | 42.2% | 48 / 113 | 107 / 45 | 12M | 14M |
| Q1 2025 | 316 | 94M | 42.9% | 50 / 135 | 80 / 36 | 10M | 7M |
| Q4 2024 | 305 | 92M | 42.0% | 55 / 131 | 71 / 36 | 13M | 8M |
| Q3 2024 | 288 | 87M | 39.7% | 53 / 119 | 76 / 39 | 24M | 12M |
| Q2 2024 | 277 | 85M | 38.9% | 55 / 107 | 78 / 38 | 13M | 14M |
| Q1 2024 | 263 | 87M | 39.5% | 34 / 111 | 76 / 54 | 13M | 15M |
| Q4 2023 | 286 | 88M | 40.2% | 43 / 119 | 81 / 29 | 16M | 12M |
| Q3 2023 | 275 | 84M | 38.4% | 62 / 107 | 72 / 38 | 16M | 12M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ENVX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 5,896,928 | 2.69% | $35.79M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 5,150,231 | 2.35% | $31.26M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 4,247,162 | 1.94% | $25.78M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 2,439,252 | 1.11% | $14.81M | 0.03% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 2,237,514 | 1.02% | $13.58M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 2,169,687 | 0.99% | $8.87M | 0.03% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 1,832,313 | 0.83% | $11.12M | 0.07% | Jun 30, 2026 |
| Invesco WilderHill Clean Energy ETF | 1,064,814 | 0.49% | $4.36M | 1.04% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 1,009,019 | 0.46% | $8.05M | 0.02% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 991,170 | 0.45% | $7.91M | 0.05% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 937,989 | 0.43% | $7.49M | 0.03% | May 31, 2026 |
| Alger Large Cap Growth Portfolio | 828,917 | 0.38% | $5.03M | 1.00% | Jun 30, 2026 |
| First Trust NASDAQ Clean Edge Green Energy Index Fund | 540,323 | 0.25% | $3.28M | 0.39% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 482,179 | 0.22% | $1.97M | 0.03% | Jul 31, 2026 |
| Alger 35 ETF | 407,445 | 0.19% | $2.47M | 1.25% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Rajendra K. Talluri | President and CEO, Director | 2,958,373 | 1.35% | Aug 11, 2026 |
| Arthi Chakravarthy | Chief Legal Officer | 586,882 | 0.27% | Sep 28, 2026 |
| Kristina Truong | Chief Accounting Officer | 307,500 | 0.14% | Sep 14, 2026 |
| Ryan A. Benton | Interim CEO | 903,523 | 0.41% | Sep 1, 2026 |
| Michael Vyvoda | Chief Operating Officer | 932,400 | 0.42% | Aug 10, 2026 |
| Ajay Marathe | Former Chief Operating Officer | 313,893 | 0.14% | Feb 18, 2026 |
| Pegah Ebrahimi | Director | 102,043 | 0.05% | Jun 15, 2026 |
| Bernard Gutmann | Director | 99,063 | 0.05% | Jun 15, 2026 |
| Thurman J. Rodgers | Director, 10% owner | 20,910,054 | 9.53% | Jun 15, 2026 |
| J. Daniel McCranie | Director | 69,982 | 0.03% | Jun 15, 2026 |
| Gregory Reichow | Director | 87,385 | 0.04% | Jun 15, 2026 |
| Betsy S. Atkins | Director | 151,144 | 0.07% | Jun 15, 2026 |
| Joseph Ian Malchow | Director | 468,667 | 0.21% | Jun 15, 2026 |
| Farhan Ahmad | – | 55,001 | 0.03% | Jan 14, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Arthi Chakravarthy Chief Legal Officer | Sep 24, 2026 | Tax withholding | −2,221 | $2.96 | $6.57K | 586,882 |
| Kristina Truong Chief Accounting Officer | Sep 13, 2026 | Tax withholding | −1,014 | $3.10 | $3.14K | 307,500 |
| Kristina Truong Chief Accounting Officer | Sep 10, 2026 | Tax withholding | −253 | $3.14 | $794 | 308,514 |
| Arthi Chakravarthy Chief Legal Officer | Sep 8, 2026 | Tax withholding | −936 | $3.47 | $3.25K | 589,103 |
| Arthi Chakravarthy Chief Legal Officer | Aug 28, 2026 | Award | +18,546 | – | – | 599,860 |
| Arthi Chakravarthy Chief Legal Officer | Aug 28, 2026 | Tax withholding | −9,821 | $3.36 | $33.00K | 590,039 |
| Ryan A. Benton Interim CEO | Aug 28, 2026 | Tax withholding | −10,093 | $3.36 | $33.91K | 903,523 |
| Ryan A. Benton Interim CEO | Aug 28, 2026 | Award | +19,060 | – | – | 913,616 |
| Kristina Truong Chief Accounting Officer | Aug 28, 2026 | Tax withholding | −6,626 | $3.36 | $22.26K | 308,767 |
| Kristina Truong Chief Accounting Officer | Aug 28, 2026 | Award | +12,512 | – | – | 315,393 |
| Arthi Chakravarthy Chief Legal Officer | Aug 24, 2026 | Tax withholding | −2,221 | $3.27 | $7.26K | 581,314 |
| Kristina Truong Chief Accounting Officer | Aug 13, 2026 | Tax withholding | −1,015 | $4.43 | $4.50K | 302,881 |
| Kristina Truong Chief Accounting Officer | Aug 10, 2026 | Tax withholding | −253 | $4.64 | $1.17K | 303,896 |
| Arthi Chakravarthy Chief Legal Officer | Aug 8, 2026 | Tax withholding | −936 | $4.70 | $4.40K | 583,535 |
| Rajendra K. Talluri President and CEO, Director | Aug 8, 2026 | Tax withholding | −4,300 | $4.70 | $20.21K | 2,958,373 |
| Michael Vyvoda Chief Operating Officer | Aug 5, 2026 | Award | +932,400 | – | – | 932,400 |
| Michael Vyvoda Chief Operating Officer | Aug 5, 2026 | Tax withholding | −13,579 | $4.29 | $58.25K | 942,131 |
| Michael Vyvoda Chief Operating Officer | Aug 5, 2026 | Award | +23,310 | – | – | 955,710 |
| Arthi Chakravarthy Chief Legal Officer | Jul 24, 2026 | Tax withholding | −2,221 | $3.95 | $8.77K | 584,471 |
| Rajendra K. Talluri President and CEO, Director | Jul 18, 2026 | Tax withholding | −17,651 | $4.72 | $83.31K | 2,962,673 |
| Ryan A. Benton Chief Financial Officer | Jul 14, 2026 | Tax withholding | −19,824 | $5.06 | $100.31K | 894,556 |
| Kristina Truong Chief Accounting Officer | Jul 13, 2026 | Tax withholding | −1,015 | $4.95 | $5.02K | 304,149 |
| Kristina Truong Chief Accounting Officer | Jul 10, 2026 | Tax withholding | −253 | $5.20 | $1.32K | 305,164 |
| Rajendra K. Talluri President and CEO, Director | Jul 8, 2026 | Tax withholding | −4,301 | $5.13 | $22.06K | 2,980,324 |
| Rajendra K. Talluri President and CEO, Director | Jul 8, 2026 | Tax withholding | −13,658 | $5.13 | $70.07K | 2,984,625 |
| Arthi Chakravarthy Chief Legal Officer | Jul 8, 2026 | Tax withholding | −3,359 | $5.13 | $17.23K | 586,692 |
| Arthi Chakravarthy Chief Legal Officer | Jul 8, 2026 | Tax withholding | −936 | $5.13 | $4.80K | 590,051 |
| Kristina Truong Chief Accounting Officer | Jul 8, 2026 | Tax withholding | −1,680 | $5.13 | $8.62K | 305,417 |
| Kristina Truong Chief Accounting Officer | Jul 5, 2026 | Tax withholding | −638 | $5.36 | $3.42K | 307,097 |
| Kristina Truong Chief Accounting Officer | Jul 1, 2026 | Tax withholding | −4,395 | $5.85 | $25.71K | 307,735 |
| Kristina Truong Chief Accounting Officer | Jul 1, 2026 | Tax withholding | −2,224 | $5.85 | $13.01K | 312,130 |
| Arthi Chakravarthy Chief Legal Officer | Jul 1, 2026 | Tax withholding | −3,336 | $5.85 | $19.52K | 598,019 |
| Arthi Chakravarthy Chief Legal Officer | Jul 1, 2026 | Tax withholding | −7,032 | $5.85 | $41.14K | 590,987 |
| Ryan A. Benton Chief Financial Officer | Jul 1, 2026 | Tax withholding | −10,988 | $5.85 | $64.28K | 914,380 |
| Rajendra K. Talluri President and CEO, Director | Jul 1, 2026 | Tax withholding | −15,568 | $5.85 | $91.07K | 3,029,048 |
| Rajendra K. Talluri President and CEO, Director | Jul 1, 2026 | Tax withholding | −30,765 | $5.85 | $179.98K | 2,998,283 |
| Arthi Chakravarthy Chief Legal Officer | Jun 24, 2026 | Tax withholding | −2,221 | $5.94 | $13.19K | 601,355 |
| Rajendra K. Talluri President and CEO, Director | Jun 18, 2026 | Tax withholding | −17,650 | $7.08 | $124.96K | 3,044,616 |
| Kristina Truong Chief Accounting Officer | Jun 13, 2026 | Tax withholding | −1,015 | $6.66 | $6.76K | 314,354 |
| Joseph Ian Malchow Director | Jun 11, 2026 | Award | +29,104 | – | – | 467,367 |
| Bernard Gutmann Director | Jun 11, 2026 | Award | +29,104 | – | – | 99,063 |
| Gregory Reichow Director | Jun 11, 2026 | Award | +29,104 | – | – | 87,385 |
| Betsy S. Atkins Director | Jun 11, 2026 | Award | +29,104 | – | – | 151,144 |
| Thurman J. Rodgers Director, 10% owner | Jun 11, 2026 | Award | +29,104 | – | – | 34,740 |
| J. Daniel McCranie Director | Jun 11, 2026 | Award | +29,104 | – | – | 69,982 |
| Pegah Ebrahimi Director | Jun 11, 2026 | Award | +29,104 | – | – | 102,043 |
| Kristina Truong Chief Accounting Officer | Jun 10, 2026 | Tax withholding | −253 | $6.28 | $1.59K | 315,369 |
| Arthi Chakravarthy Chief Legal Officer | Jun 8, 2026 | Tax withholding | −936 | $7.32 | $6.85K | 603,576 |
| Rajendra K. Talluri President and CEO, Director | Jun 8, 2026 | Tax withholding | −4,301 | $7.32 | $31.48K | 3,062,266 |
| Rajendra K. Talluri President and CEO, Director | May 29, 2026 | Award | +17,794 | – | – | 3,075,989 |
| Rajendra K. Talluri President and CEO, Director | May 29, 2026 | Tax withholding | −9,422 | $7.98 | $75.19K | 3,066,567 |
| Arthi Chakravarthy Chief Legal Officer | May 29, 2026 | Award | +6,756 | – | – | 608,090 |
| Arthi Chakravarthy Chief Legal Officer | May 29, 2026 | Tax withholding | −3,578 | $7.98 | $28.55K | 604,512 |
| Ryan A. Benton Chief Financial Officer | May 29, 2026 | Award | +5,103 | – | – | 928,071 |
| Ryan A. Benton Chief Financial Officer | May 29, 2026 | Tax withholding | −2,703 | $7.98 | $21.57K | 925,368 |
| Kristina Truong Chief Accounting Officer | May 29, 2026 | Award | +5,718 | – | – | 318,650 |
| Kristina Truong Chief Accounting Officer | May 29, 2026 | Tax withholding | −3,028 | $7.98 | $24.16K | 315,622 |
| Arthi Chakravarthy Chief Legal Officer | May 24, 2026 | Tax withholding | −2,221 | $6.68 | $14.84K | 601,334 |
| Rajendra K. Talluri President and CEO, Director | May 18, 2026 | Tax withholding | −17,650 | $5.93 | $104.66K | 3,058,195 |
| Kristina Truong Chief Accounting Officer | May 13, 2026 | Tax withholding | −1,014 | $7.29 | $7.39K | 312,932 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| M. Marathe Ajay Officer | Oct 7, 2025 | 120,000 | $1.56M | Oct 7, 2025 | Restricted Stock Units |
| M. Marathe Ajay Officer | Oct 2, 2025 | 120,000 | $1.33M | Oct 2, 2025 | Restricted Stock Units |
| J. Rodgers Thurman Director, Stakeholder | Aug 28, 2025 | 1,914,466 | $2.64M | Aug 28, 2025 | Dividend |
| Rajendra K. Talluri Officer | Aug 15, 2025 | 30,187 | $53.43K | Aug 15, 2025 | Dividend |
| Rajendra K. Talluri Officer | Feb 27, 2025 | 300,000 | $2.89M | Feb 27, 2025 | Compensation |
| Betsy S. Atkins Director | Dec 3, 2024 | 75,000 | $725.00K | Dec 3, 2024 | EQUITY AWARD |
| Arthi Chakravarthy Officer | Oct 15, 2024 | 35,000 | $447.65K | Oct 14, 2024 | Compensation |
| Betsy S. Atkins Director | Aug 11, 2023 | 71,506 | $1.16M | Aug 11, 2023 | DIRECTOR COMPENSATION |
| Betsy S. Atkins Director | Jun 16, 2023 | 4,528 | $63.00K | Jun 20, 2023 | DIRECTOR COMPENSATION |
| Gardner Cameron Dales Officer | Apr 21, 2023 | 50,000 | $632.00K | Apr 21, 2023 | Received pursuant to the Agreement and Plan of Merger |
| Betsy S. Atkins Director | Apr 21, 2023 | 5,000 | $63.00K | Apr 24, 2023 | EQUITY COMPENSATION |