Enovix Corp (ENVX) shareholders
ENVXNasdaqMiscellaneous Electrical Machinery, Equipment & SuppliesFiscal year ends December 28
Financials through Q2 FY2026, quarter ended Jul 5, 2026Last filing: 10-Q on Aug 12, 2026Score 7/3043% below fair value
$1.80−0.72 (-28.66%)
Close on Nov 12, 2026Market cap $396.11MP/E –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 Joint filing with Rodgers Massey Revocable Living Trust dtd 4/4/11 (13.90%) | 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)
142 funds held ENVX in Q2 2026, 74% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 569,998 | 0.26% | Oct 27, 2026 |
| Ryan A. Benton | Interim CEO | 872,712 | 0.40% | Oct 16, 2026 |
| Kristina Truong | Chief Accounting Officer | 297,294 | 0.14% | Oct 16, 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 | Oct 24, 2026 | Tax withholding | −2,221 | $2.79 | $6.20K | 569,998 |
| Ryan A. Benton Interim CEO | Oct 14, 2026 | Tax withholding | −19,823 | $2.44 | $48.37K | 872,712 |
| Kristina Truong Chief Accounting Officer | Oct 13, 2026 | Tax withholding | −1,015 | $2.51 | $2.55K | 297,294 |
| Kristina Truong Chief Accounting Officer | Oct 9, 2026 | Tax withholding | −253 | $2.46 | $622 | 298,309 |
| Kristina Truong Chief Accounting Officer | Oct 8, 2026 | Tax withholding | −1,680 | $2.50 | $4.20K | 298,562 |
| Arthi Chakravarthy Chief Legal Officer | Oct 8, 2026 | Tax withholding | −3,359 | $2.50 | $8.40K | 572,219 |
| Arthi Chakravarthy Chief Legal Officer | Oct 8, 2026 | Tax withholding | −936 | $2.50 | $2.34K | 575,578 |
| Kristina Truong Chief Accounting Officer | Oct 6, 2026 | Tax withholding | −638 | $2.67 | $1.70K | 300,242 |
| Kristina Truong Chief Accounting Officer | Oct 1, 2026 | Tax withholding | −4,395 | $2.78 | $12.22K | 300,880 |
| Kristina Truong Chief Accounting Officer | Oct 1, 2026 | Tax withholding | −2,225 | $2.78 | $6.19K | 305,275 |
| Arthi Chakravarthy Chief Legal Officer | Oct 1, 2026 | Tax withholding | −7,032 | $2.78 | $19.55K | 576,514 |
| Arthi Chakravarthy Chief Legal Officer | Oct 1, 2026 | Tax withholding | −3,336 | $2.78 | $9.27K | 583,546 |
| Ryan A. Benton Interim CEO | Oct 1, 2026 | Tax withholding | −10,988 | $2.78 | $30.55K | 892,535 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
27.48%
50M shares short
Days to cover
4.1
At 12M shares a day
Change since last report
-12.2%
From 57M shares
Short volume, 20 days
56.9%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Enovix's stock actually held short. Settlement fails (shares not delivered on time) peaked at 1,182,883 shares on Aug 19, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Ajay Marathe Officer | Oct 7, 2025 | 120,000 | $1.56M | Oct 7, 2025 | Restricted Stock Units |
| Ajay Marathe Officer | Oct 2, 2025 | 120,000 | $1.33M | Oct 2, 2025 | Restricted Stock Units |
| Thurman J. Rodgers 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 |
| Dales Gardner Cameron 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 |
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