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ENVA ENOVA INTERNATIONAL INC

2026Q2 · CUSIP 29357K103 · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
417
Institutions that reported holding it to the SEC
Net increase in holders
+33
Last quarter 384 → now 417
How unusual is that
Top 10%
Stronger buying than 91% of US stocks
What the filings say, in one paragraph

417 funds held ENVA at the end of 2026Q2, up 33 from the quarter before. That is stronger buying than 90.7% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $3.4B(YoY +17.6%), the P/E is 16.5x, return on equity is 23.7%. ENVA has had 14 buying rushes in its history, and the price moved +4.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2014Q4: holders=133 2015Q1: holders=135 2015Q2: holders=125 2015Q3: holders=118 2015Q4: holders=119 2016Q1: holders=122 2016Q2: holders=121 2016Q3: holders=124 2016Q4: holders=146 2017Q1: holders=154 2017Q2: holders=151 2017Q3: holders=142 2017Q4: holders=138 2018Q1: holders=159 2018Q2: holders=196 2018Q3: holders=202 2018Q4: holders=185 2019Q1: holders=184 2019Q2: holders=185 2019Q3: holders=189 2019Q4: holders=176 2020Q1: holders=166 2020Q2: holders=159 2020Q3: holders=154 2020Q4: holders=171 2021Q1: holders=188 2021Q2: holders=196 2021Q3: holders=187 2021Q4: holders=187 2022Q1: holders=207 2022Q2: holders=184 2022Q3: holders=191 2022Q4: holders=194 2023Q1: holders=211 2023Q2: holders=219 2023Q3: holders=229 2023Q4: holders=230 2024Q1: holders=236 2024Q2: holders=251 2024Q3: holders=278 2024Q4: holders=294 2025Q1: holders=313 2025Q2: holders=332 2025Q3: holders=340 2025Q4: holders=383 2026Q1: holders=384 2026Q2: holders=417 -132 -66 +0 +66 +132 106272438 14Q416Q117Q218Q319Q421Q122Q223Q324Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 14 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10%
2025Q4 Top 20% +13.5%
2025Q2 Top 20% +16.5% +38.2%
2025Q1 Top 20% +10.6% +24.1%
2024Q3 Top 20% +2.8% -8.7%
2024Q2 Top 20% +22.1% +32.0%
2023Q3 Top 20% +53.1% +54.4%
2023Q1 Top 10% +11.5% -7.8%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
188
Change in large funds
+20
Total value they hold
$5.6B
Funds buying for the first time
82
Funds that sold out entirely
49
Price change that quarter
+33.8%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
6

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
16.5
EPS (TTM)
$13.43
EPS YoY
+42.7%
Revenue (TTM)
$3.4B
Revenue YoY
+17.6%
Net margin
10.3%
ROE
23.7%
Debt ratio
79.3%
FCF (TTM)
$2.0B
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-09-30: EPS 1.57 2022-12-31: EPS 1.56 2023-03-31: EPS 1.56 2023-06-30: EPS 1.50 2023-09-30: EPS 1.29 2023-12-31: EPS 1.14 2024-03-31: EPS 1.64 2024-06-30: EPS 1.93 2024-09-30: EPS 1.57 2024-12-31: EPS 2.29 2025-03-31: EPS 2.69 2025-06-30: EPS 2.86 2025-09-30: EPS 3.03 2025-12-31: EPS 2.94 2026-03-31: EPS 3.46 2026-06-30: EPS 4.00 0M 464M 929M $M 0.00 2.20 4.40 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 12 6 13 21 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K244M487M 20162017201820192020202120222023202420252026
Latest quarter $464M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.