Stock Fundamentals

Company Information

Company Name
Enfusion Inc
Sector
Technology
Industry
Software - Application
Exchange
NYSE
ISIN: US2928121043
CIK: 0001868912
CUSIP: 292812104
Currency: USD
Full Time Employees: 1,143
Phone: 312 253 9800
Fiscal Year End: December
IPO Date: Oct 21, 2021
Description:

Enfusion, Inc. provides software-as-a-service solutions for investment management industry in the United States, Europe, the Middle East, Africa, and the Asia Pacific. The company offers Portfolio Management System, which generates a real-time investment book of record that consists of valuation and risk tools, which allows users to analyze aggregated or decomposed portfolio data for chief investment officers (CIOs) and portfolio managers; and Order and Execution Management System that enables portfolio managers, traders, compliance teams, and analysts to electronically communicate trade orders for a variety of asset classes, manage trade orders, and systemically enforce trading regulations and internal guidelines. It also provides Accounting/General Ledger System, a proper double-entry ledger that automates the posting of general ledger journal entries for all cash and securities transactions for chief financial officers, chief operating officers, accountants, and operations teams; Enfusion Analytics System, which enables CIOs, portfolio managers, traders, and analysts to analyze portfolios through time horizons and automate customized visualized reports for internal and external stakeholders; and technology-powered and managed services. Enfusion, Inc. was founded in 1997 and is headquartered in Chicago, Illinois.

Address:

125 South Clark Street, Chicago, IL, United States, 60603

Directors & Officers

Name Title Year Born
Mr. Oleg Movchan CEO & Director 1975
Mr. Bradley Herring Chief Financial Officer 1971
Mr. Neal Pawar Chief Operating Officer 1973
Mr. Stephen Malherbe Managing Partner NA
Ms. Valeria Gutowski Chief Accounting Officer 1982
Mr. Daniel Groman Chief Technology Officer 1989
Mr. Matthew R. Campobasso General Counsel & Corporate Secretary 1980
Ms. Bronwen Bastone Chief People Officer 1974
Mr. Joseph Defeo Global Head of Managed Services Production NA
Mr. Jeff Young Head of Implementation NA

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
ICONIQ Capital, LLC 14.04M Mar 31, 2025 14.68% $2.78 0.00%
Brown Capital Management, LLC 5.14M Mar 31, 2025 5.38% $1.73 -28.04%
Hillhouse Capital Advisors, Ltd. 4.98M Mar 31, 2025 5.20% $1.57 0.00%
Vanguard Group Inc 3.58M Mar 31, 2025 3.74% $0.00 7.00%
BlackRock Inc 3.44M Mar 31, 2025 3.59% $0.00 8.00%
Eckert Corp 2.44M Mar 31, 2025 2.55% $1.42 0.00%
Lead Edge Capital Management, LLC 2.41M Mar 31, 2025 2.52% $8.16 0.00%
HHG PLC 2.01M Mar 31, 2025 2.10% $0.01 24.37%
New York State Common Retirement Fund 1.93M Mar 31, 2025 2.01% $0.03 0.00%
Balyasny Asset Management LLC 1.93M Mar 31, 2025 2.01% $0.04 4,002.77%
Trium Capital LLP 1.74M Mar 31, 2025 1.82% $2.42 0.00%
State Street Corp 1.43M Mar 31, 2025 1.49% $0.00 7.12%
Arrowstreet Capital Limited Partnership 1.33M Mar 31, 2025 1.39% $0.01 479.70%
Ararat Capital Management, LP 1.26M Mar 31, 2025 1.32% $6.88 -46.15%
Geode Capital Management, LLC 1.09M Mar 31, 2025 1.14% $0.00 4.06%
HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS 883.52K Mar 31, 2025 0.92% $0.86 0.00%
Nellore Capital Management LLC 868.09K Mar 31, 2025 0.91% $1.32 0.00%
Dimensional Fund Advisors, Inc. 809.34K Mar 31, 2025 0.85% $0.00 1.31%
Glazer Capital, LLC 720.81K Mar 31, 2025 0.75% $0.37 0.00%
Millennium Management LLC 700.93K Mar 31, 2025 0.73% $0.00 6,217.56%

Shares Statistics

Shares Outstanding: 94.80M
Shares Float: 46.32M
% Insiders: 473.10%
% Institutions: 9,625.30%
Short % Float: 4.61%

🏆 Top 10 Institutional Holders

Rank Holder Name Shares Held % of Shares Change Date Reported
1 ICONIQ Capital, LLC 14.04M 14.68% ▲ 0.00% Mar 31, 2025
2 Brown Capital Management, LLC 5.14M 5.38% ▼ 28.04% Mar 31, 2025
3 Hillhouse Capital Advisors, Ltd. 4.98M 5.20% ▲ 0.00% Mar 31, 2025
4 Vanguard Group Inc 3.58M 3.74% ▲ 7.00% Mar 31, 2025
5 BlackRock Inc 3.44M 3.59% ▲ 8.00% Mar 31, 2025
6 Eckert Corp 2.44M 2.55% ▲ 0.00% Mar 31, 2025
7 Lead Edge Capital Management, LLC 2.41M 2.52% ▲ 0.00% Mar 31, 2025
8 HHG PLC 2.01M 2.10% ▲ 24.37% Mar 31, 2025
9 New York State Common Retirement Fund 1.93M 2.01% ▲ 0.00% Mar 31, 2025
10 Balyasny Asset Management LLC 1.93M 2.01% ▲ 4,002.77% Mar 31, 2025

Valuation Metrics

Enterprise Value: $985.90M
Trailing P/E: 358.67
Forward P/E: 47.62

Financial Highlights

Market Cap: $1.02B
EBITDA: $12.71M
P/E Ratio: $358.67
Book Value: $0.77
Earnings/Share: $0.03
Profit Margin: 1.40%
Operating Margin: 2.99%
ROA (TTM): 3.05%
ROE (TTM): 4.42%
Revenue (TTM): $201.61M
Revenue/Share (TTM): $2.19
Earnings Growth (YOY): -81.80%
Revenue Growth (YOY): 13.90%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios (Yearly)

Financial Ratios (Quarterly)

Earnings History

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2024-12-31 3.42x 0.08x 0.31x N/A 0.99x
2023-12-31 3.44x 0.08x 0.29x 7.28x 0.19x
2022-12-31 5.57x 0.12x 0.16x -28.97x -1.43x
2021-12-31 11.06x 0.00x 0.08x -60.05x 0.00x
2020-12-31 2.71x -0.43x 6.97x 3.65x 11.98x
2019-12-31 2.00x -0.24x 6.08x 19.16x 1.90x

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 06, 2025 Oleg Movchan N/A Sale 11.45K $11.39 $130.44K
Mar 05, 2025 Bradley Herring N/A Sale 4.65K $11.38 $52.86K
Mar 05, 2025 Bradley Herring N/A Sale 4.65K $11.38 $52.86K
Mar 05, 2025 Bronwen Bastone N/A Sale 3.13K $11.38 $35.57K
Mar 05, 2025 Matthew Campobasso N/A Sale 1.70K $11.38 $19.29K
Mar 05, 2025 Neal Pawar N/A Sale 14.56K $11.38 $165.69K
Mar 05, 2025 Neal Pawar N/A Sale 14.56K $11.38 $165.69K
Mar 05, 2025 Valeria Gutowski N/A Sale 542.00 $11.38 $6.17K
Mar 05, 2025 Valeria Gutowski N/A Sale 542.00 $11.38 $6.17K
Mar 03, 2025 Valeria Gutowski N/A Sale 219.00 $11.48 $2.51K
Mar 03, 2025 Oleg Movchan N/A Sale 2.79K $11.48 $32.03K
Mar 03, 2025 Neal Pawar N/A Sale 2.77K $11.48 $31.79K
Mar 03, 2025 Matthew Campobasso N/A Sale 1.08K $11.48 $12.41K
Mar 03, 2025 Bronwen Bastone N/A Sale 2.06K $11.48 $23.69K
Mar 03, 2025 Bradley Herring N/A Sale 1.53K $11.48 $17.60K
Jan 13, 2025 Deirdre Somers N/A Sale 1.64K $10.53 $17.24K
Jan 07, 2025 Bradley Herring N/A Sale 4.13K $10.13 $41.88K
Jan 07, 2025 Bronwen Bastone N/A Sale 809.00 $10.13 $8.20K
Jan 07, 2025 Matthew Campobasso N/A Sale 976.00 $10.13 $9.89K
Jan 07, 2025 Oleg Movchan N/A Sale 2.77K $10.13 $28.07K

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