Portolan Capital Management, LLC ENVA ENOVA INTERNATIONAL, INC.

Ownership history in Portolan Capital Management, LLC  ·  23 quarters on record

AI Ownership Summary

Portolan Capital Management, LLC reported ENOVA INTERNATIONAL, INC. (ENVA) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.34% in 2024 Q4. The latest visible filing shows ENVA at 0.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ENVA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Portolan Capital Management, LLC's position in ENOVA INTERNATIONAL, INC., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ENVA was reported at 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.34% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Portolan Capital Management, LLC held ENVA — position size vs. price
% of Fund (quarterly)    ENVA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 80,923 -16,924 -17.3% 0.58% $11.0M 2026-05-15 $164.02
2025 Q4 ADDED 97,847 +30 +0.0% 0.82% $15.4M 2026-02-17 $148.36
2025 Q3 REDUCED 97,817 -114 -0.1% 0.61% $11.3M 2025-11-13 $127.73
2025 Q2 REDUCED 13.0% +9.4% 97,931 -14,582 -13.0% 0.68% $10.9M 2025-08-13 $110.27
2025 Q1 REDUCED 46.0% +15.5% 112,513 -95,838 -46.0% 0.83% $10.9M 2025-05-15 $97.34
2024 Q4 ADDED 208,351 +90,295 +76.5% 1.34% $20.0M 2025-02-13 $110.79
2024 Q3 REDUCED 118,056 -4,025 -3.3% 0.72% $9.9M 2024-11-14 $100.94
2024 Q2 REDUCED 122,081 -1,432 -1.2% 0.63% $7.6M 2024-08-14 $80.29
2024 Q1 ADDED 123,513 +34,389 +38.6% 0.59% $7.8M 2024-05-15 $61.46
2023 Q4 REDUCED 55.2% +11.6% 89,124 -109,676 -55.2% 0.43% $4.9M 2024-02-14 $57.09
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Portolan Capital Management, LLC and ENVA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Portolan Capital Management, LLC reported owning ENVA?

Portolan Capital Management, LLC reported ENVA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ENVA position in Portolan Capital Management, LLC's portfolio?

The largest reported portfolio weight for ENVA was 1.34% in 2024 Q4.

What is the latest reported ENVA position on this page?

The most recent filing on this page is 2026 Q1, when Portolan Capital Management, LLC reported 80,923 shares, equal to 0.58% of portfolio, with an estimated market value of $11.0M.

What does the chart on this ENVA ownership page compare?

The chart compares Portolan Capital Management, LLC's quarterly ENVA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Portolan Capital Management, LLC time their ENVA position?

Based on 13F filing dates vs. subsequent ENVA price moves, Portolan Capital Management, LLC correctly timed 11 out of 22 reported position changes (50%). The annualised alpha on ENVA relative to SPY over the holding period was +26.0%.

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