What smart money is saying about Enova International, Inc.
1 fund in our archive has pitched Enova International, Inc. — most recently Blue Tower Asset Management in December 2025.
Enova International, Inc., a technology and analytics company, provides online financial services in the United States, Brazil, Australia, and Canada. The company offers installment loans; line of credit accounts; receivables purchase agreements; CSO programs, including arranging loans with independent third-party lenders and assisting in the preparation of loan applications and loan documents; and bank programs, such as marketing services and loan servicing for near-prime unsecured consumer installment loan. It markets its financing products under the CashNetUSA, NetCredit, OnDeck, Headway Capital, The Business Backer, Simplic, and Pangea names. Enova International, Inc. was incorporated in 2011 and is headquartered in Chicago, Illinois.
Position history
Between Q4 2025 and Q2 2026, 1 fund letter reported a position in Enova International, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position
- June 2026
“large gains in our holding in Enova International (NYSE: ENVA).”
Read the letterEnova International, Inc.
Fund coverage · 1 thesis
- Blue Tower Asset ManagementDecember 2025
Enova International, Inc. is a data-driven fintech lender compounding through automated underwriting, buybacks, and a transformative Grasshopper Bank acquisition that lowers funding costs, expands products, and is expected to be EPS accretive while trading around 9x FY2027 consensus earnings.
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