
What smart money is saying about Enova International Inc
3 funds in our archive have pitched Enova International Inc, most recently Argent Capital Management SMID Cap Strategy in September 2026.
Enova International, Inc., a technology and analytics company, provides online financial services in the United States, Brazil, and internationally. The company offers consumer and small business installment loans; consumer and small business line of credit accounts; 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 also provides money transfer services. The company markets its financing products under the CashNetUSA, NetCredit, OnDeck, Headway Capital, Simplic, and Pangea brands. Enova International, Inc. was founded in 2003 and is headquartered in Chicago, Illinois.
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Position history
Between Q4 2025 and Q3 2026, 3 fund letters reported a position in Enova International Inc, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 2 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions
- September 2026
“Enova International was the most distinctly stock specific detractor.”
Enova International Inc - September 2026
“However, our thesis for investing in Enova, which we have held since it was spun off from Cash America in 2014, never depended on this acquisition.”
Enova International Inc - June 2026
“large gains in our holding in Enova International (NYSE: ENVA).”
Enova International Inc
Fund coverage · 3 theses
- Argent Capital Management SMID Cap StrategySeptember 2026
Enova International is a consumer and small business lender whose strategic optionality was hurt when the Grasshopper Bancorp deal was withdrawn.
Read the full thesis - Blue Tower Asset Management Global Value CompositeSeptember 2026
Enova International benefits from rapid organic growth, improving credit quality, lower funding costs, and an attractive valuation despite the failed Grasshopper acquisition.
Read the full 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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