
What smart money is saying about Envista Holdings
2 funds in our archive have pitched Envista Holdings, most recently Aristotle Small Cap Equity in March 2026.
Envista Holdings Corporation is an enterprise dedicated to the development and distribution of a comprehensive range of dental solutions. These offerings are crucial for the identification, therapeutic intervention, and preventative care of diverse oral health issues, specifically addressing the teeth, gingiva (gums), and their supporting bone structures. The company's principal location is in Brea, California, and it maintains a workforce comprising 12,800 full-time personnel. The firm organizes its business activities into two main divisions: "Specialty Products & Technologies" and "Equipment & Consumables." The Specialty Products & Technologies division concentrates on the creation, fabrication, and promotion of sophisticated dental implant systems, advanced prosthetic devices, and their associated digital treatment software and technological advancements. This segment also provides orthodontic remedies, including bracket systems, clear aligners, and various items for dental laboratories. Conversely, the Equipment & Consumables division is responsible for conceptualizing, producing, and bringing to market a wide array of dental apparatus and vital supplies intended for professional dental clinics. This extensive catalog includes digital imaging instruments, specialized software, and visual or magnification systems; patient treatment units and other essential fixtures for dental practices; complete endodontic kits along with their complementary consumable items; materials and tools for restorative dentistry; rotary cutting tools (burs); impression-making compounds; adhesive agents and dental cements; and products designed for infection control.
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Position history
Between Q2 2025 and Q1 2026, 1 fund letter reported a position in Envista Holdings, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 0 | 1 |
| Q2 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 · 1 position
- March 2026
“Additionally, global dental manufacturing leader Envista Holdings Corp. (NVST) traded higher after beating earnings expectations.”
Envista Holdings
Also mentioned · 2
These funds discuss Envista Holdings as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedAristotle Value Equity StrategyJune 2026
“Over our decade-long holding period, Danaher successfully transformed itself from a diversified industrial company into a more focused healthcare business. This evolution included the spinoffs of Fortive, Envista, and Veralto, as well as the acquisition and integration of key assets such as Pall, Cepheid, and Cytiva.”
Envista Holdings - June 2026
“Over our decade-long holding period, Danaher successfully transformed itself from a diversified industrial company into a more focused healthcare business.”
Envista Holdings
Fund coverage · 2 theses
- Aristotle Small Cap EquityMarch 2026
Envista Holdings is a diversified dental products company positioned in a resilient, growing end market with margin recovery potential at an attractive valuation.
Read the full thesis - Heartland Value Plus FundJune 2025
Envista Holdings Corp. is a resilient dental equipment supplier showing better-than-expected demand and positive management initiatives despite recent economic concerns, trading at a significant discount to its historical earnings multiple.
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