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ENPH in the 13F filings

Enphase Energy Inc · CUSIP 29355A107

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Sep 2025
the date the book describes
Filed
9 Dec 2025
latest of these filings; the earliest 31 Oct 2025
Managers listing it
17
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 10 listed it in both
Shares listed
21,834,548
combined, among listed positions
Reported value
$773m
combined, at the quarter end

Among the 95 comparable managers: 12 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing ENPH in Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

17 of 17 holders

ActionFiling
D. E. Shaw & Co.3,410,172$121m0.07%Trimmed-106,42614 Nov 2025 (the filing on sec.gov)
Two Sigma Investments LP2,775,072$98m0.15%Added+89,03314 Nov 2025 (the filing on sec.gov)
Renaissance Technologies LLC2,667,428$94m0.12%Trimmed-574,30013 Nov 2025 (the filing on sec.gov)
Baillie Gifford & Co2,664,893$94m0.07%Trimmed-6,312,42231 Oct 2025 (the filing on sec.gov)
Two Sigma Advisers LP2,631,709$93m0.19%Trimmed-7,10014 Nov 2025 (the filing on sec.gov)
Voloridge Investment Management LLC1,961,265$69m0.23%Trimmed-5,44314 Nov 2025 (the filing on sec.gov)
Coatue Management LLC1,647,893$58m0.14%Added+803,94514 Nov 2025 (the filing on sec.gov)
Marshall Wace LLP1,423,053$50m0.05%Added+375,56213 Nov 2025 (the filing on sec.gov)
Tudor Investment Corp881,255$31m0.05%Addedn.a.9 Dec 2025 (the filing on sec.gov)
Acadian Asset Management LLC559,577$20munder 0.1%Added+367,43213 Nov 2025 (the filing on sec.gov)
Walleye Capital LLC398,833$14m0.05%Addedn.a.14 Nov 2025 (the filing on sec.gov)
Bridgewater Associates LP209,056$7.4munder 0.1%Newnew13 Nov 2025 (the filing on sec.gov)
Quantbot Technologies LP168,518$6.0m0.16%Added+77,43412 Nov 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP125,130$4.4munder 0.1%Newnew14 Nov 2025 (the filing on sec.gov)
Winton Group Ltd114,696$4.1m0.15%Newnew13 Nov 2025 (the filing on sec.gov)
Soros Fund Management LLC100,000$3.5m0.05%Newnew14 Nov 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP95,998$3.4munder 0.1%Addedn.a.14 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
9 in Q3 2024 to 5 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ENPH by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$58mn.a.n.a.
Q3 20131$60mn.a.n.a.
Q4 20131$47mn.a.n.a.
Q1 20141$55mn.a.n.a.
Q2 20141$64mn.a.n.a.
Q3 20141$94mn.a.n.a.
Q4 20142$90mn.a.n.a.
Q1 20151$82mn.a.n.a.
Q2 20151$48mn.a.n.a.
Q3 20151$23mn.a.n.a.
Q4 20151$22mn.a.n.a.
Q1 20161$15mn.a.n.a.
Q2 20161$12mn.a.n.a.
Q3 20162$7.8mn.a.n.a.
Q4 20161$6.3mn.a.n.a.
Q1 20171$8.6mn.a.n.a.
Q1 20181$334kn.a.n.a.
Q2 20192$19mn.a.n.a.
Q3 20194$40mn.a.n.a.
Q4 20195$100mn.a.n.a.
Q1 20208$451mn.a.n.a.
Q2 202013$753mn.a.n.a.
Q3 202013$1.3bnn.a.n.a.
Q4 202012$2.1bnn.a.n.a.
Q1 202115$1.5bnn.a.n.a.
Q2 20217$890mn.a.n.a.
Q3 202114$935mn.a.n.a.
Q4 202117$1.3bnn.a.n.a.
Q1 202218$1.1bnn.a.n.a.
Q2 202218$1.6bnn.a.n.a.
Q3 202227$3.9bnn.a.n.a.
Q4 202224$4.3bnn.a.n.a.
Q1 202322$2.7bnn.a.n.a.
Q2 202315$1.7bnn.a.n.a.
Q3 20238$613mn.a.n.a.
Q4 202316$1.7bn142
Q1 202411$1.6bn58
Q2 202410$1.5bn56
Q3 20249$1.8bn83
Q4 202410$1.3bn93
Q1 202516$1.7bn133
Q2 202513$1.1bn123
Q3 202517$773m125
Q4 202512$659m1026
Q1 20266$612m1322
Q2 20265$327m1523

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ENPH and NVDA →ENPH and AVGO →ENPH and MU →Choose a stock to compare with ENPH →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ENPH, latest filings →Back to the 13F Explorer →