SEDG in the 13F filings
Solaredge Technologies Inc · CUSIP 83417M104
- Quarter end
- 30 Sep 2023
- the date the book describes
- Filed
- 21 Nov 2023
- latest of these filings; the earliest 7 Nov 2023
- Managers listing it
- 11
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q2 2023 and Q3 2023; 6 listed it in both
- Shares listed
- 5,713,615
- combined, among listed positions
- Reported value
- $740m
- combined, at the quarter end
Managers listing SEDG in Q3 2023
Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.
11 of 11 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Invesco Ltd | 2,350,973 | $304m | 0.08% | Added | +878,771 | 13 Nov 2023 (the filing on sec.gov) |
| Baillie Gifford & Co | 1,770,501 | $229m | 0.21% | Added | +835,290 | 13 Nov 2023 (the filing on sec.gov) |
| Coatue Management LLC | 676,475 | $88m | 0.44% | Added | +549,091 | 14 Nov 2023 (the filing on sec.gov) |
| Squarepoint Ops LLC | 310,457 | $40m | 0.10% | Added | +112,041 | 14 Nov 2023 (the filing on sec.gov) |
| Neuberger Berman Group LLC | 276,444 | $36m | under 0.1% | Added | +14,656 | 14 Nov 2023 (the filing on sec.gov) |
| Voloridge Investment Management LLC | 141,048 | $18m | 0.09% | New | new | 14 Nov 2023 (the filing on sec.gov) |
| Walleye Capital LLC | 119,613 | $15m | under 0.1% | New | new | 21 Nov 2023 (the filing on sec.gov) |
| Bridgewater Associates LP | 22,070 | $2.9m | under 0.1% | New | new | 13 Nov 2023 (the filing on sec.gov) |
| Eisler Capital Management Ltd | 20,000 | $2.6m | under 0.1% | New | new | 13 Nov 2023 (the filing on sec.gov) |
| Brevan Howard Capital Management LP | 18,720 | $2.4m | under 0.1% | Added | +9,429 | 14 Nov 2023 (the filing on sec.gov) |
| Quantbot Technologies LP | 7,314 | $947k | 0.06% | Added | n.a. | 7 Nov 2023 (the filing on sec.gov) |
Largest increases and reductions, by shares
Q2 2023 to Q3 2023, among managers that listed it in both quarters or opened it.
Increases
- Invesco Ltdexisting position · 2,350,973 shares now+878,771
- Baillie Gifford & Coexisting position · 1,770,501 shares now+835,290
- Coatue Management LLCexisting position · 676,475 shares now+549,091
- Voloridge Investment Management LLCnew position · 141,048 shares now+141,048
- Walleye Capital LLCnew position · 119,613 shares now+119,613
Reductions
No reduction among listed positions.
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 (4)
- Wellington Management Group LLPwas $236m
- Point72 Asset Management LPwas $46m
- Moore Capital Management LPwas $7.2m
- Caxton Associates LLPwas $422k
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.
8 in Q3 2024 to 5 in Q2 2026
Tracked managers listing it, at least.
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2015 | 1 | $932k | n.a. | n.a. |
| Q4 2015 | 1 | $37m | n.a. | n.a. |
| Q1 2016 | 2 | $24m | n.a. | n.a. |
| Q2 2016 | 2 | $30m | n.a. | n.a. |
| Q3 2016 | 2 | $9.0m | n.a. | n.a. |
| Q4 2016 | 1 | $2.3m | n.a. | n.a. |
| Q1 2017 | 1 | $2.8m | n.a. | n.a. |
| Q2 2017 | 1 | $11m | n.a. | n.a. |
| Q3 2017 | 6 | $46m | n.a. | n.a. |
| Q4 2017 | 8 | $87m | n.a. | n.a. |
| Q1 2018 | 10 | $205m | n.a. | n.a. |
| Q2 2018 | 5 | $53m | n.a. | n.a. |
| Q3 2018 | 2 | $9.0m | n.a. | n.a. |
| Q4 2018 | 4 | $8.9m | n.a. | n.a. |
| Q1 2019 | 7 | $41m | n.a. | n.a. |
| Q2 2019 | 8 | $207m | n.a. | n.a. |
| Q3 2019 | 9 | $345m | n.a. | n.a. |
| Q4 2019 | 7 | $89m | n.a. | n.a. |
| Q1 2020 | 9 | $443m | n.a. | n.a. |
| Q2 2020 | 9 | $634m | n.a. | n.a. |
| Q3 2020 | 13 | $1.2bn | n.a. | n.a. |
| Q4 2020 | 12 | $1.5bn | n.a. | n.a. |
| Q1 2021 | 10 | $1.4bn | n.a. | n.a. |
| Q2 2021 | 12 | $897m | n.a. | n.a. |
| Q3 2021 | 8 | $656m | n.a. | n.a. |
| Q4 2021 | 8 | $886m | n.a. | n.a. |
| Q1 2022 | 13 | $1.3bn | n.a. | n.a. |
| Q2 2022 | 12 | $1.1bn | n.a. | n.a. |
| Q3 2022 | 12 | $1.0bn | n.a. | n.a. |
| Q4 2022 | 16 | $1.3bn | n.a. | n.a. |
| Q1 2023 | 16 | $2.4bn | n.a. | n.a. |
| Q2 2023 | 14 | $1.8bn | n.a. | n.a. |
| Q3 2023 | 11 | $740m | n.a. | n.a. |
| Q4 2023 | 9 | $523m | 7 | 2 |
| Q1 2024 | 6 | $347m | 3 | 5 |
| Q2 2024 | 6 | $128m | 5 | 1 |
| Q3 2024 | 8 | $148m | 4 | 3 |
| Q4 2024 | 6 | $38m | 3 | 2 |
| Q1 2025 | 9 | $80m | 6 | 3 |
| Q2 2025 | 5 | $93m | 4 | 4 |
| Q3 2025 | 8 | $234m | 7 | 1 |
| Q4 2025 | 7 | $154m | 16 | 17 |
| Q1 2026 | 6 | $268m | 12 | 15 |
| Q2 2026 | 5 | $198m | 10 | 19 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
SEDG and NVDA →SEDG and AVGO →SEDG and MU →Choose a stock to compare with SEDG →
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 SEDG, latest filings →Back to the 13F Explorer →