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SEDG in the 13F filings

Solaredge Technologies Inc · CUSIP 83417M104

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Jun 2025
the date the book describes
Filed
15 Aug 2025
latest of these filings; the earliest 6 Aug 2025
Managers listing it
5
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 4 listed it in both
Shares listed
4,556,531
combined, among listed positions
Reported value
$93m
combined, at the quarter end

Among the 95 comparable managers: 4 buyers (opened or added shares) and 4 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 SEDG in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

5 of 5 holders

ActionFiling
Two Sigma Investments LP1,297,728$26munder 0.1%Added+46,67714 Aug 2025 (the filing on sec.gov)
Two Sigma Advisers LP1,216,400$25m0.05%Added+54,40014 Aug 2025 (the filing on sec.gov)
Voloridge Investment Management LLC885,660$18m0.07%Added+30,36914 Aug 2025 (the filing on sec.gov)
Artisan Partners LP739,701$15munder 0.1%Trimmed-38,77612 Aug 2025 (the filing on sec.gov)
PDT Partners LLC417,042$8.5m0.48%Newnew14 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 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 (1)

Exited (3)

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.

05101520201520162017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SEDG by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20151$932kn.a.n.a.
Q4 20151$37mn.a.n.a.
Q1 20162$24mn.a.n.a.
Q2 20162$30mn.a.n.a.
Q3 20162$9.0mn.a.n.a.
Q4 20161$2.3mn.a.n.a.
Q1 20171$2.8mn.a.n.a.
Q2 20171$11mn.a.n.a.
Q3 20176$46mn.a.n.a.
Q4 20178$87mn.a.n.a.
Q1 201810$205mn.a.n.a.
Q2 20185$53mn.a.n.a.
Q3 20182$9.0mn.a.n.a.
Q4 20184$8.9mn.a.n.a.
Q1 20197$41mn.a.n.a.
Q2 20198$207mn.a.n.a.
Q3 20199$345mn.a.n.a.
Q4 20197$89mn.a.n.a.
Q1 20209$443mn.a.n.a.
Q2 20209$634mn.a.n.a.
Q3 202013$1.2bnn.a.n.a.
Q4 202012$1.5bnn.a.n.a.
Q1 202110$1.4bnn.a.n.a.
Q2 202112$897mn.a.n.a.
Q3 20218$656mn.a.n.a.
Q4 20218$886mn.a.n.a.
Q1 202213$1.3bnn.a.n.a.
Q2 202212$1.1bnn.a.n.a.
Q3 202212$1.0bnn.a.n.a.
Q4 202216$1.3bnn.a.n.a.
Q1 202316$2.4bnn.a.n.a.
Q2 202314$1.8bnn.a.n.a.
Q3 202311$740mn.a.n.a.
Q4 20239$523m72
Q1 20246$347m35
Q2 20246$128m51
Q3 20248$148m43
Q4 20246$38m32
Q1 20259$80m63
Q2 20255$93m44
Q3 20258$234m71
Q4 20257$154m1617
Q1 20266$268m1215
Q2 20265$198m1019

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 →