ENPH
Enphase Energy, Inc. · Energy · Solar
Données momentum (gérants comparables) :
étendue des détenteurs +5.6% ·
flux d'actions +3.8% ·
nouvelles positions nettes +5.3%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 131 | +1 | 86.17M | $4.24B | +11 | −9 |
| Q1 2026 | 132 | +3 | 94.01M | $3.55B | +9 | −7 |
| Q4 2025 | 129 | -1 | 107.67M | $3.37B | +1 | −1 |
| Q3 2025 | 23 | +2 | 66.61M | $2.36B | +4 | −3 |
| Q2 2025 | 19 | +1 | 61.17M | $2.42B | +2 | −1 |
| Q1 2025 | 15 | +1 | 29.98M | $1.86B | +1 | — |
| Q4 2024 | 14 | -1 | 25.11M | $1.72B | — | −1 |
| Q3 2024 | 14 | -2 | 16.42M | $1.85B | — | −2 |
| Q2 2024 | 16 | — | 16.85M | $1.68B | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passif) | 16.46M | — | $652.61M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passif) | 16.46M | — | $652.61M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passif) | 16.46M | — | $652.61M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passif) | 16.46M | — | $652.61M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passif) | 16.46M | — | $652.61M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 12.34M | — | $489.45M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 12.34M | — | $489.45M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 12.34M | — | $489.45M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 12.34M | — | $489.45M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 12.34M | — | $489.45M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 12.34M | — | $489.45M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 12.34M | — | $489.45M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 12.34M | — | $489.45M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 12.34M | — | $489.45M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 12.34M | — | $489.45M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 12.34M | — | $489.45M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 12.34M | — | $489.45M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 12.34M | — | $489.45M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 12.34M | — | $489.45M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passif) | 12.34M | — | $489.45M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passif) | 12.34M | — | $489.45M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passif) | 12.34M | — | $489.45M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passif) | 12.34M | — | $489.45M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passif) | 12.34M | — | $489.45M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passif) | 12.34M | — | $489.45M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passif) | 12.34M | — | $489.45M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Baillie Gifford ✦ | 8.98M | -18.8% | $355.95M | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 28 | Baillie Gifford ✦ | 8.98M | -18.8% | $355.95M | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 29 | Baillie Gifford ✦ | 8.98M | -18.8% | $355.95M | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 30 | Baillie Gifford ✦ | 8.98M | -18.8% | $355.95M | 0.3% | ▼ Trim | 5 | SEC ↗ |
| 31 | State Street Global Advisors ✦ (passif) | 5.24M | +4.2% | $207.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | State Street Global Advisors ✦ (passif) | 5.24M | +4.2% | $207.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Geode Capital Management ✦ (passif) | 3.54M | +2.1% | $140.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Geode Capital Management ✦ (passif) | 3.54M | +2.1% | $140.22M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | D. E. Shaw & Co. ✦ | 3.52M | +2187.4% | $139.43M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 36 | D. E. Shaw & Co. ✦ | 3.52M | +2187.4% | $139.43M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 37 | Renaissance Technologies ✦ | 3.24M | +548.2% | $128.53M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 38 | Two Sigma Investments ✦ | 2.69M | +69.2% | $106.50M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 39 | Millennium Management ✦ | 1.22M | -28.7% | $48.31M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 40 | Millennium Management ✦ | 1.22M | -28.7% | $48.31M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | Marshall Wace ✦ | 1.05M | +56.6% | $41.53M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 42 | Marshall Wace ✦ | 1.05M | +56.6% | $41.53M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 43 | Norges Bank ✦ (passif) | 1.03M | +60.6% | $40.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Coatue Management ✦ | 843.95K | Nouveau | $33.46M | 0.1% | New | 1 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 422.07K | -39.0% | $16.40M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 422.07K | -39.0% | $16.40M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 422.07K | -39.0% | $16.40M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 422.07K | -39.0% | $16.40M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 422.07K | -39.0% | $16.40M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 50 | T. Rowe Price ✦ | 194.94K | -1.7% | $7.73M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 130.54K | — | $5.18M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 130.54K | — | $5.18M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 130.54K | — | $5.18M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Adage Capital Partners ✦ | 120.20K | -0.6% | $4.77M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 55 | Gotham Asset Management ✦ | 110.48K | +38.8% | $4.38M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 56 | Arrowstreet Capital ✦ | 32.77K | Nouveau | $1.30M | 0.0% | New | 1 | SEC ↗ |
| 57 | Citadel Advisors ✦ | 7.49K | -97.1% | $297,019 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 58 | Citadel Advisors ✦ | 7.49K | -97.1% | $297,019 | 0.0% | ▼ Trim | 5 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Coatue Management | $33.46M | 0.1% |
| Arrowstreet Capital | $1.30M | 0.0% |
Sorti(e)
| Wellington Management | $237.34M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1 détenteurs, 62.40K actions, $2,359 déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Aucun achat d'initié sur le marché libre dans notre fenêtre de couverture.
Ventes sur le marché libre (S)
Director · 1.50K act. · $60,547
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie