ENPH
Enphase Energy, Inc. · Energy · Solar
Señales de momentum (gestores comparables):
amplitud de titulares +2.3% ·
flujo de acciones -1.4% ·
nuevas posiciones netas +1.5%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 130 | +2 | 84.60M | $4.16B | +12 | −11 |
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 22.20M | +10.9% | $839.49M | 0.0% | ▲ Add | 4 | SEC ↗ ×18 |
| 2 | Alyeska Investment Group, L.P. | 5.85M | +823.9% | $221.02M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 5.67M | — | $214.27M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 5.48M | +84.8% | $207.06M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (pasivo) | 4.60M | +0.6% | $173.84M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Invesco Ltd. | 3.68M | +16.6% | $139.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 7 | Holocene Advisors, LP | 3.36M | -2.5% | $127.09M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 2.93M | -26.9% | $110.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×14 |
| 9 | Geode Capital Management ✦ (pasivo) | 2.59M | +3.2% | $97.95M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 10 | Baillie Gifford ✦ | 2.49M | -3.6% | $94.31M | 0.1% | ▼ Trim | 8 | SEC ↗ ×4 |
| 11 | D. E. Shaw & Co. ✦ | 2.33M | -41.8% | $88.05M | 0.1% | ▼ Trim | 8 | SEC ↗ ×2 |
| 12 | Citadel Advisors ✦ | 2.32M | +78.1% | $87.90M | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 13 | Schroder Investment Management Group | 1.98M | — | $75.02M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 14 | First Trust Advisors Lp | 1.83M | +42.4% | $69.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 1.66M | -58.0% | $62.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 16 | Coatue Management ✦ | 1.65M | Nuevo | $62.31M | 0.2% | New | 1 | SEC ↗ |
| 17 | Charles Schwab Investment… | 1.48M | +11.4% | $56.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wellington Management ✦ | 1.46M | +12530.4% | $55.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 19 | Dimensional Fund Advisors Lp | 1.36M | +37.8% | $51.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 20 | Federated Hermes, Inc. | 1.31M | -7.5% | $49.39M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 21 | Principal Financial Group Inc | 1.11M | +79.2% | $42.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Amundi | 992.69K | -34.4% | $37.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Renaissance Technologies ✦ | 888.63K | -0.9% | $33.60M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 879.46K | -44.1% | $33.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 25 | Susquehanna International Group, Llp | 867.11K | -41.2% | $32.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Northern Trust Corp | 851.33K | +5.8% | $32.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 27 | Bank of New York Mellon Corp | 757.12K | +0.1% | $28.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 28 | Legal & General Group Plc | 641.12K | +3.4% | $24.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 29 | Arrowstreet Capital ✦ | 590.28K | +27.8% | $22.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 487.94K | -28.7% | $18.45M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 31 | Balyasny Asset Management L.P. | 479.99K | +0.9% | $18.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Nomura Holdings Inc | 479.31K | -9.3% | $18.12M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 33 | Nuveen, LLC | 441.44K | -7.0% | $16.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 34 | Bnp Paribas Financial Markets | 438.03K | -40.8% | $16.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Point72 Asset Management ✦ | 434.85K | -73.9% | $16.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Royal London Asset Management Ltd | 408.20K | Nuevo | $15.43M | 0.0% | New | 1 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 375.81K | +2.9% | $14.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 38 | Rhumbline Advisers | 339.86K | +2.8% | $12.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Swedbank AB | 331.38K | -43.3% | $12.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Royal Bank Of Canada | 298.68K | -4.3% | $11.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 41 | Ameriprise Financial Inc | 294.92K | -0.7% | $11.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 42 | Deutsche Bank Ag\ | 294.66K | +419.1% | $11.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 43 | Swiss National Bank | 259.00K | +0.5% | $9.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Millennium Management ✦ | 235.87K | -38.5% | $8.92M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 45 | Optiver Holding B.V. | 209.55K | +48.4% | $7.92M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 46 | Clearbridge Investments, LLC | 193.62K | Nuevo | $7.32M | 0.0% | New | 1 | SEC ↗ |
| 47 | California Public Employees… | 163.84K | -26.8% | $6.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Barclays Plc | 161.71K | -83.2% | $6.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 49 | California State Teachers… | 150.84K | +21.6% | $5.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Janus Henderson Group Plc | 130.38K | +124.3% | $4.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | Mitsubishi UFJ Trust & Banking Corp | 122.82K | -15.0% | $4.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 52 | Universal- Beteiligungs- und… | 117.92K | -41.2% | $4.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Prudential Financial Inc | 116.28K | -1.7% | $4.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | T. Rowe Price ✦ | 115.14K | +9.7% | $4.35M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 120.60K | +52.0% | $4.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 56 | Russell Investments Group, Ltd. | 111.68K | -48.8% | $4.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 57 | LMR Partners LLP | 110.75K | +90.6% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Quantinno Capital Management LP | 110.75K | +157.4% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | State Board Of Administration Of… | 109.26K | -3.1% | $4.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Walleye Trading LLC | 103.38K | -73.3% | $3.91M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 61 | New York State Common Retirement… | 103.31K | +1.9% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | LPL Financial LLC | 101.46K | -10.8% | $3.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | State Of Wisconsin Investment Board | 94.93K | -2.6% | $3.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Nomura Asset Management… | 89.54K | Nuevo | $3.38M | 0.0% | New | 1 | SEC ↗ |
| 65 | IMC-Chicago, LLC | 86.90K | -57.5% | $3.29M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 66 | Citigroup Inc | 85.10K | -94.1% | $3.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 67 | Bank Of Montreal /Can/ | 73.31K | +45.8% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 68 | Alliancebernstein L.P. | 86.42K | +33.2% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Rockefeller Capital Management L.P. | 66.53K | +13.4% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 70 | Manufacturers Life Insurance… | 64.98K | +6.7% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Cerity Partners LLC | 63.89K | Nuevo | $2.42M | 0.0% | New | 1 | SEC ↗ ×3 |
| 72 | Wells Fargo & Company/Mn | 63.17K | -22.5% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 73 | Raymond James Financial Inc | 62.83K | +32.2% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 74 | Hrt Financial Lp | 62.40K | Nuevo | $2.36M | 0.0% | New | 1 | SEC ↗ |
| 75 | Zurcher Kantonalbank (Zurich… | 61.61K | +34.1% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Stifel Financial Corp | 57.68K | +14.1% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 77 | Bridgewater Associates ✦ | 56.06K | -78.8% | $2.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Corient Private Wealth LP | 53.79K | +746.1% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Mirae Asset Global Investments Co.… | 52.50K | +71.0% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Simplex Trading, Llc | 50.53K | -14.4% | $1.91M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 81 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 49.67K | +2.3% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 82 | Storebrand Asset Management As | 45.30K | -21.5% | $1.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Neuberger Berman Group LLC | 43.55K | +5.4% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 84 | Group One Trading Llc | 42.49K | +1234.8% | $1.61M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 85 | Creative Planning | 40.67K | +45.9% | $1.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Fidelity (FMR) ✦ | 38.23K | -78.8% | $1.45M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 87 | Man Group plc | 34.40K | +59.5% | $1.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 88 | BNP Paribas Asset Management… | 34.01K | -98.7% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 89 | Commonwealth Equity Services, Llc | 33.42K | -19.5% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Credit Agricole S A | 32.60K | -8.7% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Peak6 Llc | 31.86K | -81.6% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Mitsubishi UFJ Asset Management… | 31.17K | -2.9% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Fifth Third Bancorp | 30.55K | +3456.8% | $1.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | AQR Capital Management ✦ | 30.55K | -79.1% | $1.12M | 0.0% | ▼ Trim | 8 | SEC ↗ ×6 |
| 95 | Sei Investments Co | 27.55K | +40.8% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 96 | Mercer Global Advisors Inc /Adv | 27.53K | +8.2% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Assenagon Asset Management S.A. | 27.39K | -36.6% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Hsbc Holdings Plc | 27.35K | -51.5% | $1.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 99 | Parallax Volatility Advisers, L.P. | 25.28K | -48.6% | $849,947 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Tidal Investments LLC | 22.48K | +61.2% | $849,855 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Coatue Management | $62.31M | 0.2% |
| Royal London Asset Management… | $15.43M | 0.0% |
| Clearbridge Investments, LLC | $7.32M | 0.0% |
| Nomura Asset Management… | $3.38M | 0.0% |
| Cerity Partners LLC | $2.42M | 0.0% |
| Hrt Financial Lp | $2.36M | 0.0% |
Posición cerrada
| Norges Bank | $118.19M | era 0.0% |
| Marshall Wace | $28.05M | era 0.0% |
| Squarepoint Ops LLC | $19.23M | era 0.0% |
| Soros Fund Management | $12.82M | era 0.2% |
| Wealth Enhancement Advisory… | $568,927 | era 0.0% |
| Capstone Investment Advisors… | $292,456 | era 0.0% |
| Toronto Dominion Bank | $91,055 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 62.40K acciones, $2,359 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director · 1.50K acc. · $60,547
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología