SEDG
SolarEdge Technologies, Inc. · Energy · Solar
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow +29.2% ·
net new positions +7.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | -1 | 94.16K | $3.00M | n/a | −1 |
| Q2 2026 | 101 | +4 | 38.00M | $2.22B | +11 | −9 |
| Q1 2026 | 102 | +3 | 38.32M | $1.95B | +13 | −10 |
| Q4 2025 | 99 | -2 | 42.97M | $1.24B | +1 | −3 |
| Q3 2025 | 19 | +3 | 22.56M | $834.60M | +3 | n/a |
| Q2 2025 | 13 | -1 | 18.48M | $376.90M | +2 | −3 |
| Q1 2025 | 11 | -1 | 7.82M | $126.53M | +1 | −2 |
| Q4 2024 | 12 | -2 | 9.68M | $131.71M | +1 | −3 |
| Q3 2024 | 13 | +1 | 9.23M | $211.54M | +1 | n/a |
| Q2 2024 | 12 | n/a | 7.15M | $180.54M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | D. E. Shaw & Co. ✦ | 2.21M | +56.9% | $50.57M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 1.72M | -0.2% | $39.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Two Sigma Investments ✦ | 1.24M | +8.0% | $28.37M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Marshall Wace ✦ | 1.13M | +103.1% | $25.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Millennium Management ✦ | 807.34K | +35.7% | $18.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Geode Capital Management ✦ (passive) | 708.04K | +3.7% | $16.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Norges Bank ✦ (passive) | 596.48K | +127.8% | $13.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 349.50K | +228.4% | $8.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Soros Fund Management ✦ | 231.04K | New | $5.29M | 0.1% | New | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 163.74K | -71.4% | $3.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Coatue Management ✦ | 43.50K | 0.0% | $996,585 | 0.0% | Held | 2 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 21.05K | -12.9% | $482,324 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | T. Rowe Price ✦ | 19.18K | -35.0% | $440,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Soros Fund Management | $5.29M | 0.1% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 325 holders, 60.76M shares, $2.91B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.