SEDG
SolarEdge Technologies, Inc. · Energy · Solar
Señales de momentum (gestores comparables):
amplitud de titulares -8.3% ·
flujo de acciones -19.2% ·
nuevas posiciones netas -9.1%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 102 | +3 | 38.09M | $2.22B | +11 | −8 |
| 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 | — |
| 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 | — |
| Q2 2024 | 12 | — | 7.15M | $180.54M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 1.87M | +1.0% | $30.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (pasivo) | 1.87M | +1.0% | $30.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Millennium Management ✦ | 1.74M | -3.6% | $28.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Millennium Management ✦ | 1.74M | -3.6% | $28.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 1.25M | -0.3% | $20.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Point72 Asset Management ✦ | 805.10K | -38.9% | $13.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 742.04K | +1.9% | $12.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 742.04K | +1.9% | $12.01M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 461.14K | -70.1% | $7.46M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 461.14K | -70.1% | $7.46M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 416.72K | +24.7% | $6.74M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Marshall Wace ✦ | 354.41K | Nuevo | $5.73M | 0.0% | New | 1 | SEC ↗ |
| 13 | Marshall Wace ✦ | 354.41K | Nuevo | $5.73M | 0.0% | New | 1 | SEC ↗ |
| 14 | Marshall Wace ✦ | 354.41K | Nuevo | $5.73M | 0.0% | New | 1 | SEC ↗ |
| 15 | Baillie Gifford ✦ | 125.90K | +17.7% | $2.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Coatue Management ✦ | 43.50K | 0.0% | $703,830 | 0.0% | Held | 4 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 12.25K | -67.8% | $182,677 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 12.25K | -67.8% | $182,677 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 12.25K | -67.8% | $182,677 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 12.25K | -67.8% | $182,677 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 12.25K | -67.8% | $182,677 | 0.0% | ▼ Trim | 4 | SEC ↗ |
«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
| Marshall Wace | $5.73M | 0.0% |
| Marshall Wace | $5.73M | 0.0% |
| Marshall Wace | $5.73M | 0.0% |
Posición cerrada
| Renaissance Technologies | $8.54M | era 0.0% |
| Soros Fund Management | $465,120 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 5.10K acciones, $260 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.