SEDG
SolarEdge Technologies, Inc. · Energy · Solar
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow +1.7% ·
net new positions -7.7%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | -1 | 94.16K | $3.00M | n/a | −1 |
| 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 | 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 | BlackRock ✦ (passive) | 7.05M | n/a | $143.83M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 2 | The Vanguard Group ✦ (passive) | 3.27M | n/a | $66.77M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | D. E. Shaw & Co. ✦ | 1.84M | +299.2% | $37.55M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 4 | State Street Global Advisors ✦ (passive) | 1.75M | -6.3% | $35.74M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Millennium Management ✦ | 1.53M | -12.0% | $31.20M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 6 | Two Sigma Investments ✦ | 1.30M | +3.7% | $26.47M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 749.59K | +1.0% | $15.30M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 8 | Renaissance Technologies ✦ | 591.60K | New | $12.07M | 0.0% | New | 1 | SEC ↗ |
| 9 | Marshall Wace ✦ | 251.42K | -29.1% | $5.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Citadel Advisors ✦ | 73.88K | -82.3% | $1.51M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 30.18K | +146.3% | $598,469 | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 12 | Wellington Management ✦ | 19.77K | New | $403,267 | 0.0% | New | 1 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 15.96K | n/a | $325,494 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $12.07M | 0.0% |
| Wellington Management | $403,267 | 0.0% |
Exited
| Point72 Asset Management | $13.03M | was 0.0% |
| Baillie Gifford | $2.04M | was 0.0% |
| Coatue Management | $703,830 | was 0.0% |
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.