SEDG
SolarEdge Technologies, Inc. · Energy · Solar
Señales de momentum (gestores comparables):
amplitud de titulares +18.8% ·
flujo de acciones -1.8% ·
nuevas posiciones netas +15.8%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 7.21M | +2.3% | $266.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×13 |
| 2 | The Vanguard Group ✦ (pasivo) | 3.19M | -2.5% | $118.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 3 | Morgan Stanley ✦ | 2.34M | n/a | $86.61M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 4 | State Street Global Advisors ✦ (pasivo) | 1.77M | +1.0% | $65.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 1.36M | +4.7% | $50.28M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 1.32M | n/a | $48.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Renaissance Technologies ✦ | 1.17M | +98.1% | $43.35M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 1.10M | -40.5% | $40.55M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 830.67K | n/a | $30.73M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 10 | Millennium Management ✦ | 818.32K | -46.5% | $30.28M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | Geode Capital Management ✦ (pasivo) | 757.19K | +1.0% | $28.02M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 12 | Citadel Advisors ✦ | 313.39K | +324.2% | $11.60M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 13 | Marshall Wace ✦ | 219.33K | -12.8% | $8.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Arrowstreet Capital ✦ | 47.87K | Nuevo | $1.77M | 0.0% | New | 1 | SEC ↗ |
| 15 | Wellington Management ✦ | 41.24K | +108.6% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 21.77K | +36.4% | $805,377 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Point72 Asset Management ✦ | 19.05K | Nuevo | $704,998 | 0.0% | New | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 17.18K | -43.1% | $635,131 | 0.0% | ▼ Trim | 6 | SEC ↗ ×5 |
| 19 | T. Rowe Price ✦ | 10.24K | Nuevo | $379,000 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Arrowstreet Capital | $1.77M | 0.0% |
| Point72 Asset Management | $704,998 | 0.0% |
| T. Rowe Price | $379,000 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 325 tenedores, 60.76M acciones, $2.91B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.