SEDG
SolarEdge Technologies, Inc. · Energy · Solar
Données momentum (gérants comparables) :
étendue des détenteurs -2.0% ·
flux d'actions +0.3% ·
nouvelles positions nettes -2.0%
— formule
Accumulation concentrée — hausse des parts chez un moins grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 8.09M | +12.2% | $233.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×15 |
| 2 | UBS Group AG | 4.21M | — | $121.47M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | The Vanguard Group ✦ (passif) | 3.37M | +5.5% | $97.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 4 | Grantham, Mayo, Van Otterloo & Co.… | 2.54M | — | $73.27M | 0.2% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.22M | -5.1% | $64.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 6 | Invesco Ltd. | 2.17M | — | $62.60M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 7 | State Street Global Advisors ✦ (passif) | 1.75M | -1.4% | $50.36M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 1.31M | -3.4% | $37.87M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 9 | Artisan Partners Limited Partnership | 1.31M | — | $37.78M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 1.24M | -6.3% | $35.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Point72 Asset Management ✦ | 1.14M | +5896.7% | $32.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Assenagon Asset Management S.A. | 1.12M | — | $32.27M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Legal & General Group Plc | 863.33K | — | $24.91M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Millennium Management ✦ | 852.82K | +4.2% | $24.60M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 15 | Geode Capital Management ✦ (passif) | 820.21K | +8.3% | $23.67M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 16 | Qube Research & Technologies Ltd | 766.80K | — | $22.12M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bnp Paribas Financial Markets | 752.09K | — | $21.70M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Renaissance Technologies ✦ | 722.64K | -38.3% | $20.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | First Trust Advisors Lp | 691.26K | — | $19.94M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Marshall Wace ✦ | 552.34K | +151.8% | $15.93M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 21 | Barclays Plc | 544.14K | — | $15.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Charles Schwab Investment… | 543.48K | — | $15.68M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 355.35K | -57.2% | $10.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 24 | Citigroup Inc | 341.24K | — | $9.84M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Susquehanna International Group, Llp | 337.58K | — | $9.74M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northern Trust Corp | 286.94K | — | $8.28M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 27 | Principal Financial Group Inc | 282.43K | — | $8.15M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 260.09K | — | $7.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Hrt Financial Lp | 237.17K | — | $6.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Bank of New York Mellon Corp | 213.71K | — | $6.17M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 31 | Russell Investments Group, Ltd. | 205.07K | — | $5.92M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 32 | Canada Pension Plan Investment Board | 185.10K | — | $5.34M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 173.12K | — | $4.99M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | UBS AM, a distinct business unit of… | 163.54K | — | $4.72M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 35 | American Century Companies Inc | 158.02K | — | $4.56M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 131.04K | — | $3.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Bank Of America Corp /De/ | 126.91K | — | $3.66M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 38 | Swiss National Bank | 117.10K | — | $3.38M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Citadel Advisors ✦ | 101.89K | -67.5% | $2.94M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 40 | Amundi | 89.70K | — | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | New York State Common Retirement… | 89.42K | — | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Walleye Trading LLC | 88.70K | — | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Rhumbline Advisers | 84.90K | — | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Franklin Resources Inc | 84.67K | — | $2.44M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Dimensional Fund Advisors Lp | 77.89K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 46 | Bridgewater Associates ✦ | 77.63K | Nouveau | $2.24M | 0.0% | New | 1 | SEC ↗ |
| 47 | Storebrand Asset Management As | 77.47K | — | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Man Group plc | 70.74K | — | $2.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 49 | Stifel Financial Corp | 67.98K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 50 | Nuveen, LLC | 64.72K | — | $1.87M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Royal Bank Of Canada | 56.30K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 52 | California State Teachers… | 53.03K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Prudential Financial Inc | 52.43K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Zurcher Kantonalbank (Zurich… | 47.87K | — | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Lazard Asset Management Llc | 45.46K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Group One Trading Llc | 43.22K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Hsbc Holdings Plc | 40.34K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 58 | Tidal Investments LLC | 34.29K | — | $989,180 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 59 | AQR Capital Management ✦ | 29.92K | +74.2% | $863,078 | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 60 | Bank Of Montreal /Can/ | 28.30K | — | $816,542 | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 61 | Mitsubishi UFJ Asset Management… | 25.39K | — | $796,230 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Janus Henderson Group Plc | 27.50K | — | $792,963 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Sei Investments Co | 26.58K | — | $766,731 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 64 | Mercer Global Advisors Inc /Adv | 25.42K | — | $733,300 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Universal- Beteiligungs- und… | 22.87K | — | $662,324 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Creative Planning | 22.86K | — | $659,396 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | T. Rowe Price ✦ | 22.17K | +116.5% | $640,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Envestnet Asset Management Inc | 20.81K | — | $600,311 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Connor, Clark & Lunn Investment… | 19.47K | — | $561,738 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Fidelity (FMR) ✦ | 19.31K | -11.3% | $557,171 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 71 | Manufacturers Life Insurance… | 18.23K | — | $525,878 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | HighTower Advisors, LLC | 17.35K | — | $500,548 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Tudor Investment Corp Et Al | 15.59K | — | $449,887 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Raymond James Financial Inc | 13.86K | — | $399,919 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 75 | Deutsche Bank Ag\ | 12.38K | — | $357,192 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Alliancebernstein L.P. | 11.72K | — | $338,007 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Balyasny Asset Management L.P. | 11.71K | — | $337,718 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 78 | Capstone Investment Advisors, Llc | 10.11K | — | $291,760 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Mirae Asset Global Investments Co.… | 10.00K | — | $288,500 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Pictet Asset Management Holding SA | 8.89K | — | $256,592 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Victory Capital Management Inc | 8.78K | — | $253,361 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | LPL Financial LLC | 8.31K | — | $239,888 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Osaic Holdings, Inc. | 7.79K | — | $224,686 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 84 | Mackenzie Financial Corp | 7.05K | — | $204,333 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Pnc Financial Services Group, Inc. | 6.96K | — | $200,710 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 86 | Jones Financial Companies Lllp | 5.14K | — | $148,347 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Ensign Peak Advisors, Inc | 4.09K | — | $118,025 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Us Bancorp \De\ | 2.92K | — | $84,357 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 89 | Nomura Asset Management Co Ltd | 1.80K | — | $51,930 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | TD Waterhouse Canada Inc. | 1.36K | — | $39,239 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Rockefeller Capital Management L.P. | 1.19K | — | $34,274 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Cwm, Llc | 941 | — | $27,000 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | BNP Paribas Asset Management… | 875 | — | $25,000 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Fifth Third Bancorp | 852 | — | $24,580 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | DZ BANK AG Deutsche Zentral… | 394 | — | $11,693 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | National Bank Of Canada /Fi/ | 173 | — | $4,952 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Assetmark, Inc | 31 | — | $894 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Northwestern Mutual Wealth… | 15 | — | $433 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Toronto Dominion Bank | 9 | — | $255 | 0.0% | n/c | 1 | SEC ↗ ×2 |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Bridgewater Associates | $2.24M | 0.0% |
Sorti(e)
| D. E. Shaw & Co. | $40.55M | était 0.0% |
| Arrowstreet Capital | $1.77M | était 0.0% |
| Wellington Management | $1.53M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 325 détenteurs, 60.76M actions, $2.91B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.