Enphase Energy, Inc.
ENPH- Exchange
- Nasdaq
- Industry
- Semiconductors & Related Devices
- SEC CIK
- 0001463101
In the last 90 days, Enphase Energy, Inc. insiders filed 2 open-market purchases and 1 sale; 541 institutions reported holding it in 13F filings for Q2 2026, worth $6.11B in total; Coatue Management is the only superinvestor holding it.
Key figures
- Market capClose on Nov 11, 2026
- $3.74B
- Insider buysLast 90 days, $298.1K in total
- 2
- Insider sellsLast 90 days, $60.5K in total
- 1
- 13F holdersQ2 2026, +49 vs. previous quarter
- 541
- 13F valueReported value at the end of Q2 2026
- $6.11B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $1.47B
- +10.7% year over year
- Net income, FY2025
- $172.1M
- +67.7% year over year
- Free cash flow, FY2025
- $95.9M
- −80.0% year over year
- Revenue, Q3 FY2026
- $293.3M
- −28.5% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 27.3M
- Shares sold short
- Change
- −2.08M
- −7.1% vs. previous
- Days to cover
- 3.36
- At average daily volume
Superinvestors holding ENPH, Q2 2026
Go to the superinvestors tab1 superinvestor reports holding Enphase Energy, Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Coatue Management
Philippe Laffont
0.2%
Enphase Energy, Inc.'s share of the portfolio
- Shares
- 1,556,941
- Value
- $76.7M
Latest insider trades
See all insider tradesOpen-market purchases and sales by Enphase Energy, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 3, 2026 (view filing)5:04 PM ET | Nov 3 | Same day | Trivedi ShankerDirector | PPurchase | +1.00K | $30.59 | +$30.6K | +100.0%2.00K after | |
| Nov 2, 2026 (view filing)4:59 PM ET | Nov 2 | Same day | Kothandaraman BadrinarayananPresident & CEO | PPurchase | +10.0K | $26.75 | +$267.5K | +0.6%1.66M after | |
| Aug 14, 2026 (view filing)7:00 PM ET | Aug 14 | Same day | Mora RichardDirector | SSale | −1.50K | $40.36 | −$60.5K | −12.6%10.4K after | |
| Jul 31, 2026 (view filing)6:16 PM ET | Jul 30 | 1 day | Mora RichardDirector | SSale | −2.00K | $36.76 | −$73.5K | −14.4%11.9K after | |
| Jun 15, 2026 (view filing) | Jun 12 | 3 days | Trivedi ShankerDirector | PPurchase | +1.00K | $53.91 | +$53.9K | New position1.00K after | |
| Jun 4, 2026 (view filing) | Jun 1 | 3 daysLate | Mora RichardDirector | SSale | −700 | $64.20 | −$44.9K | −4.8%13.9K after | |
| May 26, 2026 (view filing) | May 26 | Same day | Kothandaraman BadrinarayananPresident & CEO | PPurchase | +5.00K | $67.49 | +$337.5K | +0.3%1.65M after | 2 lots |
| May 21, 2026 (view filing) | May 19 | 2 days | Mora RichardDirector | SSale | −700 | $46.39 | −$32.5K | −4.6%14.6K after | |
| Mar 17, 2026 (view filing) | Mar 13 | 4 days | Rodgers Thurman JDirector | SSale | −137.3K | $43.61 | −$5.99M | −7.9%1.60M after | |
| Feb 12, 2026 (view filing) | Feb 10 | 2 days | Mora RichardDirector | SSale | −1.10K | $52.05 | −$57.3K | −10.5%9.37K after |
Top 10 13F holders, Q2 2026
See all 541 holdersThe largest institutional positions in Enphase Energy, Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 23,451,983 | $1.15B | 0.02% | +1,249,070+5.6% | Added |
| Vanguard Portfolio Management LLC | 9,066,675 | $446.4M | 0.02% | −592,217−6.1% | Reduced |
| Vanguard Capital Management LLC | 5,730,831 | $282.2M | 0.01% | +63,723+1.1% | Added |
| State Street Corp | 4,746,613 | $233.7M | 0.01% | +148,914+3.2% | Added |
| Two Sigma Investments, LP | 4,655,692 | $229.2M | 0.17% | −820,548−15.0% | Reduced |
| Invesco Ltd. | 3,661,439 | $180.3M | 0.01% | −20,944−0.6% | Reduced |
| Gilder Gagnon Howe & Co LLC | 3,478,961 | $171.3M | 1.77% | +1,332,570+62.1% | Added |
| Slate Path Capital LP | 2,587,170 | $127.4M | 1.76% | +1,677,270+184.3% | Added |
| Morgan Stanley | 2,408,561 | $118.6M | 0.01% | −520,118−17.8% | Reduced |
| Geode Capital Management, LLC | 2,388,154 | $117.6M | 0.01% | −201,751−7.8% | Reduced |
Holders of 5% or more of ENPH
See all 3 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Enphase Energy, Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 17.30%22.9M shares | +1.00 ppfrom 16.30% | Oct 23, 20246 filings | Jul 28, 2026 | SEC |
| Vanguard Portfolio Management LLC | 13G | 7.39%9.69M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.08%6.67M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
Politician trades
All politician trades in ENPH3 members of Congress reported 12 trades in Enphase Energy, Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Mar 12, 2025 |  Julie Johnson House · TX | Sell | $1K-$15K |
| Feb 12, 2025 | Julie Johnson House · TX | Buy | $1K-$15K |
| May 19, 2023 |  Daniel S. Goldman House · NY | Sell (partial) | $1K-$15K |
| May 19, 2023 |  Josh Gottheimer House · NJ | Sell | $1K-$15K |
| Apr 17, 2023 | Daniel S. Goldman House · NY | Buy | $1K-$15K |
House · TX · Mar 12, 2025
Sell$1K-$15K
House · TX · Feb 12, 2025
Buy$1K-$15K
House · NY · May 19, 2023
Sell (partial)$1K-$15K
House · NJ · May 19, 2023
Sell$1K-$15K
House · NY · Apr 17, 2023
Buy$1K-$15K