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Enphase Energy, Inc.

ENPH
Exchange
Nasdaq
Industry
Semiconductors & Related Devices
SEC CIK
0001463101

In the last 90 days, Enphase Energy, Inc. insiders filed 0 open-market purchases and 2 sales; 537 institutions reported holding it in 13F filings for Q2 2026, worth $6.10B in total; Coatue Management is the only superinvestor holding it.

13F holders, Q4 2025

Institutional positions in Enphase Energy, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
473
−5 vs. Q3 2025
Shares held
126.1M
+5.42M (+4.5%) vs. Q3 2025
Total value
$4.04B
−$235.2M (−5.5%) vs. Q3 2025
New holders
85
149 more added
Sold out
90
177 more reduced

14 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ENPH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 473 institutions
Q1 2021: 633 institutionsQ2 2021: 630 institutionsQ3 2021: 642 institutionsQ4 2021: 751 institutionsQ1 2022: 772 institutionsQ2 2022: 812 institutionsQ3 2022: 888 institutionsQ4 2022: 943 institutionsQ1 2023: 919 institutionsQ2 2023: 866 institutionsQ3 2023: 786 institutionsQ4 2023: 762 institutionsQ1 2024: 726 institutionsQ2 2024: 718 institutionsQ3 2024: 735 institutionsQ4 2024: 626 institutionsQ1 2025: 591 institutionsQ2 2025: 520 institutionsQ3 2025: 492 institutionsQ4 2025: 473 institutionsQ1 2026: 495 institutionsQ2 2026: 537 institutions
Value heldQ4 2025: $4.04B
Q1 2021: $14.8BQ2 2021: $17.1BQ3 2021: $14.1BQ4 2021: $17.1BQ1 2022: $19.2BQ2 2022: $19.2BQ3 2022: $28.5BQ4 2022: $27.3BQ1 2023: $20.9BQ2 2023: $17.0BQ3 2023: $12.0BQ4 2023: $13.5BQ1 2024: $12.6BQ2 2024: $11.1BQ3 2024: $12.8BQ4 2024: $8.09BQ1 2025: $7.16BQ2 2025: $4.95BQ3 2025: $4.29BQ4 2025: $4.04BQ1 2026: $4.73BQ2 2026: $6.10B
Institutions holding ENPH and their total value by quarter
QuarterHoldersValue
Q2 2026537$6.10B
Q1 2026495$4.73B
Q4 2025473$4.04B
Q3 2025492$4.29B
Q2 2025520$4.95B
Q1 2025591$7.16B
Q4 2024626$8.09B
Q3 2024735$12.8B
Q2 2024718$11.1B
Q1 2024726$12.6B
Q4 2023762$13.5B
Q3 2023786$12.0B
Q2 2023866$17.0B
Q1 2023919$20.9B
Q4 2022943$27.3B
Q3 2022888$28.5B
Q2 2022812$19.2B
Q1 2022772$19.2B
Q4 2021751$17.1B
Q3 2021642$14.1B
Q2 2021630$17.1B
Q1 2021633$14.8B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Enphase Energy, Inc.; share changes are against Q3 2025.

Institutions holding ENPH in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.20,015,267$641.5M0.01%+985,242+5.2%Added
Vanguard Group Inc16,329,647$523.4M0.01%+246,876+1.5%Added
State Street Corp4,571,898$146.5M0.00%+291,666+6.8%Added
Morgan Stanley4,005,142$128.4M0.01%+1,394,004+53.4%Added
D. E. Shaw & Co., Inc.3,999,492$128.2M0.10%+589,320+17.3%Added
UBS Group AG3,963,206$127.0M0.03%+876,764+28.4%Added
Norges Bank3,687,686$118.2M0.01%+3,687,686New
Holocene Advisors, LP3,446,669$110.5M0.23%+3,390,078+5,990.5%Added
Invesco Ltd.3,158,931$101.2M0.01%+839,468+36.2%Added
Two Sigma Investments, LP2,963,704$95.0M0.14%+188,632+6.8%Added
Two Sigma Advisers, LP2,631,109$84.3M0.16%−6000.0%Reduced
Baillie Gifford & Co2,587,853$82.9M0.07%−77,040−2.9%Reduced
Geode Capital Management, LLC2,510,509$80.5M0.00%+11,220+0.4%Added
Greenvale Capital LLP2,350,000$75.3M7.06%+2,350,000New
Point72 Asset Management, L.P.1,664,096$53.3M0.08%+1,626,079+4,277.2%Added
Schroder Investment Management Group1,606,093$51.5M0.04%+581,687+56.8%Added
Goldman Sachs Group Inc1,573,931$50.4M0.01%−775,104−33.0%Reduced
Voloridge Investment Management, LLC1,561,985$50.1M0.18%−399,280−20.4%Reduced
Amundi1,513,919$48.5M0.01%+371,893+32.6%Added
Susquehanna International Group, LLP1,475,157$47.3M0.06%−848,778−36.5%Reduced
Citigroup Inc1,432,968$45.9M0.03%−354,925−19.9%Reduced
Federated Hermes, Inc.1,411,851$45.2M0.08%−207,258−12.8%Reduced
Charles Schwab Investment Management Inc1,330,133$42.6M0.01%+65,225+5.2%Added
Citadel Advisors LLC1,305,015$41.8M0.03%+691,629+112.8%Added
First Trust Advisors LP1,287,956$41.3M0.03%+237,798+22.6%Added
Dimensional Fund Advisors LP987,945$31.7M0.01%+113,699+13.0%Added
SG Americas Securities, LLC965,670$30.9M0.04%+410,340+73.9%Added
Barclays PLC963,515$30.9M0.01%−37,460−3.7%Reduced
Renaissance Technologies LLC897,094$28.8M0.04%−1,770,334−66.4%Reduced
Canada Pension Plan Investment Board883,510$28.3M0.02%+657,700+291.3%Added
Marshall Wace, LLP875,059$28.0M0.03%−547,994−38.5%Reduced
Sora Investors LLC811,161$26.0M2.24%+811,161New
Northern Trust Corp804,436$25.8M0.00%−126,750−13.6%Reduced
Bank of Nova Scotia773,853$24.8M0.04%+536,734+226.4%Added
Bank of New York Mellon Corp756,265$24.2M0.00%+12,506+1.7%Added
BNP Paribas Arbitrage, SA739,819$23.7M0.02%−1,077,781−59.3%Reduced
Bank of America Corp684,592$21.9M0.00%−670,653−49.5%Reduced
Alyeska Investment Group, L.P.632,711$20.3M0.06%+632,711New
Principal Financial Group Inc620,579$19.9M0.01%−5,486−0.9%Reduced
Legal & General Group Plc619,881$19.9M0.00%+8,705+1.4%Added
Squarepoint Ops LLC600,000$19.2M0.04%−61,083−9.2%Reduced
Swedbank AB584,898$18.7M0.02%+59,500+11.3%Added
Capital Fund Management S.A.543,370$17.4M0.16%−218,976−28.7%Reduced
Nomura Holdings Inc528,196$16.9M0.05%−149,268−22.0%Reduced
Natixis520,484$16.7M0.07%+70,947+15.8%Added
Balyasny Asset Management LLC475,528$15.2M0.03%+131,491+38.2%Added
Nuveen, LLC474,483$15.2M0.00%+82,469+21.0%Added
Arrowstreet Capital, Limited Partnership461,999$14.8M0.01%−336,091−42.1%Reduced
Public Sector Pension Investment Board453,135$14.5M0.05%−56,835−11.1%Reduced
Soros Fund Management LLCSuperinvestorSoros Fund Management400,000$12.8M0.17%+300,000+300.0%Added
Walleye Trading LLC387,025$12.4M0.20%+16,204+4.4%Added
Millennium Management LLC383,286$12.3M0.01%−309,509−44.7%Reduced
UBS Asset Management Americas Inc365,113$11.7M0.00%−15,681−4.1%Reduced
CenterBook Partners LP333,074$10.7M0.52%+95,033+39.9%Added
Rhumbline Advisers330,678$10.6M0.01%+1,627+0.5%Added
DnB Asset Management AS321,823$10.3M0.04%+6,176+2.0%Added
Royal Bank of Canada312,187$10.0M0.00%−611,229−66.2%Reduced
Ameriprise Financial Inc296,998$9.53M0.00%−33,713−10.2%Reduced
RSM US Wealth Management LLC268,470$8.64M0.11%−621−0.2%Reduced
Fideuram - Intesa Sanpaolo Private Banking S.P.A.266,502$8.54M0.31%+266,502New
Bridgewater Associates, LP263,837$8.46M0.03%+54,781+26.2%Added
Swiss National Bank257,800$8.26M0.00%+3,500+1.4%Added
Clear Street Group Inc.237,511$7.61M0.04%+111,260+88.1%Added
National Bank of Canada234,239$7.51M0.01%+217,808+1,325.6%Added
California Public Employees Retirement System223,893$7.18M0.00%−15,003−6.3%Reduced
Russell Investments Group, Ltd.218,007$6.99M0.01%−47,411−17.9%Reduced
Handelsbanken Fonder AB214,071$6.86M0.02%+6,800+3.3%Added
IMC-Chicago, LLC204,733$6.56M0.12%−183,887−47.3%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH200,530$6.53M0.01%+69,746+53.3%Added
Acadian Asset Management LLC200,009$6.40M0.01%−359,568−64.3%Reduced
Quadrature Capital Ltd189,931$6.09M0.06%+164,484+646.4%Added
Sphera Funds Management Ltd.186,500$5.98M1.25%+159,800+598.5%Added
Algert Global LLC185,590$5.95M0.09%+84,050+82.8%Added
FMR LLC180,782$5.79M0.00%−392,166−68.4%Reduced
Walleye Capital LLC179,370$5.75M0.03%−219,463−55.0%Reduced
Alps Advisors Inc177,007$5.67M0.03%+33,027+22.9%Added
Westerly Capital Management, LLC175,000$5.61M1.69%+175,000New
Weiss Asset Management LP171,249$5.49M0.08%−216,529−55.8%Reduced
Wolverine Asset Management LLC155,427$4.98M0.07%−2,543−1.6%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.154,043$4.91M0.03%+17,107+12.5%Added
AQR Capital Management LLC146,482$4.69M0.00%−20,965−12.5%Reduced
Mitsubishi UFJ Trust & Banking Corp144,565$4.63M0.01%−28,885−16.7%Reduced
Optiver Holding B.V.141,191$4.53M0.08%+139,315+7,426.2%Added
Nordea Investment Management AB139,603$4.46M0.00%−19,345−12.2%Reduced
Great West Life Assurance Co135,747$4.35M0.01%−20,355−13.0%Reduced
Quintet Private Bank (Europe) S.A.134,085$4.30M0.25%−17,725−11.7%Reduced
Liberty Wealth Management LLC130,067$4.17M0.54%+453+0.3%Added
Clear Harbor Asset Management, LLC129,997$4.17M0.28%+2,223+1.7%Added
New York State Teachers Retirement System127,397$4.08M0.01%00.0%Unchanged
Thrivent Financial for Lutherans124,491$3.99M0.01%+7,396+6.3%Added
California State Teachers Retirement System124,016$3.97M0.00%−4,538−3.5%Reduced
Leonteq Securities AG119,387$3.83M0.20%+10,988+10.1%Added
Prudential Financial Inc118,245$3.79M0.00%−3,767−3.1%Reduced
Fideuram Asset Management (Ireland) dac65,026$3.77M0.30%+65,026New
Twinbeech Capital LP115,923$3.72M0.26%+115,923New
LPL Financial LLC113,704$3.64M0.00%+30,834+37.2%Added
Agf Management Ltd113,630$3.64M0.02%+27,251+31.5%Added
State Board of Administration of Florida Retirement System112,748$3.61M0.01%−4,150−3.6%Reduced
National Philanthropic Trust108,000$3.46M0.03%00.0%Unchanged
Baker Avenue Asset Management, LP107,977$3.46M0.08%−25,714−19.2%Reduced