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, Q1 2026
Institutional positions in Enphase Energy, Inc. as of Mar 31, 2026. 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
- 495
- +29 vs. Q4 2025
- Shares held
- 125.3M
- +19.2M (+18.1%) vs. Q4 2025
- Total value
- $4.73B
- +$1.34B (+39.3%) vs. Q4 2025
- New holders
- 93
- 164 more added
- Sold out
- 64
- 163 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 537 | $6.10B |
| Q1 2026 | 495 | $4.73B |
| Q4 2025 | 473 | $4.04B |
| Q3 2025 | 492 | $4.29B |
| Q2 2025 | 520 | $4.95B |
| Q1 2025 | 591 | $7.16B |
| Q4 2024 | 626 | $8.09B |
| Q3 2024 | 735 | $12.8B |
| Q2 2024 | 718 | $11.1B |
| Q1 2024 | 726 | $12.6B |
| Q4 2023 | 762 | $13.5B |
| Q3 2023 | 786 | $12.0B |
| Q2 2023 | 866 | $17.0B |
| Q1 2023 | 919 | $20.9B |
| Q4 2022 | 943 | $27.3B |
| Q3 2022 | 888 | $28.5B |
| Q2 2022 | 812 | $19.2B |
| Q1 2022 | 772 | $19.2B |
| Q4 2021 | 751 | $17.1B |
| Q3 2021 | 642 | $14.1B |
| Q2 2021 | 630 | $17.1B |
| Q1 2021 | 633 | $14.8B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Enphase Energy, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 22,202,913 | $839.5M | 0.01% | +2,187,646+10.9% | Added |
| Vanguard Portfolio Management LLC | 9,658,892 | $365.2M | 0.02% | +9,658,892 | New |
| Alyeska Investment Group, L.P. | 5,845,629 | $221.0M | 0.63% | +5,212,918+823.9% | Added |
| Vanguard Capital Management LLC | 5,667,108 | $214.3M | 0.01% | +5,667,108 | New |
| Two Sigma Investments, LP | 5,476,240 | $207.1M | 0.17% | +2,512,536+84.8% | Added |
| State Street Corp | 4,597,699 | $173.8M | 0.01% | +25,801+0.6% | Added |
| Invesco Ltd. | 3,682,383 | $139.2M | 0.01% | +523,452+16.6% | Added |
| Holocene Advisors, LP | 3,361,368 | $127.1M | 0.31% | −85,301−2.5% | Reduced |
| Morgan Stanley | 2,928,679 | $110.7M | 0.01% | −1,076,463−26.9% | Reduced |
| Geode Capital Management, LLC | 2,589,905 | $97.9M | 0.01% | +79,396+3.2% | Added |
| Baillie Gifford & Co | 2,494,347 | $94.3M | 0.10% | −93,506−3.6% | Reduced |
| D. E. Shaw & Co., Inc. | 2,328,756 | $88.1M | 0.07% | −1,670,736−41.8% | Reduced |
| Citadel Advisors LLC | 2,324,659 | $87.9M | 0.06% | +1,019,644+78.1% | Added |
| Gilder Gagnon Howe & Co LLC | 2,146,391 | $81.2M | 0.97% | +2,113,519+6,429.5% | Added |
| Schroder Investment Management Group | 1,984,075 | $75.0M | 0.06% | +377,982+23.5% | Added |
| First Trust Advisors LP | 1,834,416 | $69.4M | 0.05% | +546,460+42.4% | Added |
| UBS Group AG | 1,662,596 | $62.9M | 0.01% | −2,300,610−58.0% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 1,647,893 | $62.3M | 0.21% | +1,647,893 | New |
| Charles Schwab Investment Management Inc | 1,481,930 | $56.0M | 0.01% | +151,797+11.4% | Added |
| Wellington Management Group LLP | 1,464,245 | $55.4M | 0.01% | +1,452,652+12,530.4% | Added |
| Dimensional Fund Advisors LP | 1,361,157 | $51.5M | 0.01% | +373,212+37.8% | Added |
| Federated Hermes, Inc. | 1,306,149 | $49.4M | 0.08% | −105,702−7.5% | Reduced |
| Principal Financial Group Inc | 1,112,067 | $42.0M | 0.02% | +491,488+79.2% | Added |
| Robeco Schweiz AG | 1,052,075 | $39.8M | 0.84% | +1,052,075 | New |
| Amundi | 992,688 | $37.5M | 0.01% | −521,231−34.4% | Reduced |
| SG Americas Securities, LLC | 931,097 | $35.2M | 0.04% | −34,573−3.6% | Reduced |
| Slate Path Capital LP | 909,900 | $34.4M | 0.51% | +909,900 | New |
| Renaissance Technologies LLC | 888,628 | $33.6M | 0.05% | −8,466−0.9% | Reduced |
| Goldman Sachs Group Inc | 879,460 | $33.3M | 0.00% | −694,471−44.1% | Reduced |
| Susquehanna International Group, LLP | 867,106 | $32.8M | 0.04% | −608,051−41.2% | Reduced |
| Northern Trust Corp | 851,330 | $32.2M | 0.00% | +46,894+5.8% | Added |
| Handelsbanken Fonder AB | 828,106 | $31.3M | 0.10% | +614,035+286.8% | Added |
| Vanguard Fiduciary Trust Co | 826,379 | $31.2M | 0.01% | +826,379 | New |
| Cartenna Capital, LP | 800,000 | $30.2M | 1.32% | +800,000 | New |
| Bank of New York Mellon Corp | 757,122 | $28.6M | 0.01% | +857+0.1% | Added |
| Encompass Capital Advisors LLC | 720,288 | $27.2M | 1.11% | +720,288 | New |
| Legal & General Group Plc | 641,117 | $24.2M | 0.01% | +21,236+3.4% | Added |
| Erste Asset Management GmbH | 666,569 | $23.9M | 0.22% | +596,655+853.4% | Added |
| Contour Asset Management LLC | 620,559 | $23.5M | 0.76% | +620,559 | New |
| Arrowstreet Capital, Limited Partnership | 590,282 | $22.3M | 0.01% | +128,283+27.8% | Added |
| Electron Capital Partners, LLC | 488,852 | $18.5M | 0.87% | +488,852 | New |
| Bank of America Corp | 487,939 | $18.4M | 0.00% | −196,653−28.7% | Reduced |
| Balyasny Asset Management LLC | 479,990 | $18.1M | 0.04% | +4,462+0.9% | Added |
| Nomura Holdings Inc | 479,307 | $18.1M | 0.15% | −48,889−9.3% | Reduced |
| Public Sector Pension Investment Board | 468,114 | $17.7M | 0.06% | +14,979+3.3% | Added |
| Nuveen, LLC | 441,444 | $16.7M | 0.00% | −33,039−7.0% | Reduced |
| BNP Paribas Arbitrage, SA | 438,028 | $16.6M | 0.01% | −301,791−40.8% | Reduced |
| Natixis | 435,787 | $16.5M | 0.07% | −84,697−16.3% | Reduced |
| Point72 Asset Management, L.P. | 434,846 | $16.4M | 0.03% | −1,229,250−73.9% | Reduced |
| Royal London Asset Management Ltd | 408,201 | $15.4M | 0.03% | +408,201 | New |
| Westerly Capital Management, LLC | 400,000 | $15.1M | 4.66% | +225,000+128.6% | Added |
| UBS Asset Management Americas Inc | 375,806 | $14.2M | 0.00% | +10,693+2.9% | Added |
| Capital Fund Management S.A. | 369,928 | $14.0M | 0.13% | −173,442−31.9% | Reduced |
| DnB Asset Management AS | 342,210 | $12.9M | 0.05% | +20,387+6.3% | Added |
| Rhumbline Advisers | 339,859 | $12.9M | 0.01% | +9,181+2.8% | Added |
| Swedbank AB | 331,379 | $12.5M | 0.01% | −253,519−43.3% | Reduced |
| Pembroke Management, LTD | 302,728 | $11.4M | 1.66% | +302,728 | New |
| Royal Bank of Canada | 298,682 | $11.3M | 0.00% | −13,505−4.3% | Reduced |
| Ameriprise Financial Inc | 294,918 | $11.2M | 0.00% | −2,080−0.7% | Reduced |
| Deutsche Bank AG | 294,657 | $11.1M | 0.00% | +237,899+419.1% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 286,190 | $10.8M | 0.38% | +19,688+7.4% | Added |
| RSM US Wealth Management LLC | 268,819 | $10.2M | 0.12% | +349+0.1% | Added |
| Mediolanum International Funds Ltd | 283,209 | $10.1M | 0.11% | +283,209 | New |
| Swiss National Bank | 259,000 | $9.79M | 0.01% | +1,200+0.5% | Added |
| Wolverine Asset Management LLC | 254,072 | $9.61M | 0.15% | +98,645+63.5% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 242,204 | $9.16M | 0.50% | +242,204 | New |
| Millennium Management LLC | 235,873 | $8.92M | 0.01% | −147,413−38.5% | Reduced |
| Bourgeon Capital Management LLC | 225,559 | $8.53M | 1.49% | +205,759+1,039.2% | Added |
| Susquehanna Fundamental Investments, LLC | 219,995 | $8.32M | 0.31% | +177,079+412.6% | Added |
| Trexquant Investment LP | 214,390 | $8.11M | 0.06% | +214,390 | New |
| Optiver Holding B.V. | 209,549 | $7.92M | 0.30% | +68,358+48.4% | Added |
| Marex Group plc | 207,518 | $7.85M | 0.08% | +103,043+98.6% | Added |
| Aquatic Capital Management LLC | 202,596 | $7.66M | 0.22% | +132,048+187.2% | Added |
| Clearbridge Investments, LLC | 193,618 | $7.32M | 0.01% | +193,618 | New |
| CenterBook Partners LP | 182,174 | $6.89M | 0.37% | −150,900−45.3% | Reduced |
| Alps Advisors Inc | 164,782 | $6.23M | 0.03% | −12,225−6.9% | Reduced |
| California Public Employees Retirement System | 163,845 | $6.19M | 0.00% | −60,048−26.8% | Reduced |
| Barclays PLC | 161,705 | $6.11M | 0.00% | −801,810−83.2% | Reduced |
| California State Teachers Retirement System | 150,840 | $5.70M | 0.01% | +26,824+21.6% | Added |
| Liberty Wealth Management LLC | 146,338 | $5.53M | 0.69% | +16,271+12.5% | Added |
| Clear Harbor Asset Management, LLC | 146,320 | $5.53M | 0.38% | +16,323+12.6% | Added |
| Sphera Funds Management Ltd. | 142,419 | $5.38M | 0.93% | −44,081−23.6% | Reduced |
| Great West Life Assurance Co | 133,750 | $5.07M | 0.01% | −1,997−1.5% | Reduced |
| Janus Henderson Group PLC | 130,385 | $4.93M | 0.00% | +72,247+124.3% | Added |
| Walleye Capital LLC | 128,225 | $4.85M | 0.03% | −51,145−28.5% | Reduced |
| Voloridge Investment Management, LLC | 124,086 | $4.69M | 0.02% | −1,437,899−92.1% | Reduced |
| New York State Teachers Retirement System | 123,144 | $4.66M | 0.01% | −4,253−3.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 122,816 | $4.64M | 0.01% | −21,749−15.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 117,923 | $4.53M | 0.01% | −82,607−41.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 119,705 | $4.53M | 0.30% | −14,380−10.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 122,631 | $4.52M | 0.03% | −31,412−20.4% | Reduced |
| Vanguard Asset Management, Ltd | 119,573 | $4.52M | 0.00% | +119,573 | New |
| Prudential Financial Inc | 116,275 | $4.40M | 0.01% | −1,970−1.7% | Reduced |
| Price T Rowe Associates Inc | 115,136 | $4.35M | 0.00% | +10,173+9.7% | Added |
| Bessemer Group Inc | 113,974 | $4.31M | 0.01% | +111,932+5,481.5% | Added |
| JPMorgan Chase & Co | 120,603 | $4.30M | 0.00% | +41,279+52.0% | Added |
| Clear Street Group Inc. | 111,955 | $4.23M | 0.02% | −125,556−52.9% | Reduced |
| Russell Investments Group, Ltd. | 111,676 | $4.22M | 0.00% | −106,331−48.8% | Reduced |
| Van Eck Associates Corp | 111,390 | $4.21M | 0.00% | +15,811+16.5% | Added |
| LMR Partners LLP | 110,750 | $4.19M | 0.04% | +52,650+90.6% | Added |