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; 538 institutions reported holding it in 13F filings for Q2 2026, worth $6.11B 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 | 538 | $6.11B |
| 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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 29,625 | $1.12M | 0.03% | +29,625 | New |
| AQR Capital Management LLC | 30,550 | $1.12M | 0.00% | −115,932−79.1% | Reduced |
| Oregon Public Employees Retirement Fund | 29,908 | $1.13M | 0.01% | −100.0% | Reduced |
| Alphadyne Asset Management LP | 30,092 | $1.14M | 0.15% | +28,308+1,586.8% | Added |
| Fifth Third Bancorp | 30,553 | $1.16M | 0.00% | +29,694+3,456.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 31,169 | $1.18M | 0.00% | −929−2.9% | Reduced |
| PEAK6 LLC | 31,857 | $1.20M | 0.03% | −54,902−63.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 32,361 | $1.22M | 0.01% | −36−0.1% | Reduced |
| Credit Agricole S A | 32,596 | $1.23M | 0.00% | −3,103−8.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 32,988 | $1.25M | 0.01% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 33,022 | $1.25M | 0.00% | +33,022 | New |
| Leibman Financial Services, Inc. | 33,159 | $1.25M | 0.92% | +415+1.3% | Added |
| Commonwealth Equity Services, LLC | 33,417 | $1.26M | 0.00% | −8,094−19.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 34,014 | $1.29M | 0.00% | −45,725−57.3% | Reduced |
| Bouvel Investment Partners, LLC | 34,191 | $1.29M | 0.38% | +34,191 | New |
| Man Group plc | 34,401 | $1.30M | 0.00% | +12,827+59.5% | Added |
| Pathstone Holdings, LLC | 34,819 | $1.32M | 0.01% | +10,424+42.7% | Added |
| Yousif Capital Management, LLC | 35,309 | $1.34M | 0.02% | −119−0.3% | Reduced |
| Essex Investment Management Co LLC | 35,440 | $1.34M | 0.21% | +11,305+46.8% | Added |
| Arizona State Retirement System | 35,945 | $1.36M | 0.01% | −737−2.0% | Reduced |
| Guggenheim Capital LLC | 36,118 | $1.37M | 0.01% | +621+1.7% | Added |
| FMR LLC | 38,233 | $1.45M | 0.00% | −142,549−78.9% | Reduced |
| Public Employees Retirement System of Ohio | 38,853 | $1.47M | 0.00% | −1,039−2.6% | Reduced |
| Duff & Phelps Investment Management Co | 40,362 | $1.53M | 0.02% | +12,309+43.9% | Added |
| M&T Bank Corp | 40,413 | $1.53M | 0.01% | +13,409+49.7% | Added |
| Creative Planning | 40,667 | $1.54M | 0.00% | +12,790+45.9% | Added |
| GWM Advisors LLC | 60,827 | $1.57M | 0.01% | +59,794+5,788.4% | Added |
| Group One Trading, L.P. | 42,487 | $1.61M | 0.05% | +39,304+1,234.8% | Added |
| Amalgamated Bank | 43,383 | $1.64M | 0.01% | −2,743−5.9% | Reduced |
| Neuberger Berman Group LLC | 43,555 | $1.65M | 0.00% | +2,242+5.4% | Added |
| Storebrand Asset Management AS | 45,300 | $1.71M | 0.00% | −12,420−21.5% | Reduced |
| Quadrature Capital Ltd | 46,329 | $1.75M | 0.02% | −143,602−75.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 47,097 | $1.78M | 0.10% | +47,097 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 47,227 | $1.79M | 0.02% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 47,802 | $1.81M | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 49,674 | $1.88M | 0.00% | +1,128+2.3% | Added |
| Sphera Management Technology Funds Ltd | 50,000 | $1.89M | 1.07% | −40,000−44.4% | Reduced |
| Simplex Trading, LLC | 50,533 | $1.91M | 0.06% | −8,522−14.4% | Reduced |
| State of New Jersey Common Pension Fund D | 50,823 | $1.92M | 0.01% | −27,324−35.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 52,500 | $1.99M | 0.01% | +21,808+71.1% | Added |
| Vanguard Global Advisers, LLC | 52,736 | $1.99M | 0.00% | +52,736 | New |
| Jefferies Financial Group Inc. | 53,218 | $2.01M | 0.02% | −22,430−29.7% | Reduced |
| CI Private Wealth, LLC | 53,793 | $2.03M | 0.00% | +47,435+746.1% | Added |
| Treasurer of the State of North Carolina | 54,489 | $2.06M | 0.01% | +1,163+2.2% | Added |
| Caption Management, LLC | 55,000 | $2.08M | 0.10% | −8,700−13.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 55,295 | $2.09M | 0.02% | −888−1.6% | Reduced |
| Vennlight Capital Management, LP | 55,448 | $2.10M | 2.12% | +55,448 | New |
| CoreCommodity Management, LLC | 55,532 | $2.10M | 0.39% | +34,945+169.7% | Added |
| Bridgewater Associates, LP | 56,058 | $2.12M | 0.01% | −207,779−78.8% | Reduced |
| Virtu Financial LLC | 56,601 | $2.14M | 0.09% | +56,601 | New |
| Marathon Capital Management | 57,368 | $2.17M | 0.49% | +180+0.3% | Added |
| Stifel Financial Corp | 57,682 | $2.18M | 0.00% | +7,131+14.1% | Added |
| Louisiana State Employees Retirement System | 58,000 | $2.19M | 0.04% | −1,900−3.2% | Reduced |
| M&G Plc | 58,271 | $2.21M | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 61,613 | $2.33M | 0.01% | +15,678+34.1% | Added |
| Weiss Asset Management LP | 62,401 | $2.36M | 0.04% | −108,848−63.6% | Reduced |
| Raymond James Financial Inc | 62,828 | $2.38M | 0.00% | +15,308+32.2% | Added |
| Wells Fargo & Company | 63,171 | $2.39M | 0.00% | −18,312−22.5% | Reduced |
| Cerity Partners LLC | 63,888 | $2.42M | 0.00% | +63,888 | New |
| Manufacturers Life Insurance Company, The | 64,979 | $2.45M | 0.00% | +4,075+6.7% | Added |
| Rockefeller Capital Management L.P. | 66,525 | $2.52M | 0.00% | +7,880+13.4% | Added |
| Guinness Asset Management LTD | 67,158 | $2.54M | 0.04% | +608+0.9% | Added |
| Banco Santander, S.A. | 67,855 | $2.57M | 0.02% | −28,662−29.7% | Reduced |
| Vontobel Holding Ltd. | 69,735 | $2.64M | 0.01% | −14,683−17.4% | Reduced |
| State of Alaska, Department of Revenue | 70,294 | $2.66M | 0.03% | −2,057−2.8% | Reduced |
| Arosa Capital Management LP | 70,394 | $2.66M | 1.73% | +50,242+249.3% | Added |
| KLP Kapitalforvaltning AS | 71,300 | $2.70M | 0.01% | +43,400+155.6% | Added |
| Jupiter Asset Management Ltd | 72,487 | $2.74M | 0.01% | +72,487 | New |
| Alliancebernstein L.P. | 86,419 | $2.77M | 0.00% | +21,526+33.2% | Added |
| Bank of Montreal | 73,311 | $2.77M | 0.00% | +23,012+45.8% | Added |
| KBC Group NV | 76,535 | $2.89M | 0.01% | +24,668+47.6% | Added |
| SummitTX Capital, L.P. | 78,424 | $2.97M | 0.09% | +78,424 | New |
| SIR Capital Management, L.P. | 78,700 | $2.98M | 0.28% | +78,700 | New |
| Agf Management Ltd | 79,605 | $3.01M | 0.01% | −34,025−29.9% | Reduced |
| Ardsley Advisory Partners LP | 85,000 | $3.21M | 0.49% | +47,500+126.7% | Added |
| Citigroup Inc | 85,102 | $3.22M | 0.00% | −1,347,866−94.1% | Reduced |
| XTX Topco Ltd | 85,622 | $3.24M | 0.06% | +53,395+165.7% | Added |
| Raiffeisen Bank International AG | 91,518 | $3.26M | 0.05% | +6,959+8.2% | Added |
| IMC-Chicago, LLC | 86,901 | $3.29M | 0.05% | −117,832−57.6% | Reduced |
| Thrivent Financial for Lutherans | 87,346 | $3.30M | 0.01% | −37,145−29.8% | Reduced |
| Nomura Asset Management International Inc. | 89,539 | $3.38M | 0.01% | +89,539 | New |
| DekaBank Deutsche Girozentrale | 88,458 | $3.40M | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 90,296 | $3.41M | 0.03% | +90,296 | New |
| Twinbeech Capital LP | 91,200 | $3.45M | 0.36% | −24,723−21.3% | Reduced |
| Algert Global LLC | 92,040 | $3.48M | 0.05% | −93,550−50.4% | Reduced |
| State of Wisconsin Investment Board | 94,933 | $3.59M | 0.01% | −2,503−2.6% | Reduced |
| Stelac Advisory Services LLC | 97,415 | $3.68M | 0.75% | −8,540−8.1% | Reduced |
| LPL Financial LLC | 101,456 | $3.84M | 0.00% | −12,248−10.8% | Reduced |
| Boothbay Fund Management, LLC | 101,744 | $3.85M | 0.09% | +101,744 | New |
| New York State Common Retirement Fund | 103,310 | $3.91M | 0.01% | +1,900+1.9% | Added |
| Walleye Trading LLC | 103,380 | $3.91M | 0.08% | −283,645−73.3% | Reduced |
| Baker Avenue Asset Management, LP | 106,543 | $4.03M | 0.09% | −1,434−1.3% | Reduced |
| National Philanthropic Trust | 108,000 | $4.08M | 0.04% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 109,264 | $4.13M | 0.01% | −3,484−3.1% | Reduced |
| Quantinno Capital Management LP | 110,747 | $4.19M | 0.01% | +67,721+157.4% | Added |
| LMR Partners LLP | 110,750 | $4.19M | 0.04% | +52,650+90.6% | Added |
| Van Eck Associates Corp | 111,390 | $4.21M | 0.00% | +15,811+16.5% | Added |
| Russell Investments Group, Ltd. | 111,676 | $4.22M | 0.00% | −106,331−48.8% | Reduced |
| Clear Street Group Inc. | 111,955 | $4.23M | 0.02% | −125,556−52.9% | Reduced |
| JPMorgan Chase & Co | 120,603 | $4.30M | 0.00% | +41,279+52.0% | Added |