Enphase Energy, Inc.: which funds bought and sold
Institutions that bought and sold Enphase Energy shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 264 institutions that filed 13F reports for both quarters added to or opened positions in Enphase Energy, and 271 cut or closed them. Together they sold a net 2.3M shares, −1.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 11.6M shares (−30.9%); index fund managers were net buyers of 791K shares (+1.6%). 121 opened a new position and 83 sold out entirely.
Bought, Q2 2026 264 institutions, 121 of them new holders Sold, Q2 2026 271 institutions, 83 of them sold out
Net change, all compared −2.3M shares (−1.9%)
Net change, active managers −11.6M shares (−30.9%), 32 bought, 40 sold
Buyers versus sellers
264 bought 67 271 sold
Active managers and hedge funds 32 bought · 40 sold · −11.6M
Index fund managers 7 bought · 4 sold · +791K
Other institutions 225 bought · 227 sold · +8.4M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Jpmorgan Chase & Co | +2.3M +1903.5% | 2.4M | $117M |
| Slate Path Capital LP Hedge fund | +1.7M +184.3% | 2.6M | $127M |
| FMR LLC Active manager | +1.6M +4268.3% | 1.7M | $82.2M |
| Harel Insurance Investments & Financial Services Ltd. | +1.6M +32094.0% | 1.6M | $77.2M |
| Gilder Gagnon Howe & Co LLC Active manager | +1.3M +62.1% | 3.5M | $171M |
| Handelsbanken Fonder AB | +1.3M +154.9% | 2.1M | $104M |
| Blackrock, Inc. Index funds | +1.2M +5.6% | 23.5M | $1.2B |
| Millennium Management LLC Hedge fund | +1.2M +511.9% | 1.4M | $71.1M |
| Driehaus Capital Management LLC Active manager | +1.1M New position | 1.1M | $52.2M |
| Robeco Schweiz AG | +1.0M +96.0% | 2.1M | $102M |
| Goldman Sachs Group Inc | +792K +90.1% | 1.7M | $82.3M |
| Palo Duro Investment Partners, LP | +663K New position | 663K | $32.7M |
| Amundi | +654K +65.9% | 1.6M | $81.1M |
| Dimensional Fund Advisors LP | +589K +43.3% | 2.0M | $96.1M |
| Capital World Investors Active manager | +563K New position | 563K | $27.7M |
| Susquehanna International Group, LLP | +553K +63.8% | 1.4M | $69.9M |
| Zurich Insurance Group Ltd | +496K New position | 496K | $24.4M |
| First Trust Advisors LP | +448K +24.4% | 2.3M | $112M |
| Pembroke Management, Ltd | +389K +128.5% | 692K | $34.1M |
| Hite Hedge Asset Management LLC | +336K New position | 336K | $16.6M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Slate Path Capital LP Hedge fund | +1.7M +184.3% | 2.6M | $127M |
| FMR LLC Active manager | +1.6M +4268.3% | 1.7M | $82.2M |
| Gilder Gagnon Howe & Co LLC Active manager | +1.3M +62.1% | 3.5M | $171M |
| Millennium Management LLC Hedge fund | +1.2M +511.9% | 1.4M | $71.1M |
| Driehaus Capital Management LLC Active manager | +1.1M New position | 1.1M | $52.2M |
| Capital World Investors Active manager | +563K New position | 563K | $27.7M |
| Marshall Wace, LLP Hedge fund | +335K New position | 335K | $16.5M |
| Freestone Grove Partners LP Hedge fund | +335K New position | 335K | $16.5M |
| Squarepoint Ops LLC Hedge fund | +314K New position | 314K | $15.4M |
| T. Rowe Price Investment Management, Inc. Active manager | +220K New position | 220K | $10.8M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Alyeska Investment Group, L.P. Hedge fund | −5.5M −94.7% | 307K | $15.1M |
| Holocene Advisors, LP Hedge fund | −3.3M −97.1% | 99K | $4.9M |
| Baillie Gifford & Co Active manager | −2.5M −100.0% | 506 | $24,915 |
| D. E. Shaw & Co., Inc. Hedge fund | −1.7M −71.6% | 661K | $32.6M |
| Citadel Advisors LLC Hedge fund | −1.6M −69.7% | 705K | $34.7M |
| Wellington Management Group LLP Active manager | −1.3M −86.9% | 192K | $9.4M |
| Two Sigma Investments, LP Hedge fund | −821K −15.0% | 4.7M | $229M |
| Cartenna Capital, LP | −800K Sold out | 0 | — |
| Encompass Capital Advisors LLC | −720K Sold out | 0 | — |
| Contour Asset Management LLC Hedge fund | −621K Sold out | 0 | — |
| Renaissance Technologies LLC Hedge fund | −592K −66.6% | 296K | $14.6M |
| Vanguard Portfolio Management LLC Index funds | −592K −6.1% | 9.1M | $446M |
| Arrowstreet Capital, Limited Partnership Hedge fund | −590K Sold out | 0 | — |
| Morgan Stanley | −520K −17.8% | 2.4M | $119M |
| SG Americas Securities, LLC | −520K −55.8% | 411K | $20.3M |
| Schroder Investment Management Group Active manager | −502K −25.3% | 1.5M | $73M |
| Electron Capital Partners, LLC Hedge fund | −489K Sold out | 0 | — |
| Balyasny Asset Management L.P. Hedge fund | −476K −99.1% | 4,421 | $217,690 |
| Erste Asset Management Gmbh | −462K −69.3% | 205K | $10M |
| UBS Group AG | −462K −27.8% | 1.2M | $59.1M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Alyeska Investment Group, L.P. Hedge fund | −5.5M −94.7% | 307K | $15.1M |
| Holocene Advisors, LP Hedge fund | −3.3M −97.1% | 99K | $4.9M |
| Baillie Gifford & Co Active manager | −2.5M −100.0% | 506 | $24,915 |
| D. E. Shaw & Co., Inc. Hedge fund | −1.7M −71.6% | 661K | $32.6M |
| Citadel Advisors LLC Hedge fund | −1.6M −69.7% | 705K | $34.7M |
| Wellington Management Group LLP Active manager | −1.3M −86.9% | 192K | $9.4M |
| Two Sigma Investments, LP Hedge fund | −821K −15.0% | 4.7M | $229M |
| Contour Asset Management LLC Hedge fund | −621K Sold out | 0 | — |
| Renaissance Technologies LLC Hedge fund | −592K −66.6% | 296K | $14.6M |
| Arrowstreet Capital, Limited Partnership Hedge fund | −590K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Driehaus Capital Management LLCActive manager | 1.1M | $52.2M |
| Palo Duro Investment Partners, LP | 663K | $32.7M |
| Capital World InvestorsActive manager | 563K | $27.7M |
| Zurich Insurance Group Ltd | 496K | $24.4M |
| Hite Hedge Asset Management LLC | 336K | $16.6M |
| Marshall Wace, LLPHedge fund | 335K | $16.5M |
| Freestone Grove Partners LPHedge fund | 335K | $16.5M |
| Squarepoint Ops LLCHedge fund | 314K | $15.4M |
| T. Rowe Price Investment Management, Inc.Active manager | 220K | $10.8M |
| Worldquant Millennium Advisors LLCHedge fund | 183K | $9M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Cartenna Capital, LP | 800K | $30.2M |
| Encompass Capital Advisors LLC | 720K | $27.2M |
| Contour Asset Management LLCHedge fund | 621K | $23.5M |
| Arrowstreet Capital, Limited PartnershipHedge fund | 590K | $22.3M |
| Electron Capital Partners, LLCHedge fund | 489K | $18.5M |
| Point72 Asset Management, L.P.Hedge fund | 435K | $16.4M |
| Susquehanna Fundamental Investments, LLC | 220K | $8.3M |
| Optiver Holding B.V. | 210K | $7.9M |
| Aquatic Capital Management LLC | 203K | $7.7M |
| Sphera Funds Management Ltd. | 142K | $5.4M |
Who holds the shares
- Institutions reporting
- 530
- Ten largest holders
- 50.0% of 13F-reported shares
- Index fund managers
- 39.4% of 13F-reported shares
- Active managers and hedge funds
- 20.8% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 32 | 40 | 16 | 13 | −11.6M | −30.9% |
| Index fund managers | 7 | 4 | 0 | 0 | +791K | +1.6% |
| Other institutions | 225 | 227 | 105 | 70 | +8.4M | +21.4% |