Mustard Seed Investor logo: a sprouting mustard seedMustard Seed Investor
← All stocks
ENPHInformation TechnologyCommon Stock

Enphase Energy, Inc

Held by 11 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 29355A107 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

Download report
In plain English: 11 of the investors we track own this stock. In the latest quarter, 2 of them bought more of it and 9 sold some or all of theirs (1 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
11
0 vs last quarter (like-for-like)
Total value held
$533.69M
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.0%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
-$139.79M
-23.2% vs last quarter
Net shares bought
-6.5M
Est. net flow -$316.68M
Quarter activity
2 bought · 9 sold
1 new · 1 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns ENPH?

🔒 The 'who added and who trimmed' chart is a Plus feature

You're viewing the Free plan. Upgrade to unlock The 'who added and who trimmed' chart — every paid plan starts with a 7-day free trial, and you can cancel in two clicks.

See plans & upgrade Sign in

Who owns ENPH? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Two Sigma Two Sigma Investments 4.66M $229.25M 0.2% Reduced -820.5K -15.0% -$40.40M
2 Philippe Laffont Coatue Management 1.56M $76.66M 0.2% Reduced -91.0K -5.5% -$4.48M
3 Norges Bank Norges Bank Investment Management 1.46M $71.87M 0.0% — — — —
4 Israel Englander Millennium Management 1.44M $71.07M 0.0% Added +1.2M +511.9% +$59.45M
5 Ken Griffin Citadel Advisors 704.92K $34.71M 0.0% Reduced -1.6M -69.7% -$79.76M
6 David Shaw D.E. Shaw & Co. 661.06K $32.55M 0.0% Reduced -1.7M -71.6% -$82.12M
7 Jim Simons Renaissance Technologies 296.40K $14.59M 0.0% Reduced -592.2K -66.6% -$29.16M
8 Chuck Royce Royce & Associates 23.04K $1.13M 0.0% Reduced -842 -3.5% -$41.46K
9 Ray Dalio Bridgewater Associates 18.68K $919.90K 0.0% Reduced -37.4K -66.7% -$1.84M
10 Fred Alger Fred Alger Management 18.32K $902.03K 0.0% New +18.3K — +$902.03K
11 Baillie Gifford Baillie Gifford & Co 506 $24.91K 0.0% Reduced -2.5M -100.0% -$122.79M

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↓
Steve Cohen Point72 Asset Management -434.8K $16.44M

Politician trades

Politician trades in ENPH

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.