Enphase EnergyENPH
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 495 institutions reported holding Enphase Energy Inc. (ENPH) in their 13F filings, up 22 from Q4 2025. 81 opened new positions and 61 sold out. The largest holders were BlackRock, Inc. ($839.5M), Vanguard Portfolio Management LLC ($365.2M) and Alyeska Investment Group, L.P. ($221.0M). 8 famous investors held it, including Philippe Laffont (0.2% of Coatue Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Enphase Energy Inc.
- CUSIP
- 29355A107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $339.6M |
| Exits | 61 | $190.4M |
All 13F filers, Q4 2025 → Q1 2026: 30,102,838 shares bought and 24,604,747 shares sold, net +5,498,091 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 495 holders
| BlackRock, Inc. | 0.01% | Add +10.9% | 22,202,913 | $839.5M |
| Vanguard Portfolio Management LLC | 0.02% | — | 9,658,892 | $365.2M |
| Alyeska Investment Group, L.P. | 0.63% | Add +823.9% | 5,845,629 | $221.0M |
| Vanguard Capital Management LLC | 0.01% | — | 5,667,108 | $214.3M |
| Two Sigma Investments, LP | 0.18% | Add +84.8% | 5,476,240 | $207.1M |
| State Street Corp. | 0.01% | Add +0.6% | 4,597,699 | $173.8M |
| Invesco Ltd. | 0.01% | Add +16.6% | 3,682,383 | $139.2M |
| Holocene Advisors, LP | 0.31% | Reduce -2.5% | 3,361,368 | $127.1M |
| Morgan Stanley | 0.01% | Reduce -26.9% | 2,928,679 | $110.7M |
| Geode Capital Management, LLC | 0.01% | Add +3.2% | 2,589,905 | $97.9M |
| Baillie Gifford & Co. | 0.10% | Reduce -3.6% | 2,494,347 | $94.3M |
| D. E. Shaw & Co. | 0.07% | Reduce -41.8% | 2,328,756 | $88.1M |
| Citadel Advisors | 0.06% | Add +78.1% | 2,324,659 | $87.9M |
| Gilder Gagnon Howe & Co. LLC | 0.97% | Add +6429.5% | 2,146,391 | $81.2M |
| Schroder Investment Management Group | 0.06% | Add +23.5% | 1,984,075 | $75.0M |
| First Trust Advisors LP | 0.05% | Add +42.4% | 1,834,416 | $69.4M |
| UBS Group AG | 0.01% | Reduce -58.0% | 1,662,596 | $62.9M |
| Coatue Management | 0.21% | New | 1,647,893 | $62.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +11.4% | 1,481,930 | $56.0M |
| Wellington Management Group LLP | 0.01% | Add +12530.4% | 1,464,245 | $55.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +37.8% | 1,361,157 | $51.5M |
| Federated Hermes, Inc. | 0.08% | Reduce -7.5% | 1,306,149 | $49.4M |
| Principal Financial Group Inc. | 0.02% | Add +79.2% | 1,112,067 | $42.0M |
| Robeco Schweiz AG | 0.84% | New | 1,052,075 | $39.8M |
| Amundi | 0.01% | Reduce -34.4% | 992,688 | $37.5M |
| SG Americas Securities, LLC | 0.04% | Reduce -3.6% | 931,097 | $35.2M |
| Slate Path Capital LP | 0.51% | New | 909,900 | $34.4M |
| Renaissance Technologies | 0.05% | Reduce -0.9% | 888,628 | $33.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -44.1% | 879,460 | $33.3M |
| Susquehanna International Group, LLP | 0.04% | Reduce -41.2% | 867,106 | $32.8M |
| Northern Trust Corp. | 0.00% | Add +5.8% | 851,330 | $32.2M |
| Handelsbanken Fonder AB | 0.10% | Add +286.8% | 828,106 | $31.3M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 826,379 | $31.2M |
| Cartenna Capital, LP | 1.32% | New | 800,000 | $30.2M |
| Bank of New York Mellon Corp | 0.01% | Add +0.1% | 757,122 | $28.6M |
| Encompass Capital Advisors LLC | 1.11% | New | 720,288 | $27.2M |
| Legal & General Group Plc | 0.01% | Add +3.4% | 641,117 | $24.2M |
| Erste Asset Management GmbH | 0.22% | Add +853.4% | 666,569 | $23.9M |
| Contour Asset Management LLC | 0.76% | New | 620,559 | $23.5M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +27.8% | 590,282 | $22.3M |
| Electron Capital Partners, LLC | 0.87% | New | 488,852 | $18.5M |
| Bank of America Corp. | 0.00% | Reduce -28.7% | 487,939 | $18.4M |
| Balyasny Asset Management L.P. | 0.04% | Add +0.9% | 479,990 | $18.1M |
| Nomura Holdings Inc. | 0.15% | Reduce -9.3% | 479,307 | $18.1M |
| Public Sector Pension Investment Board | 0.06% | Add +3.3% | 468,114 | $17.7M |
| Nuveen, LLC | 0.00% | Reduce -7.0% | 441,444 | $16.7M |
| BNP Paribas Financial Markets | 0.01% | Reduce -40.8% | 438,028 | $16.6M |
| Natixis | 0.07% | Reduce -16.3% | 435,787 | $16.5M |
| Point72 Asset Management | 0.03% | Reduce -73.9% | 434,846 | $16.4M |
| Royal London Asset Management Ltd. | 0.03% | New | 408,201 | $15.4M |
| Westerly Capital Management, LLC | 4.66% | Add +128.6% | 400,000 | $15.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.9% | 375,806 | $14.2M |
| Capital Fund Management S.A. | 0.13% | Reduce -31.9% | 369,928 | $14.0M |
| DNB Asset Management AS | 0.05% | Add +6.3% | 342,210 | $12.9M |
| Rhumbline Advisers | 0.01% | Add +2.8% | 339,859 | $12.9M |
| Swedbank AB | 0.01% | Reduce -43.3% | 331,379 | $12.5M |
| Pembroke Management, LTD | 1.66% | New | 302,728 | $11.4M |
| Royal Bank of Canada | 0.00% | Reduce -4.3% | 298,682 | $11.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.7% | 294,918 | $11.2M |
| Deutsche Bank AG | 0.00% | Add +419.1% | 294,657 | $11.1M |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.38% | Add +7.4% | 286,190 | $10.8M |
| Choreo, LLC | 0.12% | Add +0.1% | 268,819 | $10.2M |
| Mediolanum International Funds Ltd | 0.11% | New | 283,209 | $10.1M |
| Swiss National Bank | 0.01% | Add +0.5% | 259,000 | $9.8M |
| Wolverine Asset Management LLC | 0.51% | Add +63.5% | 254,072 | $9.6M |
| Lombard Odier Asset Management (Europe) Ltd | 0.75% | New | 242,204 | $9.2M |
| Millennium Management | 0.01% | Reduce -38.5% | 235,873 | $8.9M |
| Bourgeon Capital Management LLC | 1.51% | Add +1039.2% | 225,559 | $8.5M |
| Susquehanna Fundamental Investments, LLC | 0.31% | Add +412.6% | 219,995 | $8.3M |
| Trexquant Investment LP | 0.06% | New | 214,390 | $8.1M |
| Optiver Holding B.V. | 0.30% | Add +48.4% | 209,549 | $7.9M |
| Marex Group Ltd | 0.08% | Add +98.6% | 207,518 | $7.8M |
| Aquatic Capital Management LLC | 0.22% | Add +187.2% | 202,596 | $7.7M |
| Clearbridge Investments, LLC | 0.01% | New | 193,618 | $7.3M |
| CenterBook Partners LP | 0.37% | Reduce -45.3% | 182,174 | $6.9M |
| Alps Advisors Inc. | 0.03% | Reduce -6.9% | 164,782 | $6.2M |
| California Public Employees Retirement System | 0.00% | Reduce -26.8% | 163,845 | $6.2M |
| Barclays PLC | 0.00% | Reduce -83.2% | 161,705 | $6.1M |
| California State Teachers Retirement System | 0.01% | Add +21.6% | 150,840 | $5.7M |
| Liberty Wealth Management LLC | 0.69% | Add +12.5% | 146,338 | $5.5M |
| Clear Harbor Asset Management, LLC | 0.38% | Add +12.6% | 146,320 | $5.5M |
| Sphera Funds Management LTD. | 0.93% | Reduce -23.6% | 142,419 | $5.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.5% | 133,750 | $5.1M |
| Janus Henderson Group PLC | 0.00% | Add +124.3% | 130,385 | $4.9M |
| Walleye Capital LLC | 0.03% | Reduce -28.5% | 128,225 | $4.8M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -92.1% | 124,086 | $4.7M |
| New York State Teachers Retirement System | 0.01% | Reduce -3.3% | 123,144 | $4.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -15.0% | 122,816 | $4.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -41.2% | 117,923 | $4.5M |
| Quintet Private Bank (Europe) S.A. | 0.30% | Reduce -10.7% | 119,705 | $4.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Reduce -20.4% | 122,631 | $4.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 119,573 | $4.5M |
| Prudential Financial Inc. | 0.01% | Reduce -1.7% | 116,275 | $4.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.7% | 115,136 | $4.4M |
| Bessemer Group Inc. | 0.01% | Add +5481.5% | 113,974 | $4.3M |
| JPMorgan Chase & Co. | 0.00% | Add +52.0% | 120,603 | $4.3M |
| Clear Street Group Inc. | 0.02% | Reduce -52.9% | 111,955 | $4.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -48.8% | 111,676 | $4.2M |
| Van Eck Associates Corp. | 0.00% | Add +16.5% | 111,390 | $4.2M |
| LMR Partners LLP | 0.05% | Add +90.6% | 110,750 | $4.2M |
"% of holder's portfolio" is ENPH's weight in each manager's 13F, not the share of Enphase Energy Inc. the manager owns.