450 tracked 13F filers disclose a position in ENPH as of the latest SEC 13F filings, a combined $4.9B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $839.5M | 22.2M | ▲+11% Added · +2.2M sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $365.2M | 9.7M | →First observed position No prior filed position | Q1 2026 | |
| 3 | Alyeska Investment Group, L.P. | $221.0M | 5.8M | ▲+824% Added · +5.2M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $214.3M | 5.7M | →First observed position No prior filed position | Q1 2026 | |
| 5 | TWO SIGMA INVESTMENTS, LP | $207.1M | 5.5M | ▲+85% Added · +2.5M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $233.7M | 4.7M | ▲+3.2% Added · +149K sh | Q2 2026 | |
| 7 | NORGES BANK | $118.2M | 3.7M | ▲+257% Added · +2.7M sh | Q4 2025 | |
| 8 | GILDER GAGNON HOWE & CO LLC | $171.3M | 3.5M | ▲+62% Added · +1.3M sh | Q2 2026 | |
| 9 | Holocene Advisors, LP | $127.1M | 3.4M | ▼−2.5% Reduced · −85K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $110.7M | 2.9M | ▼−27% Reduced · −1.1M sh | Q1 2026 | |
| 11 | Slate Path Capital LP | $127.4M | 2.6M | ▲+184% Added · +1.7M sh | Q2 2026 | |
| 12 | BAILLIE GIFFORD & CO | $94.3M | 2.5M | ▼−3.6% Reduced · −94K sh | Q1 2026 | |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | $117.6M | 2.4M | ▼−7.8% Reduced · −202K sh | Q2 2026 | |
| 14 | D. E. Shaw & Co., Inc. | $88.1M | 2.3M | ▼−42% Reduced · −1.7M sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $87.9M | 2.3M | ▲+78% Added · +1.0M sh | Q1 2026 | |
| 16 | Robeco Schweiz AG | $101.5M | 2.1M | ▲+96% Added · +1.0M sh | Q2 2026 | |
| 17 | SCHRODER INVESTMENT MANAGEMENT GROUP | $75.0M | 2.0M | ▲+24% Added · +378K sh | Q1 2026 | |
| 18 | FIRST TRUST ADVISORS LP | $69.4M | 1.8M | ▲+42% Added · +546K sh | Q1 2026 | |
| 19 | UBS Group AG | $62.9M | 1.7M | ▼−58% Reduced · −2.3M sh | Q1 2026 | |
| 20 | COATUE MANAGEMENT LLC | $62.3M | 1.6M | ▲New +1.6M sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $56.0M | 1.5M | ▲+11% Added · +152K sh | Q1 2026 | |
| 22 | DIMENSIONAL FUND ADVISORS LP | $51.5M | 1.4M | ▲+38% Added · +373K sh | Q1 2026 | |
| 23 | FEDERATED HERMES, INC. | $49.4M | 1.3M | ▼−7.5% Reduced · −106K sh | Q1 2026 | |
| 24 | PRINCIPAL FINANCIAL GROUP INC | $42.0M | 1.1M | ▲+79% Added · +491K sh | Q1 2026 | |
| 25 | Amundi | $37.5M | 993K | ▼−34% Reduced · −521K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 11 funds opened a new position in ENPH and 28 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 263 funds | $372.0B |
| MICROSOFT CORPMSFT | 263 funds | $250.2B |
| AMAZON.COM INCAMZN | 263 funds | $193.0B |
| META PLATFORMS INC-CLASS AMETA | 255 funds | $106.8B |
| ALPHABET INC-CL AGOOGL | 252 funds | $155.2B |
| APPLE INCAAPL | 251 funds | $270.8B |
| BROADCOM INCAVGO | 249 funds | $147.2B |
| ALPHABET INC-CL CGOOG | 248 funds | $115.0B |
| TESLA INCTSLA | 248 funds | $65.9B |
| ELI LILLY & COLLY | 246 funds | $69.7B |
| VISA INC-CLASS A SHARESV | 244 funds | $56.0B |
| MICRON TECHNOLOGY INCMU | 243 funds | $42.3B |
Ranked by how many of ENPH's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 14, 2026 | MORA RICHARD | Director | Sell (S) | 2K | $61K |
| Jul 30, 2026 | MORA RICHARD | Director | Sell (S) | 2K | $74K |
| Jun 12, 2026 | Trivedi Shanker | Director | Buy (P) | 1K | $54K |
| Jun 1, 2026 | MORA RICHARD | Director | Sell (S) | 700 | $45K |
| May 26, 2026 | Kothandaraman Badrinarayanan | President & CEO, Director | Buy (P) | 4K | $296K |
| May 26, 2026 | Kothandaraman Badrinarayanan | President & CEO, Director | Buy (P) | 600 | $41K |
| May 19, 2026 | MORA RICHARD | Director | Sell (S) | 700 | $32K |
| Mar 13, 2026 | Rodgers Thurman J | Director | Sell (S) | 137K | $6.0M |
| Feb 10, 2026 | MORA RICHARD | Director | Sell (S) | 1K | $57K |
| Feb 5, 2026 | Kothandaraman Badrinarayanan | President & CEO, Director | Buy (P) | 4K | $222K |
| Feb 5, 2026 | Kothandaraman Badrinarayanan | President & CEO, Director | Buy (P) | 750 | $38K |
| Dec 12, 2025 | Yang Mandy | EVP, Chief Financial Officer | Sell (S) | 6K | $198K |
| Class | 13F holders | Value held |
|---|---|---|
| ENPHthis pagecs | 450 funds | $4.9B |
| ENPH 0 03/01/28Sovereign/Corporate | 32 funds | $371.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for ENPH
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ENPH/capital-change-brief"
Use Arkolith's capital_change_brief for ENPH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ENPH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.