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.
| # | 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 | ▲New +9.7M sh | 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 | ▲New +5.7M sh | Q1 2026 | |
| 5 | TWO SIGMA INVESTMENTS, LP | $207.1M | 5.5M | ▲+85% Added · +2.5M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $173.8M | 4.6M | ▲+0.6% Added · +26K sh | Q1 2026 | |
| 7 | NORGES BANK | $118.2M | 3.7M | ▲+257% Added · +2.7M sh | Q4 2025 | |
| 8 | Holocene Advisors, LP | $127.1M | 3.4M | ▼−2.5% Reduced · −85K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $110.7M | 2.9M | ▼−27% Reduced · −1.1M sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $97.9M | 2.6M | ▲+3.2% Added · +79K sh | Q1 2026 | |
| 11 | BAILLIE GIFFORD & CO | $94.3M | 2.5M | ▼−3.6% Reduced · −94K sh | Q1 2026 | |
| 12 | D. E. Shaw & Co., Inc. | $88.1M | 2.3M | ▼−42% Reduced · −1.7M sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $87.9M | 2.3M | ▲+78% Added · +1.0M sh | Q1 2026 | |
| 14 | GILDER GAGNON HOWE & CO LLC | $81.2M | 2.1M | ▲65× Added · +2.1M sh | Q1 2026 | |
| 15 | SCHRODER INVESTMENT MANAGEMENT GROUP | $75.0M | 2.0M | ▲+24% Added · +378K sh | Q1 2026 | |
| 16 | FIRST TRUST ADVISORS LP | $69.4M | 1.8M | ▲+42% Added · +546K sh | Q1 2026 | |
| 17 | UBS Group AG | $62.9M | 1.7M | ▼−58% Reduced · −2.3M sh | Q1 2026 | |
| 18 | COATUE MANAGEMENT LLC | $62.3M | 1.6M | ▲New +1.6M sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $56.0M | 1.5M | ▲+11% Added · +152K sh | Q1 2026 | |
| 20 | DIMENSIONAL FUND ADVISORS LP | $51.5M | 1.4M | ▲+38% Added · +373K sh | Q1 2026 | |
| 21 | FEDERATED HERMES, INC. | $49.4M | 1.3M | ▼−7.5% Reduced · −106K sh | Q1 2026 | |
| 22 | PRINCIPAL FINANCIAL GROUP INC | $42.0M | 1.1M | ▲+79% Added · +491K sh | Q1 2026 | |
| 23 | Robeco Schweiz AG | $39.8M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 24 | Amundi | $37.5M | 993K | ▼−34% Reduced · −521K sh | Q1 2026 | |
| 25 | Slate Path Capital LP | $34.4M | 910K | ▲New +910K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 12, 2026 | Trivedi Shanker | Director | Buy (P) | 1K | $54K |
| Jun 11, 2026 | Trivedi Shanker | Director | Grant (A) | 5K | $250K |
| Jun 1, 2026 | MORA RICHARD | Director | Sell (S) | 700 | $45K |
| May 26, 2026 | Kothandaraman Badrinarayanan | President & CEO, Director | Buy (P) | 600 | $41K |
| May 26, 2026 | Kothandaraman Badrinarayanan | President & CEO, Director | Buy (P) | 4K | $296K |
| May 19, 2026 | MORA RICHARD | Director | Sell (S) | 700 | $32K |
| May 13, 2026 | Malchow Joseph Ian | Director | Grant (A) | 6K | $0 |
| May 13, 2026 | MORA RICHARD | Director | Grant (A) | 6K | $0 |
| May 13, 2026 | Kortlang Benjamin John | Director | Grant (A) | 6K | $0 |
| May 13, 2026 | Haenggi Jamie Elizabeth | Director | Grant (A) | 6K | $0 |
| May 13, 2026 | GOMO STEVEN J | Director | Grant (A) | 6K | $0 |
| May 13, 2026 | Rodgers Thurman J | Director | Grant (A) | 6K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 152 funds | $101.7B |
| MICROSOFT CORPMSFT | 152 funds | $66.8B |
| ELI LILLY & COLLY | 151 funds | $16.5B |
| AMAZON.COM INCAMZN | 150 funds | $55.2B |
| BROADCOM INCAVGO | 150 funds | $36.7B |
| ALPHABET INC-CL AGOOGL | 149 funds | $46.4B |
| TESLA INCTSLA | 149 funds | $20.0B |
| APPLE INCAAPL | 148 funds | $74.3B |
| META PLATFORMS INC-CLASS AMETA | 148 funds | $30.4B |
| NETFLIX INCNFLX | 148 funds | $10.1B |
| VISA INC-CLASS A SHARESV | 147 funds | $13.4B |
| MICRON TECHNOLOGY INCMU | 147 funds | $12.6B |
Ranked by how many of ENPH's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.