Among active 13F managers last quarter, 10 opened and 15 added, while 4 reduced; the largest holder to move was Renaissance Technologies LLC (+38%). Over the last 180 days, 2 insiders bought and none sold, a net $0 in open-market trades.
Funds lean in and no leg opposes.
85 tracked 13F filers disclose a position in SPWR as of the latest SEC 13F filings, a combined $22.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management LLC | 4.6M | $3.2M | ▲+50% Added · +1.5M sh | Q2 2026 | |
| 2 | Polar Asset Management Partners Inc. | 2.1M | $1.4M | —Held | Q2 2026 | |
| 3 | Ardsley Advisory Partners LP | 1.4M | $973K | ▲+48% Added · +456K sh | Q2 2026 | |
| 4 | Renaissance Technologies LLC | 1.4M | $1.8M | ▲+38% Added · +384K sh | Q1 2026 | |
| 5 | DDD Partners, LLC | 1.4M | $947K | ▲16× Added · +1.3M sh | Q2 2026 | |
| 6 | Goldman Sachs Group Inc | 1.4M | $1.7M | ▲+387% Added · +1.1M sh | Q1 2026 | |
| 7 | Prelude Capital Management, LLC | 1.3M | $876K | ▲+112% Added · +673K sh | Q2 2026 | |
| 8 | BlackRock, Inc. | 1.3M | $862K | ▼−69% Reduced · −2.8M sh | Q2 2026 | |
| 9 | Westerly Capital Management, LLC | 1.0M | $687K | ▲+54% Added · +350K sh | Q2 2026 | |
| 10 | Alyeska Investment Group, L.P. | 840K | $577K | —Held | Q2 2026 | |
| 11 | Geode Capital Management, LLC | 773K | $532K | ▼−57% Reduced · −1.0M sh | Q2 2026 | |
| 12 | Diametric Capital, LP | 731K | $502K | ▲+24% Added · +144K sh | Q2 2026 | |
| 13 | Lazard Asset Management LLC | 612K | $778K | ▲New +612K sh | Q1 2026 | |
| 14 | Squarepoint Ops LLC | 612K | $777K | ▲+34% Added · +155K sh | Q1 2026 | |
| 15 | XTX Topco Ltd | 578K | $734K | ▲+12% Added · +62K sh | Q1 2026 | |
| 16 | Northern Trust Corp | 551K | $699K | ▲+24% Added · +106K sh | Q1 2026 | |
| 17 | Vanguard Fiduciary Trust Co | 464K | $319K | ▲+5.5% Added · +24K sh | Q2 2026 | |
| 18 | Ameriprise Financial Inc | 452K | $574K | ▲New +452K sh | Q1 2026 | |
| 19 | Sphera Management Technology Funds Ltd | 434K | $298K | —Held | Q2 2026 | |
| 20 | Luminus Management LLC | 425K | $292K | ▲New +425K sh | Q2 2026 | |
| 21 | Mitsubishi UFJ Asset Management Co., Ltd. | 366K | $464K | ▼−2.8% Reduced · −11K sh | Q1 2026 | |
| 22 | State Street Corp | 271K | $186K | ▼−89% Reduced · −2.2M sh | Q2 2026 | |
| 23 | Arax Advisory Partners | 239K | $164K | ▲+0.1% Added · +370 sh | Q2 2026 | |
| 24 | King Luther Capital Management Corp | 210K | $267K | —Held | Q1 2026 | |
| 25 | Bridgeway Capital Management, LLC | 186K | $128K | —Held | Q2 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, 10 funds opened a new position in SPWR and 15 added to an existing one, while 4 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 38 funds | $156.1B |
| Microsoft CorpMSFT | 37 funds | $107.3B |
| Amazon.com IncAMZN | 37 funds | $76.0B |
| Meta Platforms Inc-Class AMETA | 37 funds | $46.1B |
| Cisco Systems IncCSCO | 37 funds | $9.6B |
| Broadcom IncAVGO | 36 funds | $63.3B |
| Advanced Micro DevicesAMD | 36 funds | $12.0B |
| Lam Research CorpLRCX | 36 funds | $10.1B |
| Amphenol Corp-CL AAPH | 36 funds | $9.5B |
| Salesforce IncCRM | 36 funds | $5.1B |
| Tesla IncTSLA | 35 funds | $25.0B |
| Micron Technology IncMU | 35 funds | $13.2B |
Ranked by how many of SPWR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SPWR.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Rodgers Thurman J | Chief Executive Officer, Director, 10% Owner | Buy (P) 2 lots, same day | 7.9M | — |
| Jul 1, 2026 | McCranie J Daniel | Director | Buy (P) | 94K | — |
| Oct 23, 2025 | Gishen Adam | Director | Sell (S) 2 lots, same day | 20K | $41K |
| Jun 3, 2025 | Rodgers Thurman J | Chief Executive Officer, Director, 10% Owner | Buy (P) 2 lots, same day | 606K | $1.0M |
| Jun 2, 2025 | Rodgers Thurman J | Chief Executive Officer, Director, 10% Owner | Buy (P) 2 lots, same day | 21K | $32K |
| May 30, 2025 | Rodgers Thurman J | Chief Executive Officer, Director, 10% Owner | Buy (P) 2 lots, same day | 300K | $414K |
| May 19, 2025 | Gishen Adam | Director | Sell (S) | 10K | $19K |
| May 16, 2025 | Gishen Adam | Director | Sell (S) 3 lots, same day | 38K | $71K |
| Dec 17, 2024 | Gishen Adam | Director | Sell (S) 2 lots, same day | 100K | $160K |
| Dec 2, 2024 | Carlyle Holdings I GP Sub L.L.C. | 10% Owner | Sell (S) | 28K | $57K |
| Dec 2, 2024 | Carlyle CRSEF Solis Aggregator, S.C.Sp. | 10% Owner | Sell (S) | 28K | $57K |
| Nov 29, 2024 | Carlyle Group Inc. | 10% Owner | Sell (S) | 57K | $115K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 33 | 15 | – |
Insiders Form 4 open-market | 2 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| SPWRthis pagecs | 85 funds | $22.7M |
| SPWRWWarrant | 23 funds | $386K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SPWR
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/SPWR/capital-change-brief"
Use Arkolith's capital_change_brief for SPWR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for SPWR. Filings are public domain, sourced to SEC EDGAR.