Ticker · CUSIP 29355A107

ENPH

ENPHASE ENERGY INC

Technology·Solar

···Share

Holders (tracked)

Combined shares

25,775,101

Combined value

$826.09M

Last close

$32.48

Quarter

2025Q4

Price is +1.3% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$32.48-20.06 (-38.18%)H $53.43 · L $26.12 · Avg Vol 7.7M

Tracked holders · last 8 quarters

+2 vs previous quarter over the last 8.

SEC event timeline

30 events

Wellington Management trimmed2026-02-17
−18,832 shares · 2025Q4
Position
D.E. Shaw & Co. added2026-02-17
+589,320 shares · 2025Q4
Position
Philippe Laffont (Coatue) exited2026-02-17
−1,647,893 shares · 2025Q4
Position
AQR Capital Management trimmed2026-02-17
−20,965 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) added2026-02-17
+691,629 shares · 2025Q4
Position
Two Sigma Investments added2026-02-17
+188,632 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−309,509 shares · 2025Q4
Position
Steve Cohen (Point72) added2026-02-17
+1,626,079 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+2,266 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+864,700 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) added2026-02-13
+54,781 shares · 2025Q4
Position
George Soros (Soros Fund Mgmt) added2026-02-13
+300,000 shares · 2025Q4
Position
Renaissance Technologies trimmed2026-02-12
−1,770,334 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+3,687,686 shares · 2025Q4
Position
Baillie Gifford & Co trimmed2026-01-23
−77,040 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−294,862 shares · 2025Q3
Position
D.E. Shaw & Co. trimmed2025-11-14
−106,426 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−525,676 shares · 2025Q3
Position
AQR Capital Management trimmed2025-11-14
−254,624 shares · 2025Q3
Position
Steve Cohen (Point72) opened position2025-11-14
+38,017 shares · 2025Q3
Position
Two Sigma Investments added2025-11-14
+89,033 shares · 2025Q3
Position
Philippe Laffont (Coatue) added2025-11-14
+803,945 shares · 2025Q3
Position
T. Rowe Price trimmed2025-11-14
−92,247 shares · 2025Q3
Position
Wellington Management opened position2025-11-14
+30,425 shares · 2025Q3
Position
George Soros (Soros Fund Mgmt) opened position2025-11-14
+100,000 shares · 2025Q3
Position
Jeremy Grantham (GMO) exited2025-11-13
−518,656 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) opened position2025-11-13
+209,056 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−1,032,683 shares · 2025Q3
Position
Renaissance Technologies trimmed2025-11-13
−574,300 shares · 2025Q3
Position
Norges Bank (Norway SWF) trimmed2025-11-12
−1,071,297 shares · 2024Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for ENPH →

Follow-the-investor returns

If you'd copied each holder of ENPH…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Steve Cohen (Point72)	2019Q4	$32.11	+1.1%	$12.5M
Steve Cohen (Point72)	2019Q4	$32.11	+1.1%	$12.5M
Steve Cohen (Point72)	2019Q4	$32.11	+1.1%	$12.5M
Two Sigma Investments	2017Q4	$32.14	+1.0%	$96.3M
Two Sigma Investments	2017Q4	$32.14	+1.0%	$96.3M
Two Sigma Investments	2017Q4	$32.14	+1.0%	$96.3M
D.E. Shaw & Co.	2016Q1	$32.15	+1.0%	$129.9M
D.E. Shaw & Co.	2016Q1	$32.15	+1.0%	$129.9M
D.E. Shaw & Co.	2016Q1	$32.15	+1.0%	$129.9M
George Soros (Soros Fund Mgmt)	2025Q3	$32.88	-1.2%	$13.0M
Ken Griffin (Citadel Advisors)	2016Q3	$34.81	-6.7%	$69.0M
Ken Griffin (Citadel Advisors)	2016Q3	$34.81	-6.7%	$69.0M
Ken Griffin (Citadel Advisors)	2016Q3	$34.81	-6.7%	$69.0M
Izzy Englander (Millennium Mgmt)	2016Q1	$37.72	-13.9%	$8.9M
Izzy Englander (Millennium Mgmt)	2016Q1	$37.72	-13.9%	$8.9M
Izzy Englander (Millennium Mgmt)	2016Q1	$37.72	-13.9%	$8.9M
Paul Tudor Jones (Tudor Investment)	2019Q3	$41.76	-22.2%	$10.8M
Paul Tudor Jones (Tudor Investment)	2019Q3	$41.76	-22.2%	$10.8M
Renaissance Technologies	2016Q4	$51.11	-36.5%	$29.1M
AQR Capital Management	2016Q1	$60.91	-46.7%	$4.8M
Ray Dalio (Bridgewater Associates)	2020Q4	$62.67	-48.2%	$8.6M
Baillie Gifford & Co	2021Q3	$96.63	-66.4%	$84.1M
Wellington Management	2018Q2	$107.40	-69.8%	$377K
T. Rowe Price	2019Q3	$162.52	-80.0%	$3.4M
Norges Bank (Norway SWF)	2019Q3	$341.73	-90.5%	$119.8M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions2

Norges Bank (Norway SWF)
+3,687,686
$118.2M
Paul Tudor Jones (Tudor Investment)
+864,700
$27.7M

Added to7

Steve Cohen (Point72)
+1,626,079
$52.1M
Ken Griffin (Citadel Advisors)
+691,629
$22.2M
D.E. Shaw & Co.
+589,320
$18.9M
George Soros (Soros Fund Mgmt)
+300,000
$9.6M
Two Sigma Investments
+188,632
$6.0M
Ray Dalio (Bridgewater Associates)
+54,781
$1.8M
T. Rowe Price
+2,266
$73

Trimmed5

Renaissance Technologies
−1,770,334
$56.7M
Izzy Englander (Millennium Mgmt)
−309,509
$9.9M
Baillie Gifford & Co
−77,040
$2.5M
AQR Capital Management
−20,965
$672K
Wellington Management
−18,832
$604K

Exited1

Philippe Laffont (Coatue)
−1,647,893
$58.3M

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	17	19,757,564	$217.12B	—
2022Q2	18	20,784,236	$202.54B	+1
2022Q3	19	23,308,584	$6.47B	+1
2022Q4	20	23,519,857	$6.23B	+1
2023Q1	21	22,738,893	$4.78B	+1
2023Q2	22	21,871,601	$3.66B	+1
2023Q3	20	22,741,039	$2.73B	-2
2023Q4	18	26,459,852	$3.50B	-2
2024Q1	19	29,617,152	$3.58B	+1
2024Q2	22	32,981,326	$3.29B	+3
2024Q3	19	18,227,304	$2.06B	-3
2024Q4	17	17,605,976	$1.21B	-2
2025Q1	18	25,843,924	$1.60B	+1
2025Q2	22	30,281,806	$1.20B	+4
2025Q3	23	22,416,781	$793.3M	+1
2025Q4	25	25,775,101	$826.1M	+2

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2025-02-12	Julie Johnson	Sell	$1K – $15K	PDF ↗
2025-01-15	Julie Johnson	Buy	$1K – $15K	PDF ↗

Who owns ENPH

25 super-investors · 2025Q4

Tracked stake

25.78M

Combined value

$826M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New3Added15Trim7

#	Manager	Shares	Value	% of book	Last action
1	D.E. Shaw & Co.	4.00M	$128M	0.1%	Added+589.3K
2	Norges Bank Norway SWF	3.69M	$118M	0.0%	New+3.69M
3	Two Sigma Investments	2.96M	$95M	0.1%	Added+188.6K
4	Baillie Gifford & Co	2.59M	$83M	0.1%	Trim−77.0K
5	Ken Griffin Citadel Advisors	2.22M	$71M	0.0%	Added+691.6K
6	Ken Griffin Citadel Advisors	2.13M	$68M	0.0%	Added+691.6K
7	Steve Cohen Point72	1.66M	$53M	0.1%	Added+1.63M
8	Ken Griffin Citadel Advisors	1.31M	$42M	0.0%	Added+691.6K
9	Renaissance Technologies	897.1K	$29M	0.0%	Trim−1.77M
10	D.E. Shaw & Co.	796.6K	$26M	0.0%	Added+589.3K
11	Paul Tudor Jones Tudor Investment	531.0K	$17M	0.0%	New+864.7K
12	George Soros Soros Fund Mgmt	400.0K	$13M	0.1%	Added+300.0K
13	Steve Cohen Point72	385.9K	$12M	0.0%	Added+1.63M
14	Izzy Englander Millennium Mgmt	383.3K	$12M	0.0%	Trim−309.5K
15	Paul Tudor Jones Tudor Investment	333.7K	$11M	0.0%	New+864.7K
16	Izzy Englander Millennium Mgmt	272.9K	$9M	0.0%	Trim−309.5K
17	Ray Dalio Bridgewater Associates	263.8K	$8M	0.0%	Added+54.8K
18	Izzy Englander Millennium Mgmt	253.7K	$8M	0.0%	Trim−309.5K
19	Steve Cohen Point72	148.3K	$5M	0.0%	Added+1.63M
20	AQR Capital Management	146.5K	$5M	0.0%	Trim−21.0K
21	D.E. Shaw & Co.	118.3K	$4M	0.0%	Added+589.3K
22	T. Rowe Price	105.0K	$3M	0.0%	Added+2.3K
23	Two Sigma Investments	89.4K	$3M	0.0%	Added+188.6K
24	Two Sigma Investments	85.4K	$3M	0.0%	Added+188.6K
25	Wellington Management	11.6K	$372K	0.0%	Trim−18.8K

Recent moves

20 transactions

ADDTwo Sigma Investments
+188,632 · 2025Q4
TRIMWellington Management
−18,832 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+691,629 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+864,700 · 2025Q4
SOLDPhilippe Laffont (Coatue)
−1,647,893 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−309,509 · 2025Q4
ADDSteve Cohen (Point72)
+1,626,079 · 2025Q4
ADDD.E. Shaw & Co.
+589,320 · 2025Q4
ADDT. Rowe Price
+2,266 · 2025Q4
TRIMAQR Capital Management
−20,965 · 2025Q4
ADDGeorge Soros (Soros Fund Mgmt)
+300,000 · 2025Q4
ADDRay Dalio (Bridgewater Associates)
+54,781 · 2025Q4
TRIMRenaissance Technologies
−1,770,334 · 2025Q4
NEWNorges Bank (Norway SWF)
+3,687,686 · 2025Q4
TRIMBaillie Gifford & Co
−77,040 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−294,862 · 2025Q3
ADDTwo Sigma Investments
+89,033 · 2025Q3
TRIMIzzy Englander (Millennium Mgmt)
−525,676 · 2025Q3
NEWSteve Cohen (Point72)
+38,017 · 2025Q3
TRIMD.E. Shaw & Co.
−106,426 · 2025Q3

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