Enphase Energy, Inc. (ENPH) — Institutional Holders, Q2 2026

555 institutional investment managers reported a ENPH position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $6.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← ENPH stock profile

ENPH in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

129

Added to

141

Trimmed

190

Sold out

Biggest buyers

JPMORGAN CHASEAdded · +2,295,643 sh+$113.0M
Slate Path CapitalAdded · +1,677,270 sh+$82.6M
FMRAdded · +1,631,912 sh+$80.4M
Harel Insurance Investments & Financial Services Ltd.New · +1,567,850 sh+$77.2M
GILDER GAGNON HOWEAdded · +1,332,570 sh+$65.6M

Biggest sellers

Alyeska Investment Group, L.P.Trimmed · -5,538,396 sh-$272.7M
Holocene AdvisorsTrimmed · -3,262,605 sh-$160.7M
BAILLIE GIFFORDTrimmed · -2,493,841 sh-$122.8M
D. E. ShawTrimmed · -1,667,698 sh-$82.1M
CITADEL ADVISORSTrimmed · -1,619,736 sh-$79.8M

ENPH 13F holders ranked 1–100 of 555

Institutional investors reporting a position in Enphase Energy, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 61,990,983 sh	61,990,983	$1.2B	0.02%	+33.2%
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 9,066,675 sh	9,066,675	$446.4M	0.02%	-6.1%
3	VANGUARD CAPITAL MANAGEMENT#3 · 5,730,831 sh	5,730,831	$282.2M	<0.01%	+1.1%
4	STATE STREET#4 · 18,666,613 sh	18,666,613	$246.7M	<0.01%	+6.6%
5	TWO SIGMA INVESTMENTS#5 · 4,655,692 sh	4,655,692	$229.2M	0.17%	-15.0%
6	Invesco Ltd.#6 · 3,661,439 sh	3,661,439	$180.3M	0.01%	-0.6%
7	GILDER GAGNON HOWE#7 · 3,478,961 sh	3,478,961	$171.3M	1.77%	+62.1%
8	Slate Path Capital#8 · 2,587,170 sh	2,587,170	$127.4M	1.76%	+184.3%
9	JPMORGAN CHASE#9 · 9,243,246 sh	9,243,246	$123.5M	<0.01%	-12.2%
10	MORGAN STANLEY#10 · 2,408,561 sh	2,408,561	$118.6M	<0.01%	-17.8%
11	GEODE CAPITAL MANAGEMENT#11 · 2,388,154 sh	2,388,154	$117.6M	<0.01%	-7.8%
12	FIRST ADVISORS#12 · 2,282,785 sh	2,282,785	$112.4M	0.07%	+24.4%
13	Handelsbanken Fonder AB#13 · 2,111,158 sh	2,111,158	$104.0M	0.30%	+154.9%
14	Robeco Schweiz AG#14 · 2,061,745 sh	2,061,745	$101.5M	—	+96.0%
15	DIMENSIONAL FUND ADVISORS#15 · 1,950,258 sh	1,950,258	$96.1M	0.02%	+43.3%
16	Amundi#16 · 11,046,878 sh	11,046,878	$89.8M	0.02%	+6.3%
17	GOLDMAN SACHS GROUP#17 · 1,671,593 sh	1,671,593	$82.3M	<0.01%	+90.1%
18	FMR#18 · 1,670,145 sh	1,670,145	$82.2M	<0.01%	+4268.3%
19	Harel Insurance Investments & Financial Services Ltd.#19 · 1,567,850 sh	1,567,850	$77.2M	0.38%	New
20	COATUE MANAGEMENT#20 · 1,556,941 sh	1,556,941	$76.7M	0.16%	-5.5%
21	CHARLES SCHWAB INVESTMENT MANAGEMENT#21 · 1,523,456 sh	1,523,456	$75.0M	0.01%	+2.8%
22	SCHRODER INVESTMENT MANAGEMENT GROUP#22 · 1,482,409 sh	1,482,409	$73.0M	0.05%	-25.3%
23	MILLENNIUM MANAGEMENT#23 · 2,881,322 sh	2,881,322	$72.4M	0.03%	-31.0%
24	NORGES BANK#24 · 1,459,614 sh	1,459,614	$71.9M	<0.01%	—
25	SUSQUEHANNA INTERNATIONAL GROUP, LLP#25 · 1,420,553 sh	1,420,553	$69.9M	<0.01%	+63.8%
26	FEDERATED HERMES#26 · 1,400,216 sh	1,400,216	$68.9M	0.10%	+7.2%
27	D. E. Shaw#27 · 39,446,058 sh	39,446,058	$68.8M	0.03%	-4.1%
28	UBS Group AG#28 · 1,363,655 sh	1,363,655	$59.3M	<0.01%	-25.8%
29	OAKTREE CAPITAL MANAGEMENT#29 · 61,820,000 sh	61,820,000	$57.6M	0.80%	+9.2%
30	ARISTEIA CAPITAL, L.L.C.#30 · 57,769,000 sh	57,769,000	$53.8M	0.70%	+477.7%
31	DRIEHAUS CAPITAL MANAGEMENT#31 · 1,059,929 sh	1,059,929	$52.2M	0.30%	New
32	NORTHERN#32 · 1,011,804 sh	1,011,804	$49.8M	<0.01%	+18.8%
33	Opti Capital Management#33 · 51,189,000 sh	51,189,000	$48.0M	2.93%	+131.3%
34	Radcliffe Capital Management, L.P.#34 · 49,639,000 sh	49,639,000	$46.1M	3.51%	0.0%
35	VOYA INVESTMENT MANAGEMENT#35 · 47,988,126 sh	47,988,126	$46.1M	0.04%	0.0%
36	Bank of New York Mellon#36 · 891,976 sh	891,976	$43.9M	<0.01%	+17.8%
37	VANGUARD FIDUCIARY#37 · 827,949 sh	827,949	$40.8M	<0.01%	+0.2%
38	LINDEN ADVISORS#38 · 42,098,000 sh	42,098,000	$39.3M	0.20%	New
39	Legal & General Group Plc#39 · 794,629 sh	794,629	$39.1M	<0.01%	+23.9%
40	NOMURA#40 · 775,522 sh	775,522	$38.2M	0.04%	+61.8%
41	PRINCIPAL FINANCIAL GROUP#41 · 738,334 sh	738,334	$36.4M	0.02%	-33.6%
42	CITADEL ADVISORS#42 · 704,923 sh	704,923	$34.7M	<0.01%	-69.7%
43	Palo Duro Investment Partners#43 · 663,389 sh	663,389	$32.7M	6.30%	New
44	LORD, ABBETT#44 · 23,027,987 sh	23,027,987	$27.9M	0.08%	-1.4%
45	Capital World Investors#45 · 562,557 sh	562,557	$27.7M	<0.01%	New
46	Zurich Insurance Group Ltd#46 · 495,852 sh	495,852	$24.4M	0.17%	New
47	Nuveen#47 · 465,318 sh	465,318	$22.9M	<0.01%	+5.4%
48	PUBLIC SECTOR PENSION INVESTMENT BOARD#48 · 452,850 sh	452,850	$22.3M	0.06%	-3.3%
49	ADVENT CAPITAL MANAGEMENT#49 · 22,411,000 sh	22,411,000	$20.9M	0.47%	-18.4%
50	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#50 · 414,299 sh	414,299	$20.4M	<0.01%	+10.2%
51	SG Americas Securities#51 · 411,447 sh	411,447	$20.3M	0.01%	-55.8%
52	CAMDEN ASSET MANAGEMENT L P#52 · 21,279,000 sh	21,279,000	$19.8M	0.58%	0.0%
53	ROYAL LONDON ASSET MANAGEMENT LTD#53 · 400,881 sh	400,881	$19.7M	0.04%	-1.8%
54	BANK OF AMERICA#54 · 392,627 sh	392,627	$19.3M	<0.01%	-19.5%
55	BOURGEON CAPITAL MANAGEMENT#55 · 376,929 sh	376,929	$18.6M	—	+67.1%
56	Swedbank AB#56 · 348,649 sh	348,649	$17.2M	0.01%	+5.2%
57	Pembroke Management, LTD#57 · 345,870 sh	345,870	$17.0M	—	+14.3%
58	Russell Investments Group, Ltd.#58 · 7,821,445 sh	7,821,445	$16.8M	0.01%	+2.2%
59	HITE Hedge Asset Management#59 · 336,483 sh	336,483	$16.6M	0.91%	New
60	MARSHALL WACE, LLP#60 · 334,966 sh	334,966	$16.5M	0.01%	New
61	Freestone Grove Partners#61 · 334,620 sh	334,620	$16.5M	0.11%	New
62	DnB Asset Management AS#62 · 328,914 sh	328,914	$16.2M	0.05%	-3.9%
63	Squarepoint Ops#63 · 313,745 sh	313,745	$15.4M	0.02%	New
64	BESSEMER GROUP#64 · 313,692 sh	313,692	$15.4M	0.02%	+175.2%
65	AMERIPRISE FINANCIAL#65 · 308,325 sh	308,325	$15.2M	<0.01%	+4.5%
66	Alyeska Investment Group, L.P.#66 · 307,233 sh	307,233	$15.1M	0.04%	-94.7%
67	Lombard Odier Asset Management (Europe) Ltd#67 · 3,983,788 sh	3,983,788	$15.0M	0.64%	-0.2%
68	Calamos Advisors#68 · 16,000,000 sh	16,000,000	$15.0M	0.05%	0.0%
69	ROYAL BANK OF CANADA#69 · 298,235 sh	298,235	$14.7M	<0.01%	-0.8%
70	RENAISSANCE TECHNOLOGIES#70 · 296,400 sh	296,400	$14.6M	0.02%	-66.6%
71	Sculptor Capital#71 · 15,000,000 sh	15,000,000	$14.0M	0.11%	New
72	DEUTSCHE BANK AG\#72 · 283,117 sh	283,117	$13.9M	<0.01%	-3.9%
73	Trexquant Investment#73 · 281,375 sh	281,375	$13.9M	0.08%	+31.2%
74	WESTERLY CAPITAL MANAGEMENT#74 · 275,000 sh	275,000	$13.5M	2.50%	-31.2%
75	IMC-Chicago#75 · 272,009 sh	272,009	$13.4M	<0.01%	+213.0%
76	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.#76 · 269,721 sh	269,721	$13.3M	—	-5.8%
77	CHOREO#77 · 269,305 sh	269,305	$13.3M	0.15%	+0.2%
78	RHUMBLINE ADVISERS#78 · 262,681 sh	262,681	$12.9M	<0.01%	-22.7%
79	Swiss National Bank#79 · 257,800 sh	257,800	$12.7M	<0.01%	-0.5%
80	AGF MANAGEMENT LTD#80 · 257,540 sh	257,540	$12.7M	0.05%	+223.5%
81	CITIGROUP#81 · 230,998 sh	230,998	$11.4M	<0.01%	-95.0%
82	CAPITAL FUND MANAGEMENT S.A.#82 · 223,280 sh	223,280	$11.0M	0.05%	-39.6%
83	SIR Capital Management, L.P.#83 · 220,508 sh	220,508	$10.9M	1.25%	+180.2%
84	T. Rowe Price Investment Management#84 · 219,579 sh	219,579	$10.8M	<0.01%	New
85	ARDSLEY ADVISORY PARTNERS#85 · 220,000 sh	220,000	$10.8M	1.12%	+158.8%
86	BNP PARIBAS FINANCIAL MARKETS#86 · 218,021 sh	218,021	$10.7M	<0.01%	-50.2%
87	WELLINGTON MANAGEMENT GROUP LLP#87 · 955,747 sh	955,747	$10.2M	<0.01%	-90.4%
88	Kimelman & Baird#88 · 204,838 sh	204,838	$10.1M	0.75%	+1062.1%
89	Erste Asset Management GmbH#89 · 204,571 sh	204,571	$10.0M	0.08%	-69.3%
90	Universal- Beteiligungs- und Servicegesellschaft mbH#90 · 199,301 sh	199,301	$9.9M	0.02%	+69.0%
91	LPL Financial#91 · 199,147 sh	199,147	$9.8M	<0.01%	+96.3%
92	Graham Capital Management, L.P.#92 · 199,018 sh	199,018	$9.8M	0.18%	+1718.0%
93	WORLDQUANT MILLENNIUM ADVISORS#93 · 183,226 sh	183,226	$9.0M	0.03%	New
94	WELLS FARGO & COMPANY#94 · 181,227 sh	181,227	$8.9M	<0.01%	-80.3%
95	TUDOR INVESTMENT ET AL#95 · 180,536 sh	180,536	$8.9M	0.01%	New
96	Mediolanum International Funds Ltd#96 · 183,194 sh	183,194	$8.9M	0.08%	-35.3%
97	Premier Fund Managers Ltd#97 · 180,000 sh	180,000	$8.7M	0.79%	New
98	Engineers Gate Manager#98 · 176,080 sh	176,080	$8.7M	0.11%	New
99	Man Group plc#99 · 170,337 sh	170,337	$8.4M	0.01%	+395.2%
100	STATE OF WISCONSIN INVESTMENT BOARD#100 · 4,089,414 sh	4,089,414	$8.1M	0.02%	+32.1%

Funds that sold out of ENPH in Q2 2026 (85)

Held ENPH at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held ENPH in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Cartenna Capital800,000 sh	800,000	$30.2M
Encompass Capital Advisors720,288 sh	720,288	$27.2M
Contour Asset Management620,559 sh	620,559	$23.5M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP590,282 sh	590,282	$22.3M
Electron Capital Partners488,852 sh	488,852	$18.5M
Point72 Asset Management, L.P.434,846 sh	434,846	$16.4M
SUSQUEHANNA FUNDAMENTAL INVESTMENTS219,995 sh	219,995	$8.3M
Optiver Holding B.V.209,549 sh	209,549	$7.9M
Aquatic Capital Management202,596 sh	202,596	$7.7M
SPHERA FUNDS MANAGEMENT LTD.142,419 sh	142,419	$5.4M
VOLORIDGE INVESTMENT MANAGEMENT124,086 sh	124,086	$4.7M
Clear Street Group111,955 sh	111,955	$4.2M
BOOTHBAY FUND MANAGEMENT101,744 sh	101,744	$3.8M
TWINBEECH CAPITAL91,200 sh	91,200	$3.4M
ExodusPoint Capital Management90,296 sh	90,296	$3.4M
JUPITER ASSET MANAGEMENT LTD72,487 sh	72,487	$2.7M
Arosa Capital Management70,394 sh	70,394	$2.7M
Virtu Financial56,601 sh	56,601	$2.1M
PensionDanmark Pensionsforsikringsaktieselskab47,227 sh	47,227	$1.8M
PEAK631,857 sh	31,857	$1.2M
Alphadyne Asset Management30,092 sh	30,092	$1.1M
IHT Wealth Management29,625 sh	29,625	$1.1M
Headlands Technologies28,933 sh	28,933	$1.1M
Schonfeld Strategic Advisors23,824 sh	23,824	$900.8K
Parallax Volatility Advisers, L.P.25,281 sh	25,281	$849.9K
Verition Fund Management18,685 sh	18,685	$706.5K
Vident Advisory18,418 sh	18,418	$696.4K
Daiwa Securities Group18,323 sh	18,323	$692.8K
Militia Capital Management18,200 sh	18,200	$688.1K
Hel Ved Capital Management Ltd17,500 sh	17,500	$661.7K
ALLSTATE16,961 sh	16,961	$641.3K
Abacus Wealth Partners15,054 sh	15,054	$569.2K
Mizuho Markets Cayman13,491 sh	13,491	$510.1K
FORA Capital12,270 sh	12,270	$464.2K
Sanchez Gaunt Capital Management10,866 sh	10,866	$410.8K
WINTON GROUP Ltd10,688 sh	10,688	$404.1K
Heron Bay Capital Management10,380 sh	10,380	$392.5K
Pacific Point Advisors10,000 sh	10,000	$378.1K
TWO SIGMA SECURITIES9,713 sh	9,713	$367.2K
Laird Norton Wetherby Company8,601 sh	8,601	$325.2K
FLOW TRADERS U.S.8,306 sh	8,306	$314.0K
Blueshift Asset Management7,974 sh	7,974	$301.5K
Machina Capital S.A.S.7,443 sh	7,443	$281.4K
Atom Investors7,176 sh	7,176	$271.3K
Maxi Investments CY Ltd7,000 sh	7,000	$265.0K
ODDO BHF ASSET MANAGEMENT SAS6,813 sh	6,813	$257.6K
CANADA PENSION PLAN INVESTMENT BOARD6,810 sh	6,810	$257.5K
O'SHAUGHNESSY ASSET MANAGEMENT6,403 sh	6,403	$242.1K
BIT Capital GmbH6,331 sh	6,331	$239.4K
DLK Investment Management6,105 sh	6,105	$230.8K
Quinn Opportunity Partners6,000 sh	6,000	$226.9K
RFG Advisory5,981 sh	5,981	$226.1K
LAZARD ASSET MANAGEMENT5,495 sh	5,495	$207.8K
OLD MISSION CAPITAL5,304 sh	5,304	$200.5K
Western Wealth Management3,996 sh	3,996	$151.1K
Marathon Trading Investment Management2,563 sh	2,563	$96.9K
QUADRANT CAPITAL GROUP2,172 sh	2,172	$90.0K
Newbridge Financial Services Group2,225 sh	2,225	$84.1K
SUMMIT SECURITIES GROUP1,321 sh	1,321	$49.9K
Glass Jacobson Investment Advisors1,000 sh	1,000	$37.8K
Advisory Services Network887 sh	887	$33.5K
Golden State Equity Partners880 sh	880	$33.3K
Aster Capital Management (DIFC) Ltd462 sh	462	$28.7K
SJS Investment Consulting550 sh	550	$20.8K
RESOURCES MANAGEMENT /CT515 sh	515	$19.0K
Destiny Wealth Partners390 sh	390	$14.7K
TWIN PEAKS WEALTH ADVISORS365 sh	365	$13.8K
MAI Capital Management342 sh	342	$12.9K
Rachor Investment Advisory Services110 sh	110	$4.2K
Root Financial Partners61 sh	61	$2.3K
LRI Investments58 sh	58	$2.2K
Johnson Financial Group40 sh	40	$1.5K
Capital Advisors, Ltd.31 sh	31	$1.0K
BROWN BROTHERS HARRIMAN21 sh	21	$794.00
ISLAY CAPITAL MANAGEMENT20 sh	20	$756.00
SouthState Bank15 sh	15	$568.00
WealthCollab11 sh	11	$416.00
Hilton Head Capital Partners9 sh	9	$340.00
Signature Equity Partners4 sh	4	$151.00
Manchester Capital Management3 sh	3	$114.00
Westfuller Advisors3 sh	3	$113.00
MV CAPITAL MANAGEMENT2 sh	2	$76.00
Legacy Wealth Managment1 sh	1	$38.00
Worth Venture Partners8,580 sh	8,580	—
Elequin Securities1 sh	1	—

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.