Jeremy Grantham's SEDG Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 2.7 M shares of SolarEdge Technologies, Inc. (SEDG) worth $99.78 M, representing 0.28% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 37 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in SEDG, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 973,409 shares. Largest reduction occurred in Q3 2025, reducing 1.31 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's SolarEdge Technologies (SEDG) Holding Value Over Time
Track share changes against reported price movement
Quarterly SolarEdge Technologies (SEDG) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2016 | +239,855 | New Buy | 239,855 | $17.23 |
| Q4 2016 | +49,300 | Add 20.55% | 289,155 | $12.40 |
| Q1 2017 | +15,300 | Add 5.29% | 304,455 | $15.60 |
| Q2 2017 | +19,400 | Add 6.37% | 323,855 | $20.00 |
| Q3 2017 | -40,200 | Reduce 12.41% | 283,655 | $28.55 |
| Q4 2017 | +38,500 | Add 13.57% | 322,155 | $37.55 |
| Q1 2018 | -19,900 | Reduce 6.18% | 302,255 | $52.60 |
| Q2 2018 | +37,500 | Add 12.41% | 339,755 | $47.85 |
| Q3 2018 | +122,900 | Add 36.17% | 462,655 | $37.65 |
| Q4 2018 | +200,100 | Add 43.25% | 662,755 | $35.10 |
| Q1 2019 | -50,400 | Reduce 7.60% | 612,355 | $37.68 |
| Q2 2019 | -71,105 | Reduce 11.61% | 541,250 | $62.46 |
| Q3 2019 | -217,700 | Reduce 40.22% | 323,550 | $83.72 |
| Q4 2019 | +39,700 | Add 12.27% | 363,250 | $95.09 |
| Q1 2020 | -60,422 | Reduce 16.63% | 302,828 | $81.88 |
| Q2 2020 | -207,435 | Reduce 68.50% | 95,393 | $138.78 |
| Q3 2020 | -25,974 | Reduce 27.23% | 69,419 | $238.35 |
| Q4 2020 | +24,607 | Add 35.45% | 94,026 | $319.12 |
| Q1 2021 | +59,196 | Add 62.96% | 153,222 | $287.44 |
| Q2 2021 | +40,100 | Add 26.17% | 193,322 | $276.37 |
| Q3 2021 | -40,185 | Reduce 20.79% | 153,137 | $265.22 |
| Q4 2021 | -86,074 | Reduce 56.21% | 67,063 | $280.57 |
| Q1 2022 | +297,877 | Add 444.17% | 364,940 | $322.37 |
| Q2 2022 | +18,761 | Add 5.14% | 383,701 | $273.68 |
| Q3 2022 | +30,259 | Add 7.89% | 413,960 | $231.46 |
| Q4 2022 | +243,700 | Add 58.87% | 657,660 | $283.27 |
| Q1 2023 | -133,725 | Reduce 20.33% | 523,935 | $303.95 |
| Q2 2023 | +193,100 | Add 36.86% | 717,035 | $269.05 |
| Q3 2023 | +778,034 | Add 108.51% | 1.5 M | $129.51 |
| Q4 2023 | +481,173 | Add 32.18% | 1.98 M | $93.60 |
| Q1 2024 | +765,938 | Add 38.76% | 2.74 M | $70.98 |
| Q2 2024 | +596,194 | Add 21.74% | 3.34 M | $25.26 |
| Q3 2024 | +973,409 | Add 29.16% | 4.31 M | $22.91 |
| Q4 2024 | +641,915 | Add 14.89% | 4.95 M | $13.60 |
| Q1 2025 | -376,856 | Reduce 7.61% | 4.58 M | $16.18 |
| Q2 2025 | -571,373 | Reduce 12.48% | 4.01 M | $20.40 |
| Q3 2025 | -1.31 M | Reduce 32.67% | 2.7 M | $37.00 |
Jeremy Grantham's SolarEdge Technologies Investment FAQs
Jeremy Grantham first purchased SolarEdge Technologies, Inc. (SEDG) in Q3 2016, acquiring 239,855 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held SolarEdge Technologies, Inc. (SEDG) for 37 quarters since Q3 2016.
Jeremy Grantham's largest addition to SolarEdge Technologies, Inc. (SEDG) was in Q3 2024, adding 4,311,783 shares worth $98.78 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 2,696,869 shares of SolarEdge Technologies, Inc. (SEDG), valued at approximately $99.78 M.
As of the Q3 2025 filing, SolarEdge Technologies, Inc. (SEDG) represents approximately 0.28% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in SolarEdge Technologies, Inc. (SEDG) was 4,953,698 shares, as reported at the end of Q4 2024.