Jeremy Grantham's SEDG Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 2.54 M shares of SolarEdge Technologies, Inc. (SEDG) worth $73.27 M, representing 0.19% of the portfolio. First purchased in 2016-Q3, this long-term strategic position has been held for 38 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 |
|---|---|---|---|---|
| Q4 2025 | -157,150 | Reduce 5.83% | 2.54 M | $28.85 |
| Q3 2025 | -1.31 M | Reduce 32.67% | 2.7 M | $37.00 |
| Q2 2025 | -571,373 | Reduce 12.48% | 4.01 M | $20.40 |
| Q1 2025 | -376,856 | Reduce 7.61% | 4.58 M | $16.18 |
| Q4 2024 | +641,915 | Add 14.89% | 4.95 M | $13.60 |
| Q3 2024 | +973,409 | Add 29.16% | 4.31 M | $22.91 |
| Q2 2024 | +596,194 | Add 21.74% | 3.34 M | $25.26 |
| Q1 2024 | +765,938 | Add 38.76% | 2.74 M | $70.98 |
| Q4 2023 | +481,173 | Add 32.18% | 1.98 M | $93.60 |
| Q3 2023 | +778,034 | Add 108.51% | 1.5 M | $129.51 |
| Q2 2023 | +193,100 | Add 36.86% | 717,035 | $269.05 |
| Q1 2023 | -133,725 | Reduce 20.33% | 523,935 | $303.95 |
| Q4 2022 | +243,700 | Add 58.87% | 657,660 | $283.27 |
| Q3 2022 | +30,259 | Add 7.89% | 413,960 | $231.46 |
| Q2 2022 | +18,761 | Add 5.14% | 383,701 | $273.68 |
| Q1 2022 | +297,877 | Add 444.17% | 364,940 | $322.37 |
| Q4 2021 | -86,074 | Reduce 56.21% | 67,063 | $280.57 |
| Q3 2021 | -40,185 | Reduce 20.79% | 153,137 | $265.22 |
| Q2 2021 | +40,100 | Add 26.17% | 193,322 | $276.37 |
| Q1 2021 | +59,196 | Add 62.96% | 153,222 | $287.44 |
| Q4 2020 | +24,607 | Add 35.45% | 94,026 | $319.12 |
| Q3 2020 | -25,974 | Reduce 27.23% | 69,419 | $238.35 |
| Q2 2020 | -207,435 | Reduce 68.50% | 95,393 | $138.78 |
| Q1 2020 | -60,422 | Reduce 16.63% | 302,828 | $81.88 |
| Q4 2019 | +39,700 | Add 12.27% | 363,250 | $95.09 |
| Q3 2019 | -217,700 | Reduce 40.22% | 323,550 | $83.72 |
| Q2 2019 | -71,105 | Reduce 11.61% | 541,250 | $62.46 |
| Q1 2019 | -50,400 | Reduce 7.60% | 612,355 | $37.68 |
| Q4 2018 | +200,100 | Add 43.25% | 662,755 | $35.10 |
| Q3 2018 | +122,900 | Add 36.17% | 462,655 | $37.65 |
| Q2 2018 | +37,500 | Add 12.41% | 339,755 | $47.85 |
| Q1 2018 | -19,900 | Reduce 6.18% | 302,255 | $52.60 |
| Q4 2017 | +38,500 | Add 13.57% | 322,155 | $37.55 |
| Q3 2017 | -40,200 | Reduce 12.41% | 283,655 | $28.55 |
| Q2 2017 | +19,400 | Add 6.37% | 323,855 | $20.00 |
| Q1 2017 | +15,300 | Add 5.29% | 304,455 | $15.60 |
| Q4 2016 | +49,300 | Add 20.55% | 289,155 | $12.40 |
| Q3 2016 | +239,855 | New Buy | 239,855 | $17.23 |
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 38 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 Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 2,539,719 shares of SolarEdge Technologies, Inc. (SEDG), valued at approximately $73.27 M.
As of the Q4 2025 filing, SolarEdge Technologies, Inc. (SEDG) represents approximately 0.19% 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.