Renaissance Technologies (RenTech)'s ENPH Position Overview
Renaissance Technologies (RenTech) (via Renaissance Technologies LLC (Rentech)) currently holds 897,094 shares of Enphase Energy, Inc. (ENPH) worth $28.75 M, representing 0.04% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Renaissance Technologies (RenTech) has maintained a strategic position in ENPH, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 2.74 M shares. Largest reduction occurred in Q4 2020, reducing 1.95 M shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies (RenTech)'s Enphase Energy (ENPH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Enphase Energy (ENPH) Trades by Renaissance Technologies (RenTech)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1.77 M | Reduce 66.37% | 897,094 | $32.05 |
| Q3 2025 | -574,300 | Reduce 17.72% | 2.67 M | $35.39 |
| Q2 2025 | +2.74 M | Add 548.16% | 3.24 M | $39.65 |
| Q1 2025 | +500,144 | New Buy | 500,144 | $62.05 |
| Q2 2024 | -274,600 | Sold Out | 0 | $0.00 |
| Q1 2024 | -212,200 | Reduce 43.59% | 274,600 | $120.98 |
| Q4 2023 | -49,028 | Reduce 9.15% | 486,800 | $132.14 |
| Q3 2023 | +272,000 | Add 103.10% | 535,828 | $120.15 |
| Q2 2023 | -679,600 | Reduce 72.04% | 263,828 | $0.17 |
| Q1 2023 | +591,200 | Add 167.85% | 943,428 | $0.21 |
| Q4 2022 | -292,200 | Reduce 45.34% | 352,228 | $0.26 |
| Q3 2022 | +644,428 | New Buy | 644,428 | $277.47 |
| Q1 2022 | -848,128 | Sold Out | 0 | $0.00 |
| Q4 2021 | +848,128 | New Buy | 848,128 | $182.94 |
| Q1 2021 | -86,407 | Sold Out | 0 | $0.00 |
| Q4 2020 | -1.95 M | Reduce 95.75% | 86,407 | $175.47 |
| Q3 2020 | -401,672 | Reduce 16.49% | 2.03 M | $82.59 |
| Q2 2020 | +95,176 | Add 4.07% | 2.44 M | $47.57 |
| Q1 2020 | +261,928 | Add 12.60% | 2.34 M | $32.29 |
| Q4 2019 | +1.96 M | Add 1594.26% | 2.08 M | $26.13 |
| Q3 2019 | -1.15 M | Reduce 90.34% | 122,700 | $22.23 |
| Q2 2019 | +1.01 M | Add 387.71% | 1.27 M | $18.23 |
| Q1 2019 | +260,528 | New Buy | 260,528 | $9.23 |
| Q2 2018 | -233,911 | Sold Out | 0 | $0.00 |
| Q1 2018 | +108,511 | Add 86.53% | 233,911 | $4.57 |
| Q4 2017 | +125,400 | New Buy | 125,400 | $2.41 |
| Q3 2017 | -276,133 | Sold Out | 0 | $0.00 |
| Q2 2017 | -246,900 | Reduce 47.21% | 276,133 | $0.87 |
| Q1 2017 | +114,900 | Add 28.15% | 523,033 | $1.37 |
| Q4 2016 | +408,133 | New Buy | 408,133 | $1.01 |
| Q4 2015 | -29,600 | Sold Out | 0 | $0.00 |
| Q3 2015 | -53,800 | Reduce 64.51% | 29,600 | $3.72 |
| Q2 2015 | -238,100 | Reduce 74.06% | 83,400 | $7.61 |
| Q1 2015 | +131,700 | Add 69.39% | 321,500 | $13.19 |
| Q4 2014 | +63,000 | Add 49.68% | 189,800 | $14.29 |
| Q3 2014 | +126,800 | New Buy | 126,800 | $14.99 |
Renaissance Technologies (RenTech)'s Enphase Energy Investment FAQs
Renaissance Technologies (RenTech) first purchased Enphase Energy, Inc. (ENPH) in Q3 2014, acquiring 126,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies (RenTech) has held Enphase Energy, Inc. (ENPH) for 36 quarters since Q3 2014.
Renaissance Technologies (RenTech)'s largest addition to Enphase Energy, Inc. (ENPH) was in Q2 2025, adding 3,241,728 shares worth $128.53 M.
According to the latest 13F filing for Q4 2025, Renaissance Technologies (RenTech)'s firm, Renaissance Technologies LLC (Rentech), owns 897,094 shares of Enphase Energy, Inc. (ENPH), valued at approximately $28.75 M.
As of the Q4 2025 filing, Enphase Energy, Inc. (ENPH) represents approximately 0.04% of Renaissance Technologies (RenTech)'s publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies (RenTech)'s peak holding in Enphase Energy, Inc. (ENPH) was 3,241,728 shares, as reported at the end of Q2 2025.