Guru Ownership Trend
Guru Analysis for Enphase Energy, Inc. (ENPH)
Enphase Energy, Inc. (ENPH), a key player in the Technology sector, continues to attract institutional attention.
As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $72.13 M.
Top institutional holders include Renaissance Technologies (RenTech) and Steven Cohen.
Institutional sentiment is currently Bearish. This is evidenced by a $72.38 M net outflow during the quarter.
Recent activity highlights Chuck Royce who increased their stake by 28.8%. Conversely, Cliff Asness reduced exposure by 79.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Enphase Energy, Inc. (ENPH)
Major holders include Renaissance Technologies (RenTech) ($33.6 M), Steven Cohen ($16.44 M), Ray Dalio ($2.12 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.49 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $72.38 M, with 1 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited ENPH. The total reported sell value was $72.58 M.
Yes, 0 managers opened new positions in ENPH, and 1 increased their existing holdings. The total reported buy value was $201,754.08.