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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $113.22 M.
Top institutional holders include Steven Cohen and Renaissance Technologies (RenTech).
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $24.24 M net outflow during the quarter.
Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Renaissance Technologies (RenTech) reduced exposure by 66.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Enphase Energy, Inc. (ENPH)
Major holders include Steven Cohen ($53.33 M), Renaissance Technologies (RenTech) ($28.75 M), George Soros ($12.82 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 3.47 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $24.24 M, with 5 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited ENPH. The total reported sell value was $88.6 M.
Yes, 1 managers opened new positions in ENPH, and 4 increased their existing holdings. The total reported buy value was $64.36 M.
