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Enphase Energy, Inc.

ENPH Technology
$38.61 +$0.25 (0.65%)
Market Cap: $5.1 B
Gurus Holding
6
Popularity Rank
#1379
% of Shares Held
0.41%
Net Activity (Q2 2026)
-$41.64 M

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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $20.87 M.

Top institutional holders include Renaissance Technologies (RenTech) and Paul Tudor Jones.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $41.64 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Jefferies Group reduced exposure by 98.1%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$8.89 M
Total Buy Value
New Buys 1
Additions 0
-$50.53 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
1

FAQs for Enphase Energy, Inc. (ENPH)

Major holders include Renaissance Technologies (RenTech) ($14.59 M), Paul Tudor Jones ($8.89 M), Chuck Royce ($1.13 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 540,513 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $41.64 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 $50.53 M.

Yes, 1 managers opened new positions in ENPH, and 0 increased their existing holdings. The total reported buy value was $8.89 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Reduce -66.7% 296,400 $14.59 M Q2 2026
0.01% New Buy 180,536 $8.89 M Q2 2026
0.01% Reduce -3.5% 23,035 $1.13 M Q2 2026
0.00% Reduce -31.7% 20,857 $1.03 M Q2 2026
0.00% Reduce -66.7% 18,682 $919,902 Q2 2026
0.00% Reduce -98.1% 1,003 $49,388 Q2 2026
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