Guru Ownership Trend
Guru Analysis for SolarEdge Technologies, Inc. (SEDG)
SolarEdge Technologies, Inc. (SEDG), a key player in the Technology sector, continues to attract institutional attention.
As of Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $246.8 M.
Top institutional holders include Jeremy Grantham and Steven Cohen.
Institutional sentiment is currently Bullish. This is evidenced by a $24.03 M net inflow during the quarter.
Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Renaissance Technologies (RenTech) reduced exposure by 38.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for SolarEdge Technologies, Inc. (SEDG)
Major holders include Jeremy Grantham ($73.27 M), Steven Cohen ($32.96 M), Renaissance Technologies (RenTech) ($20.85 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 4.76 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $24.03 M, with 5 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited SEDG. The total reported sell value was $17.62 M.
Yes, 3 managers opened new positions in SEDG, and 2 increased their existing holdings. The total reported buy value was $41.66 M.