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SolarEdge Technologies, Inc.

SEDG Technology
$35.26 $-0.07 (-0.20%)
Market Cap: $2.17 B
Gurus Holding
8
Popularity Rank
#756
% of Shares Held
5.95%
Net Activity (Q2 2026)
+$10.78 M

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 Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $128.98 M.

Top institutional holders include Jeremy Grantham and Andreas Halvorsen.

Institutional sentiment is currently Bullish. This is evidenced by a $10.78 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 114.0%. Conversely, Paul Tudor Jones reduced exposure by 48.0%.

Key Holders

Recent Activity Breakdown (Q2 2026)

+$89.23 M
Total Buy Value
New Buys 3
Additions 2
-$78.45 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for SolarEdge Technologies, Inc. (SEDG)

Major holders include Jeremy Grantham ($72.69 M), Andreas Halvorsen ($63.61 M), Renaissance Technologies (RenTech) ($43.04 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 3.66 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $10.78 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 $78.45 M.

Yes, 3 managers opened new positions in SEDG, and 2 increased their existing holdings. The total reported buy value was $89.23 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.16% Reduce -44.3% 1,243,795 $72.69 M Q2 2026
0.18% New Buy 1,088,469 $63.61 M Q2 2026
0.06% Add 54.5% 736,540 $43.04 M Q2 2026
0.03% Reduce -48.0% 340,513 $19.9 M Q2 2026
0.01% New Buy 130,944 $7.65 M Q2 2026
0.00% Add 114.0% 60,204 $3.52 M Q2 2026
0.57% Reduce -33.3% 42,000 $2.45 M Q2 2026
0.01% New Buy 15,550 $908,742 Q2 2026
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