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SolarEdge Technologies, Inc.

SEDG Technology
$51.87 +$0.82 (1.61%)
Market Cap: $3.13 B
Gurus Holding
8
Popularity Rank
#723
% of Shares Held
7.88%
Net Activity (Q4 2025)
+$24.03 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 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

Recent Activity Breakdown (Q4 2025)

+$41.66 M
Total Buy Value
New Buys 3
Additions 2
-$17.62 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
5

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.19% Reduce -5.8% 2,539,719 $73.27 M Q4 2025
0.04% Add 5896.7% 1,142,612 $32.96 M Q4 2025
0.03% Reduce -38.3% 722,640 $20.85 M Q4 2025
0.06% New Buy 156,522 $4.52 M Q4 2025
0.01% New Buy 77,626 $2.24 M Q4 2025
0.51% New Buy 73,500 $2.12 M Q4 2025
0.00% Add 74.2% 29,916 $863,078 Q4 2025
0.00% Reduce -21.4% 15,594 $449,887 Q4 2025
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