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SolarEdge Technologies, Inc.

SEDG Technology
$61.95 $-1.05 (-1.67%)
Market Cap: $3.77 B
Gurus Holding
6
Popularity Rank
#1390
% of Shares Held
5.72%
Net Activity (Q1 2026)
-$36.61 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 Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $215.33 M.

Top institutional holders include Jeremy Grantham and Paul Tudor Jones.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $36.61 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Ray Dalio reduced exposure by 75.8%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$32.65 M
Total Buy Value
New Buys 0
Additions 1
-$69.26 M
Total Sell Value
Reductions 5
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
7
Net Buyers
1

FAQs for SolarEdge Technologies, Inc. (SEDG)

Major holders include Jeremy Grantham ($114.06 M), Paul Tudor Jones ($33.44 M), Renaissance Technologies (RenTech) ($24.33 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 3.48 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $36.61 M, with 1 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 2 fully exited SEDG. The total reported sell value was $69.26 M.

Yes, 0 managers opened new positions in SEDG, and 1 increased their existing holdings. The total reported buy value was $32.65 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.29% Reduce -12.0% 2,234,200 $114.06 M Q1 2026
0.06% Add 4101.0% 655,109 $33.44 M Q1 2026
0.04% Reduce -34.0% 476,640 $24.33 M Q1 2026
0.70% Reduce -14.3% 63,000 $3.22 M Q1 2026
0.00% Reduce -6.0% 28,136 $1.39 M Q1 2026
0.00% Reduce -75.8% 18,820 $960,761 Q1 2026
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