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 Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $115.71 M.
Top institutional holders include Jeremy Grantham and Renaissance Technologies.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $26.44 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Jefferies Group reduced exposure by 97.2%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.28% | Reduce -32.7% | 2,696,869 | $99.78 M | Q3 2025 | |
| 0.06% | Add 98.1% | 1,171,700 | $43.35 M | Q3 2025 | |
| 0.00% | New Buy | 19,831 | $733,747 | Q3 2025 | |
| 0.00% | New Buy | 19,054 | $704,998 | Q3 2025 | |
| 0.00% | Reduce -43.1% | 17,175 | $635,131 | Q3 2025 | |
| 0.00% | Reduce -97.2% | 348 | $12,876 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for SolarEdge Technologies, Inc. (SEDG)
Top Guru holders include Jeremy Grantham ($99.78 M), Renaissance Technologies ($43.35 M), Paul Tudor Jones ($733,747). Collectively, tracked Gurus hold 3.92 M shares.
Based on recent 13F filings, the sentiment is Negative (Net Sell). There was a net outflow of $26.44 M, with 3 Gurus buying and 3 Gurus selling.
In the recent quarter, 3 Gurus reduced their positions, and 0 Gurus sold out of SEDG completely. Total sell value was $49.35 M.
Yes, 2 Gurus opened new positions in SEDG, and 1 added to their existing holdings. Total buy value was $22.9 M.