Ardsley Advisory Partners’s Enphase Energy ENPH Stock Holding History

Ardsley Advisory Partners’s Portfolio ENPH Stock Details ENPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8M	Buy	220,000 +135,000	+159%	+$6.15M	1.12%	25
2026 Q1	$3.21M	Buy	85,000 +47,500	+127%	+$1.97M	0.41%	71
2025 Q4	$1.2M	Buy	+37,500	New	+$1.21M	0.13%	120
2025 Q1	–	Sell	-35,000	Closed	-$2.4M	–	159
2024 Q4	$2.4M	Buy	+35,000	New	+$2.78M	0.38%	83
2024 Q3	–	Sell	-5,000	Closed	-$499K	–	150
2024 Q2	$499K	Buy	+5,000	New	+$582K	0.07%	122
2020 Q2	–	Sell	-10,000	Closed	-$323K	–	145
2020 Q1	$323K	Sell	10,000 -135,000	-93%	-$5.09M	0.13%	72
2019 Q4	$3.79M	Buy	145,000 +95,000	+190%	+$2.16M	0.6%	38
2019 Q3	$1.11M	Buy	+50,000	New	+$1.28M	0.25%	61
2019 Q2	–	Sell	-25,000	Closed	-$230K	–	159
2019 Q1	$230K	Buy	+25,000	New	+$190K	0.04%	113
2018 Q2	–	Sell	-75,000	Closed	-$343K	–	161
2018 Q1	$343K	Buy	+75,000	New	+$228K	0.05%	120
2017 Q2	–	Sell	-100,000	Closed	-$137K	–	151
2017 Q1	$137K	Buy	+100,000	New	+$146K	0.02%	144

Other funds holding ENPH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ardsley Advisory Partners's ENPH Position: Q2 2026 in Review

Ardsley Advisory Partners increased its Enphase Energy (ENPH) stake by 159% in Q2 2026, buying an estimated $6.15M and bringing the position to 220,000 shares worth $10.8M. The position accounts for 1.12% of the portfolio, ranked #25.

Ardsley Advisory Partners first reported a position in ENPH in Q1 2017 and has held it in 11 quarters since. 536 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

Ardsley Advisory Partners held 220,000 shares of Enphase Energy worth $10.8M as of Q2 2026.
Ardsley Advisory Partners bought 135,000 Enphase Energy shares in Q2 2026, an estimated $6.15M.
Enphase Energy made up 1.12% of Ardsley Advisory Partners's portfolio in Q2 2026, its #25 holding.
Ardsley Advisory Partners first reported a position in Enphase Energy in Q1 2017 and has held it in 11 quarters since.
536 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Ardsley Advisory Partners's 13F filing for Q2 2026, filed 13 Jul 2026.