Baillie Gifford & Co
ENPH icon

Baillie Gifford & Co’s Enphase Energy ENPH Stock Holding History

Baillie Gifford & Co’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
Q1 		$94.3M Sell
2,494,347
-93,506
-4% -$3.88M 0.1% 123
2025
Q4 		$82.9M Sell
2,587,853
-77,040
-3% -$2.5M 0.07% 138
2025
Q3 		$94.3M Sell
2,664,893
-6,312,422
-70% -$235M 0.07% 129
2025
Q2 		$356M Sell
8,977,315
-2,075,042
-19% -$95.9M 0.27% 68
2025
Q1 		$686M Buy
11,052,357
+2,680,567
+32% +$170M 0.6% 36
2024
Q4 		$575M Buy
8,371,790
+2,028,691
+32% +$161M 0.44% 46
2024
Q3 		$717M Buy
6,343,099
+58,040
+0.9% +$6.48M 0.54% 41
2024
Q2 		$627M Buy
6,285,059
+2,304,408
+58% +$268M 0.49% 47
2024
Q1 		$482M Sell
3,980,651
-99,125
-2% -$11.6M 0.37% 56
2023
Q4 		$539M Buy
4,079,776
+4,078,723
+387,343% +$433M 0.43% 53
2023
Q3 		$127K Buy
1,053
+84
+9% +$12K ﹤0.01% 282
2023
Q2 		$162K Sell
969
-92
-9% -$16.4K ﹤0.01% 285
2023
Q1 		$223K Buy
1,061
+11
+1% +$2.38K ﹤0.01% 283
2022
Q4 		$278K Sell
1,050
-118
-10% -$34.3K ﹤0.01% 292
2022
Q3 		$325K Buy
1,168
+47
+4% +$12.7K ﹤0.01% 289
2022
Q2 		$219K Buy
1,121
+157
+16% +$28.4K ﹤0.01% 295
2022
Q1 		$195K Buy
964
+10
+1% +$1.57K ﹤0.01% 292
2021
Q4 		$175K Buy
954
+54
+6% +$11.3K ﹤0.01% 294
2021
Q3 		$135K Buy
+900
New +$154K ﹤0.01% 281

Other funds holding ENPH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co's ENPH Position: Q1 2026 in Review

Baillie Gifford & Co reduced its Enphase Energy (ENPH) stake by 3.6% in Q1 2026, selling an estimated $3.88M and leaving 2,494,347 shares worth $94.3M. The position accounts for 0.1% of the portfolio, ranked #123.

Baillie Gifford & Co first reported a position in ENPH in Q3 2021 and has held it in 19 quarters since. The position peaked at $717M in Q3 2024. 493 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

  • Baillie Gifford & Co held 2,494,347 shares of Enphase Energy worth $94.3M as of Q1 2026.
  • Baillie Gifford & Co sold 93,506 Enphase Energy shares in Q1 2026, an estimated $3.88M.
  • Enphase Energy made up 0.1% of Baillie Gifford & Co's portfolio in Q1 2026, its #123 holding.
  • Baillie Gifford & Co first reported a position in Enphase Energy in Q3 2021 and has held it in 19 quarters since.
  • Baillie Gifford & Co's Enphase Energy position peaked at $717M in Q3 2024.
  • 493 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on Baillie Gifford & Co's 13F filing for Q1 2026, filed 8 May 2026.