Balyasny Asset Management’s SolarEdge SEDG Stock Holding History

Balyasny Asset Management’s Portfolio SEDG Stock Details SEDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.57M	Buy	+43,898	New	+$2.3M	﹤0.01%	1693
2026 Q1	–	Sell	-11,706	Closed	-$440K	–	3463
2025 Q4	$338K	Sell	11,706 -84,417	-88%	-$2.94M	﹤0.01%	2683
2025 Q3	$3.56M	Buy	96,123 +33,323	+53%	+$995K	﹤0.01%	1537
2025 Q2	$1.28M	Buy	+62,800	New	+$1.04M	﹤0.01%	1951
2024 Q3	–	Sell	-558,601	Closed	-$14.1M	–	3117
2024 Q2	$14.1M	Buy	+558,601	New	+$29M	0.02%	747
2023 Q3	–	Sell	-4,468	Closed	-$1.2M	–	2672
2023 Q2	$1.2M	Buy	4,468 +2,790	+166%	+$800K	﹤0.01%	1549
2023 Q1	$510K	Sell	1,678 -561	-25%	-$171K	﹤0.01%	1951
2022 Q4	$634K	Sell	2,239 -13,376	-86%	-$3.55M	﹤0.01%	1800
2022 Q3	$3.61M	Buy	+15,615	New	+$4.61M	0.01%	1183
2022 Q2	–	Sell	-51,031	Closed	-$16.5M	–	3131
2022 Q1	$16.5M	Buy	+51,031	New	+$14M	0.05%	503
2021 Q4	–	Sell	-6,535	Closed	-$1.73M	–	2551
2021 Q3	$1.73M	Buy	6,535 +2,309	+55%	+$629K	0.01%	1178
2021 Q2	$1.17M	Buy	4,226 +2,726	+182%	+$687K	0.01%	1205
2021 Q1	$431K	Buy	+1,500	New	+$452K	﹤0.01%	1436
2019 Q4	–	Sell	-124,609	Closed	-$10.4M	–	1455
2019 Q3	$10.4M	Buy	+124,609	New	+$9.29M	0.07%	382
2019 Q2	–	Sell	-274,529	Closed	-$10.3M	–	1704
2019 Q1	$10.3M	Buy	+274,529	New	+$11M	0.07%	375

Other funds holding SEDG

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Balyasny Asset Management's SEDG Position: Q2 2026 in Review

Balyasny Asset Management opened a new position in SolarEdge (SEDG) in Q2 2026: 43,898 shares worth $2.57M. The stake represents ﹤0.01% of the portfolio and ranks #1693 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in SEDG as recently as Q4 2025.

Balyasny Asset Management first reported a position in SEDG in Q1 2019 and has held it in 15 quarters since. The position peaked at $16.5M in Q1 2022. 346 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

Balyasny Asset Management held 43,898 shares of SolarEdge worth $2.57M as of Q2 2026.
SolarEdge was a new Balyasny Asset Management position in Q2 2026.
SolarEdge made up ﹤0.01% of Balyasny Asset Management's portfolio in Q2 2026, its #1693 holding.
Balyasny Asset Management first reported a position in SolarEdge in Q1 2019 and has held it in 15 quarters since.
Balyasny Asset Management's SolarEdge position peaked at $16.5M in Q1 2022.
346 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.