Bayesian Capital Management’s SolarEdge SEDG Stock Holding History

Bayesian Capital 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
2025 Q4	–	Sell	-11,900	Closed	-$440K	–	475
2025 Q3	$440K	Buy	11,900 +1,800	+18%	+$53.8K	0.09%	302
2025 Q2	$206K	Buy	+10,100	New	+$167K	0.03%	457
2024 Q3	–	Sell	-47,447	Closed	-$1.2M	–	1005
2024 Q2	$1.2M	Buy	+47,447	New	+$2.47M	0.14%	199
2023 Q3	–	Sell	-11,067	Closed	-$2.98M	–	966
2023 Q2	$2.98M	Buy	11,067 +1,300	+13%	+$373K	0.32%	68
2023 Q1	$2.97M	Sell	9,767 -9,200	-49%	-$2.8M	0.37%	67
2022 Q4	$5.37M	Buy	18,967 +14,600	+334%	+$3.87M	0.79%	10
2022 Q3	$1.01M	Buy	+4,367	New	+$1.29M	0.2%	135
2022 Q2	–	Sell	-725	Closed	-$234K	–	1045
2022 Q1	$234K	Buy	+725	New	+$199K	0.03%	602
2020 Q1	–	Sell	-12,177	Closed	-$1.16M	–	946
2019 Q4	$1.16M	Sell	12,177 -18,600	-60%	-$1.59M	0.2%	150
2019 Q3	$2.58M	Buy	30,777 +11,700	+61%	+$872K	0.49%	43
2019 Q2	$1.19M	Buy	+19,077	New	+$963K	0.25%	114
2018 Q3	–	Sell	-17,068	Closed	-$817K	–	775
2018 Q2	$817K	Buy	17,068 +5,268	+45%	+$292K	0.18%	149
2018 Q1	$621K	Sell	11,800 -7,500	-39%	-$329K	0.16%	221
2017 Q4	$725K	Sell	19,300 -6,300	-25%	-$217K	0.15%	238
2017 Q3	$731K	Buy	+25,600	New	+$645K	0.17%	184

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bayesian Capital Management's SEDG Position: Q4 2025 in Review

Bayesian Capital Management sold out of SolarEdge (SEDG) in Q4 2025, closing a stake of 11,900 shares — an estimated $440K sold.

Bayesian Capital Management first reported a position in SEDG in Q3 2017 and held it in 15 quarters. The position peaked at $5.37M in Q4 2022. 304 funds tracked by Wall St. Rank hold SEDG as of Q4 2025.

Bayesian Capital Management reported no remaining SolarEdge position as of Q4 2025 after selling out during the quarter.
Bayesian Capital Management sold 11,900 SolarEdge shares in Q4 2025, an estimated $440K.
Bayesian Capital Management first reported a position in SolarEdge in Q3 2017 and held it in 15 quarters.
Bayesian Capital Management's SolarEdge position peaked at $5.37M in Q4 2022.
304 funds tracked by Wall St. Rank held SolarEdge as of Q4 2025.

Based on Bayesian Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.