Bayforest Capital’s SolarEdge SEDG Stock Holding History

Bayforest Capital’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	$449K	Buy	7,680 +1,235	+19%	+$64.7K	0.41%	8
2026 Q1	$329K	Sell	6,445 -14,055	-69%	-$529K	0.37%	25
2025 Q4	$591K	Sell	20,500 -20,197	-50%	-$704K	0.44%	14
2025 Q3	$1.51M	Sell	40,697 -44,764	-52%	-$1.34M	0.72%	1
2025 Q2	$1.74M	Buy	85,461 +28,425	+50%	+$470K	0.76%	1
2025 Q1	$923K	Buy	57,036 +44,831	+367%	+$697K	0.4%	47
2024 Q4	$166K	Buy	+12,205	New	+$188K	0.21%	173

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

Bayforest Capital's SEDG Position: Q2 2026 in Review

Bayforest Capital increased its SolarEdge (SEDG) stake by 19% in Q2 2026, buying an estimated $64.7K and bringing the position to 7,680 shares worth $449K. The position accounts for 0.41% of the portfolio, ranked #8.

Bayforest Capital first reported a position in SEDG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.74M in Q2 2025. 349 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

Bayforest Capital held 7,680 shares of SolarEdge worth $449K as of Q2 2026.
Bayforest Capital bought 1,235 SolarEdge shares in Q2 2026, an estimated $64.7K.
SolarEdge made up 0.41% of Bayforest Capital's portfolio in Q2 2026, its #8 holding.
Bayforest Capital first reported a position in SolarEdge in Q4 2024 and has held it in 7 quarters since.
Bayforest Capital's SolarEdge position peaked at $1.74M in Q2 2025.
349 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.