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Blue Grotto Capital’s SolarEdge SEDG Stock Holding History

Blue Grotto 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 		$16.3M Buy
279,720
+25,716
+10% +$1.35M 1.36% 25
2026
Q1 		$13M Sell
254,004
-45,996
-15% -$1.73M 1.49% 18
2025
Q4 		$8.66M Buy
+300,000
New +$10.5M 0.89% 24

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
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
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Blue Grotto Capital's SEDG Position: Q2 2026 in Review

Blue Grotto Capital increased its SolarEdge (SEDG) stake by 10% in Q2 2026, buying an estimated $1.35M and bringing the position to 279,720 shares worth $16.3M. The position accounts for 1.36% of the portfolio, ranked #25.

Blue Grotto Capital first reported a position in SEDG in Q4 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

  • Blue Grotto Capital held 279,720 shares of SolarEdge worth $16.3M as of Q2 2026.
  • Blue Grotto Capital bought 25,716 SolarEdge shares in Q2 2026, an estimated $1.35M.
  • SolarEdge made up 1.36% of Blue Grotto Capital's portfolio in Q2 2026, its #25 holding.
  • Blue Grotto Capital first reported a position in SolarEdge in Q4 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Blue Grotto Capital's 13F filing for Q2 2026, filed 3 Aug 2026.