Dmitry Balyasny’s SolarEdge SEDG Stock Holding History

Dmitry Balyasny’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	$713K	Sell	12,200 -1,027,800	-99%	-$53.9M	﹤0.01%	2374
2026 Q1	$53.1M	Buy	1,040,000 +1,000,000	+2,500%	+$37.6M	0.07%	325
2025 Q4	$1.15M	Hold	40,000	–	–	﹤0.01%	2123
2025 Q3	$1.48M	Sell	40,000 -814,400	-95%	-$24.3M	﹤0.01%	1948
2025 Q2	$17.4M	Buy	+854,400	New	+$14.1M	0.03%	720
2018 Q4	–	Sell	-61,200	Closed	-$2.49M	–	1716
2018 Q3	$2.49M	Buy	+61,200	New	+$2.95M	0.01%	915

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

Dmitry Balyasny's SEDG Position: Q2 2026 in Review

Dmitry Balyasny 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: Dmitry Balyasny previously reported a position in SEDG as recently as Q4 2025.

Dmitry Balyasny 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.

Dmitry Balyasny held 43,898 shares of SolarEdge worth $2.57M as of Q2 2026.
SolarEdge was a new Dmitry Balyasny position in Q2 2026.
SolarEdge made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1693 holding.
Dmitry Balyasny first reported a position in SolarEdge in Q1 2019 and has held it in 15 quarters since.
Dmitry Balyasny'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.