ECM
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ExodusPoint Capital Management’s Enphase Energy ENPH Stock Holding History

ExodusPoint Capital Management’s Portfolio ENPH Stock Details ENPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-90,296
Closed -$3.41M – 1698
2026
Q1 		$3.41M Buy
+90,296
New +$3.75M 0.03% 567
2025
Q4 		– Sell
-125,130
Closed -$4.43M – 1670
2025
Q3 		$4.43M Buy
+125,130
New +$4.65M 0.05% 458
2025
Q2 		– Sell
-7,528
Closed -$467K – 1593
2025
Q1 		$467K Buy
+7,528
New +$476K ﹤0.01% 1123
2024
Q2 		– Sell
-29,710
Closed -$3.46M – 1637
2024
Q1 		$3.59M Sell
29,710
-15,537
-34% -$1.81M 0.03% 496
2023
Q4 		$5.98M Buy
+45,247
New +$4.8M 0.04% 308
2023
Q2 		– Sell
-54,358
Closed -$11.4M – 1950
2023
Q1 		$11.4M Buy
54,358
+43,550
+403% +$9.43M 0.09% 240
2022
Q4 		$2.86M Sell
10,808
-45,313
-81% -$13.2M 0.04% 517
2022
Q3 		$15.6M Buy
56,121
+32,831
+141% +$8.86M 0.2% 108
2022
Q2 		$4.55M Sell
23,290
-40,150
-63% -$7.26M 0.06% 441
2022
Q1 		$12.8M Buy
63,440
+2,741
+5% +$431K 0.16% 131
2021
Q4 		$11.1M Buy
60,699
+55,631
+1,098% +$11.6M 0.11% 195
2021
Q3 		$760K Sell
5,068
-79,780
-94% -$13.7M 0.01% 1159
2021
Q2 		$15.6M Buy
+84,848
New +$12.4M 0.17% 73
2021
Q1 		– Sell
-55,646
Closed -$9.76M – 2230
2020
Q4 		$9.76M Sell
55,646
-80,131
-59% -$10.2M 0.1% 123
2020
Q3 		$11.2M Sell
135,777
-125,395
-48% -$8.4M 0.22% 70
2020
Q2 		$12.4M Buy
261,172
+116,323
+80% +$5.56M 0.32% 44
2020
Q1 		$4.68M Buy
144,849
+142,720
+6,704% +$5.38M 0.26% 68
2019
Q4 		$56K Buy
+2,129
New +$48.5K ﹤0.01% 1451
2019
Q3 		– Sell
-14,227
Closed -$259K – 1410
2019
Q2 		$259K Buy
+14,227
New +$196K 0.01% 773

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ExodusPoint Capital Management's ENPH Position: Q2 2026 in Review

ExodusPoint Capital Management sold out of Enphase Energy (ENPH) in Q2 2026, closing a stake of 90,296 shares — an estimated $3.41M sold.

ExodusPoint Capital Management first reported a position in ENPH in Q2 2019 and held it in 19 quarters. The position peaked at $15.6M in Q2 2021. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • ExodusPoint Capital Management reported no remaining Enphase Energy position as of Q2 2026 after selling out during the quarter.
  • ExodusPoint Capital Management sold 90,296 Enphase Energy shares in Q2 2026, an estimated $3.41M.
  • ExodusPoint Capital Management first reported a position in Enphase Energy in Q2 2019 and held it in 19 quarters.
  • ExodusPoint Capital Management's Enphase Energy position peaked at $15.6M in Q2 2021.
  • 537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

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