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
2025 Q1	–	Sell	-7,400	Closed	-$508K	–	1607
2024 Q4	$508K	Buy	7,400 +1,800	+32%	+$143K	﹤0.01%	1152
2024 Q3	$633K	Sell	5,600 -30,000	-84%	-$3.35M	﹤0.01%	1115
2024 Q2	$3.55M	Sell	35,600 -18,500	-34%	-$2.15M	0.02%	560
2024 Q1	$6.55M	Buy	54,100 +38,700	+251%	+$4.52M	0.05%	317
2023 Q4	$2.04M	Buy	+15,400	New	+$1.63M	0.01%	569
2023 Q2	–	Sell	-29,200	Closed	-$6.14M	–	1949
2023 Q1	$6.14M	Buy	+29,200	New	+$6.32M	0.05%	440
2020 Q1	–	Sell	-32,500	Closed	-$849K	–	1223
2019 Q4	$849K	Buy	+32,500	New	+$740K	0.02%	621

Other funds holding ENPH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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.