Firsthand Capital Management’s Enphase Energy ENPH Stock Holding History

Firsthand 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	$640K	Buy	13,000 +10,000	+333%	+$456K	1.02%	26
2026 Q1	$113K	Hold	3,000	–	–	0.24%	39
2025 Q4	$96.2K	Hold	3,000	–	–	0.18%	38
2025 Q3	$106K	Hold	3,000	–	–	0.18%	42
2025 Q2	$119K	Hold	3,000	–	–	0.21%	40
2025 Q1	$186K	Sell	3,000 -15,000	-83%	-$949K	0.45%	33
2024 Q4	$1.24M	Hold	18,000	–	–	2.57%	13
2024 Q3	$2.03M	Sell	18,000 -242,000	-93%	-$27M	4.01%	8
2024 Q2	$822K	Buy	260,000 +237,000	+1,030%	+$27.6M	1.6%	20
2024 Q1	$2.78M	Buy	23,000 +20,000	+667%	+$2.33M	4.53%	7
2023 Q4	$420K	Sell	3,000 -20,000	-87%	-$2.12M	0.58%	29
2023 Q3	$2.76M	Buy	23,000 +20,000	+667%	+$2.85M	3.98%	8
2023 Q2	$502K	Sell	3,000 -20,000	-87%	-$3.57M	0.6%	30
2023 Q1	$4.84M	Sell	23,000 -10,000	-30%	-$2.17M	5.25%	4
2022 Q4	$8.74M	Sell	33,000 -12,000	-27%	-$3.49M	10.2%	3
2022 Q3	$12.5M	Hold	45,000	–	–	11.38%	3
2022 Q2	$8.79M	Hold	45,000	–	–	7.59%	3
2022 Q1	$9.08M	Sell	45,000 -10,000	-18%	-$1.57M	4.72%	8
2021 Q4	$10.1M	Hold	55,000	–	–	3.83%	9
2021 Q3	$8.25M	Hold	55,000	–	–	2.46%	15
2021 Q2	$10.1M	Hold	55,000	–	–	2.53%	12
2021 Q1	$8.92M	Hold	55,000	–	–	2.5%	13
2020 Q4	$9.65M	Hold	55,000	–	–	2.62%	12
2020 Q3	$4.54M	Hold	55,000	–	–	1.8%	19
2020 Q2	$2.62M	Hold	55,000	–	–	1.2%	27
2020 Q1	$1.78M	Sell	55,000 -100,000	-65%	-$3.77M	1.41%	24
2019 Q4	$4.05M	Hold	155,000	–	–	1.58%	26
2019 Q3	$3.45M	Buy	+155,000	New	+$3.97M	1.39%	27

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 $3.37T AUM 44.26% 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

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

Firsthand Capital Management increased its Enphase Energy (ENPH) stake by 333% in Q2 2026, buying an estimated $456K and bringing the position to 13,000 shares worth $640K. The position accounts for 1.02% of the portfolio, ranked #26.

Firsthand Capital Management first reported a position in ENPH in Q3 2019 and has held it in 28 quarters since. The position peaked at $12.5M in Q3 2022. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

Firsthand Capital Management held 13,000 shares of Enphase Energy worth $640K as of Q2 2026.
Firsthand Capital Management bought 10,000 Enphase Energy shares in Q2 2026, an estimated $456K.
Enphase Energy made up 1.02% of Firsthand Capital Management's portfolio in Q2 2026, its #26 holding.
Firsthand Capital Management first reported a position in Enphase Energy in Q3 2019 and has held it in 28 quarters since.
Firsthand Capital Management's Enphase Energy position peaked at $12.5M in Q3 2022.
537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

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