Firsthand Capital Management’s SolarEdge SEDG Stock Holding History

Firsthand Capital Management’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 Q1	$153K	Hold	3,000	–	–	0.33%	36
2025 Q4	$86.5K	Hold	3,000	–	–	0.16%	39
2025 Q3	$111K	Hold	3,000	–	–	0.19%	41
2025 Q2	$61.2K	Sell	3,000 -10,000	-77%	-$165K	0.11%	46
2025 Q1	$210K	Hold	13,000	–	–	0.51%	31
2024 Q4	$177K	Hold	13,000	–	–	0.37%	35
2024 Q3	$298K	Buy	13,000 +8,435	+185%	+$205K	0.59%	29
2024 Q2	$452K	Sell	4,565 -8,435	-65%	-$438K	0.88%	26
2024 Q1	$923K	Sell	13,000 -1,000	-7%	-$72.2K	1.5%	21
2023 Q4	$1.22M	Buy	14,000 +1,000	+8%	+$91K	1.69%	18
2023 Q3	$1.68M	Sell	13,000 -1,000	-7%	-$192K	2.43%	18
2023 Q2	$3.77M	Hold	14,000	–	–	4.52%	6
2023 Q1	$4.26M	Hold	14,000	–	–	4.62%	5
2022 Q4	$3.97M	Sell	14,000 -11,000	-44%	-$2.92M	4.63%	5
2022 Q3	$5.79M	Sell	25,000 -2,000	-7%	-$590K	5.27%	4
2022 Q2	$7.39M	Hold	27,000	–	–	6.38%	4
2022 Q1	$8.7M	Sell	27,000 -10,000	-27%	-$2.75M	4.52%	9
2021 Q4	$10.4M	Hold	37,000	–	–	3.95%	8
2021 Q3	$9.81M	Hold	37,000	–	–	2.93%	10
2021 Q2	$10.2M	Hold	37,000	–	–	2.56%	11
2021 Q1	$10.6M	Hold	37,000	–	–	2.98%	10
2020 Q4	$11.8M	Hold	37,000	–	–	3.21%	9
2020 Q3	$8.82M	Hold	37,000	–	–	3.5%	9
2020 Q2	$5.13M	Hold	37,000	–	–	2.35%	16
2020 Q1	$3.03M	Sell	37,000 -20,000	-35%	-$2.12M	2.4%	13
2019 Q4	$5.42M	Hold	57,000	–	–	2.11%	17
2019 Q3	$4.77M	Buy	57,000 +10,000	+21%	+$746K	1.93%	20
2019 Q2	$2.94M	Hold	47,000	–	–	1.13%	29
2019 Q1	$1.77M	Buy	47,000 +40,000	+571%	+$1.6M	0.66%	31
2018 Q4	$246K	Hold	7,000	–	–	0.16%	39
2018 Q3	$264K	Sell	7,000 -4,000	-36%	-$193K	0.12%	37
2018 Q2	$526K	Hold	11,000	–	–	0.25%	36
2018 Q1	$579K	Hold	11,000	–	–	0.32%	34
2017 Q4	$413K	Hold	11,000	–	–	0.3%	31
2017 Q3	$314K	Hold	11,000	–	–	0.28%	35
2017 Q2	$220K	Hold	11,000	–	–	0.22%	35
2017 Q1	$172K	Hold	11,000	–	–	0.18%	35
2016 Q4	$135K	Hold	11,000	–	–	0.15%	40
2016 Q3	$190K	Hold	11,000	–	–	0.17%	43
2016 Q2	$216K	Buy	+11,000	New	+$248K	0.24%	44

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Firsthand Capital Management's SEDG Position: Q1 2026 in Review

Firsthand Capital Management held its SolarEdge (SEDG) position steady in Q1 2026 at 3,000 shares worth $153K. The position accounts for 0.33% of the portfolio, ranked #36.

Firsthand Capital Management first reported a position in SEDG in Q2 2016 and has held it in 40 quarters since. The position peaked at $11.8M in Q4 2020. 325 funds tracked by Wall St. Rank hold SEDG as of Q1 2026.

Firsthand Capital Management held 3,000 shares of SolarEdge worth $153K as of Q1 2026.
Firsthand Capital Management left its SolarEdge share count unchanged in Q1 2026.
SolarEdge made up 0.33% of Firsthand Capital Management's portfolio in Q1 2026, its #36 holding.
Firsthand Capital Management first reported a position in SolarEdge in Q2 2016 and has held it in 40 quarters since.
Firsthand Capital Management's SolarEdge position peaked at $11.8M in Q4 2020.
325 funds tracked by Wall St. Rank held SolarEdge as of Q1 2026.

Based on Firsthand Capital Management's 13F filing for Q1 2026, filed 14 May 2026.