Greenvale Capital’s Enphase Energy ENPH Stock Holding History

Greenvale Capital’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 Q1	–	Sell	-2,350,000	Closed	-$75.3M	–	15
2025 Q4	$75.3M	Buy	+2,350,000	New	+$76.1M	6.85%	5
2023 Q4	–	Sell	-975,000	Closed	-$117M	–	16
2023 Q3	$117M	Buy	975,000 +375,000	+63%	+$53.4M	10.28%	2
2023 Q2	$100M	Buy	+600,000	New	+$107M	6.89%	7
2022 Q3	–	Sell	-405,000	Closed	-$79.1M	–	15
2022 Q2	$79.1M	Sell	405,000 -95,000	-19%	-$17.2M	8.62%	3
2022 Q1	$101M	Buy	500,000 +175,000	+54%	+$27.5M	11.38%	2
2021 Q4	$59.5M	Sell	325,000 -245,000	-43%	-$51.1M	7.3%	7
2021 Q3	$85.5M	Buy	570,000 +145,000	+34%	+$24.9M	10.31%	3
2021 Q2	$78M	Buy	+425,000	New	+$62.3M	8.61%	5
2020 Q1	–	Sell	-1,775,000	Closed	-$46.4M	–	14
2019 Q4	$46.4M	Buy	1,775,000 +25,000	+1%	+$569K	11.44%	2
2019 Q3	$38.9M	Sell	1,750,000 -1,050,000	-38%	-$26.9M	11.64%	5
2019 Q2	$51M	Sell	2,800,000 -1,700,000	-38%	-$23.4M	13.07%	2
2019 Q1	$41.5M	Buy	4,500,000 +1,655,741	+58%	+$12.6M	11.13%	1
2018 Q4	$13.5M	Buy	+2,844,259	New	+$14.4M	6.36%	10

Other funds holding ENPH

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenvale Capital's ENPH Position: Q1 2026 in Review

Greenvale Capital sold out of Enphase Energy (ENPH) in Q1 2026, closing a stake of 2,350,000 shares — an estimated $75.3M sold.

Greenvale Capital first reported a position in ENPH in Q4 2018 and held it in 13 quarters. The position peaked at $117M in Q3 2023. 493 funds tracked by Wall St. Rank hold ENPH as of Q1 2026.

Greenvale Capital reported no remaining Enphase Energy position as of Q1 2026 after selling out during the quarter.
Greenvale Capital sold 2,350,000 Enphase Energy shares in Q1 2026, an estimated $75.3M.
Greenvale Capital first reported a position in Enphase Energy in Q4 2018 and held it in 13 quarters.
Greenvale Capital's Enphase Energy position peaked at $117M in Q3 2023.
493 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2026.

Based on Greenvale Capital's 13F filing for Q1 2026, filed 15 May 2026.