Jeff Yass’s Enphase Energy ENPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $69.9M | Buy |
1,420,553
+553,447
| +64% | +$25.2M | 0.01% | 1250 |
|
|
2026
Q1 | $32.8M | Sell |
867,106
-608,051
| -41% | -$25.2M | ﹤0.01% | 1647 |
|
|
2025
Q4 | $47.3M | Sell |
1,475,157
-848,778
| -37% | -$27.5M | 0.01% | 1410 |
|
|
2025
Q3 | $82.2M | Buy |
2,323,935
+2,080,040
| +853% | +$77.3M | 0.01% | 1014 |
|
|
2025
Q2 | $9.67M | Sell |
243,895
-988,170
| -80% | -$45.6M | ﹤0.01% | 2883 |
|
|
2025
Q1 | $76.4M | Buy |
1,232,065
+538,746
| +78% | +$34.1M | 0.01% | 782 |
|
|
2024
Q4 | $47.6M | Buy |
693,319
+222,006
| +47% | +$17.6M | 0.01% | 1156 |
|
|
2024
Q3 | $53.3M | Sell |
471,313
-88,764
| -16% | -$9.92M | 0.01% | 1040 |
|
|
2024
Q2 | $55.8M | Buy |
560,077
+508,352
| +983% | +$59.2M | 0.01% | 917 |
|
|
2024
Q1 | $6.26M | Sell |
51,725
-418,216
| -89% | -$48.8M | ﹤0.01% | 3280 |
|
|
2023
Q4 | $62.1M | Buy |
469,941
+42,192
| +10% | +$4.47M | 0.01% | 917 |
|
|
2023
Q3 | $51.4M | Sell |
427,749
-113,246
| -21% | -$16.1M | 0.01% | 991 |
|
|
2023
Q2 | $90.6M | Buy |
540,995
+252,704
| +88% | +$45.2M | 0.02% | 657 |
|
|
2023
Q1 | $60.6M | Buy |
288,291
+52,199
| +22% | +$11.3M | 0.01% | 840 |
|
|
2022
Q4 | $62.6M | Buy |
236,092
+112,772
| +91% | +$32.8M | 0.02% | 766 |
|
|
2022
Q3 | $34.2M | Buy |
123,320
+95,306
| +340% | +$25.7M | 0.01% | 1032 |
|
|
2022
Q2 | $5.47M | Sell |
28,014
-18,042
| -39% | -$3.26M | ﹤0.01% | 3038 |
|
|
2022
Q1 | $9.29M | Sell |
46,056
-21,170
| -31% | -$3.33M | ﹤0.01% | 2652 |
|
|
2021
Q4 | $12.3M | Sell |
67,226
-247,020
| -79% | -$51.5M | ﹤0.01% | 2445 |
|
|
2021
Q3 | $47.1M | Buy |
314,246
+281,567
| +862% | +$48.3M | 0.01% | 1204 |
|
|
2021
Q2 | $6M | Sell |
32,679
-402,013
| -92% | -$59M | ﹤0.01% | 3689 |
|
|
2021
Q1 | $70.5M | Buy |
434,692
+248,973
| +134% | +$44.7M | 0.01% | 898 |
|
|
2020
Q4 | $32.6M | Buy |
185,719
+79,530
| +75% | +$10.1M | 0.01% | 1303 |
|
|
2020
Q3 | $8.77M | Sell |
106,189
-597,218
| -85% | -$40M | ﹤0.01% | 2339 |
|
|
2020
Q2 | $33.5M | Buy |
703,407
+642,845
| +1,061% | +$30.7M | 0.01% | 1044 |
|
|
2020
Q1 | $1.96M | Sell |
60,562
-777,593
| -93% | -$29.3M | ﹤0.01% | 3998 |
|
|
2019
Q4 | $21.9M | Buy |
838,155
+588,774
| +236% | +$13.4M | 0.01% | 1334 |
|
|
2019
Q3 | $5.54M | Buy |
249,381
+121,803
| +95% | +$3.12M | ﹤0.01% | 2588 |
|
|
2019
Q2 | $2.33M | Buy |
127,578
+95,310
| +295% | +$1.31M | ﹤0.01% | 3892 |
|
|
2019
Q1 | $298K | Sell |
32,268
-13,427
| -29% | -$102K | ﹤0.01% | 7222 |
|
|
2018
Q4 | $216K | Buy |
+45,695
| New | +$232K | ﹤0.01% | 7597 |
|
|
2018
Q2 | – | Sell |
-625,604
| Closed | -$3.23M | – | 9765 |
|
|
2018
Q1 | $2.86M | Buy |
625,604
+482,929
| +338% | +$1.47M | ﹤0.01% | 3327 |
|
|
2017
Q4 | $344K | Buy |
+142,675
| New | +$299K | ﹤0.01% | 7350 |
|
|
2017
Q3 | – | Sell |
-10,464
| Closed | -$10.7K | – | 8988 |
|
|
2017
Q2 | $9K | Buy |
+10,464
| New | +$10.4K | ﹤0.01% | 9077 |
|
|
2016
Q4 | – | Sell |
-13,500
| Closed | -$16K | – | 9688 |
|
|
2016
Q3 | $16K | Sell |
13,500
-46,117
| -77% | -$81.2K | ﹤0.01% | 8262 |
|
|
2016
Q2 | $119K | Buy |
59,617
+34,489
| +137% | +$75.8K | ﹤0.01% | 7941 |
|
|
2016
Q1 | $59K | Sell |
25,128
-55,831
| -69% | -$137K | ﹤0.01% | 8620 |
|
|
2015
Q4 | $284K | Buy |
80,959
+2,833
| +4% | +$8.85K | ﹤0.01% | 7790 |
|
|
2015
Q3 | $289K | Sell |
78,126
-18,148
| -19% | -$96.6K | ﹤0.01% | 8093 |
|
|
2015
Q2 | $733K | Buy |
96,274
+3,501
| +4% | +$38K | ﹤0.01% | 6847 |
|
|
2015
Q1 | $1.22M | Sell |
92,773
-44,015
| -32% | -$569K | ﹤0.01% | 5345 |
|
|
2014
Q4 | $1.95M | Buy |
136,788
+65,888
| +93% | +$821K | ﹤0.01% | 4503 |
|
|
2014
Q3 | $1.06M | Buy |
70,900
+59,206
| +506% | +$750K | ﹤0.01% | 5800 |
|
|
2014
Q2 | $100K | Buy |
+11,694
| New | +$94.9K | ﹤0.01% | 9426 |
|
|
2014
Q1 | – | Sell |
-20,639
| Closed | -$160K | – | 9000 |
|
|
2013
Q4 | $131K | Buy |
+20,639
| New | +$151K | ﹤0.01% | 8533 |
|
|
2013
Q3 | – | Sell |
-12,421
| Closed | -$89.6K | – | 8466 |
|
|
2013
Q2 | $96K | Buy |
+12,421
| New | +$88K | ﹤0.01% | 7799 |
|
Other funds holding ENPH
GGHC
SPC
Jeff Yass's ENPH Position: Q2 2026 in Review
Jeff Yass increased its Enphase Energy (ENPH) stake by 64% in Q2 2026, buying an estimated $25.2M and bringing the position to 1,420,553 shares worth $69.9M. The position accounts for 0.01% of the portfolio, ranked #1250.
Jeff Yass first reported a position in ENPH in Q2 2013 and has held it in 46 quarters since. The position peaked at $90.6M in Q2 2023. 533 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.
- Jeff Yass held 1,420,553 shares of Enphase Energy worth $69.9M as of Q2 2026.
- Jeff Yass bought 553,447 Enphase Energy shares in Q2 2026, an estimated $25.2M.
- Enphase Energy made up 0.01% of Jeff Yass's portfolio in Q2 2026, its #1250 holding.
- Jeff Yass first reported a position in Enphase Energy in Q2 2013 and has held it in 46 quarters since.
- Jeff Yass's Enphase Energy position peaked at $90.6M in Q2 2023.
- 533 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.