John Overdeck’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 | $229M | Sell |
4,655,692
-820,548
| -15% | -$37.4M | 0.17% | 128 |
|
|
2026
Q1 | $207M | Buy |
5,476,240
+2,512,536
| +85% | +$104M | 0.17% | 136 |
|
|
2025
Q4 | $95M | Buy |
2,963,704
+188,632
| +7% | +$6.11M | 0.13% | 192 |
|
|
2025
Q3 | $98.2M | Buy |
2,775,072
+89,033
| +3% | +$3.31M | 0.15% | 190 |
|
|
2025
Q2 | $107M | Buy |
2,686,039
+1,099,031
| +69% | +$50.8M | 0.19% | 139 |
|
|
2025
Q1 | $98.5M | Buy |
1,587,008
+1,437,337
| +960% | +$91M | 0.21% | 114 |
|
|
2024
Q4 | $10.3M | Sell |
149,671
-645,981
| -81% | -$51.3M | 0.02% | 741 |
|
|
2024
Q3 | $89.9M | Buy |
795,652
+427,096
| +116% | +$47.7M | 0.2% | 123 |
|
|
2024
Q2 | $36.7M | Buy |
368,556
+296,799
| +414% | +$34.6M | 0.08% | 280 |
|
|
2024
Q1 | $8.68M | Buy |
+71,757
| New | +$8.37M | 0.02% | 707 |
|
|
2023
Q2 | – | Sell |
-8,000
| Closed | -$1.68M | – | 3079 |
|
|
2023
Q1 | $1.68M | Sell |
8,000
-728,076
| -99% | -$158M | ﹤0.01% | 1502 |
|
|
2022
Q4 | $195M | Sell |
736,076
-112,257
| -13% | -$32.7M | 0.61% | 26 |
|
|
2022
Q3 | $235M | Buy |
+848,333
| New | +$229M | 0.8% | 6 |
|
|
2022
Q2 | – | Sell |
-36,757
| Closed | -$7.42M | – | 2628 |
|
|
2022
Q1 | $7.42M | Sell |
36,757
-85,792
| -70% | -$13.5M | 0.02% | 727 |
|
|
2021
Q4 | $22.4M | Buy |
122,549
+70,857
| +137% | +$14.8M | 0.05% | 439 |
|
|
2021
Q3 | $7.75M | Buy |
+51,692
| New | +$8.87M | 0.02% | 907 |
|
|
2021
Q2 | – | Sell |
-81,459
| Closed | -$11.9M | – | 4170 |
|
|
2021
Q1 | $13.2M | Sell |
81,459
-142,074
| -64% | -$25.5M | 0.03% | 591 |
|
|
2020
Q4 | $39.2M | Sell |
223,533
-32,520
| -13% | -$4.12M | 0.11% | 205 |
|
|
2020
Q3 | $21.1M | Buy |
256,053
+148,514
| +138% | +$9.95M | 0.08% | 282 |
|
|
2020
Q2 | $5.12M | Sell |
107,539
-177,265
| -62% | -$8.47M | 0.03% | 636 |
|
|
2020
Q1 | $9.2M | Buy |
+284,804
| New | +$10.7M | 0.07% | 281 |
|
|
2019
Q3 | – | Sell |
-183,837
| Closed | -$4.71M | – | 3542 |
|
|
2019
Q2 | $3.35M | Buy |
+183,837
| New | +$2.53M | 0.01% | 1120 |
|
|
2018
Q3 | – | Sell |
-37,457
| Closed | -$252K | – | 3276 |
|
|
2018
Q2 | $252K | Sell |
37,457
-53,442
| -59% | -$276K | ﹤0.01% | 3036 |
|
|
2018
Q1 | $415K | Buy |
90,899
+75,920
| +507% | +$231K | ﹤0.01% | 2587 |
|
|
2017
Q4 | $36K | Buy |
+14,979
| New | +$31.4K | ﹤0.01% | 3033 |
|
|
2014
Q4 | – | Sell |
-64,043
| Closed | -$960K | – | 2255 |
|
|
2014
Q3 | $960K | Buy |
64,043
+4,422
| +7% | +$56K | ﹤0.01% | 1070 |
|
|
2014
Q2 | $510K | Buy |
+59,621
| New | +$484K | ﹤0.01% | 1598 |
|
Other funds holding ENPH
GGHC
SPC
John Overdeck's ENPH Position: Q2 2026 in Review
John Overdeck reduced its Enphase Energy (ENPH) stake by 15% in Q2 2026, selling an estimated $37.4M and leaving 4,655,692 shares worth $229M. The position accounts for 0.17% of the portfolio, ranked #128.
John Overdeck first reported a position in ENPH in Q2 2014 and has held it in 27 quarters since. The position peaked at $235M in Q3 2022. 533 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.
- John Overdeck held 4,655,692 shares of Enphase Energy worth $229M as of Q2 2026.
- John Overdeck sold 820,548 Enphase Energy shares in Q2 2026, an estimated $37.4M.
- Enphase Energy made up 0.17% of John Overdeck's portfolio in Q2 2026, its #128 holding.
- John Overdeck first reported a position in Enphase Energy in Q2 2014 and has held it in 27 quarters since.
- John Overdeck's Enphase Energy position peaked at $235M in Q3 2022.
- 533 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.