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John Overdeck’s SolarEdge SEDG Stock Holding History

John Overdeck’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
Q2 		$22.2M Sell
380,002
-1,851,897
-83% -$97M 0.02% 987
2026
Q1 		$114M Buy
2,231,899
+919,236
+70% +$34.6M 0.09% 238
2025
Q4 		$37.9M Sell
1,312,663
-46,214
-3% -$1.61M 0.05% 435
2025
Q3 		$50.3M Buy
1,358,877
+61,149
+5% +$1.83M 0.07% 328
2025
Q2 		$26.5M Buy
1,297,728
+46,677
+4% +$772K 0.05% 453
2025
Q1 		$20.2M Sell
1,251,051
-3,346
-0.3% -$52K 0.04% 482
2024
Q4 		$17.1M Buy
1,254,397
+16,258
+1% +$250K 0.04% 532
2024
Q3 		$28.4M Buy
1,238,139
+92,015
+8% +$2.24M 0.06% 379
2024
Q2 		$29M Buy
1,146,124
+86,880
+8% +$4.52M 0.07% 346
2024
Q1 		$75.2M Sell
1,059,244
-94,784
-8% -$6.84M 0.18% 151
2023
Q4 		$108M Buy
+1,154,028
New +$105M 0.25% 104
2022
Q1 		– Sell
-9,379
Closed -$2.63M – 4118
2021
Q4 		$2.63M Buy
9,379
+4,300
+85% +$1.36M 0.01% 1681
2021
Q3 		$1.35M Sell
5,079
-2,523
-33% -$687K ﹤0.01% 2341
2021
Q2 		$2.1M Sell
7,602
-60,149
-89% -$15.1M ﹤0.01% 1826
2021
Q1 		$19.5M Buy
67,751
+49,063
+263% +$14.8M 0.05% 446
2020
Q4 		$5.96M Buy
18,688
+16,209
+654% +$4.48M 0.02% 829
2020
Q3 		$591K Buy
2,479
+400
+19% +$76.9K ﹤0.01% 2114
2020
Q2 		$289K Sell
2,079
-226,238
-99% -$27.7M ﹤0.01% 2400
2020
Q1 		$18.7M Buy
228,317
+66,582
+41% +$7.04M 0.15% 135
2019
Q4 		$15.4M Buy
+161,735
New +$13.8M 0.05% 451
2018
Q2 		– Sell
-389,471
Closed -$21.6M – 3606
2018
Q1 		$20.5M Buy
389,471
+123,213
+46% +$5.4M 0.07% 345
2017
Q4 		$10M Buy
266,258
+55,755
+26% +$1.92M 0.03% 608
2017
Q3 		$6.01M Sell
210,503
-348,226
-62% -$8.78M 0.02% 719
2017
Q2 		$11.2M Buy
+558,729
New +$9.9M 0.04% 482

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

John Overdeck's SEDG Position: Q2 2026 in Review

John Overdeck reduced its SolarEdge (SEDG) stake by 83% in Q2 2026, selling an estimated $97M and leaving 380,002 shares worth $22.2M. The position accounts for 0.02% of the portfolio, ranked #987.

John Overdeck first reported a position in SEDG in Q2 2017 and has held it in 24 quarters since. The position peaked at $114M in Q1 2026. 346 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

  • John Overdeck held 380,002 shares of SolarEdge worth $22.2M as of Q2 2026.
  • John Overdeck sold 1,851,897 SolarEdge shares in Q2 2026, an estimated $97M.
  • SolarEdge made up 0.02% of John Overdeck's portfolio in Q2 2026, its #987 holding.
  • John Overdeck first reported a position in SolarEdge in Q2 2017 and has held it in 24 quarters since.
  • John Overdeck's SolarEdge position peaked at $114M in Q1 2026.
  • 346 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.