Qsemble Capital Management’s Enphase Energy ENPH Stock Holding History

Qsemble Capital Management’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 Q2	$293K	Buy	+5,950	New	+$271K	0.04%	340
2026 Q1	–	Sell	-60,904	Closed	-$1.95M	–	488
2025 Q4	$1.95M	Buy	60,904 +46,122	+312%	+$1.49M	0.16%	196
2025 Q3	$523K	Sell	14,782 -14,303	-49%	-$531K	0.05%	324
2025 Q2	$1.15M	Buy	+29,085	New	+$1.34M	0.11%	232
2025 Q1	–	Sell	-17,996	Closed	-$1.24M	–	476
2024 Q4	$1.24M	Buy	17,996 +6,626	+58%	+$526K	0.16%	189
2024 Q3	$1.29M	Buy	+11,370	New	+$1.27M	0.24%	140
2024 Q2	–	Sell	-14,167	Closed	-$1.71M	–	468
2024 Q1	$1.71M	Buy	+14,167	New	+$1.65M	0.37%	92
2023 Q3	–	Sell	-1,500	Closed	-$251K	–	350
2023 Q2	$251K	Buy	+1,500	New	+$268K	0.18%	169

Other funds holding ENPH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Qsemble Capital Management's ENPH Position: Q2 2026 in Review

Qsemble Capital Management opened a new position in Enphase Energy (ENPH) in Q2 2026: 5,950 shares worth $293K. The stake represents 0.04% of the portfolio and ranks #340 among its holdings. This is a return to the name: Qsemble Capital Management previously reported a position in ENPH as recently as Q4 2025.

Qsemble Capital Management first reported a position in ENPH in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.95M in Q4 2025. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

Qsemble Capital Management held 5,950 shares of Enphase Energy worth $293K as of Q2 2026.
Enphase Energy was a new Qsemble Capital Management position in Q2 2026.
Enphase Energy made up 0.04% of Qsemble Capital Management's portfolio in Q2 2026, its #340 holding.
Qsemble Capital Management first reported a position in Enphase Energy in Q2 2023 and has held it in 8 quarters since.
Qsemble Capital Management's Enphase Energy position peaked at $1.95M in Q4 2025.
537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Qsemble Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.