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Sphera Management Technology Funds’s Enphase Energy ENPH Stock Holding History

Sphera Management Technology Funds’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 		$4.69M Buy
95,320
+45,320
+91% +$2.06M 1.64% 13
2026
Q1 		$1.89M Sell
50,000
-40,000
-44% -$1.66M 1.06% 32
2025
Q4 		$2.88M Buy
90,000
+50,000
+125% +$1.62M 0.98% 23
2025
Q3 		$1.42M Buy
+40,000
New +$1.49M 0.45% 46
2025
Q1 		– Sell
-23,550
Closed -$1.62M – 69
2024
Q4 		$1.62M Buy
+23,550
New +$1.87M 0.94% 28

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sphera Management Technology Funds's ENPH Position: Q2 2026 in Review

Sphera Management Technology Funds increased its Enphase Energy (ENPH) stake by 91% in Q2 2026, buying an estimated $2.06M and bringing the position to 95,320 shares worth $4.69M. The position accounts for 1.64% of the portfolio, ranked #13.

Sphera Management Technology Funds first reported a position in ENPH in Q4 2024 and has held it in 5 quarters since. 537 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Sphera Management Technology Funds held 95,320 shares of Enphase Energy worth $4.69M as of Q2 2026.
  • Sphera Management Technology Funds bought 45,320 Enphase Energy shares in Q2 2026, an estimated $2.06M.
  • Enphase Energy made up 1.64% of Sphera Management Technology Funds's portfolio in Q2 2026, its #13 holding.
  • Sphera Management Technology Funds first reported a position in Enphase Energy in Q4 2024 and has held it in 5 quarters since.
  • 537 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Sphera Management Technology Funds's 13F filing for Q2 2026, filed 14 Aug 2026.