Two Sigma Investments
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Two Sigma Investments’s SolarEdge SEDG Stock Holding History

Two Sigma Investments’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
Q1 		$950K Buy
+18,600
New +$700K ﹤0.01% 3298
2025
Q4 		– Sell
-18,100
Closed -$670K – 4383
2025
Q3 		$670K Buy
+18,100
New +$540K ﹤0.01% 2834
2022
Q1 		– Sell
-18,400
Closed -$5.16M – 4119
2021
Q4 		$5.16M Sell
18,400
-47,900
-72% -$15.1M 0.01% 1178
2021
Q3 		$17.6M Buy
66,300
+13,600
+26% +$3.7M 0.04% 519
2021
Q2 		$14.6M Sell
52,700
-12,300
-19% -$3.1M 0.03% 622
2021
Q1 		$18.7M Buy
65,000
+48,000
+282% +$14.5M 0.05% 462
2020
Q4 		$5.42M Buy
17,000
+10,000
+143% +$2.76M 0.02% 882
2020
Q3 		$1.67M Sell
7,000
-22,800
-77% -$4.38M 0.01% 1410
2020
Q2 		$4.14M Sell
29,800
-4,600
-13% -$562K 0.02% 731
2020
Q1 		$2.82M Buy
34,400
+20,000
+139% +$2.12M 0.02% 788
2019
Q4 		$1.37M Buy
14,400
+9,400
+188% +$804K ﹤0.01% 1902
2019
Q3 		$419K Buy
+5,000
New +$373K ﹤0.01% 2694
2019
Q1 		– Sell
-35,200
Closed -$1.24M – 3425
2018
Q4 		$1.24M Buy
35,200
+23,100
+191% +$885K ﹤0.01% 1508
2018
Q3 		$456K Buy
12,100
+5,100
+73% +$246K ﹤0.01% 2514
2018
Q2 		$335K Buy
+7,000
New +$388K ﹤0.01% 2883

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments's SEDG Position: Q1 2026 in Review

Two Sigma Investments increased its SolarEdge (SEDG) stake by 70% in Q1 2026, buying an estimated $34.6M and bringing the position to 2,231,899 shares worth $114M. The position accounts for 0.09% of the portfolio, ranked #238.

Two Sigma Investments first reported a position in SEDG in Q2 2017 and has held it in 23 quarters since. 325 funds tracked by Wall St. Rank hold SEDG as of Q1 2026.

  • Two Sigma Investments held 2,231,899 shares of SolarEdge worth $114M as of Q1 2026.
  • Two Sigma Investments bought 919,236 SolarEdge shares in Q1 2026, an estimated $34.6M.
  • SolarEdge made up 0.09% of Two Sigma Investments's portfolio in Q1 2026, its #238 holding.
  • Two Sigma Investments first reported a position in SolarEdge in Q2 2017 and has held it in 23 quarters since.
  • 325 funds tracked by Wall St. Rank held SolarEdge as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.