Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
VCM
Voleon Capital Management’s
SolarEdge
SEDG
Stock Holding History
Voleon Capital Management’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
$7.9M
Sell
154,680
-69,139
-31%
-$2.6M
0.17%
130
2025
Q4
$6.46M
Buy
223,819
+155,268
+226%
+$5.41M
0.14%
169
2025
Q3
$2.54M
Buy
+68,551
New
+$2.05M
0.06%
287
2025
Q1
–
Sell
-64,779
Closed
-$881K
–
404
2024
Q4
$881K
Buy
+64,779
New
+$997K
0.07%
213
Other funds holding SEDG
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
MMH
Menora Mivtachim Holdings
Ramat Gan, Israel
$21.1B AUM
40.03%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston, Massachusetts
$39.1B AUM
28.69%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Artisan Partners
Milwaukee, Wisconsin
$61.3B AUM
26.25%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close