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Westerly Capital Management’s Enphase Energy ENPH Stock Holding History

Westerly 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 		$13.5M Sell
275,000
-125,000
-31% -$5.69M 2.5% 11
2026
Q1 		$15.1M Buy
400,000
+225,000
+129% +$9.34M 4.11% 8
2025
Q4 		$5.61M Buy
+175,000
New +$5.67M 1.23% 27

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

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

Westerly Capital Management reduced its Enphase Energy (ENPH) stake by 31% in Q2 2026, selling an estimated $5.69M and leaving 275,000 shares worth $13.5M. The position accounts for 2.5% of the portfolio, ranked #11.

Westerly Capital Management first reported a position in ENPH in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.1M in Q1 2026. 535 funds tracked by Wall St. Rank hold ENPH as of Q2 2026.

  • Westerly Capital Management held 275,000 shares of Enphase Energy worth $13.5M as of Q2 2026.
  • Westerly Capital Management sold 125,000 Enphase Energy shares in Q2 2026, an estimated $5.69M.
  • Enphase Energy made up 2.5% of Westerly Capital Management's portfolio in Q2 2026, its #11 holding.
  • Westerly Capital Management first reported a position in Enphase Energy in Q4 2025 and has held it in 3 quarters since.
  • Westerly Capital Management's Enphase Energy position peaked at $15.1M in Q1 2026.
  • 535 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2026.

Based on Westerly Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.