Enphase Energy

ENPH

Market cap $5.48B

ENPH Hedge Fund Activity: Q1 2026 in Review

493 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Enphase Energy (ENPH) for Q1 2026, worth a combined $4.73B — up 17% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new ENPH positions and 63 closed out — a net gain of 30 holders — while 164 added to existing stakes and 163 trimmed.

The largest buyer was Alyeska Investment Group, adding an estimated $216M. The largest seller was UBS Group, cutting an estimated $95.5M.

• 493 institutional investors held Enphase Energy (ENPH) as of Q1 2026, up from 471 in Q4 2025.
• Funds reported $4.73B of Enphase Energy stock for Q1 2026, up 17% quarter-over-quarter.
• 93 funds opened new Enphase Energy positions in Q1 2026 and 63 closed out, a net change of +30 holders.
• The largest Enphase Energy buyer in Q1 2026 was Alyeska Investment Group, an estimated $216M added.
• The largest Enphase Energy seller in Q1 2026 was UBS Group, an estimated $95.5M sold.

Based on aggregated 13F filings for Q1 2026.