ENPHASE ENERGY INC

$ENPH
Smart money positioned

20 of the Top-200 alpha managers hold $ENPH as of the latest 13F snapshot.

13F holders
490
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

20 holders · Q1 2026

$ENPH is held by 20 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.75%, with an average of 0.09% of portfolio. Largest holder: Stelac Advisory Services LLC at 0.75%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 490 · Source: 13F-HR
01
Bahl & Gaynor Inc.
0.02% of portfolio
28,366,568 sh
02
Brightline Capital Management, LLC
0.03% of portfolio
10,648,000 sh
03
Confluence Investment Management LLC
0.63% of portfolio
5,845,629 sh
04
Parthenon LLC
0.10% of portfolio
4,928,220 sh
05
Axa S.a.
0.01% of portfolio
4,597,699 sh
06
State Street
4,571,898 sh
07
Solus Alternative Asset Management LP
0.03% of portfolio
4,132,500 sh
08
ProShare Advisors LLC
0.01% of portfolio
3,687,686 sh
09
Pier 88 Investment Partners LLC
0.31% of portfolio
3,361,368 sh
10
Commerce Bank
0.07% of portfolio
2,863,656 sh
See all 490 13F holders · Pro →

Insider activity · last 90 days

11 transactions · 4 filers
10 Feb 2026
Mora Richard
▼ SOLD
1,100
$52.05
S
05 Feb 2026
Kothandaraman Badrinarayanan
▲ BOUGHT
4,250
$52.14
P
05 Feb 2026
Kothandaraman Badrinarayanan
▲ BOUGHT
750
$51.06
P
12 Dec 2025
Yang Mandy
▼ SOLD
6,000
$33.01
S
02 Dec 2025
Rodgers Thurman J
▼ SOLD
150,000
$29.13
S
10 Nov 2025
Kothandaraman Badrinarayanan
▲ BOUGHT
5,000
$30.69
P
31 Oct 2025
Kothandaraman Badrinarayanan
▲ BOUGHT
10,000
$30.93
P
06 Aug 2025
Kothandaraman Badrinarayanan
▲ BOUGHT
5,000
$30.82
P
25 Apr 2025
Kothandaraman Badrinarayanan
▲ BOUGHT
4,000
$46.35
P
10 Mar 2025
Yang Mandy
▼ SOLD
1,319
$63.32
S
07 Mar 2025
Rodgers Thurman J
▼ SOLD
100,000
$61.26
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

12 disclosures · STOCK Act
House · California · Traded May 28
SOLD
$1K–$15K
Jun 12STOCK
House · California · Traded May 19
SOLD
$1K–$15K
Jun 12STOCK
House · California · Traded Apr 23
BOUGHT
$1K–$15K
May 12STOCK
House · California · Traded Mar 12
SOLD
$1K–$15K
Apr 11STOCK
House · Texas · Traded Feb 12
SOLD
$1K–$15K
Mar 12STOCK
House · Texas · Traded Jan 15
BOUGHT
$1K–$15K
Feb 12STOCK
House · California · Traded Jan 17
SOLD
$1K–$15K
Feb 6STOCK
House · California · Traded Oct 11
SOLD
$1K–$15K
Nov 8STOCK
House · California · Traded Oct 14
SOLD
$1K–$15K
Nov 8STOCK
House · California · Traded Sep 9
BOUGHT
$1K–$15K
Oct 4STOCK
See full $ENPH Congress history →

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 12:07 UTC.