§ SEMICONDUCTORS
USD · SemiconductorsSEDG
SOLAREDGE TECHNOLOGIES INC
USDSector · SemiconductorsBeta · 1.43
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
205 increased/new, 116 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 1.20 | EPS (TTM) | -6.88 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 8.4M | 0.0% | +4% |
| MENORA MIVTACHIM HOLDINGS LTD. | 2.8M | 0.7% | +28% |
| UBS Group AG | 2.6M | 0.0% | −38% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.3M | n/a | n/a |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2.2M | 0.3% | −12% |
| TWO SIGMA INVESTMENTS, LP | 2.2M | 0.1% | +70% |
◇ AC INTELLIGENCE
Top institutional owners for SEDG as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER50.8% · 241 holders
PASSIVE / INDEX24.2% · 10 holders
DEALER / BANK19.4% · 32 holders
SYSTEMATIC / QUANT9.7% · 12 holders
TACTICAL / MACRO7.1% · 5 holders
INCOME / DEFENSIVE6.1% · 24 holders
QUALITY / COMPOUNDER5.9% · 17 holders
DEEP VALUE3.7% · 1 holder
ACTIVIST0.9% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SEDG in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SEDG yet.