TWO SIGMA ADVISERS, LP

Position in ENPH — Enphase Energy, Inc.

CIK 1478735 NEW YORK, NY

Position in ENPH

as of Dec 31, 2025 · filed Feb 17, 2026 Compact

Position Value

$84,327,043

-$8,809,138 QoQ

Shares Held

2,631,109

-0.0% QoQ

Ownership

2.00%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 96.62465523093114.ToString("F0")% Shared 0.ToString("F0")% None 3.3753447690688603.ToString("F0")%

Technology · as of Dec 31, 2025

TWO SIGMA ADVISERS, LP holds $211,855,705 across 8 Solar names. ENPH ranks #1 (39.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENPH	Enphase Energy, Inc. This page	2,631,109	$84,327,043
2	RUN	Sunrun Inc.	4,073,795	$74,957,828
3	SEDG	Solaredge Technologies, Inc.	1,254,900	$36,203,865
4	CSIQ	Canadian Solar Inc.	422,800	$10,049,956
5	JKS	JinkoSolar Holding Co., Ltd.	217,147	$5,604,564
6	FSLR	First Solar, Inc.	1,119	$292,316
7	SPRU	Spruce Power Holding Corp	41,900	$213,271
8	TYGO	Tigo Energy, Inc.	149,900	$206,862

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$84,327,043	2,631,109	-0.0%	Shares	Sole	2026-02-17
2025-09-30	$93,136,181	2,631,709	-0.3%	Shares	Sole	2025-11-14
2025-06-30	$104,628,776	2,638,809	+98.7%	Shares	Sole	2025-08-14
2025-03-31	$82,384,343	1,327,709	+594.4%	Shares	Sole	2025-05-15
2024-12-31	$13,132,234	191,209	-57.7%	Shares	Sole	2025-02-14
2024-09-30	$51,086,057	452,009	+168.3%	Shares	Sole	2024-11-14
2024-06-30	$16,801,135	168,500	+4454.1%	Shares	Sole	2024-08-14
2024-03-31	$447,626	3,700	-88.0%	Shares	Sole	2024-05-15
2023-12-31	$4,069,912	30,800	-27.2%	Shares	Sole	2024-02-14
2023-09-30	$5,082,345	42,300	-57.1%	Shares	Sole	2023-11-14
2023-06-30	$16,513,528	98,600	-83.3%	Shares	Sole	2023-08-14
2023-03-31	$124,214,288	590,709	-55.8%	Shares	Sole	2023-05-15
2022-12-31	$354,439,376	1,337,709	-5.7%	Shares	Sole	2023-02-14
2022-09-30	$393,704,680	1,418,909	+850.3%	Shares	Sole	2022-11-14
2022-06-30	$29,151,089	149,309	-24.2%	Shares	Sole	2022-08-15
2022-03-31	$39,752,476	197,009	+4.6%	Shares	Sole	2022-05-16
2021-12-31	$34,449,248	188,309	+14.3%	Shares	Sole	2022-02-14
2021-09-30	$24,700,059	164,700	-7.8%	Shares	Sole	2021-11-15
2021-06-30	$32,797,970	178,609	-27.2%	Shares	Sole	2021-08-16
2021-03-31	$39,779,307	245,309	-27.7%	Shares	Sole	2021-05-17
2020-12-31	$59,504,509	339,115	+18.2%	Shares	Sole	2021-02-16
2020-09-30	$23,688,050	286,815	+0.5%	Shares	Sole	2020-11-16
2020-06-30	$13,571,721	285,300	+11.0%	Shares	Sole	2020-09-15
2020-03-31	$8,301,759	257,100	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.