SEDG
Solaredge Technologies, Inc.
Customer concentration
— top 2 customers 41.4% of revenue
2 customers — 41.4% of revenue (three months ended March 31, 2025)
“For the three months ended March 31, 2025, two major customers accounted for approximately 41.4% of our total revenues.”
3 customers — 35.9% of receivables (As of March 31, 2025)
“As of March 31, 2025, three major customers jointly accounted for approximately 35.9% of our consolidated trade receivables, net balance.”
2 customers — 22.5% of receivables (As of March 31, 2026)
“As of March 31, 2026, two major customers accounted for approximately 22.5% of our consolidated trade receivables, net balance.”
One customer — 16.4% of revenue (three months ended March 31, 2026)
“For the three months ended March 31, 2026, one major customer accounted for approximately 16.4% of our total revenues.”
Company with tickers: SEDG
CIK
1419612
CUSIP
83417M104
Shares Outstanding
60,818,202
13F Activity (30d)
29 filings
5 filers
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding SEDG
133 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | — | 3,590,186 | $183,278,995 | 0.20% | Long | 2026-03-31 | |
| Invesco Solar ETF | — | 1,894,863 | $67,078,150 | 4.27% | Long | 2026-02-28 | |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | — | 1,479,334 | $52,368,424 | 0.04% | Long | 2026-02-28 | |
| Artisan International Small-Mid Fund | — | 1,016,798 | $51,907,538 | 1.94% | Long | 2026-03-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 667,541 | $34,077,968 | 0.04% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | — | 540,745 | $27,605,032 | 0.20% | Long | 2026-03-31 | |
| First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | — | 476,075 | $24,303,629 | 0.32% | Long | 2026-03-31 | |
| GMO Resources Fund | — | 675,059 | $23,897,089 | 1.89% | Long | 2026-02-28 | |
| GMO Climate Change Fund | — | 641,226 | $22,699,400 | 3.63% | Long | 2026-02-28 | |
| VANGUARD TAX-MANAGED SMALL-CAP FUND | — | 337,801 | $17,244,741 | 0.18% | Long | 2026-03-31 | |
| iShares S&P Small-Cap 600 Growth ETF | — | 303,838 | $15,510,930 | 0.24% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | — | 245,150 | $12,514,908 | 0.53% | Long | 2026-03-31 | |
| iShares S&P Small-Cap 600 Value ETF | — | 239,485 | $12,225,709 | 0.16% | Long | 2026-03-31 | |
| Fidelity Extended Market Index Fund | — | 315,081 | $11,153,867 | 0.03% | Long | 2026-02-28 | |
| Schwab U.S. Small-Cap ETF | — | 291,253 | $10,310,356 | 0.05% | Long | 2026-02-28 | |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF | — | 186,104 | $9,500,609 | 0.24% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) S&P Kensho Clean Power ETF | — | 173,653 | $8,864,986 | 4.62% | Long | 2026-03-31 | |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND | — | 205,098 | $7,260,469 | 0.13% | Long | 2026-02-28 | |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | — | 127,646 | $6,516,328 | 0.16% | Long | 2026-03-31 | |
| First Trust NASDAQ Clean Edge Green Energy Index Fund | — | 127,548 | $6,511,325 | 1.20% | Long | 2026-03-31 | |
| VANGUARD STRATEGIC EQUITY FUND | — | 125,026 | $6,382,577 | 0.06% | Long | 2026-03-31 | |
| GMO Resource Transition Fund | — | 149,600 | $5,295,840 | 2.93% | Long | 2026-02-28 | |
| Tax-Managed Real Assets Fund | — | 122,081 | $5,232,392 | 0.36% | Long | 2026-04-30 | |
| First Trust BuyWrite Income ETF | — | 100,772 | $5,144,411 | 0.25% | Long | 2026-03-31 | |
| Avantis U.S. Small Cap Equity ETF | — | 141,505 | $5,009,277 | 0.21% | Long | 2026-02-28 | |
| JNL Small Cap Index Fund | — | 92,882 | $4,741,626 | 0.20% | Long | 2026-03-31 | |
| iShares Core S&P Total U.S. Stock Market ETF | — | 81,643 | $4,167,875 | 0.01% | Long | 2026-03-31 | |
| Fidelity Total Market Index Fund | — | 111,111 | $3,933,329 | 0.00% | Long | 2026-02-28 | |
| Invesco S&P SmallCap Information Technology ETF | — | 103,975 | $3,680,715 | 1.01% | Long | 2026-02-28 | |
| Schwab Fundamental International Small Equity ETF | — | 99,527 | $3,523,256 | 0.10% | Long | 2026-02-28 | |
| Columbia Small Cap Index Fund | — | 95,186 | $3,369,584 | 0.13% | Long | 2026-02-28 | |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND | — | 63,372 | $3,235,141 | 0.13% | Long | 2026-03-31 | |
| Fidelity Series Total Market Index Fund | — | 88,949 | $3,148,795 | 0.00% | Long | 2026-02-28 | |
| HUSSMAN STRATEGIC MARKET CYCLE FUND | — | 60,000 | $3,063,000 | 0.77% | Long | 2026-03-31 | |
| First Trust Long/Short Equity ETF | — | 68,461 | $2,934,238 | 0.13% | Long | 2026-04-30 | |
| PSF Small-Cap Stock Index Portfolio | — | 50,900 | $2,598,445 | 0.19% | Long | 2026-03-31 | |
| Empower S&P Small Cap 600 Index Fund | — | 42,438 | $2,166,460 | 0.20% | Long | 2026-03-31 | |
| THRIVENT SMALL CAP INDEX PORTFOLIO | — | 39,916 | $2,037,712 | 0.20% | Long | 2026-03-31 | |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND | — | 53,933 | $1,909,228 | 0.11% | Long | 2026-02-28 | |
| Electronics Fund | — | 37,209 | $1,899,519 | 1.18% | Long | 2026-03-31 | |
| U.S. SMALL CAP PORTFOLIO | — | 58,629 | $1,814,568 | 0.01% | Long | 2026-01-31 | |
| Amplify BlueStar Israel Technology ETF | — | 34,655 | $1,769,138 | 1.66% | Long | 2026-03-31 | |
| Small-Cap Value Portfolio | — | 34,500 | $1,761,225 | 0.47% | Long | 2026-03-31 | |
| GMO Implementation Fund | — | 45,400 | $1,607,160 | 0.07% | Long | 2026-02-28 | |
| iShares Expanded Tech Sector ETF | — | 30,797 | $1,572,187 | 0.02% | Long | 2026-03-31 | |
| Fidelity Clean Energy ETF | — | 30,327 | $1,548,193 | 2.43% | Long | 2026-03-31 | |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND | — | 39,381 | $1,394,087 | 0.16% | Long | 2026-02-28 | |
| Invesco S&P SmallCap 600 Revenue ETF | — | 37,136 | $1,314,614 | 0.08% | Long | 2026-02-28 | |
| Fidelity Nasdaq Composite Index Fund | — | 36,729 | $1,300,207 | 0.01% | Long | 2026-02-28 | |
| Schwab U.S. Broad Market ETF | — | 34,487 | $1,220,840 | 0.00% | Long | 2026-02-28 |
Showing 1–50 of 133 positions