TWO SIGMA INVESTMENTS, LP

Position in SEDG — Solaredge Technologies, Inc.

CIK 1179392 NEW YORK, NY

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Position in SEDG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$22,207,316

-$91,731,127 QoQ

Shares Held

380,002

-83.0% QoQ

Ownership

0.618%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#35

of 345 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in SEDG Over Time

Shares Held

Position Value (USD)

Derivatives in SEDG

reported options exposure · as of Jun 30, 2026

CallValue

$1,735,668

CallShares

29,700

PutValue

$2,857,716

PutShares

48,900

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Solar

Technology · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $358,929,722 across 11 Solar names. SEDG ranks #3 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENPH	Enphase Energy, Inc.	4,655,692	$229,246,274
2	RUN	Sunrun Inc.	5,045,813	$67,512,977
3	SEDG	Solaredge Technologies, Inc. This page	380,002	$22,207,316
4	CSIQ	Canadian Solar Inc.	1,210,974	$19,399,803
5	JKS	JinkoSolar Holding Co., Ltd.	826,714	$13,888,795
6	FSLR	First Solar, Inc.	11,715	$2,764,271
7	NXT	Nextpower Inc.	13,800	$1,644,132
8	ARRY	Array Technologies, Inc.	145,967	$1,081,615

All Filings in SEDG

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41 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,735,668	29,700	+112.1%	Call	Sole	2026-08-14
2026-06-30	$2,857,716	48,900	+162.9%	Put	Sole	2026-08-14
2026-06-30	$22,207,316	380,002	-83.0%	Shares	Sole	2026-08-14
2026-03-31	$949,530	18,600	+2.8%	Put	Sole	2026-05-15
2026-03-31	$714,700	14,000	+133.3%	Call	Sole	2026-05-15
2026-03-31	$113,938,443	2,231,899	+70.0%	Shares	Sole	2026-05-15
2025-12-31	$37,870,327	1,312,663	-3.4%	Shares	Sole	2026-02-17
2025-09-30	$222,000	6,000	-42.9%	Call	Sole	2025-11-14
2025-09-30	$669,700	18,100	-1.6%	Put	Sole	2025-11-14
2025-09-30	$50,278,449	1,358,877	+4.7%	Shares	Sole	2025-11-14
2025-06-30	$26,473,651	1,297,728	+3.7%	Shares	Sole	2025-08-14
2025-03-31	$20,242,005	1,251,051	-0.3%	Shares	Sole	2025-05-15
2024-12-31	$17,059,799	1,254,397	+1.3%	Shares	Sole	2025-02-14
2024-09-30	$28,365,764	1,238,139	+8.0%	Shares	Sole	2024-11-14
2024-06-30	$28,951,092	1,146,124	+8.2%	Shares	Sole	2024-08-14
2024-03-31	$75,185,139	1,059,244	-8.2%	Shares	Sole	2024-05-15
2023-12-31	$108,017,020	1,154,028	+12204.4%	Shares	Sole	2024-02-14
2021-12-31	$2,631,466	9,379	+84.7%	Shares	Sole	2022-02-14
2021-12-31	$2,945,985	10,500	-77.6%	Call	Sole	2022-02-14
2021-12-31	$5,162,488	18,400	-72.2%	Put	Sole	2022-02-14
2021-09-30	$17,584,086	66,300	+25.8%	Put	Sole	2021-11-15
2021-09-30	$12,412,296	46,800	+1.5%	Call	Sole	2021-11-15
2021-09-30	$1,347,052	5,079	-33.2%	Shares	Sole	2021-11-15
2021-06-30	$2,100,964	7,602	-88.8%	Shares	Sole	2021-08-16
2021-06-30	$14,564,699	52,700	-18.9%	Put	Sole	2021-08-16
2021-06-30	$12,740,657	46,100	-9.4%	Call	Sole	2021-08-16
2021-03-31	$14,630,696	50,900	+241.6%	Call	Sole	2021-05-17
2021-03-31	$19,474,347	67,751	+262.5%	Shares	Sole	2021-05-17
2021-03-31	$18,683,600	65,000	+282.4%	Put	Sole	2021-05-17
2020-12-31	$5,425,040	17,000	+142.9%	Put	Sole	2021-02-16
2020-12-31	$5,963,714	18,688	+653.9%	Shares	Sole	2021-02-16
2020-12-31	$4,754,888	14,900	+432.1%	Call	Sole	2021-02-16
2020-09-30	$667,380	2,800	-87.0%	Call	Sole	2020-11-16
2020-09-30	$590,869	2,479	+19.2%	Shares	Sole	2020-11-16
2020-09-30	$1,668,450	7,000	-76.5%	Put	Sole	2020-11-16
2020-06-30	$2,997,648	21,600	-48.1%	Call	Sole	2020-08-14
2020-06-30	$288,523	2,079	-99.1%	Shares	Sole	2020-08-14
2020-06-30	$4,135,644	29,800	-13.4%	Put	Sole	2020-08-14
2020-03-31	$2,816,672	34,400	—	Put	Sole	2020-05-15
2020-03-31	$18,694,595	228,317	—	Shares	Sole	2020-05-15
2020-03-31	$3,406,208	41,600	—	Call	Sole	2020-05-15
No filing history on record for this holder in this stock.