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Equibles

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.”
View the 10-Q filed May 7, 2026

Company with tickers: SEDG

CIK
1419612
CUSIP
83417M104
Shares Outstanding
60,818,202
13F Activity (30d)
114 filings 108 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 284
Total Value: $1,717,869,617
Total Shares: 33,650,730
Showing 1–100 of 299 holdings by value · page 1 of 3

Institutional Ownership Trend

27 quarters

Superinvestors Holding SEDG

All superinvestors →
Ray Dalio $960,761

Holder Concentration

Across 284 13F filers · Δ vs Dec 31, 2025
Top Holder
11.7%
Dec 2023 → Mar 2026 · range 9.0% – 14.3%
+0.7 pts
Top 5
30.1%
Dec 2023 → Mar 2026 · range 29.5% – 34.0%
−3.5 pts
Top 10
44.2%
Dec 2023 → Mar 2026 · range 44.2% – 48.5%
−3.1 pts
HHI
338
Dec 2023 → Mar 2026 · range 314 – 392
Broadly held−42

Quarterly Activity

vs Dec 31, 2025
New
66
Increased
70
Decreased
91
Sold Out
49
Unchanged
57
Holder count: +17
Institutional value: +48.8%
Shares held: -15.9%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega TWO SIGMA INVESTMENTS, LP +951,836 2,264,499
Mid MEITAV INVESTMENT HOUSE LTD +858,954 1,017,551
Large TUDOR INVESTMENT CORP ET AL +633,115 677,309
Mega AMERICAN CENTURY COMPANIES INC +619,008 777,024
Small Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD +546,929 656,760

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega D. E. Shaw & Co., Inc. −900,600 557,000
Mid Jump Financial, LLC −567,918 96,484
Mid Electron Capital Partners, LLC −545,144 1,078,678
Large MARSHALL WACE, LLP −521,736 30,600
Mega BNP PARIBAS ARBITRAGE, SA −502,008 253,484

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Small Anatole Investment Management Ltd 936,215 $47,793,775
Mid Slate Path Capital LP 736,700 $37,608,535
Mega VANGUARD CAPITAL MANAGEMENT LLC 667,881 $34,095,325
Mid KAMES CAPITAL plc 333,245 $17,012,157
Mega VANGUARD FIDUCIARY TRUST CO 316,038 $16,133,739

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega UBS Group AG 4,210,429 $121,470,875
Large TWO SIGMA ADVISERS, LP 1,254,900 $36,203,865
Large Handelsbanken Fonder AB 846,148 $24,411,369
Large LORD, ABBETT & CO. LLC 773,925 $22,327,736
Large Qube Research & Technologies Ltd 766,796 $22,122,064
Filter: New 66 Increased 70 Reduced 91 Sold out 49 Unchanged 57
Showing 100 of 299
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega TWO SIGMA INVESTMENTS, LP $113,938,443 6.63% 2,231,899
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $100,532,765 5.85% 1,969,300
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $98,102,785 5.71% 1,921,700
Mega STATE STREET CORP $89,322,848 5.20% 1,749,713
Small ION Fund Management Ltd $56,343,374 3.28% 1,103,690
Mid Electron Capital Partners, LLC $55,066,511 3.21% 1,078,678
Mid MEITAV INVESTMENT HOUSE LTD $51,945,978 3.02% 1,017,551
Mid Migdal Insurance & Financial Holdings Ltd. Insurance $48,302,795 2.81% 946,186
Small Anatole Investment Management Ltd $47,793,775 2.78% 936,215
Mega Legal & General Group Plc $47,753,292 2.78% 935,422
Mega FIRST TRUST ADVISORS LP $46,780,075 2.72% 916,358
Mega GEODE CAPITAL MANAGEMENT, LLC $41,108,726 2.39% 805,264
Mega AMERICAN CENTURY COMPANIES INC $39,667,075 2.31% 777,024
Mid Slate Path Capital LP $37,608,535 2.19% 736,700
Large Erste Asset Management GmbH $34,739,882 2.02% 680,507
Mega VANGUARD CAPITAL MANAGEMENT LLC $34,095,325 1.98% 667,881
Small Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD $33,527,598 1.95% 656,760
Large TUDOR INVESTMENT CORP ET AL $33,443,314 1.95% 655,109
Mid PGGM Investments $33,376,438 1.94% 653,799
Large CAPITAL FUND MANAGEMENT S.A. $33,166,776 1.93% 649,692
Large Assenagon Asset Management S.A. $32,164,256 1.87% 630,054
Mega D. E. Shaw & Co., Inc. $27,852,880 1.62% 545,600
Large Walleye Trading LLC $25,050,235 1.46% 490,700
Large ING GROEP NV $24,504,000 1.43% 480,000
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $24,070,891 1.40% 471,516
Small Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) Insurance $21,695,330 1.26% 424,982
Large JACOBS LEVY EQUITY MANAGEMENT, INC $19,914,145 1.16% 390,091
Mega CITIGROUP INC $17,440,364 1.02% 341,633
Mid KAMES CAPITAL plc $17,012,157 0.99% 333,245
Mega VANGUARD FIDUCIARY TRUST CO Bank $16,133,739 0.94% 316,038
Mega NORTHERN TRUST CORP Bank $14,854,782 0.86% 290,985
Large SG Americas Securities, LLC Broker-Dealer $14,799,752 0.86% 289,907
Mega PRINCIPAL FINANCIAL GROUP INC $14,707,300 0.86% 288,096
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $13,026,734 0.76% 255,176
Small Blue Grotto Capital, LLC $12,966,904 0.75% 254,004
Mega BNP PARIBAS ARBITRAGE, SA $12,927,595 0.75% 253,234
Large Russell Investments Group, Ltd. $11,620,609 0.68% 227,632
Large JUPITER ASSET MANAGEMENT LTD $11,470,986 0.67% 224,701
Small Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD $11,451,791 0.67% 224,325
Large Public Sector Pension Investment Board Pension $10,923,832 0.64% 213,983
Large CANADA LIFE ASSURANCE Co Insurance $10,353,093 0.60% 202,803
Large Trexquant Investment LP $8,859,931 0.52% 173,554
Mid PDT Partners, LLC $8,820,980 0.51% 172,791
Large Man Group plc $8,682,481 0.51% 170,078
Large Walleye Trading LLC $8,596,820 0.50% 168,400
Mid Aquatic Capital Management LLC $8,161,159 0.48% 159,866
Mid Voleon Capital Management LP $7,896,414 0.46% 154,680
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $7,847,402 0.46% 153,720
Large Caption Management, LLC $7,657,500 0.45% 150,000
Large PEAK6 LLC $7,366,515 0.43% 144,300
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $6,455,578 0.38% 126,456
Mid Susquehanna Portfolio Strategies, LLC $6,320,296 0.37% 123,806
Mega Swiss National Bank Bank $6,034,110 0.35% 118,200
Large Janney Montgomery Scott LLC $6,014,813 0.35% 117,822
Mid ALGERT GLOBAL LLC $5,758,950 0.34% 112,810
Mid MIZUHO MARKETS AMERICAS LLC $5,477,409 0.32% 107,295
Mid Jump Financial, LLC $4,925,507 0.29% 96,484
Mega RHUMBLINE ADVISERS $4,479,892 0.26% 87,755
Mid Quadrature Capital Ltd $4,449,569 0.26% 87,161
Mid CAXTON ASSOCIATES LLP $3,632,105 0.21% 71,148
Large STOREBRAND ASSET MANAGEMENT AS $3,477,526 0.20% 68,120
Large STIFEL FINANCIAL CORP $3,442,352 0.20% 67,431
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $3,399,368 0.20% 66,589
Large DekaBank Deutsche Girozentrale Bank $3,369,300 0.20% 66,000
Large COMMONWEALTH EQUITY SERVICES, LLC $3,282,208 0.19% 64,294
Micro Provident Co of the Employees of the Hebrew University LTD Endowment $3,247,290 0.19% 63,610
Large Walleye Capital LLC $3,236,570 0.19% 63,400
Small HUSSMAN STRATEGIC ADVISORS, INC. $3,216,150 0.19% 63,000
Mega Nuveen, LLC $3,173,574 0.18% 62,166
Large GUGGENHEIM CAPITAL LLC $3,103,584 0.18% 60,795
Large Walleye Capital LLC $3,090,515 0.18% 60,539
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $3,021,598 0.18% 59,189
Small SPHERA FUNDS MANAGEMENT LTD. $2,697,277 0.16% 52,836
Large Tidal Investments LLC $2,664,605 0.16% 52,196
Large NATIXIS $2,466,531 0.14% 48,316
Large Zurcher Kantonalbank (Zurich Cantonalbank) Bank $2,413,541 0.14% 47,278
Mid Engineers Gate Manager LP $2,407,007 0.14% 47,150
Small BANK HAPOALIM BM Bank $2,274,788 0.13% 44,560
Mid Global Alpha Capital Management Ltd. $2,201,684 0.13% 43,128
Small Williamson Legacy Group, LLC $2,173,198 0.13% 42,570
Small REX Advisers, LLC $2,098,155 0.12% 41,100
Large Mirae Asset Global Investments Co., Ltd. $2,072,119 0.12% 40,590
Small Massar Capital Management, LP $2,042,306 0.12% 40,006
Small Headlands Technologies LLC $2,034,240 0.12% 39,848
Mega VANGUARD ASSET MANAGEMENT, Ltd $2,020,814 0.12% 39,585
Micro Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. $2,001,006 0.12% 39,197
Small Havemeyer Place LP $1,835,400 0.11% 35,953
Mega ENVESTNET ASSET MANAGEMENT INC $1,601,183 0.09% 31,365
Large MARSHALL WACE, LLP $1,562,130 0.09% 30,600
Mid Yaupon Capital Management LP $1,548,908 0.09% 30,341
Large Universal- Beteiligungs- und Servicegesellschaft mbH $1,542,986 0.09% 30,225
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,534,154 0.09% 30,052
Mid Illinois Municipal Retirement Fund Pension $1,522,106 0.09% 29,816
Mid State of Alaska, Department of Revenue $1,508,323 0.09% 29,546
Large Walleye Capital LLC $1,500,870 0.09% 29,400
Large Squarepoint Ops LLC $1,465,135 0.09% 28,700
Small Covenant Asset Management, LLC $1,429,400 0.08% 28,000
Small REX Advisers, LLC $1,398,770 0.08% 27,400
Mid Louisiana State Employees Retirement System Pension $1,352,825 0.08% 26,500
Large MERCER GLOBAL ADVISORS INC /ADV $1,305,859 0.08% 25,580

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