Two Sigma Investments — ENPH Trade History
Quarter-by-quarter changes in the ENPHASE ENERGY INC position · CUSIP 29355A107
Currently held · 2.5 YearsFirst seen: 2017 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Reduce | 4,655,692 | -820,548 | -15.0% | $229.2M | 0.17% |
| 2026 Q1 | 2026-05-15 | Add | 5,476,240 | 2,512,536 | +84.8% | $207.1M | 0.17% |
| 2025 Q4 | 2026-02-17 | Add | 2,963,704 | 188,632 | +6.8% | $95.0M | 0.13% |
| 2025 Q3 | 2025-11-14 | Add | 2,775,072 | 89,033 | +3.3% | $98.2M | 0.15% |
| 2025 Q2 | 2025-08-14 | Add | 2,686,039 | 1,099,031 | +69.3% | $106.5M | 0.19% |
| 2025 Q1 | 2025-05-15 | Add | 1,587,008 | 1,437,337 | +960.3% | $98.5M | 0.21% |
| 2024 Q4 | 2025-02-14 | Reduce | 149,671 | -645,981 | -81.2% | $10.3M | 0.02% |
| 2024 Q3 | 2024-11-14 | Add | 795,652 | 427,096 | +115.9% | $89.9M | 0.20% |
| 2024 Q2 | 2024-08-14 | Add | 368,556 | 296,799 | +413.6% | $36.7M | 0.08% |
| 2024 Q1 | 2024-05-15 | New | 71,757 | 71,757 | — | $8.7M | 0.02% |
| 2023 Q4 | 2024-02-14 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-14 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-14 | Sold out | — | -8,000 | -100.0% | — | — |
| 2023 Q1 | 2023-05-15 | Reduce | 8,000 | -728,076 | -98.9% | $1.7M | 0.01% |
| 2022 Q4 | 2023-02-14 | Reduce | 736,076 | -112,257 | -13.2% | $195.0M | 0.61% |
| 2022 Q3 | 2022-11-14 | New | 848,333 | 848,333 | — | $235.4M | 0.80% |
| 2022 Q2 | 2022-08-15 | Sold out | — | -36,757 | -100.0% | — | — |
| 2022 Q1 | 2022-05-16 | Reduce | 36,757 | -85,792 | -70.0% | $7.4M | 0.02% |
| 2021 Q4 | 2022-02-14 | Add | 122,549 | 70,857 | +137.1% | $22.4M | 0.05% |
| 2021 Q3 | 2021-11-15 | New | 51,692 | 51,692 | — | $7.8M | 0.02% |
| 2021 Q2 | 2021-08-16 | Sold out | — | -81,459 | -100.0% | — | — |
| 2021 Q1 | 2021-05-17 | Reduce | 81,459 | -142,074 | -63.6% | $13.2M | 0.03% |
| 2020 Q4 | 2021-02-16 | Reduce | 223,533 | -32,520 | -12.7% | $39.2M | 0.11% |
| 2020 Q3 | 2020-11-16 | Add | 256,053 | 148,514 | +138.1% | $21.1M | 0.07% |
| 2020 Q2 | 2020-08-14 | Reduce | 107,539 | -177,265 | -62.2% | $5.1M | 0.03% |
| 2020 Q1 | 2020-05-15 | New | 284,804 | 284,804 | — | $9.2M | 0.07% |
| 2019 Q4 | 2020-02-14 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-14 | Sold out | — | -183,837 | -100.0% | — | — |
| 2019 Q2 | 2019-08-14 | New | 183,837 | 183,837 | — | $3.4M | 0.01% |
| 2019 Q1 | 2019-05-15 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-14 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | Sold out | — | -37,457 | -100.0% | — | — |
| 2018 Q2 | 2018-08-14 | Reduce | 37,457 | -53,442 | -58.8% | $252.0K | 0.00% |
| 2018 Q1 | 2018-05-15 | Add | 90,899 | 75,920 | +506.8% | $415.0K | 0.00% |
| 2017 Q4 | 2018-02-14 | New | 14,979 | 14,979 | — | $36.0K | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-15 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-14 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.