$ENPH

$31.10 +$0.74 (2.44%) Live

$ENPH Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 132.1M shares outstanding

Who owns ENPH?

By type of holder

Institutions 92.8% Insiders 7.2% Everyone else 0.0%

Concentration Top 10 holders own 57.0%

BlackRock, Inc. 17.8% · Kortlang Benjamin John 9.5%

Institutional ownership

92.8%

-2.0 pts vs last qtr

Institutional holders

533

+37 vs last qtr

Net shares bought

−2.7M

by institutions in Q2 2026

New / sold out

132 / 95

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Jpmorgan Chase & Co +2.3M
Slate Path Capital LP +1.7M

Biggest sellers in Q2 2026

Alyeska Investment Group, L.P. −5.5M
Holocene Advisors, LP −3.3M

Who is planning to sell?

Notices of proposed sale, last 12 months

$10.7M

6 notices from 3 people

Shares covered

297.1K

0.22% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Thurman J Rodgers Director $10.4M
Ya-Ling Yang Officer 10b5-1 $198K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2025

+62.6%

+6.27% a year

Each share's claim on the business

−38.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$1.43B vs $1.05B

over 9 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years75% 3–5 years2% 1–3 years7% Under 1 year16%

Quarterly turnover

24.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting ENPH on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	23.5M	17.75%	+1.2M (+5.6%)	≤2021	0.0%
Shares held by quarter Peak holding23.5M (Q2'26) Change over 8 quarters+7.6M Share of the company17.750% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	9.1M	6.86%	−592.2K (−6.1%)	≤2021	0.0%
Shares held by quarter Peak holding9.7M (Q1'26) Change over 8 quarters+9.1M Share of the company6.860% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

23.5M

% of company

17.75%

Change vs last qtr

+1.2M (+5.6%)

Held since

≤2021

Vanguard Portfolio Management LLC

9.1M

% of company

6.86%

Change vs last qtr

−592.2K (−6.1%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Enphase Energy, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ENPH on Form N-PORT; together they hold 38.9% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$391M	7.9M	6.01%	0.35%	June 30, 2026
VI Vanguard Information Technology Index Fund Vanguard World Fund	$204M	3.0M	2.26%	0.12%	May 31, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$391M

% of company

6.01%

% of the fund

0.35%

As of

June 30, 2026

Vanguard Information Technology Index Fund

Vanguard World Fund

Position value

$204M

% of company

2.26%

% of the fund

0.12%

As of

May 31, 2026

23 more funds behind a free account

See every fund holding Enphase Energy, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
KB Kortlang Benjamin John Insider	12.6M	9.50%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company9.500% Kortlang Benjamin John's insider activity →
RT Rodgers Thurman J Insider	5.5M	4.17%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company4.170% Rodgers Thurman J's insider activity →

Kortlang Benjamin John

Insider

12.6M

% of company

9.50%

Change vs last qtr

—

Held since

—

Rodgers Thurman J

Insider

5.5M

% of company

4.17%

Change vs last qtr

—

Held since

—

8 more holders behind a free account

See every insider and 5%+ holder of Enphase Energy, Inc..

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