SOLAREDGE TECHNOLOGIES INC SEDG
COM · Common Stock · CUSIP 83417M104 · ISIN US83417M1045
- SectorTechnology
- IndustrySemiconductors & Related Devices
- HeadquartersHerzliya, Israel
- Founded2006
- Websitesolaredge.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($58.4m this quarter). Holder counts are more reliable. Shares outstanding: 56.3m as of 2023-05-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $303.99. Options: 31 managers hold calls ($659.0m notional), 31 hold puts ($782.0m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 642 |
| Q4 2022 | 674 |
| Q1 2023 | 686 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 314 | 314 |
| Q1 2023 | 343 | 291 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $561.8m | $675.3m | 1.20 |
| Q4 2022 | $724.4m | $824.7m | 1.14 |
| Q1 2023 | $659.0m | $782.0m | 1.19 |
Biggest buyers
| FMR LLC | Added | +2.3m |
| D. E. Shaw & Co., Inc. | Added | +895.0k |
| BAILLIE GIFFORD & CO | Added | +893.6k |
| BlackRock Inc. | Added | +502.4k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +430.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +321.5k |
| 1832 Asset Management L.P. | Added | +244.5k |
| MORGAN STANLEY | Added | +186.1k |
| STATE STREET CORP | Added | +173.2k |
| Greenvale Capital LLP | New | +150.0k |
Biggest sellers
| Holocene Advisors, LP | Sold out | -479.6k |
| CITADEL ADVISORS LLC | Reduced | -437.6k |
| Senvest Management, LLC | Reduced | -407.3k |
| FRED ALGER MANAGEMENT, LLC | Reduced | -401.7k |
| Swedbank AB | Reduced | -249.4k |
| JPMORGAN CHASE & CO | Reduced | -222.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduced | -206.8k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -205.2k |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | -204.4k |
| JANE STREET GROUP, LLC | Reduced | -155.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $242.0m796.2k shares |
| CITADEL ADVISORS LLC | Reduced | $116.9m384.7k shares |
| JANE STREET GROUP, LLC | Added | $63.7m209.7k shares |
| D. E. Shaw & Co., Inc. | Reduced | $30.5m100.2k shares |
| GROUP ONE TRADING LLC | Reduced | $29.4m96.7k shares |
| UBS Group AG | Reduced | $24.5m80.6k shares |
| SIMPLEX TRADING, LLC | Added | $24.3m79.8k shares |
| Walleye Trading LLC | Reduced | $21.8m71.6k shares |
| IMC-Chicago, LLC | Added | $20.1m66.2k shares |
| Arosa Capital Management LP | Reduced | $19.8m65.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $219.7m722.8k shares |
| CITADEL ADVISORS LLC | Reduced | $165.7m545.3k shares |
| PEAK6 Investments LLC | Added | $73.8m242.8k shares |
| D. E. Shaw & Co., Inc. | Reduced | $65.6m215.8k shares |
| Twin Tree Management, LP | Reduced | $56.8m186.9k shares |
| SIMPLEX TRADING, LLC | Added | $55.2m181.6k shares |
| Walleye Trading LLC | Reduced | $26.0m85.5k shares |
| IMC-Chicago, LLC | Added | $22.2m73.2k shares |
| JANE STREET GROUP, LLC | Reduced | $19.6m64.6k shares |
| UBS Group AG | Added | $18.9m62.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +2.0 pts · filed 2026-07-30 | 15.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26), Citadel Securities GP LLC (3.4%, 2026-02-17)
Insider purchases and sales in Q1 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 9 | $26.0m | — |
| Q1 2022 | 0 | — | 3 | $27.0m | — |
| Q2 2022 | 0 | — | 5 | $8.3m | — |
| Q3 2022 | 0 | — | 2 | $10.1m | — |
| Q4 2022 | 0 | — | 5 | $7.7m | — |
| Q1 2023 | 0 | — | 1 | $3.2m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-02-15 | Adest Meir Chief Product Officer | Sold | $1.6m5.0k shares |
| 2023-01-17 | Adest Meir Chief Product Officer | Sold | $1.6m5.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.05% of their portfolio | 5.6m $1.7bn | Added +502.4k |
| FMR LLC 0.05% of their portfolio | 3.3m $1.0bn | Added +2.3m |
| VANGUARD GROUP INC 0.02% of their portfolio | 2.3m $694.7m | Reduced -7.8k |
| STATE STREET CORP 0.04% of their portfolio | 2.2m $665.7m | Added +173.2k |
| JPMORGAN CHASE & CO 0.06% of their portfolio | 1.5m $470.7m | Reduced -222.1k |
| Invesco Ltd. 0.12% of their portfolio | 1.4m $418.7m | Reduced -53.3k |
| PICTET ASSET MANAGEMENT SA 0.47% of their portfolio | 1.2m $374.5m | Reduced -81.2k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.55% of their portfolio | 1.2m $367.8m | Reduced -29.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.07% of their portfolio | 1.2m $365.3m | Added +430.7k |
| Swedbank AB 0.68% of their portfolio | 1.1m $342.4m | Reduced -249.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 975.4k $295.7m | Added +13.0k |
| BAILLIE GIFFORD & CO 0.26% of their portfolio | 931.4k $283.1m | Added +893.6k |
| D. E. Shaw & Co., Inc. 0.44% of their portfolio | 895.7k $272.3m | Added +895.0k |
| Amundi 0.11% of their portfolio | 705.1k $201.1m | Added +85.3k |
| GOLDMAN SACHS GROUP INC 0.06% of their portfolio | 702.4k $213.5m | Added +3.1k |
| Harel Insurance Investments & Financial Services Ltd. 4.37% of their portfolio | 701.6k $213.1m | Added +8.7k |
| Clearbridge Investments, LLC 0.20% of their portfolio | 675.7k $205.4m | Added +51.4k |
| DSM CAPITAL PARTNERS LLC 3.00% of their portfolio | 603.9k $183.6m | Added +137.4k |
| MORGAN STANLEY 0.02% of their portfolio | 596.3k $181.2m | Added +186.1k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.81% of their portfolio | 523.9k $159.3m | Reduced -133.7k |
| Handelsbanken Fonder AB 0.90% of their portfolio | 511.6k $155.5m | Added +123.4k |
| Impax Asset Management Group plc 0.64% of their portfolio | 504.1k $152.6m | Added +20.4k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.48% of their portfolio | 457.1k $138.9m | Reduced -205.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 457.0k $138.9m | Added +3.4k |
| Robeco Schweiz AG 2.23% of their portfolio | 453.1k $137.7m | Reduced -30.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% of their portfolio | 451.7k $137.3m | Added +53.6k |
| Legal & General Group Plc 0.05% of their portfolio | 442.1k $134.4m | Reduced -15.4k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 409.3k $124.4m | Reduced -9.7k |
| APG Asset Management N.V. 0.24% of their portfolio | 404.1k $113.1m | Reduced -7.6k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 403.6k $122.7m | Reduced -34.5k |
| NORGES BANK 0.03% of their portfolio | 398.1k $121.0m | Reduced -9.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 395.8k $120.3m | Added +321.5k |
| MENORA MIVTACHIM HOLDINGS LTD. 1.11% of their portfolio | 353.3k $107.4m | Reduced -67.4k |
| Senvest Management, LLC 3.89% of their portfolio | 351.8k $106.9m | Reduced -407.3k |
| FIRST TRUST ADVISORS LP 0.11% of their portfolio | 317.7k $96.6m | Reduced -51.4k |
| DEUTSCHE BANK AG\ 0.05% of their portfolio | 302.7k $92.0m | Reduced -76.2k |
| Clal Insurance Enterprises Holdings Ltd 1.35% of their portfolio | 295.6k $89.9m | Reduced -40.9k |
| VAN ECK ASSOCIATES CORP 0.20% of their portfolio | 286.2k $87.0m | Reduced -59.6k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.42% of their portfolio | 283.4k $86.1m | Reduced -13.6k |
| CIBC Private Wealth Group LLC 0.13% of their portfolio | 283.0k $115.9m | Added +147.1k |
| AEGON ASSET MANAGEMENT UK Plc 1.47% of their portfolio | 277.8k $84.3m | Reduced -15.1k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 275.8k $83.8m | Added +92.0k |
| Migdal Insurance & Financial Holdings Ltd. 1.84% of their portfolio | 274.9k $83.4m | Reduced -96.5k |
| MEITAV INVESTMENT HOUSE LTD 1.38% of their portfolio | 272.8k $79.7m | Added +27.1k |
| FIL Ltd 0.09% of their portfolio | 271.4k $82.5m | Added +35.2k |
| Baird Financial Group, Inc. 0.20% of their portfolio | 269.2k $81.8m | Added +3.2k |
| STIFEL FINANCIAL CORP 0.12% of their portfolio | 268.9k $81.7m | Reduced -11.6k |
| DekaBank Deutsche Girozentrale 0.19% of their portfolio | 263.0k $77.4m | Reduced -6.6k |
| 1832 Asset Management L.P. 0.16% of their portfolio | 259.9k $79.0m | Added +244.5k |
| NEUBERGER BERMAN GROUP LLC 0.07% of their portfolio | 259.1k $78.6m | Added +89.3k |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 258.9k $78.7m | Added +18.3k |
| MILLENNIUM MANAGEMENT LLC 0.09% of their portfolio | 252.7k $76.8m | Added +49.3k |
| Allianz Asset Management GmbH 0.16% of their portfolio | 250.1k $76.0m | Reduced -63.5k |
| CREDIT SUISSE AG/ 0.07% of their portfolio | 233.9k $71.1m | Added +7.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 231.5k $70.4m | Reduced -204.4k |
| Swiss National Bank 0.05% of their portfolio | 221.8k $67.4m | Reduced -4.3k |
| AGF MANAGEMENT LTD 0.45% of their portfolio | 215.2k $65.4m | Added +40.0k |
| STOREBRAND ASSET MANAGEMENT AS 0.32% of their portfolio | 207.5k $63.1m | Reduced -845 |
| VOYA INVESTMENT MANAGEMENT LLC 0.07% of their portfolio | 206.2k $62.7m | Added +37.6k |
| M&G INVESTMENT MANAGEMENT LTD 0.42% of their portfolio | 198.8k $60.4m | Reduced -7.1k |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 182.7k $55.5m | Added +18.9k |
| Polar Capital Holdings Plc 0.41% of their portfolio | 182.6k $55.5m | Reduced -66.4k |
| Erste Asset Management GmbH 1.03% of their portfolio | 181.6k $53.7m | Added +3.8k |
| CITIGROUP INC 0.07% of their portfolio | 177.9k $54.1m | Added +5.2k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 173.2k $52.6m | Added +2.0k |
| FEDERATED HERMES, INC. 0.13% of their portfolio | 168.6k $51.2m | Added +31.9k |
| Vontobel Holding Ltd. 0.46% of their portfolio | 161.2k $49.0m | Added +10.5k |
| MOORE CAPITAL MANAGEMENT, LP 1.49% of their portfolio | 157.4k $47.9m | Reduced -104.9k |
| Point72 Asset Management, L.P. 0.17% of their portfolio | 153.7k $46.7m | Reduced -114.3k |
| Greenvale Capital LLP 3.57% of their portfolio | 150.0k $45.6m | New |
| Candriam S.C.A. 0.29% of their portfolio | 148.7k $41.6m | Added +29.1k |
| Railway Pension Investments Ltd 0.46% of their portfolio | 148.6k $45.2m | Unchanged |
| CAPITAL FUND MANAGEMENT S.A. 0.70% of their portfolio | 117.1k $35.6m | Added +13.0k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.36% of their portfolio | 114.8k $34.9m | Added +12.4k |
| ExodusPoint Capital Management, LP 0.37% of their portfolio | 107.5k $32.7m | Reduced -28.3k |
| Quadrature Capital Ltd 0.89% of their portfolio | 106.4k $32.4m | New |
| California Public Employees Retirement System 0.03% of their portfolio | 104.6k $31.8m | Added +2.0k |
| Mirae Asset Global Investments Co., Ltd. 0.07% of their portfolio | 101.1k $30.7m | Added +44.2k |
| Electron Capital Partners, LLC 1.85% of their portfolio | 100.8k $30.7m | Reduced -14.7k |
| TRILLIUM ASSET MANAGEMENT, LLC 0.83% of their portfolio | 99.1k $28.3m | Added +949 |
| Squarepoint Ops LLC 0.21% of their portfolio | 97.3k $29.6m | Added +14.7k |
| ANCHOR CAPITAL ADVISORS LLC 0.76% of their portfolio | 94.2k $28.6m | Reduced -2.6k |
| Merewether Investment Management, LP 2.53% of their portfolio | 94.1k $28.6m | Reduced -43.6k |
| FRED ALGER MANAGEMENT, LLC 0.15% of their portfolio | 94.1k $28.6m | Reduced -401.7k |
| Guinness Asset Management LTD 0.72% of their portfolio | 93.6k $28.4m | Added +10.2k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 92.9k $28.2m | Reduced -86.2k |
| UBS Group AG 0.01% of their portfolio | 90.7k $27.6m | Added +35.9k |
| Varma Mutual Pension Insurance Co 0.33% of their portfolio | 90.0k $27.4m | Added +15.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.06% of their portfolio | 89.1k $27.1m | Reduced -5.9k |
| Montanaro Asset Management Ltd 4.17% of their portfolio | 88.3k $26.8m | Reduced -18.7k |
| JOHO CAPITAL LLC 6.65% of their portfolio | 85.0k $25.8m | Unchanged |
| National Pension Service 0.05% of their portfolio | 84.7k $25.1m | Unchanged |
| Amova Asset Management Americas, Inc. 0.30% of their portfolio | 84.6k $25.7m | Reduced -1.5k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.14% of their portfolio | 81.9k $24.9m | Reduced -30.7k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 78.8k $23.9m | Reduced -4.8k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 76.3k $23.2m | Reduced -2.7k |
| BARCLAYS PLC 0.02% of their portfolio | 72.9k $22.2m | Reduced -11.6k |
| Arosa Capital Management LP 6.73% of their portfolio | 72.7k $22.1m | Reduced -15.7k |
| Triodos Investment Management BV 2.46% of their portfolio | 72.0k $21.9m | Added +12.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 71.8k $21.8m | Added +924 |