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 ($695.0k this quarter). Holder counts are more reliable. Shares outstanding: 57.3m as of 2024-08-01, 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 ≈ $25.30. Options: 29 managers hold calls ($309.2m notional), 23 hold puts ($210.6m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 642 |
| Q4 2022 | 674 |
| Q1 2023 | 686 |
| Q2 2023 | 671 |
| Q3 2023 | 576 |
| Q4 2023 | 459 |
| Q1 2024 | 376 |
| Q2 2024 | 336 |
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 |
| Q2 2023 | 341 | 292 |
| Q3 2023 | 293 | 356 |
| Q4 2023 | 205 | 350 |
| Q1 2024 | 146 | 286 |
| Q2 2024 | 172 | 187 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $622.4m | $658.1m | 1.06 |
| Q4 2023 | $719.6m | $594.1m | 0.83 |
| Q1 2024 | $435.2m | $500.1m | 1.15 |
| Q2 2024 | $309.2m | $210.6m | 0.68 |
Biggest buyers
| Quarry LP | New | +1.4m |
| D. E. Shaw & Co., Inc. | Added | +1.1m |
| Clal Insurance Enterprises Holdings Ltd | Added | +939.9k |
| Grantham, Mayo, Van Otterloo & Co. LLC | Added | +596.2k |
| Balyasny Asset Management L.P. | New | +558.6k |
| MILLENNIUM MANAGEMENT LLC | Added | +542.9k |
| M&G PLC | Added | +480.5k |
| GOLDMAN SACHS GROUP INC | Added | +462.4k |
| MARSHALL WACE, LLP | Added | +450.1k |
| VANGUARD GROUP INC | Added | +399.8k |
Biggest sellers
| Swedbank AB | Reduced | -2.1m |
| MORGAN STANLEY | Reduced | -1.9m |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -1.3m |
| BlackRock Inc. | Reduced | -527.6k |
| Phoenix Financial Ltd. | Reduced | -242.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -212.9k |
| Railway Pension Investments Ltd | Sold out | -197.9k |
| Clearbridge Investments, LLC | Sold out | -176.5k |
| DEUTSCHE BANK AG\ | Reduced | -174.6k |
| Y.D. More Investments Ltd | Reduced | -174.1k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $72.0m2.9m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $57.2m2.3m shares |
| CITADEL ADVISORS LLC | Added | $49.1m1.9m shares |
| IMC-Chicago, LLC | Added | $23.0m909.9k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $21.2m839.7k shares |
| D. E. Shaw & Co., Inc. | Added | $15.9m630.8k shares |
| SIMPLEX TRADING, LLC | Added | $14.6m577.8k shares |
| Squarepoint Ops LLC | Added | $12.5m496.5k shares |
| WOLVERINE TRADING, LLC | Added | $6.4m253.0k shares |
| PEAK6 Investments LLC | Added | $6.2m243.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $43.9m1.7m shares |
| CITADEL ADVISORS LLC | Added | $38.2m1.5m shares |
| D. E. Shaw & Co., Inc. | Reduced | $18.3m725.3k shares |
| JANE STREET GROUP, LLC | Added | $15.5m612.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $15.0m593.5k shares |
| Parallax Volatility Advisers, L.P. | Added | $11.3m447.7k shares |
| PEAK6 Investments LLC | Added | $10.2m403.0k shares |
| IMC-Chicago, LLC | Added | $9.0m356.1k shares |
| GROUP ONE TRADING LLC | Added | $8.3m327.1k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Added | $6.5m256.2k 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 Q2 2024
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 |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 2 | $10.1m | — |
| Q4 2022 | 0 | — | 5 | $7.7m | — |
| Q1 2023 | 0 | — | 1 | $3.2m | — |
| Q2 2023 | 0 | — | 3 | $1.6m | — |
| Q3 2023 | 1 | $157.6k | 0 | — | — |
| Q4 2023 | 2 | $1.5m | 0 | — | — |
| Q1 2024 | 1 | $474.2k | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.00% of their portfolio | 7.9m $200.0m | Reduced -527.6k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.28% of their portfolio | 3.3m $84.3m | Added +596.2k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.7m $69.4m | Added +399.8k |
| FMR LLC 0.00% of their portfolio | 2.7m $68.0m | Reduced -15.0k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.1m $52.2m | Added +462.4k |
| BAILLIE GIFFORD & CO 0.03% of their portfolio | 1.7m $43.5m | Reduced -10.8k |
| Invesco Ltd. 0.01% of their portfolio | 1.7m $42.7m | Added +303.7k |
| Swedbank AB 0.05% of their portfolio | 1.6m $40.4m | Reduced -2.1m |
| Quarry LP 0.29% of their portfolio | 1.4m $1.4m | New |
| D. E. Shaw & Co., Inc. 0.05% of their portfolio | 1.4m $35.5m | Added +1.1m |
| STATE STREET CORP 0.00% of their portfolio | 1.4m $35.1m | Added +61.6k |
| TWO SIGMA INVESTMENTS, LP 0.07% of their portfolio | 1.1m $29.0m | Added +86.9k |
| TWO SIGMA ADVISERS, LP 0.06% of their portfolio | 1.1m $28.8m | Added +39.8k |
| MORGAN STANLEY 0.00% of their portfolio | 1.1m $27.8m | Reduced -1.9m |
| Harel Insurance Investments & Financial Services Ltd. 0.48% of their portfolio | 1.0m $25.5m | Added +2.8k |
| Clal Insurance Enterprises Holdings Ltd 0.26% of their portfolio | 1.0m $25.3m | Added +939.9k |
| Impax Asset Management Group plc 0.10% of their portfolio | 929.0k $23.4m | Reduced -6.1k |
| M&G PLC 0.13% of their portfolio | 894.7k $22.4m | Added +480.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio | 859.5k $21.7m | Added +4.9k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 700.3k $17.7m | Added +144.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 682.6k $17.2m | Added +28.2k |
| Legal & General Group Plc 0.00% of their portfolio | 605.1k $15.3m | Added +61.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 595.1k $15.0m | Added +542.9k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 572.2k $14.5m | Added +68.4k |
| Balyasny Asset Management L.P. 0.04% of their portfolio | 558.6k $14.1m | New |
| MARSHALL WACE, LLP 0.02% of their portfolio | 556.0k $14.0m | Added +450.1k |
| MEITAV INVESTMENT HOUSE LTD 0.24% of their portfolio | 531.0k $13.4m | Added +132.1k |
| PGGM Investments 0.19% of their portfolio | 530.7k $13.4m | Unchanged |
| UniSuper Management Pty Ltd 0.10% of their portfolio | 499.7k $12.6m | Reduced -49.5k |
| Walleye Capital LLC 0.13% of their portfolio | 476.5k $12.0m | Added +368.2k |
| MENORA MIVTACHIM HOLDINGS LTD. 0.08% of their portfolio | 475.7k $12.0m | Added +16.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 471.6k $11.9m | Added +256.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 452.9k $11.4m | Added +275.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 448.5k $11.3m | Added +5.5k |
| Invenomic Capital Management LP 0.59% of their portfolio | 444.8k $11.2m | Added +37.1k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 430.7k $10.9m | Added +178.6k |
| Migdal Insurance & Financial Holdings Ltd. 0.18% of their portfolio | 421.8k $10.7m | Reduced -37.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 408.0k $10.3m | Added +259.4k |
| BARCLAYS PLC 0.00% of their portfolio | 385.4k $9.7m | Added +250.0k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 369.3k $9.3m | Added +39.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 357.8k $9.0m | Added +68.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 277.0k $7.0m | Reduced -11.4k |
| NORGES BANK 0.00% of their portfolio | 261.8k $6.6m | Reduced -165.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 257.2k $6.5m | Reduced -212.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 255.1k $6.4m | Added +1.2k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 248.2k $6.3m | First filing |
| UBS Group AG 0.00% of their portfolio | 246.8k $6.2m | Added +100.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 236.3k $6.0m | Added +111.3k |
| Erste Asset Management GmbH 0.07% of their portfolio | 200.4k $5.1m | Reduced -121.4k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 197.7k $5.0m | Added +175.7k |
| CAPITAL FUND MANAGEMENT S.A. 0.05% of their portfolio | 190.2k $4.8m | New |
| STOREBRAND ASSET MANAGEMENT AS 0.02% of their portfolio | 184.4k $4.7m | Added +35.1k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 181.5k $4.6m | Added +35.5k |
| Quadrature Capital Ltd 0.08% of their portfolio | 180.8k $4.6m | Reduced -59.9k |
| E. Ohman J:or Asset Management AB 0.11% of their portfolio | 178.5k $4.5m | Reduced -736 |
| CITIGROUP INC 0.00% of their portfolio | 175.8k $4.4m | Added +63.3k |
| Quantbot Technologies LP 0.21% of their portfolio | 173.8k $4.4m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 168.1k $4.2m | Reduced -7.8k |
| Phoenix Financial Ltd. 0.06% of their portfolio | 167.6k $4.2m | Reduced -242.8k |
| Triodos Investment Management BV 0.37% of their portfolio | 167.0k $4.2m | Unchanged |
| Blackstone Inc. 0.02% of their portfolio | 158.3k $4.0m | New |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 151.1k $3.8m | Added +45.1k |
| Prescott Group Capital Management, L.L.C. 0.59% of their portfolio | 150.0k $3.8m | New |
| Jump Financial, LLC 0.08% of their portfolio | 148.7k $3.8m | New |
| Amundi 0.00% of their portfolio | 144.6k $3.7m | Added +2.1k |
| Aquatic Capital Management LLC 0.13% of their portfolio | 138.6k $3.5m | Added +103.3k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 126.1k $3.2m | Added +9.7k |
| Montanaro Asset Management Ltd 0.56% of their portfolio | 118.2k $3.0m | Reduced -30.0k |
| Quintet Private Bank (Europe) S.A. 0.18% of their portfolio | 112.5k $3.1m | Added +6.7k |
| Swiss National Bank 0.00% of their portfolio | 112.1k $2.8m | Unchanged |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.25% of their portfolio | 109.8k $2.8m | Unchanged |
| Leonteq Securities AG 0.38% of their portfolio | 109.4k $2.8m | Added +44.5k |
| Guinness Asset Management LTD 0.06% of their portfolio | 109.2k $2.8m | Reduced -1.6k |
| SEVEN EIGHT CAPITAL, LP 0.29% of their portfolio | 108.1k $2.7m | New |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 107.3k $2.7m | Added +93.6k |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 0.32% of their portfolio | 106.8k $2.7m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 106.4k $2.7m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 104.1k $2.6m | Added +3.6k |
| TORTOISE CAPITAL ADVISORS, L.L.C. 0.03% of their portfolio | 99.5k $2.5m | Added +23.8k |
| PEAK6 Investments LLC 0.11% of their portfolio | 96.2k $2.4m | Added +62.5k |
| PINEBRIDGE INVESTMENTS, L.P. 0.02% of their portfolio | 92.6k $2.3m | Added +25.4k |
| Engineers Gate Manager LP 0.05% of their portfolio | 91.9k $2.3m | New |
| DNB Asset Management AS 0.01% of their portfolio | 85.9k $2.2m | Reduced -5.7k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 84.8k $2.1m | Added +3.0k |
| Vontobel Holding Ltd. 0.01% of their portfolio | 84.8k $2.1m | Added +29.6k |
| TWO SIGMA SECURITIES, LLC 0.10% of their portfolio | 80.6k $2.0m | Added +56.5k |
| Holocene Advisors, LP 0.01% of their portfolio | 77.5k $2.0m | New |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 77.4k $2.0m | New |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 75.0k $1.9m | Reduced -13.6k |
| California Public Employees Retirement System 0.00% of their portfolio | 74.6k $1.9m | Reduced -3.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 71.6k $1.8m | Added +38.0k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 70.8k $1.8m | Reduced -116.1k |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 70.1k $1.8m | Reduced -22.3k |
| Capital Investment Services of America, Inc. 0.17% of their portfolio | 69.2k $1.7m | Reduced -15.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 67.9k $1.7m | Added +11.2k |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 67.5k $1.7m | Added +22.7k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 66.8k $1.7m | Unchanged |
| Marex Group Ltd 0.04% of their portfolio | 65.6k $1.7m | Reduced -7.7k |
| Covenant Asset Management, LLC 0.35% of their portfolio | 62.3k $1.6m | Added +46.6k |
| Jefferies Financial Group Inc. 0.03% of their portfolio | 57.9k $1.5m | New |