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 ($693.6k this quarter). Holder counts are more reliable. Shares outstanding: 58.0m as of 2024-11-01, 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 ≈ $22.83. Options: 29 managers hold calls ($295.1m notional), 27 hold puts ($185.9m).
Trends to Q3 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 |
| Q3 2024 | 296 |
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 |
| Q3 2024 | 133 | 171 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $719.6m | $594.1m | 0.83 |
| Q1 2024 | $435.2m | $500.1m | 1.15 |
| Q2 2024 | $309.2m | $210.6m | 0.68 |
| Q3 2024 | $295.1m | $185.9m | 0.63 |
Biggest buyers
| Grantham, Mayo, Van Otterloo & Co. LLC | Added | +973.4k |
| D. E. Shaw & Co., Inc. | Added | +800.0k |
| Invesco Ltd. | Added | +639.8k |
| MARSHALL WACE, LLP | Added | +573.2k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +529.8k |
| Squarepoint Ops LLC | Added | +496.8k |
| BANK OF AMERICA CORP /DE/ | Added | +468.7k |
| CAPITAL FUND MANAGEMENT S.A. | Added | +462.0k |
| VANGUARD GROUP INC | Added | +440.9k |
| BARCLAYS PLC | Added | +393.1k |
Biggest sellers
| Swedbank AB | Sold out | -1.6m |
| Quarry LP | Sold out | -1.4m |
| Clal Insurance Enterprises Holdings Ltd | Reduced | -817.4k |
| GOLDMAN SACHS GROUP INC | Reduced | -756.1k |
| Balyasny Asset Management L.P. | Sold out | -558.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -452.9k |
| CITADEL ADVISORS LLC | Reduced | -408.5k |
| JANE STREET GROUP, LLC | Reduced | -358.3k |
| Walleye Capital LLC | Reduced | -317.8k |
| Phoenix Financial Ltd. | Sold out | -167.6k |
Biggest calls
| JANE STREET GROUP, LLC | Reduced | $61.3m2.7m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $52.9m2.3m shares |
| CITADEL ADVISORS LLC | Reduced | $40.6m1.8m shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $38.4m1.7m shares |
| IMC-Chicago, LLC | Reduced | $17.1m746.0k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $12.7m554.9k shares |
| Qube Research & Technologies Ltd | Added | $11.4m498.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $10.4m454.2k shares |
| Squarepoint Ops LLC | Reduced | $10.1m440.9k shares |
| D. E. Shaw & Co., Inc. | Reduced | $7.2m313.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $34.3m1.5m shares |
| CITADEL ADVISORS LLC | Reduced | $31.7m1.4m shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $17.8m775.2k shares |
| D. E. Shaw & Co., Inc. | Reduced | $14.8m647.5k shares |
| Qube Research & Technologies Ltd | Added | $10.9m476.3k shares |
| JANE STREET GROUP, LLC | Reduced | $9.2m403.4k shares |
| IMC-Chicago, LLC | Reduced | $8.0m347.6k shares |
| PEAK6 Investments LLC | Reduced | $7.8m338.5k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Added | $6.7m290.5k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $6.2m272.0k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
None reported in Q3 2024.
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 7.9m $180.1m | First filing |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.31% of their portfolio | 4.3m $98.8m | Added +973.4k |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.2m $73.0m | Added +440.9k |
| FMR LLC 0.00% of their portfolio | 2.6m $59.9m | Reduced -78.4k |
| Invesco Ltd. 0.01% of their portfolio | 2.3m $53.3m | Added +639.8k |
| D. E. Shaw & Co., Inc. 0.07% of their portfolio | 2.2m $50.6m | Added +800.0k |
| BAILLIE GIFFORD & CO 0.03% of their portfolio | 1.7m $39.4m | Reduced -4.0k |
| STATE STREET CORP 0.00% of their portfolio | 1.4m $31.8m | Reduced -4.9k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.3m $30.1m | Reduced -756.1k |
| TWO SIGMA INVESTMENTS, LP 0.06% of their portfolio | 1.2m $28.4m | Added +92.0k |
| TWO SIGMA ADVISERS, LP 0.06% of their portfolio | 1.1m $26.2m | Added +3.4k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 1.1m $25.9m | Added +573.2k |
| MORGAN STANLEY 0.00% of their portfolio | 1.1m $24.3m | Reduced -38.0k |
| Harel Insurance Investments & Financial Services Ltd. 0.40% of their portfolio | 1.0m $23.0m | Reduced -7.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 937.8k $21.5m | Added +529.8k |
| M&G PLC 0.11% of their portfolio | 932.7k $21.5m | Added +38.0k |
| Impax Asset Management Group plc 0.08% of their portfolio | 922.0k $21.0m | Reduced -7.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio | 854.3k $19.6m | Reduced -5.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 851.7k $19.5m | Added +380.1k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 807.3k $18.5m | Added +212.3k |
| BARCLAYS PLC 0.01% of their portfolio | 778.5k $17.8m | Added +393.1k |
| Legal & General Group Plc 0.00% of their portfolio | 750.0k $17.2m | Added +144.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 708.0k $16.2m | Added +25.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 705.0k $16.2m | Added +468.7k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 700.0k $13.2m | Reduced -306 |
| PGGM Investments 0.20% of their portfolio | 671.1k $15.4m | Added +140.4k |
| CAPITAL FUND MANAGEMENT S.A. 0.17% of their portfolio | 652.1k $14.9m | Added +462.0k |
| NORGES BANK 0.00% of their portfolio | 596.5k $13.7m | Added +334.7k |
| MEITAV INVESTMENT HOUSE LTD 0.22% of their portfolio | 582.1k $13.3m | Added +51.1k |
| Squarepoint Ops LLC 0.04% of their portfolio | 545.8k $12.5m | Added +496.8k |
| UniSuper Management Pty Ltd 0.08% of their portfolio | 488.8k $11.2m | Reduced -10.9k |
| MENORA MIVTACHIM HOLDINGS LTD. 0.07% of their portfolio | 475.6k $10.9m | Reduced -100 |
| Bank of New York Mellon Corp 0.00% of their portfolio | 412.2k $9.4m | Added +54.4k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 394.7k $9.0m | Added +25.4k |
| CITIGROUP INC 0.01% of their portfolio | 377.7k $8.7m | Added +201.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 376.2k $8.6m | Reduced -72.3k |
| E. Ohman J:or Asset Management AB 0.21% of their portfolio | 373.6k $8.6m | Added +195.1k |
| Invenomic Capital Management LP 0.47% of their portfolio | 370.6k $8.5m | Reduced -74.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 349.5k $8.0m | Added +243.1k |
| PINEBRIDGE INVESTMENTS, L.P. 0.05% of their portfolio | 312.0k $7.1m | Added +219.4k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 309.6k $7.1m | Added +111.9k |
| STOREBRAND ASSET MANAGEMENT AS 0.02% of their portfolio | 270.7k $6.2m | Added +86.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 266.1k $6.1m | Reduced -10.9k |
| Migdal Insurance & Financial Holdings Ltd. 0.10% of their portfolio | 261.7k $6.0m | Reduced -160.2k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 252.6k $5.8m | Added +220.3k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 238.8k $5.5m | Reduced -9.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 237.4k $5.4m | Reduced -17.6k |
| SOROS FUND MANAGEMENT LLC 0.11% of their portfolio | 231.0k $5.3m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 225.8k $5.2m | Reduced -31.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 225.6k $5.2m | Added +154.0k |
| UBS Group AG 0.00% of their portfolio | 220.3k $5.0m | Reduced -26.5k |
| Handelsbanken Fonder AB 0.02% of their portfolio | 214.4k $4.9m | Added +202.0k |
| Erste Asset Management GmbH 0.05% of their portfolio | 191.2k $4.4m | Reduced -9.2k |
| MIZUHO MARKETS AMERICAS LLC 0.11% of their portfolio | 188.3k $4.3m | Added +163.3k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 186.7k $4.3m | Added +5.2k |
| Clal Insurance Enterprises Holdings Ltd 0.04% of their portfolio | 183.2k $4.2m | Reduced -817.4k |
| AMG National Trust Bank 0.11% of their portfolio | 177.0k $4.1m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 176.5k $4.0m | Added +8.4k |
| Jump Financial, LLC 0.08% of their portfolio | 166.7k $3.8m | Added +18.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 163.7k $3.8m | Reduced -408.5k |
| Walleye Capital LLC 0.04% of their portfolio | 158.7k $3.6m | Reduced -317.8k |
| Amundi 0.00% of their portfolio | 148.4k $2.8m | Added +3.8k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 145.7k $3.3m | Added +74.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 142.6k $3.3m | Added +88.6k |
| GUGGENHEIM CAPITAL LLC 0.02% of their portfolio | 139.4k $3.2m | Added +71.9k |
| TORTOISE CAPITAL ADVISORS, L.L.C. 0.04% of their portfolio | 125.0k $2.9m | Added +25.5k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 121.6k $2.8m | Reduced -4.5k |
| Montanaro Asset Management Ltd 0.48% of their portfolio | 118.2k $2.7m | Unchanged |
| Swiss National Bank 0.00% of their portfolio | 112.1k $2.6m | Unchanged |
| Marex Group Ltd 0.06% of their portfolio | 111.0k $2.5m | Added +45.4k |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.21% of their portfolio | 109.8k $2.5m | Unchanged |
| Leonteq Securities AG 0.30% of their portfolio | 109.6k $2.5m | Added +162 |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 109.4k $2.5m | New |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 0.34% of their portfolio | 106.8k $2.4m | Unchanged |
| Aquatic Capital Management LLC 0.06% of their portfolio | 105.4k $2.4m | Reduced -33.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 103.5k $2.4m | Reduced -544 |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 100.9k $2.3m | Added +99.9k |
| Guinness Asset Management LTD 0.04% of their portfolio | 100.0k $2.3m | Reduced -9.2k |
| Vontobel Holding Ltd. 0.01% of their portfolio | 98.6k $2.3m | Added +13.9k |
| FORA Capital, LLC 0.24% of their portfolio | 87.2k $2.0m | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 86.1k $2.0m | New |
| DNB Asset Management AS 0.01% of their portfolio | 85.9k $2.0m | Unchanged |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 84.9k $1.9m | Reduced -22.4k |
| Quantbot Technologies LP 0.08% of their portfolio | 83.1k $1.9m | Reduced -90.7k |
| Point72 Europe (London) LLP 0.15% of their portfolio | 80.0k $1.8m | New |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 78.6k $1.2m | Added +8.5k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 72.3k $1.7m | Reduced -358.3k |
| Parallax Volatility Advisers, L.P. 0.04% of their portfolio | 71.2k $1.6m | Added +49.3k |
| Quadrature Capital Ltd 0.04% of their portfolio | 70.2k $1.6m | Reduced -110.6k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 70.1k $1.6m | Reduced -81.0k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 69.5k $1.6m | Reduced -5.4k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 66.9k $1.5m | Added +100 |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 66.0k $1.5m | New |
| PEAK6 Investments LLC 0.07% of their portfolio | 65.2k $1.5m | Reduced -31.0k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 64.2k $1.5m | Added +7.2k |
| Tidal Investments LLC 0.02% of their portfolio | 63.9k $1.5m | Added +10.5k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.35% of their portfolio | 63.0k $1.4m | Added +42.0k |
| WESTWOOD HOLDINGS GROUP INC 0.01% of their portfolio | 60.9k $1.4m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 59.1k $1.4m | Reduced -8.8k |
| Covenant Asset Management, LLC 0.27% of their portfolio | 52.3k $1.2m | Reduced -10.0k |