Vault-13

SOLAREDGE TECHNOLOGIES INC SEDG 0 09.15.25

NOTE 9/1 · US DOMESTIC · CUSIP 83417MAD6

33 institutional holders -1 vs Q1 2025
14,480,00014.5m shares reported held*
$332.7mreported value*
6 new 7 added 7 reduced 7 sold out net sold ≈ $39.6m (+10.6m shares)

* 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. Holder counts are more reliable. Implied quarter-end price ≈ $22.98.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 53Q4 22: 56Q1 23: 59Q2 23: 52Q3 23: 59Q4 23: 54Q1 24: 51Q2 24: 43Q3 24: 40Q4 24: 34Q1 25: 34Q2 25: 3333Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202253
Q4 202256
Q1 202359
Q2 202352
Q3 202359
Q4 202354
Q1 202451
Q2 202443
Q3 202440
Q4 202434
Q1 202534
Q2 202533

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 23: 32 bought or addedQ3 23: 23 cut or sold outQ4 23: 27 bought or addedQ4 23: 32 cut or sold outQ4 23Q1 24: 27 bought or addedQ1 24: 24 cut or sold outQ2 24: 16 bought or addedQ2 24: 31 cut or sold outQ2 24Q3 24: 18 bought or addedQ3 24: 23 cut or sold outQ4 24: 13 bought or addedQ4 24: 13 cut or sold outQ4 24Q1 25: 18 bought or addedQ1 25: 9 cut or sold outQ2 25: 13 bought or addedQ2 25: 14 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233223
Q4 20232732
Q1 20242724
Q2 20241631
Q3 20241823
Q4 20241313
Q1 2025189
Q2 20251314

Biggest buyers

PIPER SANDLER & CO. New +14,070,000+14.1m
Nuveen, LLC New +10,000,000+10.0m
Fort Baker Capital Management LP New +8,832,000+8.8m
BANK OF AMERICA CORP /DE/ Added +8,750,000+8.8m
Jefferies Financial Group Inc. Added +6,293,000+6.3m
SSI INVESTMENT MANAGEMENT LLC New +5,000,000+5.0m
HighTower Advisors, LLC Added +1,996,000+2.0m
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main New +1,220,000+1.2m
Erste Asset Management GmbH Added +500,000+500.0k
JANE STREET GROUP, LLC New +250,000+250.0k

Biggest sellers

VOYA INVESTMENT MANAGEMENT LLC Reduced -68,470,000-68.5m
Fort Baker Capital Management LP Sold out -8,832,000-8.8m
MacKay Shields LLC Reduced -5,177,000-5.2m
TENOR CAPITAL MANAGEMENT Co., L.P. Sold out -4,600,000-4.6m
OAKTREE CAPITAL MANAGEMENT LP Sold out -2,716,000-2.7m
WELLS FARGO & COMPANY/MN Reduced -2,500,000-2.5m
Russell Investments Group, Ltd. Sold out -2,034,000-2.0m
STATE STREET CORP Reduced -2,000,000-2.0m
D. E. Shaw & Co., Inc. Reduced -1,000,000-1.0m
Wellesley Asset Management Sold out -200,000-200.0k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VOYA INVESTMENT MANAGEMENT LLC 0.06% of their portfolio ATLANTA, GA 61,470,00061.5m $59.9m $59.9m 0.06% Reduced -68.5m -68,470,000
2 DeepCurrents Investment Group LLC 1.39% of their portfolio NEW YORK, NY 38,748,00038.7m $37.9m $37.9m 1.39% Unchanged
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 28,565,00028.6m $27.7m $27.7m 0.00% Added +8.8m +8,750,000
4 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 28,400,00028.4m $27.6m $27.6m 0.02% Unchanged
5 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.04% of their portfolio TORONTO, A6 19,500,00019.5m $19.0m $19.0m 0.04% Unchanged
6 PIPER SANDLER & CO. 10.51% of their portfolio MINNEAPOLIS, MN 14,070,00014.1m $13.6m $13.6m 10.51% New
7 Jefferies Financial Group Inc. 0.21% of their portfolio NEW YORK, NY 13,000,00013.0m $12.7m $12.7m 0.21% Added +6.3m +6,293,000
8 PALISADE CAPITAL MANAGEMENT, LP 0.35% of their portfolio FORT LEE, NJ 12,798,00012.8m $12.4m $12.4m 0.35% Unchanged
9 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 12,051,00012.1m $11.7m $11.7m 0.01% Reduced -1.0m -1,000,000
10 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 10,000,00010.0m $9.7m $9.7m 0.00% New
11 Fort Baker Capital Management LP 1.50% of their portfolio Larkspur, CA 8,832,0008.8m $8.6m $8.6m 1.50% New
12 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 5,240,0005.2m $5.1m $5.1m 0.00% Reduced -2.0m -2,000,000
13 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 5,006,0005.0m $4.9m $4.9m 0.01% Added +2.0m +1,996,000
14 SSI INVESTMENT MANAGEMENT LLC 0.34% of their portfolio Los Angeles, CA 5,000,0005.0m $4.8m $4.8m 0.34% New
15 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,235,0003.2m $3.1m $3.1m 0.00% Added +250.0k +250,000
16 MacKay Shields LLC 0.10% of their portfolio New York, NY 3,166,0003.2m $3.1m $3.1m 0.10% Reduced -5.2m -5,177,000
17 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio FRANKFURT AM MAIN, 2M 1,220,0001.2m $1.2m $1.2m 0.00% New
18 Claret Asset Management Corp 0.13% of their portfolio MONTREAL, A8 1,000,0001.0m $978.0k $978.0k 0.13% Unchanged
19 SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio London, X0 810,000810.0k $783.1k $783.1k 0.00% Unchanged
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 763,000763.0k $740.1k $740.1k 0.00% Unchanged
21 Erste Asset Management GmbH 0.00% of their portfolio VIENNA, C4 500,000500.0k $486.1k $486.1k 0.00% Added +500.0k +500,000
22 BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio Paris, I0 500,000500.0k $483.0k $483.0k 0.00% Unchanged
23 ZAZOVE ASSOCIATES LLC 0.03% of their portfolio INCLINE VILLAGE, NV 400,000400.0k $388.8k $388.8k 0.03% Unchanged
24 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 250,000250.0k $245.5k $245.5k 0.00% New
25 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 231,000231.0k $224.1k $224.1k 0.00% Unchanged
26 Fox Hill Wealth Management 0.04% of their portfolio DEDHAM, MA 87,00087.0k $84.2k $84.2k 0.04% Reduced -6.0k -6,000
27 Context Capital Management, LLC 2.20% of their portfolio LAJOLLA, CA 66,69566.7k $65.0m $65.0m 2.20% Added +7.2k +7,195
28 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 55,00055.0k $53.4k $53.4k 0.00% Reduced -91.0k -91,000
29 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 20,00020.0k $19.4k $19.4k 0.00% Unchanged
30 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 16,00016.0k $15.5k $15.5k 0.00% Added +2.0k +2,000
31 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 13,00013.0k $12.2k $12.2k 0.00% Reduced -2.5m -2,500,000
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11 $970 $970 0.00% Unchanged
33 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged