Vault-13

SOLAREDGE TECHNOLOGIES INC SEDG 2.25 07.01.29

NOTE 2.250% 7/0 · US DOMESTIC · CUSIP 83417MAE4

20 institutional holders -1 vs Q1 2026
4,350,0004.3m shares reported held*
$517.6mreported value*
4 new 8 added 3 reduced 5 sold out net bought ≈ $105.1m (-35.4m 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 ≈ $118.98.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 25: 15Q4 25: 17Q1 26: 21Q2 26: 2020Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 202515
Q4 202517
Q1 202621
Q2 202620

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q4 25: 10 bought or addedQ4 25: 4 cut or sold outQ4 25Q1 26: 11 bought or addedQ1 26: 7 cut or sold outQ1 26Q2 26: 12 bought or addedQ2 26: 8 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 2025104
Q1 2026117
Q2 2026128

Biggest buyers

Linden Advisors LP Added +55,975,000+56.0m
Harel Insurance Investments & Financial Services Ltd. New +31,200,000+31.2m
DeepCurrents Investment Group LLC Added +20,132,000+20.1m
LORD, ABBETT & CO. LLC Added +3,418,000+3.4m
ARISTEIA CAPITAL, L.L.C. Added +3,000,000+3.0m
SSI INVESTMENT MANAGEMENT LLC New +2,684,000+2.7m
BNP PARIBAS FINANCIAL MARKETS Added +1,669,000+1.7m
BlackRock, Inc. Added +1,225,000+1.2m
Balyasny Asset Management L.P. New +1,000,000+1.0m
AGF MANAGEMENT LTD New +850,000+850.0k

Biggest sellers

Harel Insurance Investments & Financial Services Ltd. Sold out -31,200,000-31.2m
Context Capital Management, LLC Sold out -21,983,000-22.0m
Jump Financial, LLC Sold out -4,000,000-4.0m
CSS LLC/IL Sold out -2,652,000-2.7m
Sphera Management Technology Funds Ltd Reduced -2,650,000-2.6m
TWO SIGMA INVESTMENTS, LP Reduced -2,500,000-2.5m
SSI INVESTMENT MANAGEMENT LLC Sold out -1,500,000-1.5m
Universal- Beteiligungs- und Servicegesellschaft mbH Reduced -300,000-300.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Linden Advisors LP 1.55% of their portfolio New York, NY 155,448,000155.4m $299.3m $299.3m 1.55% Added +56.0m +55,975,000
2 Harel Insurance Investments & Financial Services Ltd. 0.30% of their portfolio Ramat Gan, L3 31,200,00031.2m $60.8m $60.8m 0.30% New
3 DeepCurrents Investment Group LLC 1.77% of their portfolio NEW YORK, NY 26,734,00026.7m $51.5m $51.5m 1.77% Added +20.1m +20,132,000
4 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 13,066,00013.1m $25.1m $25.1m 0.01% Added +1.7m +1,669,000
5 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 9,906,0009.9m $191.1k $191.1k 0.00% Added +138.0k +138,000
6 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 8,000,0008.0m $15.3m $15.3m 0.01% Unchanged
7 BlackRock, Inc. 0.00% of their portfolio New York, NY 6,475,0006.5m $12.5m $12.5m 0.00% Added +1.2m +1,225,000
8 ARISTEIA CAPITAL, L.L.C. 0.18% of their portfolio GREENWICH, CT 6,000,0006.0m $11.6m $11.6m 0.18% Added +3.0m +3,000,000
9 LORD, ABBETT & CO. LLC 0.03% of their portfolio JERSEY CITY, NJ 5,411,0005.4m $10.4m $10.4m 0.03% Added +3.4m +3,418,000
10 SPHERA FUNDS MANAGEMENT LTD. 1.11% of their portfolio TEL AVIV, L3 4,000,0004.0m $7.7m $7.7m 1.11% Unchanged
11 Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio FRANKFURT AM MAIN, 2M 3,200,0003.2m $6.2m $6.2m 0.01% Reduced -300.0k -300,000
12 SSI INVESTMENT MANAGEMENT LLC 0.30% of their portfolio Los Angeles, CA 2,684,0002.7m $5.2m $5.2m 0.30% New
13 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 2,500,0002.5m $4.8m $4.8m 0.00% Reduced -2.5m -2,500,000
14 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 1,000,0001.0m $1.9m $1.9m 0.00% New
15 AGF MANAGEMENT LTD 0.01% of their portfolio TORONTO, A6 850,000850.0k $1.6m $1.6m 0.01% New
16 BANK HAPOALIM BM 0.10% of their portfolio TEL AVIV, L3 770,000770.0k $1.5m $1.5m 0.10% Unchanged
17 Sphera Management Technology Funds Ltd 0.24% of their portfolio TEL AVIV, L3 350,000350.0k $677.9k $677.9k 0.24% Reduced -2.6m -2,650,000
18 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 336,000336.0k $651.3k $651.3k 0.00% Added +229.0k +229,000
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 150,000150.0k $286.7k $286.7k 0.00% Unchanged
20 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 145,000145.0k $277.1k $277.1k 0.00% Unchanged