Robeco Schweiz AG has opened a new $38.9M position in $ENPH, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $ENPH.
$ENPH Hedge Fund Activity
We have seen 201 institutional investors add shares of $ENPH stock to their portfolio, and 284 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- HOLOCENE ADVISORS, LP added 3,390,078 shares (+5990.5%) to their portfolio in Q4 2025, for an estimated $108,651,999
- NORGES BANK added 2,655,003 shares (+257.1%) to their portfolio in Q4 2025, for an estimated $85,092,846
- GREENVALE CAPITAL LLP added 2,350,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $75,317,500
- UBS GROUP AG removed 2,300,610 shares (-58.0%) from their portfolio in Q1 2026, for an estimated $85,122,570
- RENAISSANCE TECHNOLOGIES LLC removed 1,770,334 shares (-66.4%) from their portfolio in Q4 2025, for an estimated $56,739,204
- QUBE RESEARCH & TECHNOLOGIES LTD removed 1,668,317 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $53,469,559
- COATUE MANAGEMENT LLC removed 1,647,893 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $52,814,970
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
$ENPH Insider Trading Activity
$ENPH insiders have traded $ENPH stock on the open market 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $ENPH stock by insiders over the last 6 months:
- THURMAN J RODGERS has made 0 purchases and 2 sales selling 287,250 shares for an estimated $10,355,065.
- MANDY YANG (EVP, Chief Financial Officer) sold 6,000 shares for an estimated $198,060
- BADRINARAYANAN KOTHANDARAMAN (President & CEO) purchased 5,000 shares for an estimated $153,438
- RICHARD MORA sold 1,100 shares for an estimated $57,253
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
$ENPH Analyst Ratings
Wall Street analysts have issued reports on $ENPH in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Buy" rating on 01/20/2026
- Barclays issued a "Underweight" rating on 01/15/2026
- Northland Capital Markets issued a "Outperform" rating on 12/29/2025
To track analyst ratings and price targets for $ENPH, check out Quiver Quantitative's $ENPH forecast page.
$ENPH Price Targets
Multiple analysts have issued price targets for $ENPH recently. We have seen 13 analysts offer price targets for $ENPH in the last 6 months, with a median target of $41.0.
Here are some recent targets:
- Christine Cho from Barclays set a target price of $30.0 on 05/05/2026
- Nicholas Amicucci from Evercore ISI Group set a target price of $37.0 on 05/04/2026
- Biju Perincheril from Susquehanna set a target price of $32.0 on 04/30/2026
- Vikram Bagri from Citigroup set a target price of $31.0 on 04/30/2026
- Praneeth Satish from Wells Fargo set a target price of $45.0 on 04/29/2026
- Jeff Osborne from TD Cowen set a target price of $35.0 on 04/29/2026
- Colin Rusch from Oppenheimer set a target price of $57.0 on 04/29/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $ENPH ticker page for more data.
