PGGM Investments SEDG SOLAREDGE TECHNOLOGIES INC COM

Ownership history in PGGM Investments  ·  18 quarters on record

AI Ownership Summary

PGGM Investments reported SOLAREDGE TECHNOLOGIES INC COM (SEDG) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.59% in 2026 Q1. The latest visible filing shows SEDG at 0.59% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SEDG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PGGM Investments's position in SOLAREDGE TECHNOLOGIES INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SEDG was reported at 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PGGM Investments held SEDG — position size vs. price
% of Fund (quarterly)    SEDG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 653,799 -6,682 -1.0% 0.59% $33K 2026-05-15 $61.76
2025 Q4 UNCHANGED 660,481 0% 0.30% $19.1M 2026-02-09 $36.80
2025 Q3 REDUCED 660,481 -10,601 -1.6% 0.40% $24.4M 2025-10-28 $37.84
2025 Q1 UNCHANGED 671,082 0% 0.15% $10.9M 2025-05-12 $19.16
2024 Q4 UNCHANGED 671,082 0% 0.12% $9.1M 2025-02-10 $14.22
2024 Q3 ADDED 671,082 +140,420 +26.5% 0.20% $15.4M 2024-11-13 $12.10
2024 Q2 UNCHANGED 530,662 0% 0.19% $13.4M 2024-07-16 $30.20
2024 Q1 ADDED 530,662 +129,142 +32.2% 0.55% $37.7M 2024-05-24 $48.02
2023 Q4 ADDED 401,520 +106,759 +36.2% 0.57% $37.6M 2024-02-05 $65.67
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PGGM Investments and SEDG

These are the practical questions this page is built to answer before you even open the full history table.

How long has PGGM Investments reported owning SEDG?

PGGM Investments reported SEDG across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SEDG position in PGGM Investments's portfolio?

The largest reported portfolio weight for SEDG was 0.59% in 2026 Q1.

What is the latest reported SEDG position on this page?

The most recent filing on this page is 2026 Q1, when PGGM Investments reported 653,799 shares, equal to 0.59% of portfolio, with an estimated market value of $33K.

What does the chart on this SEDG ownership page compare?

The chart compares PGGM Investments's quarterly SEDG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PGGM Investments time their SEDG position?

Based on 13F filing dates vs. subsequent SEDG price moves, PGGM Investments correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on SEDG relative to SPY over the holding period was -34.3%.

← Back to PGGM Investments Holdings