Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Solaredge Technologies Inc (SEDG)

342 + Investors. Track Smart Money conviction in SEDG. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — SEDG

Based on 359 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SEDG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🔻

Below peak — only 66% of 3.0Y high

66% of all-time peak
Only 359 funds hold SEDG today versus a peak of 541 funds at 2023 Q3 — just 66% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
🚀

Fast accumulation — +32% more funds vs a year ago

fund count last 6Q
+86 new funds entered over the past year (+32% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 53% buying

201 buying179 selling
Last quarter: 201 funds bought or added vs 179 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new SEDG position: 72 → 61 → 68 → 82. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

67% conviction (2yr+) 16% medium 17% new
241 out of 359 hedge funds have held SEDG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

55 → 72 → 61 → 68 → 82 new funds/Q
New funds entering each quarter: 72 → 61 → 68 → 82. A growing number of institutions are discovering SEDG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 74% veterans vs 19% newcomers

74% veterans 7% 1-2yr 19% new
Entry-cohort mix of 397 holders: 293 (74%) are 2+ year veterans, 29 entered 1–2 years ago, and 75 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
52 of 345 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in SEDG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.0
out of 10
Low Exit Risk
Exit risk score 2.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SEDG

In 2026 Q2, 201 hedge funds were net buyers of SEDG (82 opened a new position, 119 added to an existing one), while 179 reduced or exited (122 trimmed, 57 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 57% of total institutional value in SEDG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +25 funds (more new holders than closures). Total institutional holders: 359.

Hedge Fund Ownership: SEDG

How many hedge funds hold SEDG — quarterly history vs. share price
Quarterly hedge fund ownership of SEDG vs. share price

Market Analysis: SEDG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SEDG

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 3 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: SEDG
342 + Investors

Track Smart Money conviction in SEDG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 342 334 2.4%
13F Shares 76M 74M 2.93%
Total Value $4.11B $3.53B 16.37%
New Positions 81 68 +13
Increased Positions 112 92 +20
Closed Positions 59 47 +12
Reduced Positions 112 115 -3
Total Calls 29 16 81.25%
Total Puts 23 20 15.0%
PUT/CALL Ratio 0.79 1.25 Neutral

Statistics: SEDG

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Institutional Holders (2026 Q2)

342 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SEDG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SEDG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ION Fund Management Ltd 3.92% 1,057,841 $61.8M
2 Provident Co of the Employees of the Hebrew University LTD 2.84% 63,610 $3.7M
3 Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 2.09% 271,886 $15.9M
4 Williamson Legacy Group, LLC 1.85% 63,738 $3.7M
5 Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 1.59% 39,197 $2.3M
6 Electron Capital Partners, LLC 1.57% 672,680 $39.3M
7 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.37% 190,080 $11.1M
8 Blue Grotto Capital, LLC 1.36% 279,720 $16.3M
9 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.34% 556,585 $32.5M
10 Global Alpha Capital Management Ltd. 1.21% 346,602 $20.3M
11 Arosa Capital Management LP 1.04% 100,000 $5.8M
12 Firsthand Capital Management, Inc. 0.75% 8,000 $468K
13 MYDA Advisors LLC 0.65% 75,000 $4.4M
14 Migdal Insurance & Financial Holdings Ltd. 0.63% 1,691,340 $98.8M
15 Hussman Strategic Advisors, INC. 0.57% 42,000 $2.5M
16 Menora Mivtachim Holdings LTD. 0.55% 2,394,421 $139.9M
17 Accent Capital Management, LLC 0.43% 17,005 $994K
18 Bayforest Capital Ltd 0.41% 7,680 $449K
19 De Lisle Partners LLP 0.41% 64,000 $3.7M
20 Exit Wealth Advisors, LLC. 0.40% 15,066 $880K
21 Meitav Investment House Ltd 0.36% 906,890 $53.0M
22 Headlands Technologies LLC 0.36% 57,313 $3.3M
23 Y.D. More Investments Ltd 0.28% 155,979 $9.1M
24 Covenant Asset Management, LLC 0.28% 28,000 $1.6M
25 Erste Asset Management GmbH 0.23% 539,489 $29.9M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Solaredge Technologies Inc (SEDG)

What does the Smart Money Trend signal show for SEDG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SEDG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SEDG?

Slight buying edge — 53% buying: Last quarter: 201 funds bought or added vs 179 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SEDG holders?

Elite ownership — 57% AUM from top-100 funds: 52 of 345 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in SEDG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SEDG?

67% of holders stayed for 2+ years: 241 out of 359 hedge funds have held SEDG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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