Enphase Energy, Inc.
CH ˙ SWX ˙ US29355A1079
SecurityCH:ENPH / Enphase Energy, Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership2,589,905 shares
Latest Disclosed Value $ 97,946,496
Geode Capital Management, Llc reports 3.16% increase in ownership of ENPH / Enphase Energy, Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 2,589,905 shares of Enphase Energy, Inc. (CH:ENPH) valued at $97,946,496 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,510,509 shares of Enphase Energy, Inc.. This represents a change in shares of 3.16% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ENPHASE ENERGY COM 29355A107 2,589,905 79,396 3.16 97,946 21.71 0.0033
2026-02-09 2025-12-31 13F ENPHASE ENERGY COM 29355A107 2,510,509 11,220 0.45 80,478 -9.03 0.0050
2025-11-12 2025-09-30 13F ENPHASE ENERGY COM 29355A107 2,499,289 -1,043,589 -29.46 88,465 -36.91 0.0056
2025-08-08 2025-06-30 13F ENPHASE ENERGY COM 29355A107 3,542,878 73,459 2.12 140,217 -34.78 0.0098
2025-05-13 2025-03-31 13F ENPHASE ENERGY COM 29355A107 3,469,419 39,510 1.15 214,990 -8.51 0.0169
2025-02-12 2024-12-31 13F ENPHASE ENERGY COM 29355A107 3,429,909 47,593 1.41 234,994 -38.33 0.0182
2024-11-12 2024-09-30 13F ENPHASE ENERGY COM 29355A107 3,382,316 20,579 0.61 381,030 13.78 0.0309
2024-08-09 2024-06-30 13F ENPHASE ENERGY COM 29355A107 3,361,737 143,504 4.46 334,877 -13.89 0.0294
2024-05-13 2024-03-31 13F ENPHASE ENERGY COM 29355A107 3,218,233 87,139 2.78 388,873 -5.85 0.0360
2024-02-13 2023-12-31 13F ENPHASE ENERGY COM 29355A107 3,131,094 79,955 2.62 413,035 12.80 0.0432
2023-11-13 2023-09-30 13F ENPHASE ENERGY COM 29355A107 3,051,139 51,769 1.73 366,153 -26.92 0.0436
2023-08-11 2023-06-30 13F ENPHASE ENERGY COM 29355A107 2,999,370 102,091 3.52 501,061 -17.58 0.0589
2023-05-15 2023-03-31 13F ENPHASE ENERGY COM 29355A107 2,897,279 51,092 1.80 607,929 80,741.49 0.0789
2023-02-13 2022-12-31 13F ENPHASE ENERGY COM 29355A107 2,846,187 75,001 2.71 753 -99.90 0.1056
2022-11-14 2022-09-30 13F ENPHASE ENERGY COM 29355A107 2,771,186 106,123 3.98 768,044 47.87 0.1165
2022-08-12 2022-06-30 13F ENPHASE ENERGY COM 29355A107 2,665,063 42,239 1.61 519,389 -1.63 0.0761
2022-05-13 2022-03-31 13F ENPHASE ENERGY COM 29355A107 2,622,824 104,565 4.15 528,007 14.89 0.0659
2022-02-11 2021-12-31 13F ENPHASE ENERGY COM 29355A107 2,518,259 60,988 2.48 459,596 25.03 0.0554
2021-11-12 2021-09-30 13F ENPHASE ENERGY COM 29355A107 2,457,271 19,541 0.80 367,587 -17.67 0.0495
2021-08-13 2021-06-30 13F ENPHASE ENERGY COM 29355A107 2,437,730 129,478 5.61 446,469 19.57 0.0615
2021-05-12 2021-03-31 13F ENPHASE ENERGY COM 29355A107 2,308,252 756,853 48.79 373,382 37.31 0.0571
2021-02-12 2020-12-31 13F ENPHASE ENERGY COM 29355A107 1,551,399 142,548 10.12 271,921 133.68 0.0456
2020-11-13 2020-09-30 13F ENPHASE ENERGY COM 29355A107 1,408,851 275,051 24.26 116,365 115.72 0.0228
2020-08-13 2020-06-30 13F ENPHASE ENERGY COM 29355A107 1,133,800 -159,656 -12.34 53,942 29.16 0.0115
2020-05-14 2020-03-31 13F ENPHASE ENERGY COM 29355A107 1,293,456 36,538 2.91 41,765 27.17 0.0109
2020-02-20 2019-12-31 13F/A-1 ENPHASE ENERGY COM 29355A107 1,256,918 32,112 2.62 32,843 20.63 0.0069
2020-02-13 2019-12-31 13F ENPHASE ENERGY COM 29355A107 1,256,918 32,112 32,843 4,185.5524
2019-11-12 2019-09-30 13F ENPHASE ENERGY COM 29355A107 1,224,806 57,053 4.89 27,227 27.90 0.0064
2019-08-14 2019-06-30 13F ENPHASE ENERGY COM 29355A107 1,167,753 133,633 12.92 21,287 123.04 0.0052
2019-05-14 2019-03-31 13F ENPHASE ENERGY COM 29355A107 1,034,120 137,948 15.39 9,544 125.20 0.0025
2019-03-06 2018-12-31 13F/A-1 ENPHASE ENERGY COM 29355A107 896,172 79,874 9.78 4,238 7.05 0.0013
2019-02-13 2018-12-31 13F ENPHASE ENERGY COM 29355A107 896,172 79,874 4,238
2018-11-13 2018-09-30 13F ENPHASE ENERGY COM 29355A107 816,298 -61,347 -6.99 3,959 -32.97 0.0011
2018-08-14 2018-06-30 13F ENPHASE ENERGY COM 29355A107 877,645 465,197 112.79 5,906 213.48 0.0018
2018-05-15 2018-03-31 13F ENPHASE ENERGY COM 29355A107 412,448 42,632 11.53 1,884 111.45 0.0006
2018-02-13 2017-12-31 13F ENPHASE ENERGY COM 29355A107 369,816 92,084 33.16 891 111.14 0.0003
2017-11-14 2017-09-30 13F ENPHASE ENERGY COM 29355A107 277,732 0 0.00 422 75.83 0.0002
2017-08-14 2017-06-30 13F ENPHASE ENERGY COM 29355A107 277,732 -4,104 -1.46 240 -37.82 0.0001
2017-06-21 2017-03-31 13F/A-1 ENPHASE ENERGY COM 29355A107 281,836 78,386 38.53 386 88.29 0.0002
2017-05-12 2017-03-31 13F ENPHASE ENERGY COM 29355A107 281,836 386
2017-02-14 2016-12-31 13F ENPHASE ENERGY COM 29355A107 203,450 43,646 27.31 205 9.04 0.0001
2016-11-10 2016-09-30 13F ENPHASE ENERGY COM 29355A107 159,804 93 0.06 188 -40.69 0.0001
2016-08-12 2016-06-30 13F ENPHASE ENERGY COM 29355A107 159,711 -26,913 -14.42 317 -26.96 0.0002
2016-05-13 2016-03-31 13F ENPHASE ENERGY COM 29355A107 186,624 34,592 22.75 434 -18.57 0.0002
2016-02-12 2015-12-31 13F ENPHASE ENERGY COM 29355A107 152,032 186 0.12 533 -4.99 0.0003
2015-11-13 2015-09-30 13F ENPHASE ENERGY COM 29355A107 151,846 1,409 0.94 561 -50.96 0.0003
2015-08-14 2015-06-30 13F ENPHASE ENERGY COM 29355A107 150,437 -2,236 -1.46 1,144 -43.17 0.0007
2015-05-14 2015-03-31 13F ENPHASE ENERGY COM 29355A107 152,673 5,378 3.65 2,013 -4.28 0.0012
2015-02-12 2014-12-31 13F ENPHASE ENERGY COM 29355A107 147,295 30,039 25.62 2,103 19.69 0.0013
2014-11-14 2014-09-30 13F ENPHASE ENERGY COM 29355A107 117,256 33,744 40.41 1,757 146.08 0.0011
2014-08-13 2014-06-30 13F ENPHASE ENERGY COM 29355A107 83,512 1,713 2.09 714 18.60 0.0005
2014-05-14 2014-03-31 13F ENPHASE ENERGY COM 29355A107 81,799 6,553 8.71 602 26.21 0.0004
2014-02-14 2013-12-31 13F ENPHASE ENERGY COM 29355A107 75,246 1,718 2.34 477 -20.37 0.0003
2013-11-14 2013-09-30 13F ENPHASE ENERGY COM 29355A107 73,528 2,211 3.10 599 8.71 0.0005
2013-08-14 2013-06-30 13F ENPHASE ENERGY COM 29355A107 71,317 71,317 551 0.0005
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.