Enphase Energy, Inc.
CH ˙ SWX ˙ US29355A1079
SecurityCH:ENPH / Enphase Energy, Inc.
InstitutionTwo Sigma Advisers, Lp
Latest Disclosed Ownership2,631,109 shares
Latest Disclosed Value $ 84,327,043
Two Sigma Advisers, Lp reports 0.02% decrease in ownership of ENPH / Enphase Energy, Inc.

On February 17, 2026 - Two Sigma Advisers, Lp filed a 13F-HR form disclosing ownership of 2,631,109 shares of Enphase Energy, Inc. (CH:ENPH) valued at $84,327,043 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 2,631,709 shares of Enphase Energy, Inc.. This represents a change in shares of -0.02% 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)
2026-02-17 2025-12-31 13F ENPHASE ENERGY COM 29355A107 2,631,109 -600 -0.02 84,327 -9.46 0.1640
2025-11-14 2025-09-30 13F ENPHASE ENERGY COM 29355A107 2,631,709 -7,100 -0.27 93,136 -10.98 0.1864
2025-08-14 2025-06-30 13F ENPHASE ENERGY COM 29355A107 2,638,809 1,311,100 98.75 104,629 27.00 0.2144
2025-05-15 2025-03-31 13F ENPHASE ENERGY COM 29355A107 1,327,709 1,136,500 594.38 82,384 527.35 0.1855
2025-02-14 2024-12-31 13F ENPHASE ENERGY COM 29355A107 191,209 -260,800 -57.70 13,132 -74.29 0.0304
2024-11-14 2024-09-30 13F ENPHASE ENERGY COM 29355A107 452,009 283,509 168.25 51,086 204.07 0.1197
2024-08-14 2024-06-30 13F ENPHASE ENERGY COM 29355A107 168,500 164,800 4,454.05 16,801 3,658.61 0.0375
2024-05-15 2024-03-31 13F ENPHASE ENERGY COM 29355A107 3,700 -27,100 -87.99 448 -89.01 0.0010
2024-02-14 2023-12-31 13F ENPHASE ENERGY COM 29355A107 30,800 -11,500 -27.19 4,070 -19.93 0.0095
2023-11-14 2023-09-30 13F ENPHASE ENERGY COM 29355A107 42,300 -56,300 -57.10 5,082 -69.22 0.0130
2023-08-14 2023-06-30 13F ENPHASE ENERGY COM 29355A107 98,600 -492,109 -83.31 16,514 -86.71 0.0421
2023-05-15 2023-03-31 13F ENPHASE ENERGY COM 29355A107 590,709 -747,000 -55.84 124,214 -64.95 0.3203
2023-02-14 2022-12-31 13F ENPHASE ENERGY COM 29355A107 1,337,709 -81,200 -5.72 354,439 -9.97 0.9897
2022-11-14 2022-09-30 13F ENPHASE ENERGY COM 29355A107 1,418,909 1,269,600 850.32 393,705 1,250.57 1.1397
2022-08-15 2022-06-30 13F ENPHASE ENERGY COM 29355A107 149,309 -47,700 -24.21 29,151 -26.67 0.0827
2022-05-16 2022-03-31 13F ENPHASE ENERGY COM 29355A107 197,009 8,700 4.62 39,752 15.39 0.1057
2022-02-14 2021-12-31 13F ENPHASE ENERGY COM 29355A107 188,309 23,609 14.33 34,449 39.47 0.0863
2021-11-15 2021-09-30 13F ENPHASE ENERGY COM 29355A107 164,700 -13,909 -7.79 24,700 -24.69 0.0640
2021-08-16 2021-06-30 13F ENPHASE ENERGY COM 29355A107 178,609 -66,700 -27.19 32,798 -17.55 0.0865
2021-05-17 2021-03-31 13F ENPHASE ENERGY COM 29355A107 245,309 -93,806 -27.66 39,779 -33.15 0.1093
2021-02-16 2020-12-31 13F ENPHASE ENERGY COM 29355A107 339,115 52,300 18.23 59,505 151.20 0.1590
2020-11-16 2020-09-30 13F ENPHASE ENERGY COM 29355A107 286,815 1,515 0.53 23,688 74.54 0.0677
2020-09-15 2020-06-30 13F/A-1 ENPHASE ENERGY COM 29355A107 285,300 28,200 10.97 13,572 63.48 0.0399
2020-08-14 2020-06-30 13F ENPHASE ENERGY COM 29355A107 285,300 28,200 13,572 39,218.5725
2020-05-15 2020-03-31 13F ENPHASE ENERGY COM 29355A107 257,100 -141,600 -35.52 8,302 -20.31 0.0318
2020-02-14 2019-12-31 13F ENPHASE ENERGY COM 29355A107 398,700 -618,215 -60.79 10,418 -53.91 0.0242
2019-11-14 2019-09-30 13F ENPHASE ENERGY COM 29355A107 1,016,915 -16,400 -1.59 22,606 20.01 0.0553
2019-08-14 2019-06-30 13F ENPHASE ENERGY COM 29355A107 1,033,315 630,187 156.32 18,837 406.23 0.0469
2019-05-15 2019-03-31 13F ENPHASE ENERGY COM 29355A107 403,128 -15,581 -3.72 3,721 87.93 0.0094
2019-02-14 2018-12-31 13F ENPHASE ENERGY COM 29355A107 418,709 2,500 0.60 1,980 -1.93 0.0054
2018-11-14 2018-09-30 13F ENPHASE ENERGY COM 29355A107 416,209 158,189 61.31 2,019 16.30 0.0049
2018-08-14 2018-06-30 13F ENPHASE ENERGY COM 29355A107 258,020 211,105 449.97 1,736 711.21 0.0047
2018-05-15 2018-03-31 13F ENPHASE ENERGY COM 29355A107 46,915 20,515 77.71 214 234.38 0.0006
2018-02-14 2017-12-31 13F ENPHASE ENERGY COM 29355A107 26,400 26,400 64 0.0002
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.