Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
the bull case· 3
540
managers reporting a position in institutional filings
13fJun 30 '2638
managers whose positions together make up four fifths of reported value
13fJun 30 '26+9.39%
change in shares held by the ten largest reporting managers
13fJun 30 '26the bear case· 2
39.00%
share of revenue from the largest disclosed customer
10-Kfiled Feb 17 '267 of 23
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Oct 27 '26 report. Not a forecast, not advice.
Enphase Energy, Inc. has no measured co-movers clearing our correlation floor, so only its SEC classification is shown.
SIC 3674, Semiconductors & Related Devices, from each company's own filings. Largest first.
tall tick = annual report · 1 on record
Enphase Energy, Inc., together with its subsidiaries, designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally. The company offers semiconductor-based microinverter, which converts energy at the individual solar module level, and combines with its proprietary networking and software technologies to provide energy monitoring and control services. It also offers AC battery storage systems; Envoy communications gateway; and Enlighten cloud-based monitoring service, as well as other accessories. The company sells its solutions to solar distributors; and directly to large installers, original equipment manufacturers, strategic partners, and homeowners, as well as through its legacy product upgrade program or online store. Enphase Energy, Inc. was incorporated in 2006 and is headquartered in Fremont, California.
542 managers report a position worth $7.4B between them, and 38 of them hold 80% of it.
ENPH (Enphase Energy, Inc.) has 4 disclosed suppliers and 2 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
Enphase Energy, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Semiconductors & Related Devices
High 36.39 at 4:15 am ET, low 34.25 at 12:00 pm ET.