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What smart money is saying about SolarEdge TechnologiesIsrael flag

SEDG · Energy · Solar · Market cap $3.38B

2 funds in our archive have pitched SolarEdge Technologies, most recently Artisan Partners Non-U.S. Small-Mid Growth Strategy in September 2026.

Company profile

SolarEdge Technologies, Inc. (SEDG) is a company specializing in the design, development, and sale of direct current (DC) optimized inverter systems for solar photovoltaic (PV) installations globally. The company operates through five key segments: Solar, Energy Storage, e-Mobility, Critical Power, and Automation Machines. Its product portfolio encompasses inverters, power optimizers, communication devices, and smart energy management solutions, catering to residential, commercial, and smaller utility-scale solar projects. SolarEdge also provides a cloud-based monitoring platform that collects and processes data from its optimizers and inverters to oversee and manage solar PV systems. Beyond its core solar offerings, SolarEdge delivers a range of solutions including residential, commercial, and large-scale PV, energy storage and backup, electric vehicle charging, and home energy management, along with grid services. The company also extends into e-Mobility, automation machinery, lithium-ion cells and battery packs, and uninterruptible power supply (UPS) solutions, as well as developing virtual power plants to aid in grid load management and stability. To support its customers, SolarEdge offers pre-sales assistance, ongoing training programs, and technical and post-installation services. Its products are sold to providers of solar PV systems, solar installers and distributors, electrical equipment wholesalers, PV module manufacturers, and engineering, procurement, and construction (EPC) firms. Founded in 2006, SolarEdge Technologies, Inc. is headquartered in Herzliya, Israel.

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2
Reported positions
0
Bought
0
Sold
3
Letters

Position history

Between Q1 2026 and Q3 2026, 2 fund letters reported a position in SolarEdge Technologies, with no move described.

Fund letters reporting a position in SolarEdge Technologies, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261001
Q2 20261000
Q1 20260001

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 2 positions

  • “SolarEdge Technologies, Ionis Pharmaceuticals and Legend Biotech were among the largest individual detractors.”
    SolarEdge Technologies
  • “Reflecting our contrarian approach to valuation and efforts to invest in companies with margins of safety as well as multiple avenues for success, the five energy-related holdings that we highlighted in our Q1 letter— Brenntag, Rotork, Smiths Group, Landis+Gyr and SolarEdge Technologies— fell just 1.6% on average amid the broad sector underperformance.”
    SolarEdge Technologies

Fund coverage · 2 theses

Read every full thesis on SolarEdge Technologies

Read all 2 theses in full, with each fund's reasoning, and get unlimited access to the archive.

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