Enphase Energy, Inc.
MX ˙ BMV ˙ US29355A1079
SecurityMX:ENPH / Enphase Energy, Inc.
InstitutionSei Investments Co
Latest Disclosed Ownership19,565 shares
Latest Disclosed Value $ 626,931
Sei Investments Co reports 70.33% decrease in ownership of ENPH / Enphase Energy, Inc.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 19,565 shares of Enphase Energy, Inc. (MX:ENPH) valued at $626,931 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 65,937 shares of Enphase Energy, Inc.. This represents a change in shares of -70.33% 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)
2026-02-13 2025-12-31 13F ENPHASE ENERGY COM 29355A107 19,565 -46,372 -70.33 627 -73.17 0.0006
2025-11-13 2025-09-30 13F ENPHASE ENERGY COM 29355A107 65,937 2,180 3.42 2,334 -7.71 0.0025
2025-08-14 2025-06-30 13F ENPHASE ENERGY COM 29355A107 63,757 40,015 168.54 2,528 71.62 0.0029
2025-05-14 2025-03-31 13F/A-1 ENPHASE ENERGY COM 29355A107 23,742 5,654 31.26 1,473 18.60 0.0019
2025-05-13 2025-03-31 13F ENPHASE ENERGY COM 29355A107 17,906 -182 1,227 0.0013
2025-02-11 2024-12-31 13F ENPHASE ENERGY COM 29355A107 18,088 3,637 25.17 1,242 -23.94 0.0016
2024-11-12 2024-09-30 13F ENPHASE ENERGY COM 29355A107 14,451 -2,747 -15.97 1,633 -4.73 0.0021
2024-08-13 2024-06-30 13F ENPHASE ENERGY COM 29355A107 17,198 1,551 9.91 1,715 -9.41 0.0024
2024-05-07 2024-03-31 13F ENPHASE ENERGY COM 29355A107 15,647 736 4.94 1,893 -3.96 0.0028
2024-02-14 2023-12-31 13F ENPHASE ENERGY COM 29355A107 14,911 -30,598 -67.24 1,970 -63.97 0.0032
2023-11-14 2023-09-30 13F ENPHASE ENERGY COM 29355A107 45,509 -21,390 -31.97 5,467 -51.20 0.0098
2023-08-11 2023-06-30 13F ENPHASE ENERGY COM 29355A107 66,899 14,881 28.61 11,203 2.43 0.0195
2023-05-12 2023-03-31 13F ENPHASE ENERGY COM 29355A107 52,018 -47,591 -47.78 10,937 -58.55 0.0203
2023-02-10 2022-12-31 13F ENPHASE ENERGY COM 29355A107 99,609 -41,676 -29.50 26,386 -32.69 0.0586
2022-11-14 2022-09-30 13F ENPHASE ENERGY COM 29355A107 141,285 -33,368 -19.11 39,200 14.86 0.0874
2022-08-15 2022-06-30 13F ENPHASE ENERGY COM 29355A107 174,653 71,011 68.52 34,128 63.00 0.0737
2022-05-13 2022-03-31 13F ENPHASE ENERGY COM 29355A107 103,642 12,661 13.92 20,938 25.69 0.0421
2022-02-14 2021-12-31 13F ENPHASE ENERGY COM 29355A107 90,981 31,330 52.52 16,658 86.35 0.0313
2021-11-12 2021-09-30 13F ENPHASE ENERGY COM 29355A107 59,651 32,670 121.09 8,939 80.44 0.0188
2021-08-06 2021-06-30 13F ENPHASE ENERGY COM 29355A107 26,981 -24,151 -47.23 4,954 -41.44 0.0110
2021-05-12 2021-03-31 13F ENPHASE ENERGY COM 29355A107 51,132 21,626 73.29 8,459 63.46 0.0213
2021-02-08 2020-12-31 13F ENPHASE ENERGY COM 29355A107 29,506 -12,316 -29.45 5,175 49.35 0.0134
2020-12-04 2020-09-30 13F/A-1 ENPHASE ENERGY COM 29355A107 41,822 -25,630 -38.00 3,465 7.98 0.0100
2020-11-06 2020-09-30 13F ENPHASE ENERGY COM 29355A107 41,822 -25,630 3,465 8,342.9496
2020-08-17 2020-06-30 13F/A-1 ENPHASE ENERGY COM 29355A107 67,452 17,935 36.22 3,209 103.23 0.0100
2020-08-11 2020-06-30 13F ENPHASE ENERGY COM 29355A107 28,470 -21,047 1,163 3,154.6994
2020-05-14 2020-03-31 13F ENPHASE ENERGY COM 29355A107 49,517 22,535 83.52 1,579 123.97 0.0058
2020-02-06 2019-12-31 13F ENPHASE ENERGY COM 29355A107 26,982 -14,126 -34.36 705 -22.87 0.0021
2019-11-12 2019-09-30 13F ENPHASE ENERGY COM 29355A107 41,108 -4,870 -10.59 914 9.07 0.0023
2019-08-14 2019-06-30 13F ENPHASE ENERGY COM 29355A107 45,978 -29,296 -38.92 838 20.58 0.0027
2019-05-15 2019-03-31 13F ENPHASE ENERGY COM 29355A107 75,274 75,274 695 0.0023
2018-08-03 2018-06-30 13F ENPHASE ENERGY COM 29355A107 0 -29,049 -100.00 0 -100.00
2018-05-11 2018-03-31 13F ENPHASE ENERGY COM 29355A107 29,049 6,971 31.57 133 150.94 0.0005
2018-02-08 2017-12-31 13F ENPHASE ENERGY COM 29355A107 22,078 22,078 53 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.