SolarEdge Technologies, Inc.
US ˙ NasdaqGS ˙ US83417M1045

SecuritySEDG / SolarEdge Technologies, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership1,522,486 shares
Latest Disclosed Value $ 77,722,930
Morgan Stanley reports 31.45% decrease in ownership of SEDG / SolarEdge Technologies, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 1,522,486 shares of SolarEdge Technologies, Inc. (US:SEDG) valued at $77,722,910 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 2,220,836 shares of SolarEdge Technologies, Inc.. This represents a change in shares of -31.45% during the quarter. The current value of the position is $112,694,414 USD.

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 SOLAREDGE TECHNOLOGIES COM 83417M104 1,522,486 -698,350 -31.45 77,723 21.31 0.0047
2026-05-27 2025-12-31 13F/A-1 SOLAREDGE TECHNOLOGIES COM 83417M104 2,220,836 -120,097 -5.13 64,071 -26.03 0.0038
2026-02-13 2025-12-31 13F SOLAREDGE TECHNOLOGIES COM 83417M104 2,220,836 -120,097 64,071 0.0038
2026-05-27 2025-09-30 13F/A-1 SOLAREDGE TECHNOLOGIES COM 83417M104 2,340,933 687,600 41.59 86,615 156.81 0.0052
2025-11-14 2025-09-30 13F SOLAREDGE TECHNOLOGIES COM 83417M104 2,340,933 687,600 86,615 0.0052
2025-08-15 2025-06-30 13F SOLAREDGE TECHNOLOGIES COM 83417M104 1,653,333 -196,255 -10.61 33,728 12.70 0.0022
2025-05-15 2025-03-31 13F SOLAREDGE TECHNOLOGIES COM 83417M104 1,849,588 -64,806 -3.39 29,926 14.95 0.0021
2025-05-15 2024-12-31 13F/A-1 SOLAREDGE TECHNOLOGIES COM 83417M104 1,914,394 853,482 80.45 26,036 7.12 0.0018
2025-02-14 2024-12-31 13F SOLAREDGE TECHNOLOGIES COM 83417M104 1,914,394 853,482 26,036 0.0018
2025-05-14 2024-09-30 13F/A-2 SOLAREDGE TECHNOLOGIES COM 83417M104 1,060,912 -38,029 -3.46 24,306 -12.44 0.0018
2025-02-14 2024-09-30 13F/A-1 SOLAREDGE TECHNOLOGIES COM 83417M104 1,060,912 -38,029 24,306 0.0018
2024-11-14 2024-09-30 13F SOLAREDGE TECHNOLOGIES COM 83417M104 1,060,912 -38,029 24,306 0.0018
2025-05-14 2024-06-30 13F/A-2 SOLAREDGE TECHNOLOGIES COM 83417M104 1,098,941 110,465 11.18 27,759 -60.44 0.0021
2024-10-17 2024-06-30 13F/A-1 SOLAREDGE TECHNOLOGIES COM 83417M104 1,098,941 110,465 27,759 0.0021
2024-08-14 2024-06-30 13F SOLAREDGE TECHNOLOGIES COM 83417M104 1,098,941 110,465 27,759 0.0021
2024-10-17 2024-03-31 13F/A-2 SOLAREDGE TECHNOLOGIES COM 83417M104 988,476 -92,109 -8.52 70,162 -30.63 0.0056
2024-08-16 2024-03-31 13F/A-1 SOLAREDGE TECHNOLOGIES COM 83417M104 988,476 -92,109 70,162 0.0056
2024-05-15 2024-03-31 13F SOLAREDGE TECHNOLOGIES COM 83417M104 988,476 -92,109 70,162 0.0056
2024-08-16 2023-12-31 13F/A-1 SOLAREDGE TECHNOLOGIES COM 83417M104 1,080,585 60,507 5.93 101,143 -23.44 0.0089
2024-02-13 2023-12-31 13F SOLAREDGE TECHNOLOGIES COM 83417M104 1,080,585 60,507 101,143 0.0089
2023-11-15 2023-09-30 13F SOLAREDGE TECHNOLOGIES COM 83417M104 1,020,078 304,057 42.46 132,111 -31.42 0.0134
2023-08-14 2023-06-30 13F SOLAREDGE TECHNOLOGIES COM 83417M104 716,021 119,719 20.08 192,646 6.29 0.0190
2023-05-15 2023-03-31 13F SOLAREDGE TECHNOLOGIES COM 83417M104 596,302 186,110 45.37 181,246 55.98 0.0194
2023-02-14 2022-12-31 13F SOLAREDGE TECHNOLOGIES COM 83417M104 410,192 -70,284 -14.63 116,195 4.48 0.0132
2022-11-14 2022-09-30 13F SOLAREDGE TECHNOLOGIES COM 83417M104 480,476 33,399 7.47 111,211 -9.11 0.0152
2022-10-27 2022-06-30 13F/A-1 SOLAREDGE TECHNOLOGIES COM 83417M104 447,077 156,554 53.89 122,357 30.64 0.0159
2022-08-15 2022-06-30 13F SOLAREDGE TECHNOLOGIES COM 83417M104 447,077 156,554 122,357 0.0159
2022-10-27 2022-03-31 13F/A-1 SOLAREDGE TECHNOLOGIES COM 83417M104 290,523 5,374 1.88 93,658 17.07 0.0126
2022-05-13 2022-03-31 13F SOLAREDGE TECHNOLOGIES COM 83417M104 290,523 5,374 93,658 0.0126
2022-02-14 2021-12-31 13F SOLAREDGE TECHNOLOGIES COM 83417M104 285,149 -85,504 -23.07 80,004 -18.62 0.0099
2021-11-15 2021-09-30 13F SOLAREDGE TECHNOLOGIES COM 83417M104 370,653 -58,964 -13.72 98,305 -17.21 0.0132
2021-08-23 2021-06-30 13F/A-1 SOLAREDGE TECHNOLOGIES COM 83417M104 429,617 221,860 106.79 118,734 98.82 0.0157
2021-08-16 2021-06-30 13F SOLAREDGE TECHNOLOGIES COM 83417M104 429,617 221,860 118,734 0.0033
2021-05-17 2021-03-31 13F SOLAREDGE TECHNOLOGIES COM 83417M104 207,757 8,620 4.33 59,718 -6.03 0.0088
2021-02-16 2020-12-31 13F SOLAREDGE TECHNOLOGIES COM 83417M104 199,137 79,677 66.70 63,549 123.19 0.0098
2020-11-13 2020-09-30 13F SOLAREDGE TECHNOLOGIES COM 83417M104 119,460 2,783 2.39 28,473 75.85 0.0055
2020-08-14 2020-06-30 13F SOLAREDGE TECHNOLOGIES COM 83417M104 116,677 -6,209 -5.05 16,192 60.92 0.0036
2020-05-26 2020-03-31 13F/A-1 SOLAREDGE TECHNOLOGIES COM 83417M104 122,886 -132,168 -51.82 10,062 -58.51 0.0027
2020-05-15 2020-03-31 13F SOLAREDGE TECHNOLOGIES COM 83417M104 122,886 -132,168 10,062 772.9714
2020-02-14 2019-12-31 13F SOLAREDGE TECHNOLOGIES COM 83417M104 255,054 -467,784 -64.71 24,253 -59.92 0.0056
2019-11-14 2019-09-30 13F SOLAREDGE TECHNOLOGIES COM 83417M104 722,838 203,794 39.26 60,516 86.67 0.0160
2019-08-14 2019-06-30 13F SOLAREDGE TECHNOLOGIES COM 83417M104 519,044 285,912 122.64 32,419 269.07 0.0086
2019-05-15 2019-03-31 13F SOLAREDGE TECHNOLOGIES COM 83417M104 233,132 55,228 31.04 8,784 40.63 0.0025
2019-02-14 2018-12-31 13F SOLAREDGE TECHNOLOGIES COM 83417M104 177,904 -1,153 -0.64 6,246 -7.36 0.0019
2019-04-23 2018-09-30 13F/A-2 SOLAREDGE TECHNOLOGIES COM 83417M104 179,057 -25,043 -12.27 6,742 -30.97 0.0017
2018-11-20 2018-09-30 13F/A-1 SOLAREDGE TECHNOLOGIES COM 83417M104 179,057 0 6,742 0.0017
2018-11-14 2018-09-30 13F SOLAREDGE TECHNOLOGIES COM 83417M104 179,057 -25,043 6,742
2019-04-23 2018-06-30 13F/A-1 SOLAREDGE TECHNOLOGIES COM 83417M104 204,100 -247,526 -54.81 9,767 -58.89 0.0026
2018-08-14 2018-06-30 13F SOLAREDGE TECHNOLOGIES COM 83417M104 204,100 -247,526 9,767
2019-04-23 2018-03-31 13F/A-1 SOLAREDGE TECHNOLOGIES COM 83417M104 451,626 155,459 52.49 23,756 113.59 0.0066
2018-05-14 2018-03-31 13F SOLAREDGE TECHNOLOGIES COM 83417M104 451,626 155,459 23,756
2019-04-23 2017-12-31 13F/A-1 SOLAREDGE TECHNOLOGIES COM 83417M104 296,167 -139,320 -31.99 11,122 -10.55 0.0030
2018-02-14 2017-12-31 13F SOLAREDGE TECHNOLOGIES COM 83417M104 296,167 -139,320 11,122
2017-11-14 2017-09-30 13F SOLAREDGE TECHNOLOGIES COM 83417M104 435,487 89,710 25.94 12,434 79.81 0.0037
2017-08-11 2017-06-30 13F SOLAREDGE TECHNOLOGIES COM 83417M104 345,777 217,924 170.45 6,915 246.62 0.0021
2017-05-22 2017-03-31 13F/A-1 SOLAREDGE TECHNOLOGIES COM 83417M104 127,853 62,968 97.05 1,995 147.83 0.0006
2017-05-12 2017-03-31 13F SOLAREDGE TECHNOLOGIES COM 83417M104 127,853 1,995
2017-02-22 2016-12-31 13F/A-1 SOLAREDGE TECHNOLOGIES COM 83417M104 64,885 -5,568 -7.90 805 -33.69 0.0003
2017-02-13 2016-12-31 13F SOLAREDGE TECHNOLOGIES COM 83417M104 64,885 805
2016-11-10 2016-09-30 13F SOLAREDGE TECHNOLOGIES COM 83417M104 70,453 13,860 24.49 1,214 9.47 0.0004
2016-08-12 2016-06-30 13F SOLAREDGE TECHNOLOGIES COM 83417M104 56,593 -9,080 -13.83 1,109 -32.83 0.0004
2016-05-12 2016-03-31 13F SOLAREDGE TECHNOLOGIES COM 83417M104 65,673 27,889 73.81 1,651 55.17 0.0006
2016-02-09 2015-12-31 13F SOLAREDGE TECHNOLOGIES COM 83417M104 37,784 8,612 29.52 1,064 59.04 0.0004
2016-02-08 2015-09-30 13F/A-1 SOLAREDGE TECHNOLOGIES COM 83417M104 29,172 -32,025 -52.33 669 -69.93 0.0002
2015-11-09 2015-09-30 13F SOLAREDGE TECHNOLOGIES COM 83417M104 29,172 669
2015-08-12 2015-06-30 13F SOLAREDGE TECHNOLOGIES COM 83417M104 61,197 37,565 158.96 2,225 330.37 0.0008
2015-05-14 2015-03-31 13F SOLAREDGE TECHNOLOGIES COM 83417M104 23,632 23,632 517 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.