SEC 13F Intelligence

Two Sigma Advisers, LP / ENPH

Two Sigma Advisers, LP’s Enphase Energy Inc Position

Does Two Sigma Advisers, LP own Enphase Energy Inc (ENPH)? Not currently — the last reported position was 2.63M shares worth $84M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$84M
Q4 2025
Shares
2.63M
% of Portfolio
+0.16%
Quarters Held
29
position exited

Position History ENPH

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $4MQ2 ’19: $19MQ3 ’19: $23MQ4 ’19: $10MQ4 ’19Q1 ’20: $8MQ2 ’20: $14MQ3 ’20: $24MQ4 ’20: $60MQ4 ’20Q1 ’21: $40MQ2 ’21: $33MQ3 ’21: $25MQ4 ’21: $34MQ4 ’21Q1 ’22: $40MQ2 ’22: $29MQ3 ’22: $394MQ4 ’22: $354MQ4 ’22Q1 ’23: $124MQ2 ’23: $17MQ3 ’23: $5MQ4 ’23: $4MQ4 ’23Q1 ’24: $447,626Q2 ’24: $17MQ3 ’24: $51MQ4 ’24: $13MQ4 ’24Q1 ’25: $82MQ2 ’25: $105MQ3 ’25: $93MQ4 ’25: $84MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20252.63M$84M+0.16%
Q3 20252.63M$93M+0.19%
Q2 20252.64M$105M+0.21%
Q1 20251.33M$82M+0.19%
Q4 2024191.2K$13M+0.03%
Q3 2024452.0K$51M+0.12%
Q2 2024168.5K$17M+0.04%
Q1 20243.7K$447,6260.00%
Q4 202330.8K$4M+0.01%
Q3 202342.3K$5M+0.01%
Q2 202398.6K$17M+0.04%
Q1 2023590.7K$124M+0.32%
Q4 20221.34M$354M+0.99%
Q3 20221.42M$394M+1.14%
Q2 2022149.3K$29M+0.08%
Q1 2022197.0K$40M+0.11%
Q4 2021188.3K$34M+0.09%
Q3 2021164.7K$25M+0.06%
Q2 2021178.6K$33M+0.09%
Q1 2021245.3K$40M+0.11%
Q4 2020339.1K$60M+0.16%
Q3 2020286.8K$24M+0.07%
Q2 2020285.3K$14M+0.04%
Q1 2020257.1K$8M+0.03%
Q4 2019398.7K$10M+0.02%
Q3 20191.02M$23M+0.06%
Q2 20191.03M$19M+0.05%
Q1 2019403.1K$4M+0.01%
Q4 2018418.7K$2M+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Two Sigma Advisers, LP’s full portfolio or all institutional holders of ENPH.