Question 1

How many shares of ENPH does Erste Asset Management GmbH own?

Accepted Answer

As of 2026-Q2, Erste Asset Management GmbH holds 204,571 shares of ENPH (ENPHASE ENERGY INC).

Question 2

What is Erste Asset Management GmbH's ENPH position worth?

Accepted Answer

As of 2026-Q2, Erste Asset Management GmbH's ENPH position is worth $10M.

Question 3

Is Erste Asset Management GmbH buying or selling ENPH?

Accepted Answer

In 2026-Q2, Erste Asset Management GmbH decreased their ENPH position (-69.3% change in shares).

Question 4

When did Erste Asset Management GmbH first buy ENPH?

Accepted Answer

Based on available 13F filings, Erste Asset Management GmbH first reported a position in ENPH in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	204,571	-69.3%	$10M	0.1%	$49.24	0
2026-Q1	Increased	666,569	+853.4%	$23.9M	0.2%	$43.20	55
2025-Q4	Decreased	69,914	-29.7%	$2.4M	0.0%	$32.19	0
2025-Q3	Decreased	99,440	-11.6%	$3.7M	0.0%	$36.08	0
2025-Q2	Decreased	112,440	-48.3%	$4.7M	0.0%	$40.88	0
2025-Q1	Decreased	217,526	-30.5%	$13.4M	0.2%	$61.65	0
2024-Q4	Decreased	313,182	-3.9%	$22.6M	0.3%	$70.19	0
2024-Q3	Decreased	325,957	-0.0%	$37.5M	0.4%	$115.00	0