Question 1

Does Erste Asset Management own ENPH stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Erste Asset Management holds 204,571 shares of ENPH (Enphase Energy), worth $10M.

Question 2

How many shares of ENPH does Erste Asset Management own?

Accepted Answer

As of its Q2 2026 13F, Erste Asset Management holds 204,571 shares of ENPH (Enphase Energy).

Question 3

What is Erste Asset Management's ENPH position worth?

Accepted Answer

As of its Q2 2026 13F, Erste Asset Management's ENPH position is worth $10M.

Question 4

Is Erste Asset Management buying or selling ENPH?

Accepted Answer

In Q2 2026, Erste Asset Management reduced its ENPH position by 461,998 shares (-69.3%).

Question 5

When did Erste Asset Management first buy ENPH?

Accepted Answer

Erste Asset Management already held ENPH in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

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%	$37.81	55
2025-Q4	Decreased	69,914	-29.7%	$2.4M	0.0%	$32.05	0
2025-Q3	Decreased	99,440	-11.6%	$3.7M	0.0%	$35.39	0
2025-Q2	Decreased	112,440	-48.3%	$4.7M	0.0%	$39.65	0
2025-Q1	Decreased	217,526	-30.5%	$13.4M	0.2%	$62.05	0
2024-Q4	Decreased	313,182	-3.9%	$22.6M	0.3%	$68.68	0
2024-Q3	Decreased	325,957	-0.0%	$37.5M	0.4%	$113.02	0