Question 1

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

Accepted Answer

As of 2026-Q2, Erste Asset Management GmbH holds 539,489 shares of SEDG (SOLAREDGE TECHNOLOGIES INC).

Question 2

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

Accepted Answer

As of 2026-Q2, Erste Asset Management GmbH's SEDG position is worth $29.9M.

Question 3

Is Erste Asset Management GmbH buying or selling SEDG?

Accepted Answer

In 2026-Q2, Erste Asset Management GmbH decreased their SEDG position (-20.7% change in shares).

Question 4

When did Erste Asset Management GmbH first buy SEDG?

Accepted Answer

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

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	539,489	-20.7%	$29.9M	0.2%	$58.44	0
2026-Q1	Increased	680,507	+35.9%	$32.2M	0.3%	$37.81	45
2025-Q4	Increased	500,878	+0.6%	$14.6M	0.1%	$29.02	34
2025-Q3	Increased	497,869	+133.1%	$18.8M	0.2%	$37.68	55
2025-Q2	New	213,563	—	$4.2M	0.0%	$19.80	37
2025-Q1	Exited	0	-100.0%	$0	0.0%	$15.85	0
2024-Q4	Decreased	9,733	-94.9%	$133,400	0.0%	$13.57	0
2024-Q3	Decreased	191,205	-4.6%	$4.4M	0.1%	$23.12	0