
Congress trades
Enphase Energy, Inc. (ENPH)
NASDAQ · Energy · 46 congress trades · last filed 1 year ago
About Enphase Energy, Inc.
from the company's filings and listing, as of Oct 27, 2026- Exchange
- NASDAQ
- Sector
- Energy
- Industry
- Solar
- Chief executive
- Badrinarayanan Kothandaraman
- Employees
- 2,872
- Listed since
- Mar 30, 2012
- Market value
- $4.0B
- Price to earnings (12 mo)
- 29.8
- Net income per share, as reported (12 mo)
- $1.02
- Dividend yield
- -
Earnings
6 reported quarters · next on Oct 27, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 28, 2026 | $0.46 | $0.47 | $291.9M | $289.8M | EPS missRevenue in line |
| Q1 FY2026reported Apr 28, 2026 | $0.47 | $0.47 | $282.9M | $282.3M | EPS in lineRevenue in line |
| Q4 FY2025reported Feb 3, 2026 | $0.71 | $0.54 | $343.3M | $338.4M | EPS beatRevenue in line |
| Q3 FY2025reported Oct 28, 2025 | $0.90 | $0.62 | $410.4M | $338.6M | EPS beatRevenue beat |
| Q2 FY2025reported Jul 22, 2025 | $0.69 | $0.62 | $363.2M | $368.4M | EPS beatRevenue in line |
| Q1 FY2025reported Apr 22, 2025 | $0.68 | $0.71 | $356.1M | $360.6M | EPS missRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Apr 1, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Badrinarayanan KothandaramanPresident and CEO | $450K | $0 | $0 | $450K |
| Mandy YangEVP and CFO | $368K | $0 | $0 | $368K |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $1.2B | 23,451,983 | +5.6% | 17.81% |
| Vanguard Portfolio Management LLC | $446.4M | 9,066,675 | -6.1% | 6.89% |
| Vanguard Capital Management LLC | $282.2M | 5,730,831 | +1.1% | 4.35% |
| State Street Corp | $233.7M | 4,746,613 | +3.2% | 3.61% |
| Two Sigma Investments, LP | $229.2M | 4,655,692 | -15.0% | 3.54% |
| Invesco Ltd. | $180.3M | 3,661,439 | -0.6% | 2.78% |
| Gilder Gagnon Howe & Co LLC | $171.3M | 3,478,961 | +62.1% | 2.64% |
| Slate Path Capital LP | $127.4M | 2,587,170 | +184.3% | 1.97% |
| Morgan Stanley | $118.6M | 2,408,561 | -17.8% | 1.83% |
| Geode Capital Management, LLC | $117.6M | 2,388,154 | -7.8% | 1.81% |
| JPMorgan Chase & Co. | $117.1M | 2,416,246 | +1903.5% | 1.84% |
| First Trust Advisors LP | $112.4M | 2,282,785 | +24.4% | 1.73% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding ENPH
2 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Slate Path Capital | $127.4M | 2,587,170 | 1.8% |
| Coatue ManagementPhilippe Laffont | $76.7M | 1,556,941 | 0.2% |
2 of the 97 fund managers we track list ENPH shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Congress trades in ENPH
20 disclosures of 46 on record · median 27d of the 45 allowedSince the trade: the stock's move from its estimated entry price (a purchase) or estimated exit price (a sale) to its current price, the latest close we hold. Not the member's result.
| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -35.2% since the saleEstimated exit price $48.78, close on Mon May 19, 2025Current price $31.60, close on Fri Oct 23 | May 19, 2025 | Jun 10, 2025 | 22d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -18.9% since the saleEstimated exit price $38.96, close on Wed May 28, 2025Current price $31.60, close on Fri Oct 23 | May 28, 2025 | Jun 10, 2025 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -29.9% since the tradeEstimated entry price $45.07, close on Wed Apr 23, 2025Current price $31.60, close on Fri Oct 23 | Apr 23, 2025 | May 12, 2025 | 19d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -46.0% since the tradeEstimated entry price $58.48, close on Wed Mar 12, 2025Current price $31.60, close on Fri Oct 23 | Mar 12, 2025 | Apr 10, 2025 | 29d |
| Julie JohnsonJoint | Stock | Sale | $1,001 - $15,000 | -48.3% since the saleEstimated exit price $61.12, close on Wed Feb 12, 2025Current price $31.60, close on Fri Oct 23 | Feb 12, 2025 | Mar 12, 2025 | 28d |
| Julie JohnsonJoint | Stock | Purchase | $1,001 - $15,000 | -52.0% since the tradeEstimated entry price $65.83, close on Wed Jan 15, 2025Current price $31.60, close on Fri Oct 23 | Jan 15, 2025 | Feb 12, 2025 | 28d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -50.4% since the saleEstimated exit price $63.69, close on Fri Jan 17, 2025Current price $31.60, close on Fri Oct 23 | Jan 17, 2025 | Feb 6, 2025 | 20d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | n/a | Oct 11, 2024 | Nov 8, 2024 | 28d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | n/a | Oct 14, 2024 | Nov 8, 2024 | 25d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | n/a | Aug 2, 2024 | Sep 6, 2024 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | n/a | Aug 5, 2024 | Sep 6, 2024 | 32d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | n/a | Jul 1, 2024 | Aug 7, 2024 | 37d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | n/a | Jul 2, 2024 | Aug 7, 2024 | 36d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | n/a | Apr 23, 2024 | May 6, 2024 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | n/a | Apr 26, 2024 | May 6, 2024 | 10d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | n/a | Mar 20, 2024 | Apr 5, 2024 | 16d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | n/a | Mar 25, 2024 | Apr 5, 2024 | 11d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | n/a | Jan 10, 2024 | Feb 5, 2024 | 26d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | n/a | Nov 3, 2023 | Dec 6, 2023 | 33d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | n/a | Oct 2, 2023 | Nov 8, 2023 | 37d |
Estimated prices are the stock's closing price on the trade date. A disclosure gives a value band, not the price paid. Not investment advice. After a sale a positive figure means the stock kept rising after it. On an option line the prices are the stock's, never the option's: the premium is never disclosed.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no prices or move are shown for that row.
Every Congress trade in ENPH, filterable by party, chamber, type and account.
Members of Congress reporting a position
1 member · estimate, as of Oct 22, 20261 member reports a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Democrat · House | $1,001 - $15,000 | <0.1% |
Estimate, as of Oct 22, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, marked to the latest close we hold. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Which members of Congress have traded ENPH?
Ro Khanna and Julie Johnson disclosed ENPH transactions in the filings shown here.
Which members of Congress hold ENPH?
1 member of Congress reports a position in ENPH in the estimate we hold as of Oct 22, 2026. The estimated position belongs to Gilbert Ray Cisneros, Jr. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are ENPH trades disclosed?
Congressional disclosures took a median of 27 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 27, 2026.
