ENPH
Enphase Enphase Energy, Inc.
+0.73 (+2.05%)36.29USD1.4M成交股數4.8B市值35.9本益比(近四季)3.4股價營收比-20.6%營收年增(近四季)2026-10-27下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 2 · 134K · 1 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 391K · 211K |
| 近 180 天 淨額 | 180K |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-14 | 08-14 | MORA RICHARD | Director | S 公開市場賣出 | 1.5K | 40.36 | 61K | 10.4K | SEC |
| 2026-07-30 | 07-31 | MORA RICHARD | Director | S 公開市場賣出 | 2.0K | 36.76 | 74K | 11.9K | SEC |
| 2026-06-12 | 06-15 | Trivedi Shanker | Director | P 公開市場買進 | 1.0K | 53.91 | 54K | 1.0K | SEC |
| 2026-06-11 | 06-15 | Trivedi Shanker | Director | A 獲配股票 | 4.6K | 54.93 | 250K | 4.6K | SEC |
| 2026-06-01 | 06-04 | MORA RICHARD | Director | S 公開市場賣出 | 700 | 64.20 | 45K | 13.9K | SEC |
| 2026-05-26 | 05-26 | Kothandaraman Badrinarayanan | President & CEO | P 公開市場買進 | 600 | 68.39 | 41K | 1.6M | SEC |
| 2026-05-26 | 05-26 | Kothandaraman Badrinarayanan | President & CEO | P 公開市場買進 | 4.4K | 67.37 | 296K | 1.6M | SEC |
| 2026-05-19 | 05-21 | MORA RICHARD | Director | S 公開市場賣出 | 700 | 46.39 | 32K | 14.6K | SEC |
| 2026-05-13 | 05-15 | Malchow Joseph Ian | Director | A 獲配股票 | 6.0K | – | – | 69.9K | SEC |
| 2026-05-13 | 05-15 | Rodgers Thurman J | Director | A 獲配股票 | 6.0K | – | – | 8.5K | SEC |
| 2026-05-13 | 05-15 | MORA RICHARD | Director | A 獲配股票 | 6.0K | – | – | 15.3K | SEC |
| 2026-05-13 | 05-15 | Haenggi Jamie Elizabeth | Director | A 獲配股票 | 6.0K | – | – | 20.9K | SEC |
| 2026-05-13 | 05-15 | GOMO STEVEN J | Director | A 獲配股票 | 6.4K | – | – | 14.4K | SEC |
| 2026-05-13 | 05-15 | Kortlang Benjamin John | Director | A 獲配股票 | 6.0K | – | – | 14.1K | SEC |
| 2026-03-13 | 03-17 | Rodgers Thurman J | Director | S 公開市場賣出 | 137K | 43.61 | 6.0M | 1.6M | SEC |
| 2026-03-10 | 03-12 | Yang Mandy | EVP, Chief Financial Officer | F 繳稅扣股 | 1.3K | 43.59 | 58K | 90.3K | SEC |
| 2026-03-01 | 03-03 | Yang Mandy | EVP, Chief Financial Officer | F 繳稅扣股 | 11.2K | 42.27 | 472K | 91.7K | SEC |
| 2026-03-01 | 03-03 | Kothandaraman Badrinarayanan | President & CEO | F 繳稅扣股 | 4.9K | 42.27 | 206K | 139K | SEC |
| 2026-03-01 | 03-03 | Erginsoy Mary | VP, Chief Accounting Officer | F 繳稅扣股 | 5.4K | 42.27 | 228K | 30.5K | SEC |
| 2026-03-01 | 03-03 | Erginsoy Mary | VP, Chief Accounting Officer | F 繳稅扣股 | 1.8K | 42.27 | 76K | 35.9K | SEC |
| 2026-03-01 | 03-03 | Erginsoy Mary | VP, Chief Accounting Officer | F 繳稅扣股 | 989 | 42.27 | 42K | 37.7K | SEC |
| 2026-03-01 | 03-03 | Erginsoy Mary | VP, Chief Accounting Officer | F 繳稅扣股 | 464 | 42.27 | 20K | 38.7K | SEC |
| 2026-03-01 | 03-03 | Yang Mandy | EVP, Chief Financial Officer | F 繳稅扣股 | 3.7K | 42.27 | 157K | 103K | SEC |
| 2026-03-01 | 03-03 | Yang Mandy | EVP, Chief Financial Officer | F 繳稅扣股 | 3.0K | 42.27 | 128K | 107K | SEC |
| 2026-03-01 | 03-03 | Kothandaraman Badrinarayanan | President & CEO | F 繳稅扣股 | 21.4K | 42.27 | 903K | 104K | SEC |
| 2026-03-01 | 03-03 | Yang Mandy | EVP, Chief Financial Officer | F 繳稅扣股 | 1.7K | 42.27 | 70K | 110K | SEC |
| 2026-03-01 | 03-03 | Kothandaraman Badrinarayanan | President & CEO | F 繳稅扣股 | 5.9K | 42.27 | 251K | 133K | SEC |
| 2026-03-01 | 03-03 | Kothandaraman Badrinarayanan | President & CEO | F 繳稅扣股 | 7.1K | 42.27 | 301K | 125K | SEC |
| 2026-02-10 | 02-12 | MORA RICHARD | Director | S 公開市場賣出 | 1.1K | 52.05 | 57K | 9.4K | SEC |
| 2026-02-05 | 02-05 | Kothandaraman Badrinarayanan | President & CEO | P 公開市場買進 | 4.3K | 52.14 | 222K | 1.6M | SEC |
| 2026-02-05 | 02-05 | Kothandaraman Badrinarayanan | President & CEO | P 公開市場買進 | 750 | 51.06 | 38K | 1.6M | SEC |
| 2026-01-29 | 01-30 | Kothandaraman Badrinarayanan | President & CEO | A 獲配股票 | 33.0K | – | – | 143K | SEC |
| 2026-01-29 | 01-30 | Yang Mandy | EVP, Chief Financial Officer | A 獲配股票 | 21.1K | – | – | 111K | SEC |
| 2026-01-29 | 01-30 | Erginsoy Mary | VP, Chief Accounting Officer | A 獲配股票 | 10.6K | – | – | 39.2K | SEC |
| 2026-01-22 | 01-23 | Erginsoy Mary | VP, Chief Accounting Officer | A 獲配股票 | 10.6K | – | – | 28.6K | SEC |
| 2026-01-22 | 01-23 | Yang Mandy | EVP, Chief Financial Officer | A 獲配股票 | 21.1K | – | – | 90.1K | SEC |
| 2026-01-22 | 01-23 | Kothandaraman Badrinarayanan | President & CEO | A 獲配股票 | 39.6K | – | – | 110K | SEC |
| 2025-12-12 | 12-12 | Yang Mandy | EVP, Chief Financial Officer | S 公開市場賣出(10b5-1) | 6.0K | 33.01 | 198K | 69.0K | SEC |
| 2025-12-10 | 12-12 | Yang Mandy | EVP, Chief Financial Officer | F 繳稅扣股 | 1.3K | 32.79 | 43K | 75.0K | SEC |
| 2025-12-02 | 12-04 | Rodgers Thurman J | Director | S 公開市場賣出 | 150K | 29.13 | 4.4M | 1.7M | SEC |
| 2025-11-10 | 11-10 | Kothandaraman Badrinarayanan | President & CEO | P 公開市場買進 | 5.0K | 30.69 | 153K | 1.6M | SEC |
| 2025-10-31 | 11-03 | Kothandaraman Badrinarayanan | President & CEO | P 公開市場買進 | 10.0K | 30.93 | 309K | 1.6M | SEC |
| 2025-09-10 | 09-11 | Yang Mandy | EVP, Chief Financial Officer | F 繳稅扣股 | 1.3K | 37.12 | 49K | 76.3K | SEC |
| 2025-08-06 | 08-06 | Kothandaraman Badrinarayanan | President & CEO | P 公開市場買進 | 5.0K | 30.82 | 154K | 1.6M | SEC |
| 2025-06-10 | 06-11 | Yang Mandy | EVP, Chief Financial Officer | F 繳稅扣股 | 1.3K | 45.08 | 59K | 77.6K | SEC |
| 2025-05-15 | 05-16 | Kortlang Benjamin John | Director | A 獲配股票 | 5.2K | – | – | 8.1K | SEC |
| 2025-05-14 | 05-16 | Malchow Joseph Ian | Director | A 獲配股票 | 5.2K | – | – | 64.0K | SEC |
| 2025-05-14 | 05-16 | MORA RICHARD | Director | A 獲配股票 | 5.2K | – | – | 10.5K | SEC |
| 2025-05-14 | 05-16 | Rodgers Thurman J | Director | A 獲配股票 | 5.2K | – | – | 5.7K | SEC |
| 2025-05-14 | 05-16 | GOMO STEVEN J | Director | A 獲配股票 | 5.6K | – | – | 7.9K | SEC |
| 2025-05-14 | 05-16 | Haenggi Jamie Elizabeth | Director | A 獲配股票 | 5.2K | – | – | 14.9K | SEC |
| 2025-04-25 | 04-28 | Kothandaraman Badrinarayanan | President & CEO | P 公開市場買進 | 4.0K | 46.35 | 185K | 1.6M | SEC |
| 2025-03-10 | 03-11 | Yang Mandy | EVP, Chief Financial Officer | S 公開市場賣出 | 1.3K | 63.32 | 84K | 78.5K | SEC |
| 2025-03-07 | 03-07 | Rodgers Thurman J | Director | S 公開市場賣出 | 100K | 61.26 | 6.1M | 1.9M | SEC |
| 2025-03-01 | 03-04 | Kothandaraman Badrinarayanan | President & CEO | F 繳稅扣股 | 5.9K | 57.33 | 340K | 96.2K | SEC |
| 2025-03-01 | 03-04 | Kothandaraman Badrinarayanan | President & CEO | F 繳稅扣股 | 4.8K | 57.33 | 277K | 102K | SEC |
| 2025-03-01 | 03-04 | Yang Mandy | EVP, Chief Financial Officer | F 繳稅扣股 | 4.5K | 57.33 | 259K | 79.8K | SEC |
| 2025-03-01 | 03-04 | Yang Mandy | EVP, Chief Financial Officer | F 繳稅扣股 | 3.0K | 57.33 | 173K | 84.4K | SEC |
| 2025-03-01 | 03-04 | Yang Mandy | EVP, Chief Financial Officer | F 繳稅扣股 | 1.6K | 57.33 | 92K | 87.4K | SEC |
| 2025-03-01 | 03-04 | Erginsoy Mary | VP, Chief Accounting Officer | F 繳稅扣股 | 1.4K | 57.33 | 81K | 17.6K | SEC |
| 2025-03-01 | 03-04 | Erginsoy Mary | VP, Chief Accounting Officer | F 繳稅扣股 | 894 | 57.33 | 51K | 19.0K | SEC |
| 2025-03-01 | 03-04 | Kothandaraman Badrinarayanan | President & CEO | F 繳稅扣股 | 8.9K | 57.33 | 509K | 87.3K | SEC |
| 2025-03-01 | 03-04 | Erginsoy Mary | VP, Chief Accounting Officer | F 繳稅扣股 | 463 | 57.33 | 27K | 19.9K | SEC |
| 2025-01-23 | 01-24 | Erginsoy Mary | VP, Chief Accounting Officer | A 獲配股票 | 2.6K | – | – | 20.1K | SEC |
| 2025-01-23 | 01-24 | Kothandaraman Badrinarayanan | President & CEO | A 獲配股票 | 16.5K | – | – | 107K | SEC |
| 2025-01-23 | 01-24 | Yang Mandy | EVP, Chief Financial Officer | A 獲配股票 | 8.6K | – | – | 89.0K | SEC |
| 2025-01-14 | 01-16 | Kothandaraman Badrinarayanan | President & CEO | A 獲配股票 | 39.6K | – | – | 90.5K | SEC |
| 2025-01-14 | 01-16 | Erginsoy Mary | VP, Chief Accounting Officer | A 獲配股票 | 10.6K | – | – | 17.5K | SEC |
| 2025-01-14 | 01-16 | Yang Mandy | EVP, Chief Financial Officer | A 獲配股票 | 21.1K | – | – | 80.4K | SEC |
| 2024-12-10 | 12-11 | Yang Mandy | EVP, Chief Financial Officer | F 繳稅扣股 | 1.3K | 74.45 | 98K | 59.3K | SEC |
| 2024-11-20 | 11-20 | Kothandaraman Badrinarayanan | President & CEO | P 公開市場買進 | 2.4K | 62.42 | 152K | 1.6M | SEC |
| 2024-11-19 | 11-20 | Kothandaraman Badrinarayanan | President & CEO | P 公開市場買進 | 2.6K | 61.10 | 157K | 1.6M | SEC |
| 2024-11-14 | 11-14 | Kothandaraman Badrinarayanan | President & CEO | P 公開市場買進 | 5.0K | 60.38 | 302K | 1.6M | SEC |
| 2024-09-10 | 09-11 | Yang Mandy | EVP, Chief Financial Officer | F 繳稅扣股 | 1.3K | 104.61 | 138K | 60.6K | SEC |
| 2024-06-17 | 06-17 | RANHOFF DAVID A | EVP & Chief Commercial Officer | S 公開市場賣出(10b5-1) | 665 | 123.72 | 82K | 108K | SEC |
| 2024-06-17 | 06-17 | RANHOFF DAVID A | EVP & Chief Commercial Officer | S 公開市場賣出(10b5-1) | 4.3K | 123.20 | 534K | 109K | SEC |
| 2024-06-10 | 06-11 | Yang Mandy | EVP, Chief Financial Officer | F 繳稅扣股 | 1.3K | 130.67 | 172K | 61.7K | SEC |
| 2024-05-30 | 05-31 | Rodgers Thurman J | Director | S 公開市場賣出 | 5.2K | 129.60 | 672K | 2.0M | SEC |
| 2024-05-29 | 05-31 | Rodgers Thurman J | Director | S 公開市場賣出 | 314 | 127.63 | 40K | 2.0M | SEC |
| 2024-05-29 | 05-31 | Rodgers Thurman J | Director | S 公開市場賣出 | 196K | 126.89 | 24.9M | 2.0M | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 23.5M | 1.2B | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9.1M | 446M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.7M | 282M | 新進 | 新進 |
| STATE STREET CORP | 4.7M | 234M | 新進 | 新進 |
| Two Sigma TWO SIGMA INVESTMENTS, LP | 4.7M | 229M | 新進 | 新進 |
| Invesco Ltd. | 3.7M | 180M | 新進 | 新進 |
| GILDER GAGNON HOWE & CO LLC | 3.5M | 171M | 新進 | 新進 |
| Slate Path Capital LP | 2.6M | 127M | 新進 | 新進 |
| MORGAN STANLEY | 2.4M | 119M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4M | 118M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 2.4M | 117M | 新進 | 新進 |
| FIRST TRUST ADVISORS LP | 2.3M | 112M | 新進 | 新進 |
| Robeco Schweiz AG | 2.1M | 102M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 2.0M | 96.1M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 1.7M | 82.3M | 新進 | 新進 |
| FMR LLC | 1.7M | 82.2M | 新進 | 新進 |
| Amundi | 1.6M | 81.1M | 新進 | 新進 |
| Coatue COATUE MANAGEMENT LLC | 1.6M | 76.7M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5M | 75.0M | 新進 | 新進 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1.5M | 73.0M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 1.5M | 71.9M | 新進 | 新進 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 1.4M | 71.1M | 新進 | 新進 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.4M | 69.9M | 新進 | 新進 |
| FEDERATED HERMES, INC. | 1.4M | 68.9M | 新進 | 新進 |
| UBS Group AG | 1.2M | 59.1M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 535 +40 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 535 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 124M · 94.4% |
| 合計季末市值 | 5.9B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 23.4M |
|---|---|
| 與上期比 | +8.4% |
| 佔流通股數 | 17.74% |
| 日均成交量 | 3.8M |
| 回補天數 | 6.1 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 23.4M | +8.4% | 17.74% | 3.8M | 6.1 |
| 2026-08-14 | 21.6M | -6.4% | 16.36% | 4.0M | 5.4 |
| 2026-07-31 | 23.0M | +0.5% | 17.48% | 5.0M | 4.6 |
| 2026-07-15 | 22.9M | -2.6% | 17.39% | 4.5M | 5.1 |
| 2026-06-30 | 23.5M | -2.8% | 17.85% | 8.1M | 2.9 |
| 2026-06-15 | 24.2M | -9.5% | 18.37% | 6.9M | 3.5 |
| 2026-05-29 | 26.7M | -10.9% | 20.29% | 10.9M | 2.5 |
| 2026-05-15 | 30.0M | -0.8% | 22.78% | 8.3M | 3.6 |
| 2026-04-30 | 30.3M | +14.4% | 22.97% | 8.1M | 3.8 |
| 2026-04-15 | 26.5M | +4.2% | 20.08% | 6.2M | 4.3 |
| 2026-03-31 | 25.4M | +21.6% | 19.28% | 5.0M | 5.1 |
| 2026-03-13 | 20.9M | +1.2% | 15.85% | 4.7M | 4.4 |
| 2026-02-27 | 20.6M | -5.4% | 15.66% | 5.0M | 4.1 |
| 2026-02-13 | 21.8M | -15.6% | 16.55% | 12.5M | 1.8 |
| 2026-01-30 | 25.9M | -10.0% | 19.62% | 6.9M | 3.7 |
| 2026-01-15 | 28.7M | -9.6% | 21.79% | 6.1M | 4.7 |
| 2025-12-31 | 31.8M | +2.5% | 24.10% | 4.5M | 7.0 |
| 2025-12-15 | 31.0M | +3.1% | 23.52% | 6.7M | 4.6 |
| 2025-11-28 | 30.1M | +10.5% | 22.81% | 5.9M | 5.1 |
| 2025-11-14 | 27.2M | -3.5% | 20.65% | 8.9M | 3.1 |
| 2025-10-31 | 28.2M | +3.5% | 21.40% | 8.5M | 3.3 |
| 2025-10-15 | 27.3M | -2.3% | 20.68% | 6.8M | 4.0 |
| 2025-09-30 | 27.9M | +10.0% | 21.17% | 10.3M | 2.7 |
| 2025-09-15 | 25.4M | -1.0% | 19.25% | 6.8M | 3.7 |
| 2025-08-29 | 25.6M | -14.7% | 19.44% | 6.9M | 3.7 |
| 2025-08-15 | 30.0M | +2.8% | 22.80% | 8.7M | 3.4 |