[SCHEDULE 13G/A] SolarEdge Technologies, Inc. SEC Filing
Grantham, Mayo, Van Otterloo & Co. LLC reports beneficial ownership of 4,005,469 shares of SolarEdge Technologies Inc. common stock (CUSIP 83417M104), representing 6.78% of the class. The filer states it has sole voting and sole dispositive power over these shares and identifies its reporting type as an investment adviser (IA).
The filing lists the issuer's principal office in Herziliya and the filer’s principal office in Boston, MA, and includes a certification that the shares are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
- Beneficial ownership of 4,005,469 shares reported, representing a material 6.78% of the outstanding class
- Sole voting and sole dispositive power reported for the entire disclosed position, clarifying control of votes
- Filer identified as an investment adviser (IA), providing regulatorily consistent disclosure and transparency
- None.
Insights
TL;DR: A material passive stake (6.78%) disclosed; filer retains sole voting and dispositive power but certifies no intent to seek control.
This Schedule 13G shows a sizable, reportable position by an institutional investment adviser totaling 4,005,469 shares (6.78%). That ownership level is large enough to be material to holders and may prompt other investors to note institutional interest. The filer’s certification that the stake is held in the ordinary course and not for control signals a passive intent, reducing immediate governance concerns but representing potential influence through monitoring or engagement.
TL;DR: Material shareholding disclosed with sole voting/dispositive authority; filing asserts no change-of-control purpose.
The report documents sole voting and dispositive power for the full 4,005,469-share position, which is important for governance transparency because it clarifies who can vote the shares. The Item 10 certification explicitly states the position is not held to change or influence control, consistent with a 13G passive filing. This reduces the chance of imminent board or control actions tied to this holder, while still marking the holder as a significant stakeholder.