First Solar, Inc.
MX ˙ BMV ˙ US3364331070
SecurityMX:FSLR / First Solar, Inc.
InstitutionSei Investments Co
Latest Disclosed Ownership34,316 shares
Latest Disclosed Value $ 8,960,599
Sei Investments Co reports 26.24% increase in ownership of FSLR / First Solar, Inc.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 34,316 shares of First Solar, Inc. (MX:FSLR) valued at $8,960,599 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 27,183 shares of First Solar, Inc.. This represents a change in shares of 26.24% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-13 2025-12-31 13F FIRST SOLAR COM 336433107 34,316 7,133 26.24 8,961 49.53 0.0088
2025-11-13 2025-09-30 13F FIRST SOLAR COM 336433107 27,183 -14,419 -34.66 5,992 -13.00 0.0064
2025-08-14 2025-06-30 13F FIRST SOLAR COM 336433107 41,602 17,654 73.72 6,888 127.44 0.0080
2025-05-14 2025-03-31 13F/A-1 FIRST SOLAR COM 336433107 23,948 -3,087 -11.42 3,028 -36.44 0.0039
2025-05-13 2025-03-31 13F FIRST SOLAR COM 336433107 26,255 -780 4,152 0.0045
2025-02-11 2024-12-31 13F FIRST SOLAR COM 336433107 27,035 10,906 67.62 4,764 18.42 0.0061
2024-11-12 2024-09-30 13F FIRST SOLAR COM 336433107 16,129 2,201 15.80 4,023 28.12 0.0052
2024-08-13 2024-06-30 13F FIRST SOLAR COM 336433107 13,928 -6,033 -30.22 3,140 -6.80 0.0044
2024-05-07 2024-03-31 13F FIRST SOLAR COM 336433107 19,961 -2,458 -10.96 3,370 -12.77 0.0049
2024-02-14 2023-12-31 13F FIRST SOLAR COM 336433107 22,419 -5,859 -20.72 3,862 -15.46 0.0062
2023-11-14 2023-09-30 13F FIRST SOLAR COM 336433107 28,278 -18,079 -39.00 4,569 -48.16 0.0082
2023-08-11 2023-06-30 13F FIRST SOLAR COM 336433107 46,357 7,842 20.36 8,812 5.17 0.0154
2023-05-12 2023-03-31 13F FIRST SOLAR COM 336433107 38,515 3,619 10.37 8,379 60.28 0.0156
2023-02-10 2022-12-31 13F FIRST SOLAR COM 336433107 34,896 4,811 15.99 5,228 31.36 0.0116
2022-11-14 2022-09-30 13F FIRST SOLAR COM 336433107 30,085 2,235 8.03 3,979 109.75 0.0089
2022-08-15 2022-06-30 13F FIRST SOLAR COM 336433107 27,850 2,046 7.93 1,897 -12.22 0.0041
2022-05-13 2022-03-31 13F FIRST SOLAR COM 336433107 25,804 2,691 11.64 2,161 7.25 0.0043
2022-02-14 2021-12-31 13F FIRST SOLAR COM 336433107 23,113 -26,353 -53.27 2,015 -57.33 0.0038
2021-11-12 2021-09-30 13F FIRST SOLAR COM 336433107 49,466 -6,604 -11.78 4,722 -6.97 0.0099
2021-08-06 2021-06-30 13F FIRST SOLAR COM 336433107 56,070 28,029 99.96 5,076 107.35 0.0113
2021-05-12 2021-03-31 13F FIRST SOLAR COM 336433107 28,041 -23,780 -45.89 2,448 -52.24 0.0062
2021-02-08 2020-12-31 13F FIRST SOLAR COM 336433107 51,821 25,103 93.96 5,126 189.77 0.0133
2020-12-04 2020-09-30 13F/A-1 FIRST SOLAR COM 336433107 26,718 9,854 58.43 1,769 111.86 0.0051
2020-11-06 2020-09-30 13F FIRST SOLAR COM 336433107 26,718 9,854 1,769 4,259.3587
2020-08-17 2020-06-30 13F/A-1 FIRST SOLAR COM 336433107 16,864 -1,797 -9.63 835 24.07 0.0026
2020-08-11 2020-06-30 13F FIRST SOLAR COM 336433107 99,050 80,389 5,543 15,035.6826
2020-05-14 2020-03-31 13F FIRST SOLAR COM 336433107 18,661 -80,389 -81.16 673 -87.86 0.0025
2020-02-06 2019-12-31 13F FIRST SOLAR COM 336433107 99,050 -21,781 -18.03 5,543 -20.92 0.0165
2019-11-12 2019-09-30 13F FIRST SOLAR COM 336433107 120,831 -4,087 -3.27 7,009 -14.58 0.0179
2019-08-14 2019-06-30 13F FIRST SOLAR COM 336433107 124,918 40,843 48.58 8,205 84.71 0.0268
2019-05-15 2019-03-31 13F FIRST SOLAR COM 336433107 84,075 69,361 471.39 4,442 523.88 0.0149
2019-02-13 2018-12-31 13F FIRST SOLAR COM 336433107 14,714 0 0.00 712 0.00 0.0025
2018-11-08 2018-09-30 13F FIRST SOLAR COM 336433107 14,714 3,840 35.31 712 24.26 0.0026
2018-08-03 2018-06-30 13F FIRST SOLAR COM 336433107 10,874 3,762 52.90 573 13.69 0.0019
2018-05-11 2018-03-31 13F FIRST SOLAR COM 336433107 7,112 1,440 25.39 504 31.94 0.0019
2018-02-08 2017-12-31 13F FIRST SOLAR COM 336433107 5,672 -1,593 -21.93 382 14.71 0.0013
2017-11-06 2017-09-30 13F FIRST SOLAR COM 336433107 7,265 -2,421 -24.99 333 -13.73 0.0012
2017-07-31 2017-06-30 13F FIRST SOLAR COM 336433107 9,686 1,286 15.31 386 69.30 0.0015
2017-05-05 2017-03-31 13F FIRST SOLAR COM 336433107 8,400 3,474 70.52 228 44.30 0.0010
2017-02-02 2016-12-31 13F FIRST SOLAR COM 336433107 4,926 -4,174 -45.87 158 -55.99 0.0008
2016-11-04 2016-09-30 13F FIRST SOLAR COM 336433107 9,100 -7,300 -44.51 359 -54.84 0.0018
2016-08-11 2016-06-30 13F FIRST SOLAR COM 336433107 16,400 16,400 795 0.0048
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.