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RUN · KLAC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

RUNKLAC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • RUN
  • KLAC
0102030202120222023202420252026
Holders and value by quarter
QuarterRUNKLAC
Q3 202011 holders, $4.2bn15 holders, $4.0bn
Q4 202019 holders, $5.2bn14 holders, $5.3bn
Q1 202119 holders, $4.3bn18 holders, $7.4bn
Q2 202116 holders, $3.5bn26 holders, $7.3bn
Q3 202111 holders, $2.4bn25 holders, $7.3bn
Q4 202110 holders, $1.4bn25 holders, $9.0bn
Q1 20227 holders, $316m24 holders, $6.8bn
Q2 20225 holders, $126m17 holders, $6.3bn
Q3 20228 holders, $110m15 holders, $5.7bn
Q4 20229 holders, $147m14 holders, $6.6bn
Q1 20239 holders, $149m22 holders, $6.7bn
Q2 20236 holders, $90m22 holders, $8.3bn
Q3 20234 holders, $50m25 holders, $8.2bn
Q4 202310 holders, $233m23 holders, $10.0bn
Q1 20245 holders, $94m16 holders, $11.0bn
Q2 20245 holders, $95m21 holders, $12.7bn
Q3 20248 holders, $163m28 holders, $11.2bn
Q4 20244 holders, $20m25 holders, $8.0bn
Q1 20253 holders, $37m27 holders, $8.7bn
Q2 20252 holders, $92m22 holders, $12.2bn
Q3 202511 holders, $451m19 holders, $16.5bn
Q4 202513 holders, $519m25 holders, $23.4bn
Q1 20268 holders, $256m22 holders, $32.6bn
Q2 20267 holders, $264m28 holders, $78.0bn
RUN

Sunrun Inc

Holders
13
Reported value
$519m
Buyers
20
Sellers
14

Breadth +6 among 92 comparable managers.

Industrials
KLAC

Kla Corp

Holders
25
Reported value
$23.4bn
Buyers
22
Sellers
14

Breadth +8 among 92 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUP

Who holds both, Q4 2025

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only RUN (10)

Brevan Howard Capital Management LP, D. E. Shaw & Co., Freestone Grove Partners LP, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC

Only KLAC (22)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Element Capital Management LLC, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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