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RUN in the 13F filings

Sunrun Inc · CUSIP 86771W105

Sector · Industrials
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
31
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 9 listed it in both
Shares listed
43,241,736
combined, among listed positions
Reported value
$796m
combined, at the quarter end

Among the 92 comparable managers: 20 buyers (opened or added shares) and 14 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,107,943.

Managers listing RUN in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

31 of 31 holders

ActionFiling
D. E. Shaw & Co.9,906,448$182m0.10%Added+364,67617 Feb 2026 (the filing on sec.gov)
Invesco Ltd5,868,199$108munder 0.1%Added+1,231,62819 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP4,341,465$80m0.11%Added+1,350,24417 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP4,073,795$75m0.15%Added+1,660,18517 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC3,425,297$63m0.22%Added+1,100,66617 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC2,348,768$43munder 0.1%Trimmed-416,11617 Feb 2026 (the filing on sec.gov)
Soros Fund Management LLC2,229,518$41m0.48%Trimmed-1,992,43113 Feb 2026 (the filing on sec.gov)
Millennium Management LLC1,903,153$35munder 0.1%Added+169,61217 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC1,833,045$34m0.05%Trimmed-44,00012 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC1,624,579$30munder 0.1%Added+1,006,26913 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp1,173,780$22munder 0.1%Added+653,81517 Feb 2026 (the filing on sec.gov)
Man Group PLC799,272$15munder 0.1%Added+733,69117 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC472,917$8.7munder 0.1%Added+174,95213 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC469,376$8.6munder 0.1%Added+237,09917 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP304,040$5.6munder 0.1%Added+90,26813 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP290,164$5.3m0.18%Added+137,00010 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP287,714$5.3munder 0.1%Added+19,27817 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC246,143$4.5munder 0.1%Trimmed-2,223,34812 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc221,283$4.1munder 0.1%Added+1,73217 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC206,050$3.8munder 0.1%Added+82,79117 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)198,835$3.7munder 0.1%Added+131,28717 Feb 2026 (the filing on sec.gov)
PDT Partners LLC188,522$3.5m0.22%Held017 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP156,794$2.9munder 0.1%Added+49,72317 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP150,769$2.8munder 0.1%Added+135,06917 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP142,206$2.6munder 0.1%Trimmed-90,15917 Feb 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (5)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
8 in Q3 2024 to 7 in Q2 2026

Tracked managers listing it, at least.

0510152020162017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
RUN by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20152$14mn.a.n.a.
Q4 20153$40mn.a.n.a.
Q1 20162$29mn.a.n.a.
Q2 20162$27mn.a.n.a.
Q3 20162$22mn.a.n.a.
Q4 20161$15mn.a.n.a.
Q1 20171$15mn.a.n.a.
Q2 20171$20mn.a.n.a.
Q3 20172$18mn.a.n.a.
Q4 20171$17mn.a.n.a.
Q1 20182$60mn.a.n.a.
Q2 20182$185mn.a.n.a.
Q3 20181$185mn.a.n.a.
Q4 20182$234mn.a.n.a.
Q1 20194$320mn.a.n.a.
Q2 20195$502mn.a.n.a.
Q3 20194$552mn.a.n.a.
Q4 20197$492mn.a.n.a.
Q1 20206$374mn.a.n.a.
Q2 20206$742mn.a.n.a.
Q3 202011$4.2bnn.a.n.a.
Q4 202019$5.2bnn.a.n.a.
Q1 202119$4.3bnn.a.n.a.
Q2 202116$3.5bnn.a.n.a.
Q3 202111$2.4bnn.a.n.a.
Q4 202110$1.4bnn.a.n.a.
Q1 20227$316mn.a.n.a.
Q2 20225$126mn.a.n.a.
Q3 20228$110mn.a.n.a.
Q4 20229$147mn.a.n.a.
Q1 20239$149mn.a.n.a.
Q2 20236$90mn.a.n.a.
Q3 20234$50mn.a.n.a.
Q4 202310$233m92
Q1 20245$94m34
Q2 20245$95m32
Q3 20248$163m53
Q4 20244$20m41
Q1 20253$37m30
Q2 20252$92m12
Q3 202511$451m92
Q4 202513$519m2014
Q1 20268$256m1617
Q2 20267$264m1815

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

RUN and KLAC →RUN and GE →RUN and LRCX →Choose a stock to compare with RUN →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own RUN, latest filings →Back to the 13F Explorer →