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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 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
33
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 12 listed it in both
Shares listed
39,519,445
combined, among listed positions
Reported value
$537m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 16 buyers (opened or added shares) and 17 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +351,504.

Managers listing RUN in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

33 of 33 holders

ActionFiling
Invesco Ltd9,073,225$123munder 0.1%Added+3,205,02612 May 2026 (the filing on sec.gov)
Two Sigma Investments LP7,792,810$106m0.09%Added+3,451,34515 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.7,261,297$98m0.06%Trimmed-2,645,15115 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC2,311,926$31m0.13%Trimmed-1,113,37115 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC2,065,245$28munder 0.1%Added+232,20014 May 2026 (the filing on sec.gov)
Millennium Management LLC1,894,614$26munder 0.1%Trimmed-8,53915 May 2026 (the filing on sec.gov)
Capital World Investors1,281,285$17munder 0.1%Newnew13 May 2026 (the filing on sec.gov)
Man Group PLC1,093,137$15munder 0.1%Added+293,86515 May 2026 (the filing on sec.gov)
Holocene Advisors LP944,705$13munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Tudor Investment Corp807,141$11munder 0.1%Trimmed-366,63915 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC761,534$10munder 0.1%Trimmed-863,04515 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)547,090$7.4munder 0.1%Added+348,25515 May 2026 (the filing on sec.gov)
AllianceBernstein LP335,563$6.2munder 0.1%Added+47,84915 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP414,369$5.6munder 0.1%Added+272,16315 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP409,326$5.5munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
Citadel Advisors LLC392,214$5.3munder 0.1%Trimmed-1,956,55415 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC355,670$4.8munder 0.1%Trimmed-113,70615 May 2026 (the filing on sec.gov)
AQR Capital Management LLC320,767$4.1munder 0.1%Added+114,71715 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc275,145$3.7munder 0.1%Added+53,86215 May 2026 (the filing on sec.gov)
Freestone Grove Partners LP235,006$3.2munder 0.1%Added+84,23715 May 2026 (the filing on sec.gov)
PDT Partners LLC188,522$2.6m0.15%Held015 May 2026 (the filing on sec.gov)
Bridgewater Associates LP154,410$2.1munder 0.1%Trimmed-149,63015 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP113,758$1.5munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
Caxton Associates LLP108,319$1.5munder 0.1%Trimmed-21,66814 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd101,051$1.4munder 0.1%Held018 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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 (5)

Exited (2)

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 →