Which funds own RUN
Sunrun Inc in the Q2 2026 filings. None of the 91 current managers lists the shares among its largest positions. What is here is options, which is a position on where the price goes rather than a stake in the thing itself.
- Managers holding
- 0
- at least, of 91 current
- Combined value
- $0
- as reported
- Opened
- 0
- new this quarter
- Added to
- 0
- already held
- Trimmed or sold out
- 3
- 3 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Capital World Investors · Long-only$17m held before
- Holocene Advisors LP · Long/short equity$13m held before
- Bridgewater Associates LP · Macro$2.1m held before
Ownership through time
At least 7 of the 95 managers whose filings are on file listed RUN in Q2 2026, against 2 in Q3 2015. 1 manager fewer than in Q1 2026: 1 listed it again; 2 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q3 2015: 2
- Q4 2015: 3
- Q1 2016: 2
- Q2 2016: 2
- Q3 2016: 2
- Q4 2016: 1
- Q1 2017: 1
- Q2 2017: 1
- Q3 2017: 2
- Q4 2017: 1
- Q1 2018: 2
- Q2 2018: 2
- Q3 2018: 1
- Q4 2018: 2
- Q1 2019: 4
- Q2 2019: 5
- Q3 2019: 4
- Q4 2019: 7
- Q1 2020: 6
- Q2 2020: 6
- Q3 2020: 11
- Q4 2020: 19
- Q1 2021: 19
- Q2 2021: 16
- Q3 2021: 11
- Q4 2021: 10
- Q1 2022: 7
- Q2 2022: 5
- Q3 2022: 8
- Q4 2022: 9
- Q1 2023: 9
- Q2 2023: 6
- Q3 2023: 4
- Q4 2023: 10
- Q1 2024: 5
- Q2 2024: 5
- Q3 2024: 8
- Q4 2024: 4
- Q1 2025: 3
- Q2 2025: 2
- Q3 2025: 11
- Q4 2025: 13
- Q1 2026: 8
- Q2 2026: 7
- Q3 2015: $14m
- Q4 2015: $40m
- Q1 2016: $29m
- Q2 2016: $27m
- Q3 2016: $22m
- Q4 2016: $15m
- Q1 2017: $15m
- Q2 2017: $20m
- Q3 2017: $18m
- Q4 2017: $17m
- Q1 2018: $60m
- Q2 2018: $185m
- Q3 2018: $185m
- Q4 2018: $234m
- Q1 2019: $320m
- Q2 2019: $502m
- Q3 2019: $552m
- Q4 2019: $492m
- Q1 2020: $374m
- Q2 2020: $742m
- Q3 2020: $4.2bn
- Q4 2020: $5.2bn
- Q1 2021: $4.3bn
- Q2 2021: $3.5bn
- Q3 2021: $2.4bn
- Q4 2021: $1.4bn
- Q1 2022: $316m
- Q2 2022: $126m
- Q3 2022: $110m
- Q4 2022: $147m
- Q1 2023: $149m
- Q2 2023: $90m
- Q3 2023: $50m
- Q4 2023: $233m
- Q1 2024: $94m
- Q2 2024: $95m
- Q3 2024: $163m
- Q4 2024: $20m
- Q1 2025: $37m
- Q2 2025: $92m
- Q3 2025: $451m
- Q4 2025: $519m
- Q1 2026: $256m
- Q2 2026: $264m
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
No manager on file started a position.
Largest increases, by shares
- D. E. Shaw & Co.7,261,297 to 10,227,120 shares+$40m
- Soros Fund Management LLC19,500 to 100,000 shares+$1.1m
- Freestone Grove Partners LP235,006 to 282,746 shares+$639k
Largest decreases, by shares
- Two Sigma Investments LP7,792,810 to 5,045,813 shares-$37m
- PDT Partners LLC188,522 to 49,914 shares-$1.9m
- Caxton Associates LLP108,319 to 93,535 shares-$198k
Left it
No manager on file is shown leaving it.
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| D. E. Shaw & Co. | Q4 2021 | $182m | $137m | |
| Two Sigma Investments LP | Q3 2020 | $167m | $68m | |
| Balyasny Asset Management LLC | Q1 2021 | $53m | $53m | |
| Freestone Grove Partners LP | Q4 2025 | $3.8m | $3.8m | |
| Soros Fund Management LLC | Q1 2024 | $73m | $1.3m | |
| Caxton Associates LLP | Q4 2019 | $83m | $1.3m | |
| PDT Partners LLC | Q2 2019 | $5.1m | $668k | |
| Tiger Global Management LLC | Q1 2018 | $2.3bn | last listed Q4 2021 | |
| Fidelity (FMR LLC) | Q3 2020 | $2.1bn | last listed Q4 2021 | |
| Coatue Management LLC | Q3 2020 | $1.3bn | last listed Q3 2023 | |
| Viking Global Investors LP | Q1 2021 | $387m | last listed Q4 2021 | |
| Invesco Ltd | Q3 2020 | $361m | last listed Q3 2021 | |
| Neuberger Berman Group LLC | Q4 2018 | $174m | last listed Q2 2023 | |
| Two Sigma Advisers LP | Q2 2020 | $169m | last listed Q4 2025 | |
| Light Street Capital Management LLC | Q4 2020 | $135m | last listed Q2 2021 | |
| Moore Capital Management LP | Q3 2019 | $106m | last listed Q3 2025 | |
| Point72 Asset Management LP | Q4 2015 | $87m | last listed Q3 2025 |
Reported as options rather than shares
A put or a call on a name is not a position in it, and the filing states the notional rather than what the option cost. These lines are listed apart for that reason and are not counted in anything above.
- Soros Fund Management LLC · calls$6.7m notional
What RUN is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around RUN →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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