SUNPOWER INC SPWR
COM · Common Stock · CUSIP 20460L104
- SectorIndustrials
- IndustryConstruction - Special Trade Contractors
- HeadquartersOrem, UT
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($243 this quarter). Holder counts are more reliable. Shares outstanding: 208.8m as of 2026-08-21, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $0.69.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2023 | 24 |
| Q4 2023 | 21 |
| Q1 2024 | 23 |
| Q2 2024 | 23 |
| Q3 2024 | 33 |
| Q4 2024 | 33 |
| Q1 2025 | 36 |
| Q2 2025 | 66 |
| Q3 2025 | 79 |
| Q4 2025 | 88 |
| Q1 2026 | 99 |
| Q2 2026 | 76 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 21 | 12 |
| Q4 2024 | 17 | 20 |
| Q1 2025 | 17 | 14 |
| Q2 2025 | 56 | 17 |
| Q3 2025 | 40 | 24 |
| Q4 2025 | 47 | 28 |
| Q1 2026 | 51 | 31 |
| Q2 2026 | 43 | 59 |
Biggest buyers
| Carlyle Group Inc. | Added | +1.9m |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +1.5m |
| DDD Partners, LLC | Added | +1.3m |
| PRELUDE CAPITAL MANAGEMENT, LLC | Added | +673.1k |
| Qube Research & Technologies Ltd | New | +611.0k |
| Yorkville Advisors Global, LP | New | +551.0k |
| ARDSLEY ADVISORY PARTNERS LP | Added | +456.1k |
| LUMINUS MANAGEMENT LLC | New | +425.0k |
| MORGAN STANLEY | Added | +362.1k |
| WESTERLY CAPITAL MANAGEMENT, LLC | Added | +350.0k |
Biggest sellers
| BlackRock, Inc. | Reduced | -2.8m |
| STATE STREET CORP | Reduced | -2.2m |
| GOLDMAN SACHS GROUP INC | Reduced | -1.0m |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -1.0m |
| LAZARD ASSET MANAGEMENT LLC | Reduced | -519.1k |
| Meteora Capital, LLC | Sold out | -500.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Sold out | -468.3k |
| AMERIPRISE FINANCIAL INC | Sold out | -452.2k |
| NORTHERN TRUST CORP | Reduced | -404.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. | Sold out | -365.6k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Rodgers Thurman J
13D · may seek influence
-19.9 pts · filed 2026-09-09
Stated purposeThe information set forth in Items 3 and 5 is hereby incorporated by reference in its entirety in this Item 4. As a director and officer and affiliate of the Issuer, Mr. Rodgers may have influence over the corporate activities of the Issuer; including activities which may relate to the transactions described in clauses (a) through (j) of Item 4 of Schedule 13D. Subject to the Issuer's insider trading policies and applicable securities laws and regulations, Mr. Rodgers may acquire additional securities of the Issuer, or retain or sell all or a portion of the securities then held, in the open market or in privately negotiated transactions. In addition, Mr. Rodgers may engage in discussions with management, the Board and other securityholders of the Issuer and other relevant parties or encour… Full filing |
19.5% |
| DOERR L JOHN 13G · passive investor new · filed 2026-09-14 | 14.0% |
| KHP Fund GP LLC 13G · passive investor new · filed 2025-02-05 | 9.3% |
| CROSSLINK CAPITAL INC 13G · passive investor new · filed 2026-09-14 | 6.2% |
Fell to 5% or below in the last year: Alyeska Investment Group, L.P. (4.7%, 2026-08-14), Carlyle Group Inc. (4.4%, 2026-08-14)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 2 | $389.6k | — |
| Q1 2025 | 0 | — | 1 | $672.2k | — |
| Q2 2025 | 1 | $1.5m | 2 | $729.0k | — |
| Q3 2025 | 0 | — | 1 | $82.6k | — |
| Q4 2025 | 1 | $174.8k | 2 | $179.9k | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 2 | — | 1 | $21.7k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-09 | Gishen Adam Director | Sold | $21.7k70.0k shares |
| 2026-07-01 | MCCRANIE J DANIEL Director · See Note | Bought | —93.7k shares |
| 2026-07-01 | Rodgers Thurman J Chief Executive Officer, director · See Note | Bought | —7.9m shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 4.6m $3.2m | Added +1.5m |
| Carlyle Group Inc. 0.02% of their portfolio | 2.3m $1.6m | Added +1.9m |
| Polar Asset Management Partners Inc. 0.03% of their portfolio | 2.1m $1.4m | Unchanged |
| ARDSLEY ADVISORY PARTNERS LP 0.11% of their portfolio | 1.4m $973.3k | Added +456.1k |
| DDD Partners, LLC 0.06% of their portfolio | 1.4m $947.0k | Added +1.3m |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 1.3m $876.1k | Added +673.1k |
| BlackRock, Inc. 0.00% of their portfolio | 1.3m $861.9k | Reduced -2.8m |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 1.1m $748.1k | Reduced -294.4k |
| WESTERLY CAPITAL MANAGEMENT, LLC 0.17% of their portfolio | 1.0m $687.3k | Added +350.0k |
| Alyeska Investment Group, L.P. 0.00% of their portfolio | 839.6k $577.0k | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 773.4k $532.0k | Reduced -1.0m |
| Diametric Capital, LP 0.05% of their portfolio | 730.8k $502.3k | Added +143.7k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 611.0k $419.9k | New |
| Yorkville Advisors Global, LP 0.44% of their portfolio | 551.0k $378.5k | New |
| XTX Topco Ltd 0.00% of their portfolio | 484.6k $333.1k | Reduced -93.5k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 464.0k $318.8k | Added +24.0k |
| UBS Group AG 0.00% of their portfolio | 444.0k $305.0k | Added +338.3k |
| Sphera Management Technology Funds Ltd 0.10% of their portfolio | 433.5k $297.9k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 431.4k $296.5k | Added +362.1k |
| LUMINUS MANAGEMENT LLC 0.20% of their portfolio | 425.0k $292.1k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 317.2k $218.0k | Reduced -1.0m |
| Squarepoint Ops LLC 0.00% of their portfolio | 317.1k $217.9k | Reduced -294.7k |
| STATE STREET CORP 0.00% of their portfolio | 271.1k $186.3k | Reduced -2.2m |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 245.4k $168.6k | New |
| Arax Advisory Partners 0.00% of their portfolio | 238.8k $164.1k | Added +370 |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.00% of their portfolio | 210.0k $144.3k | Unchanged |
| Cerity Partners LLC 0.00% of their portfolio | 197.3k $135.6k | Added +98.2k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 185.6k $127.6k | Unchanged |
| HRT FINANCIAL LP 0.00% of their portfolio | 159.0k $109.0k | New |
| Firsthand Capital Management, Inc. 0.16% of their portfolio | 150.0k $103.1k | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 146.6k $100.7k | Reduced -404.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 124.5k $85.6k | Reduced -15.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 124.1k $85.3k | Added +97.5k |
| Quinn Opportunity Partners LLC 0.00% of their portfolio | 124.0k $85.3k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 117.0k $80.4k | Added +98.6k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 100.0k $68.7k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 98.6k $63.1k | Added +59.2k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 93.4k $64.2k | Reduced -519.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 81.7k $56.2k | Added +64.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 55.2k $37.9k | Reduced -50.3k |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 41.9k $28.8k | New |
| R Squared Ltd 0.01% of their portfolio | 39.4k $27.1k | Added +28.8k |
| VERUS CAPITAL PARTNERS, LLC 0.00% of their portfolio | 39.0k $26.8k | Added +14.0k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 36.6k $25.1k | New |
| Diversify Advisory Services, LLC 0.00% of their portfolio | 34.7k $16.8k | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.00% of their portfolio | 34.7k $16.8k | Unchanged |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 34.1k $23.4k | Unchanged |
| PEAK6 LLC 0.00% of their portfolio | 32.6k $22.4k | Unchanged |
| Y-Intercept (Hong Kong) Ltd 0.00% of their portfolio | 30.8k $21.1k | New |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 21.8k $15.0k | Reduced -15.4k |
| RWA WEALTH PARTNERS, LLC 0.00% of their portfolio | 20.0k $13.7k | Added +10.0k |
| PFG Investments, LLC 0.00% of their portfolio | 20.0k $13.7k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 18.3k $12.6k | Reduced -469 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 14.0k $9.6k | New |
| Nuveen, LLC 0.00% of their portfolio | 12.6k $8.7k | Reduced -160.0k |
| Ascentis Wealth Management, LLC 0.00% of their portfolio | 12.0k $8.2k | Unchanged |
| Ironwood Financial, llc 0.00% of their portfolio | 10.0k $6.5k | New |
| FMR LLC 0.00% of their portfolio | 6.1k $4.2k | Added +5.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 4.3k $3.0k | New |
| WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio | 2.0k $1.4k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.4k $965 | Added +1.0k |
| Physician Wealth Advisors, Inc. 0.00% of their portfolio | 1.3k $882 | New |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 1.0k $630 | New |
| Benson Wealth Management INC 0.00% of their portfolio | 500 $344 | New |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 198 $135 | New |
| Allworth Financial LP 0.00% of their portfolio | 120 $83 | Reduced -43 |
| CITIGROUP INC 0.00% of their portfolio | 70 $48 | Reduced -3.2k |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 70 $48 | Reduced -542 |
| Essential Partners LLC 0.00% of their portfolio | 53 $36 | Reduced -3.2k |
| Avalon Trust Co 0.00% of their portfolio | 52 $36 | Unchanged |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 28 $19 | Added +14 |
| IFP Advisors, Inc 0.00% of their portfolio | 18 $12 | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 11 $7 | Added +10 |
| Clearstead Advisors, LLC 0.00% of their portfolio | 6 $6 | New |
| Fortitude Family Office, LLC 0.00% of their portfolio | 3 $2 | New |
| Wealth Enhancement Trust Services, Inc. 0.00% of their portfolio | 3 $2 | New |