Vault-13

SUNPOWER INC SPWR

COM · Common Stock · CUSIP 20460L104

36 institutional holders +3 vs Q4 2024
10,366,37010.4m shares reported held*
12.9% of all shares outstanding*
$16.1mreported value*
10 new 7 added 8 reduced 6 sold out net bought ≈ $438.8k (+283.1k shares)

* 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. Holder counts are more reliable. Shares outstanding: 80.2m as of 2025-04-28, 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 ≈ $1.55.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

02040Q3 23: 24Q4 23: 21Q1 24: 23Q2 24: 23Q3 24: 33Q4 24: 33Q1 25: 3636Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202324
Q4 202321
Q1 202423
Q2 202423
Q3 202433
Q4 202433
Q1 202536

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 23: 13 bought or addedQ4 23: 7 cut or sold outQ4 23Q1 24: 8 bought or addedQ1 24: 8 cut or sold outQ1 24Q2 24: 12 bought or addedQ2 24: 8 cut or sold outQ2 24Q3 24: 21 bought or addedQ3 24: 12 cut or sold outQ3 24Q4 24: 17 bought or addedQ4 24: 20 cut or sold outQ4 24Q1 25: 17 bought or addedQ1 25: 14 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023137
Q1 202488
Q2 2024128
Q3 20242112
Q4 20241720
Q1 20251714

Biggest buyers

VANGUARD GROUP INC Added +295,621+295.6k
KING LUTHER CAPITAL MANAGEMENT CORP New +210,000+210.0k
GEODE CAPITAL MANAGEMENT, LLC Added +182,454+182.5k
CV Advisors LLC New +150,000+150.0k
COMMONS CAPITAL, LLC Added +115,000+115.0k
MILLENNIUM MANAGEMENT LLC Added +82,210+82.2k
Shaolin Capital Management LLC New +70,130+70.1k
XTX Topco Ltd New +55,055+55.1k
NORTHERN TRUST CORP Added +38,423+38.4k
TD Waterhouse Canada Inc. New +16,000+16.0k

Biggest sellers

RENAISSANCE TECHNOLOGIES LLC Sold out -286,100-286.1k
Polar Asset Management Partners Inc. Reduced -213,577-213.6k
Meteora Capital, LLC Reduced -141,136-141.1k
OMERS ADMINISTRATION Corp Sold out -139,810-139.8k
Qube Research & Technologies Ltd Reduced -89,589-89.6k
MARSHALL WACE, LLP Sold out -41,135-41.1k
Van Hulzen Asset Management, LLC Reduced -21,000-21.0k
Quinn Opportunity Partners LLC Sold out -20,000-20.0k
MERCER GLOBAL ADVISORS INC /ADV Sold out -20,000-20.0k
TTP Investments, Inc. Reduced -2,500-2.5k

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.

HolderStakeChangeShares Last filed
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% -19.9 pts 66.3m≈ $30.8m 2026-09-09
DOERR L JOHN 13G · passive investor new · filed 2026-09-14 14.0% new 44.7m≈ $22.1m 2026-09-14
KHP Fund GP LLC 13G · passive investor new · filed 2025-02-05 9.3% new 7.3m≈ $5.0m 2025-02-05
CROSSLINK CAPITAL INC 13G · passive investor new · filed 2026-09-14 6.2% new 19.7m≈ $9.8m 2026-09-14

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 in Q1 2025

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)

BuyingSelling
202Q2 23: 0 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 2 sellingQ3 24Q4 24: 0 buyingQ4 24: 2 sellingQ1 25: 0 buyingQ1 25: 1 sellingQ1 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20230—0——
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—2$74.9k—
Q4 20240—2$389.6k—
Q1 20250—1$672.2k—
DateInsiderTradeSharesPrice ValueTheir holding
2025-03-24 Thiam Tidjane Director Sold 51,613 $1.54 $79.5k51.6k shares -9%
2025-03-19 Thiam Tidjane Director Sold 68,965 $1.43 $98.6k69.0k shares -11%
2025-03-18 Thiam Tidjane Director Sold 61,144 $1.46 $89.3k61.1k shares -9%
2025-03-17 Thiam Tidjane Director Sold 32,050 $1.51 $48.4k32.0k shares -4%
2025-02-28 Thiam Tidjane Director Sold 31,645 $1.48 $46.8k31.6k shares -4%
2025-02-25 Thiam Tidjane Director Sold 12,121 $1.57 $19.0k12.1k shares -2%
2025-02-21 Thiam Tidjane Director Sold 30,674 $1.58 $48.5k30.7k shares -4%
2025-02-18 Thiam Tidjane Director Sold 17,964 $1.67 $30.0k18.0k shares -2%
2025-02-05 Thiam Tidjane Director Sold 27,778 $1.77 $49.2k27.8k shares -3%
2025-01-21 Thiam Tidjane Director Sold 43,478 $1.54 $67.0k43.5k shares -5%
2025-01-13 Thiam Tidjane Director Sold 29,069 $1.65 $48.0k29.1k shares -3%
2025-01-10 Thiam Tidjane Director Sold 28,089 $1.71 $48.0k28.1k shares -3%

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Polar Asset Management Partners Inc. 0.13% of their portfolio TORONTO, A6 2,450,0002.5m $3.8m $3.8m 0.13% Reduced -213.6k -213,577
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 2,271,9792.3m $3.5m $3.5m 0.00% Added +295.6k +295,621
3 Carlyle Group Inc. 0.08% of their portfolio WASHINGTON, DC 1,984,5082.0m $3.1m $3.1m 0.08% Reduced -111 -111
4 Meteora Capital, LLC 0.73% of their portfolio Boca Raton, FL 1,324,3361.3m $2.1m $2.1m 0.73% Reduced -141.1k -141,136
5 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 455,829455.8k $706.7k $706.7k 0.00% Added +182.5k +182,454
6 Diametric Capital, LP 0.42% of their portfolio BOSTON, MA 229,912229.9k $356.4k $356.4k 0.42% Unchanged
7 Alyeska Investment Group, L.P. 0.00% of their portfolio CHICAGO, IL 219,080219.1k $339.6k $339.6k 0.00% Unchanged
8 KING LUTHER CAPITAL MANAGEMENT CORP 0.00% of their portfolio FORT WORTH, TX 210,000210.0k $325.5k $325.5k 0.00% New
9 COMMONS CAPITAL, LLC 0.23% of their portfolio NEEDHAM, MA 165,000165.0k $255.8k $255.8k 0.23% Added +115.0k +115,000
10 CV Advisors LLC 0.08% of their portfolio Aventura, FL 150,000150.0k $232.5k $232.5k 0.08% New
11 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 144,200144.2k $223.5k $223.5k 0.01% Added +9.7k +9,700
12 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 115,000115.0k $178.2k $178.2k 0.00% Unchanged
13 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 109,707109.7k $170.0k $170.0k 0.00% Added +82.2k +82,210
14 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 85,12285.1k $131.9k $131.9k 0.00% Added +38.4k +38,423
15 Shaolin Capital Management LLC 0.00% of their portfolio Miami, FL 70,13070.1k $108.7k $108.7k 0.00% New
16 ARS Investment Partners, LLC 0.01% of their portfolio New York, NY 60,79560.8k $108.8k $108.8k 0.01% Unchanged
17 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 55,05555.1k $85.3k $85.3k 0.00% New
18 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 42,56542.6k $66.0k $66.0k 0.00% Reduced -89.6k -89,589
19 Hollow Brook Wealth Management LLC 0.02% of their portfolio Katonah, NY 38,42238.4k $59.6k $59.6k 0.02% Unchanged
20 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 37,50037.5k $58.1k $58.1k 0.00% Unchanged
21 Van Hulzen Asset Management, LLC 0.00% of their portfolio EL DORADO HILLS, CA 31,00031.0k $48.0k $48.0k 0.00% Reduced -21.0k -21,000
22 TTP Investments, Inc. 0.02% of their portfolio San Jose, CA 30,13330.1k $46.7k $46.7k 0.02% Reduced -2.5k -2,500
23 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 16,00016.0k $24.2k $24.2k 0.00% New
24 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 15,00015.0k $23.2k $23.2k 0.00% New
25 LVW Advisors, LLC 0.00% of their portfolio PITTSFORD, NY 10,71210.7k $16.6k $16.6k 0.00% Reduced -250 -250
26 StoneX Group Inc. 0.00% of their portfolio NEW YORK, NY 10,06810.1k $15.6k $15.6k 0.00% New
27 MOORE CAPITAL MANAGEMENT, LP 0.00% of their portfolio NEW YORK, NY 10,00010.0k $15.5k $15.5k 0.00% Unchanged
28 Moloney Securities Asset Management, LLC 0.00% of their portfolio MANCHESTER, MO 10,00010.0k $15.5k $15.5k 0.00% Unchanged
29 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 7,2637.3k $11.3k $11.3k 0.00% New
30 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 4,1184.1k $6.4k $6.4k 0.00% Added +178 +178
31 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,2741.3k $2.0k $2.0k 0.00% Reduced -314 -314
32 RICHARDS, MERRILL & PETERSON, INC. 0.00% of their portfolio SPOKANE, WA 1,0001.0k $1.6k $1.6k 0.00% New
33 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 609609 $944 $944 0.00% New
34 Avalon Trust Co 0.00% of their portfolio SANTA FE, NM 5252 $81 $81 0.00% Unchanged
35 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 11 $2 $2 0.00% Unchanged
36 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged