Vault-13

SUNPOWER INC SPWR

COM · Common Stock · CUSIP 20460L104

66 institutional holders +30 vs Q1 2025
17,874,99017.9m shares reported held*
21.5% of all shares outstanding*
$32.9mreported value*
44 new 12 added 3 reduced 14 sold out net bought ≈ $13.8m (+7.5m 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 ($30.4k this quarter). Holder counts are more reliable. Shares outstanding: 83.1m as of 2025-08-11, 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 ≈ $1.84.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 23: 24Q4 23: 21Q1 24: 23Q2 24: 23Q3 24: 33Q4 24: 33Q1 25: 36Q2 25: 6666Q3 23Q1 24Q3 24Q1 25Q2 25
Numbers
QuarterHolders
Q3 202324
Q4 202321
Q1 202423
Q2 202423
Q3 202433
Q4 202433
Q1 202536
Q2 202566

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 23: 13 bought or addedQ4 23: 7 cut or sold outQ4 23Q1 24: 8 bought or addedQ1 24: 8 cut or sold outQ2 24: 12 bought or addedQ2 24: 8 cut or sold outQ2 24Q3 24: 21 bought or addedQ3 24: 12 cut or sold outQ4 24: 17 bought or addedQ4 24: 20 cut or sold outQ4 24Q1 25: 17 bought or addedQ1 25: 14 cut or sold outQ2 25: 56 bought or addedQ2 25: 17 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023137
Q1 202488
Q2 2024128
Q3 20242112
Q4 20241720
Q1 20251714
Q2 20255617

Biggest buyers

BlackRock, Inc. New +3,273,783+3.3m
GEODE CAPITAL MANAGEMENT, LLC Added +753,168+753.2k
VANGUARD GROUP INC Added +736,632+736.6k
MARSHALL WACE, LLP New +586,304+586.3k
STATE STREET CORP Added +417,948+417.9k
UBS Group AG Added +386,485+386.5k
RENAISSANCE TECHNOLOGIES LLC New +342,712+342.7k
NORTHERN TRUST CORP Added +328,745+328.7k
XTX Topco Ltd Added +245,271+245.3k
CITADEL ADVISORS LLC New +202,213+202.2k

Biggest sellers

Carlyle Group Inc. Reduced -397,041-397.0k
Polar Asset Management Partners Inc. Reduced -360,272-360.3k
Diametric Capital, LP Sold out -229,912-229.9k
Alyeska Investment Group, L.P. Sold out -219,080-219.1k
COMMONS CAPITAL, LLC Sold out -165,000-165.0k
CV Advisors LLC Sold out -150,000-150.0k
Meteora Capital, LLC Reduced -94,456-94.5k
Shaolin Capital Management LLC Sold out -70,130-70.1k
ARS Investment Partners, LLC Sold out -60,795-60.8k
Qube Research & Technologies Ltd Sold out -42,565-42.6k

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.

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 Q2 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
202Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 2 sellingQ4 24: 0 buyingQ4 24: 2 sellingQ4 24Q1 25: 0 buyingQ1 25: 1 sellingQ2 25: 1 buyingQ2 25: 2 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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—
Q2 20251$1.5m2$729.0k—
DateInsiderTradeSharesPrice ValueTheir holding
2025-06-18 Thiam Tidjane Director Sold 80,000 $1.52 $121.6k80.0k shares -38%
2025-06-13 Thiam Tidjane Director Sold 20,000 $1.86 $37.2k20.0k shares -9%
2025-06-12 Thiam Tidjane Director Sold 20,000 $1.80 $36.0k20.0k shares -8%
2025-06-10 Thiam Tidjane Director Sold 17,000 $1.94 $33.0k17.0k shares -6%
2025-06-05 Thiam Tidjane Director Sold 17,000 $1.83 $31.1k17.0k shares -6%
2025-06-03 Rodgers Thurman J Chief Executive Officer, director · See Note Bought 606,000 $1.68 $1.0m606.0k shares new
2025-06-02 Rodgers Thurman J Chief Executive Officer, director · See Note Bought 21,177 $1.49 $31.6k21.2k shares +15%
2025-05-30 Rodgers Thurman J Chief Executive Officer, director · See Note Bought 300,000 $1.38 $414.0k300.0k shares new
2025-05-27 Thiam Tidjane Director Sold 32,000 $1.38 $44.2k32.0k shares -10%
2025-05-20 Thiam Tidjane Director Sold 30,000 $1.75 $52.5k30.0k shares -9%
2025-05-19 Gishen Adam Director Sold 10,000 $1.92 $19.2k10.0k shares -8%
2025-05-16 Gishen Adam Director Sold 37,743 $1.88 $71.1k37.7k shares -22%
2025-05-14 Thiam Tidjane Director Sold 20,000 $1.97 $39.4k20.0k shares -6%
2025-05-13 Thiam Tidjane Director Sold 45,000 $1.86 $83.7k45.0k shares -11%
2025-05-05 Thiam Tidjane Director Sold 15,800 $1.90 $30.0k15.8k shares -4%
2025-04-16 Thiam Tidjane Director Sold 25,087 $1.69 $42.4k25.1k shares -6%
2025-04-08 Thiam Tidjane Director Sold 68,965 $1.27 $87.6k69.0k shares -13%

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,273,7833.3m $6.0m $6.0m 0.00% New
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 3,008,6113.0m $5.5m $5.5m 0.00% Added +736.6k +736,632
3 Polar Asset Management Partners Inc. 0.10% of their portfolio TORONTO, A6 2,089,7282.1m $3.8m $3.8m 0.10% Reduced -360.3k -360,272
4 Carlyle Group Inc. 0.06% of their portfolio WASHINGTON, DC 1,587,4671.6m $2.9m $2.9m 0.06% Reduced -397.0k -397,041
5 Meteora Capital, LLC 0.42% of their portfolio Boca Raton, FL 1,229,8801.2m $2.3m $2.3m 0.42% Reduced -94.5k -94,456
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,208,9971.2m $2.2m $2.2m 0.00% Added +753.2k +753,168
7 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 586,304586.3k $1.1m $1.1m 0.00% New
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 532,948532.9k $980.6k $980.6k 0.00% Added +417.9k +417,948
9 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 413,867413.9k $761.5k $761.5k 0.00% Added +328.7k +328,745
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 387,759387.8k $713.5k $713.5k 0.00% Added +386.5k +386,485
11 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 342,712342.7k $630.6k $630.6k 0.00% New
12 XTX Topco Ltd 0.02% of their portfolio LONDON, X0 300,326300.3k $552.6k $552.6k 0.02% Added +245.3k +245,271
13 KING LUTHER CAPITAL MANAGEMENT CORP 0.00% of their portfolio FORT WORTH, TX 210,000210.0k $386.4k $386.4k 0.00% Unchanged
14 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 202,213202.2k $372.1k $372.1k 0.00% New
15 Quinn Opportunity Partners LLC 0.03% of their portfolio CHARLOTTESVILLE, VA 194,526194.5k $357.9k $357.9k 0.03% New
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 150,675150.7k $277.2k $277.2k 0.00% New
17 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 150,600150.6k $277.1k $277.1k 0.01% Added +6.4k +6,400
18 Sphera Management Technology Funds Ltd 0.17% of their portfolio TEL AVIV, L3 150,000150.0k $276.0k $276.0k 0.17% New
19 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 144,529144.5k $265.9k $265.9k 0.00% New
20 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 138,180138.2k $254.3k $254.3k 0.00% New
21 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 116,472116.5k $214.3k $214.3k 0.00% Added +6.8k +6,765
22 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 112,561112.6k $207.1k $207.1k 0.00% Added +75.1k +75,061
23 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 104,725104.7k $192.7k $192.7k 0.00% Added +104.1k +104,116
24 Firsthand Capital Management, Inc. 0.33% of their portfolio SAN JOSE, CA 100,000100.0k $184.0k $184.0k 0.33% New
25 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 98,48698.5k $181.2k $181.2k 0.00% New
26 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 78,55178.6k $144.5k $144.5k 0.00% New
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 75,07875.1k $138.1k $138.1k 0.00% New
28 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 73,99474.0k $136.1k $136.1k 0.00% New
29 FULLER & THALER ASSET MANAGEMENT, INC. 0.00% of their portfolio SAN MATEO, CA 69,40069.4k $127.7k $127.7k 0.00% New
30 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 57,59957.6k $106.0k $106.0k 0.00% New
31 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 56,90056.9k $104.7k $104.7k 0.00% New
32 GSA CAPITAL PARTNERS LLP 0.01% of their portfolio LONDON, X0 52,41452.4k $96.0k $96.0k 0.01% New
33 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 50,47850.5k $92.9k $92.9k 0.00% New
34 Sandia Investment Management LP 0.23% of their portfolio BOSTON, MA 49,48449.5k $91.1k $91.1k 0.23% New
35 Van Hulzen Asset Management, LLC 0.01% of their portfolio EL DORADO HILLS, CA 45,00045.0k $82.8k $82.8k 0.01% Added +14.0k +14,000
36 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 36,93436.9k $68.0k $68.0k 0.00% New
37 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 32,93232.9k $60.6k $60.6k 0.00% New
38 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 30,79630.8k $56.7k $56.7k 0.00% New
39 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 30,48930.5k $57.0k $57.0k 0.00% New
40 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 30,23330.2k $55.6k $55.6k 0.00% New
41 TTP Investments, Inc. 0.02% of their portfolio San Jose, CA 30,13330.1k $55.4k $55.4k 0.02% Unchanged
42 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 28,49428.5k $52.4k $52.4k 0.00% New
43 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 28,20028.2k $51.9k $51.9k 0.00% New
44 Alpine Global Management, LLC 0.01% of their portfolio NEW YORK, NY 25,00025.0k $46.0k $46.0k 0.01% New
45 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 23,00823.0k $42.3k $42.3k 0.00% Added +18.9k +18,890
46 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 20,51920.5k $37.8k $37.8k 0.00% New
47 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 18,14518.1k $33.4k $33.4k 0.00% New
48 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 16,51616.5k $30.4k $30.4k 0.00% New
49 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 15,55515.6k $28.6k $28.6k 0.00% New
50 ProShare Advisors LLC 0.00% of their portfolio BETHESDA, MD 12,36412.4k $22.8k $22.8k 0.00% New
51 Diversify Advisory Services, LLC 0.00% of their portfolio SANDY, UT 10,58210.6k $16.4k $16.4k 0.00% New
52 MOORE CAPITAL MANAGEMENT, LP 0.00% of their portfolio NEW YORK, NY 10,00010.0k $18.4k $18.4k 0.00% Unchanged
53 Moloney Securities Asset Management, LLC 0.00% of their portfolio MANCHESTER, MO 10,00010.0k $18.4k $18.4k 0.00% Unchanged
54 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,1867.2k $14.0k $14.0k 0.00% New
55 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 6,1566.2k $11.3k $11.3k 0.00% New
56 Legal & General Group Plc 0.00% of their portfolio London, X0 6,0626.1k $11.2k $11.2k 0.00% New
57 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 5,1005.1k $9.4k $9.4k 0.00% New
58 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 4,0254.0k $7.4k $7.4k 0.00% New
59 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 2,0622.1k $3.8k $3.8k 0.00% New
60 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 2,0592.1k $4.0k $4.0k 0.00% New
61 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 1,9862.0k $3.7k $3.7k 0.00% New
62 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,3891.4k $2.5k $2.5k 0.00% New
63 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 1,2811.3k $2.4k $2.4k 0.00% New
64 Avalon Trust Co 0.00% of their portfolio SANTA FE, NM 5252 $96 $96 0.00% Unchanged
65 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 11 $2 $2 0.00% Unchanged
66 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged