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 ($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
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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2023 | 13 | 7 |
| Q1 2024 | 8 | 8 |
| Q2 2024 | 12 | 8 |
| Q3 2024 | 21 | 12 |
| Q4 2024 | 17 | 20 |
| Q1 2025 | 17 | 14 |
| Q2 2025 | 56 | 17 |
Biggest buyers
| BlackRock, Inc. | New | +3.3m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +753.2k |
| VANGUARD GROUP INC | Added | +736.6k |
| MARSHALL WACE, LLP | New | +586.3k |
| STATE STREET CORP | Added | +417.9k |
| UBS Group AG | Added | +386.5k |
| RENAISSANCE TECHNOLOGIES LLC | New | +342.7k |
| NORTHERN TRUST CORP | Added | +328.7k |
| XTX Topco Ltd | Added | +245.3k |
| CITADEL ADVISORS LLC | New | +202.2k |
Biggest sellers
| Carlyle Group Inc. | Reduced | -397.0k |
| Polar Asset Management Partners Inc. | Reduced | -360.3k |
| Diametric Capital, LP | Sold out | -229.9k |
| Alyeska Investment Group, L.P. | Sold out | -219.1k |
| COMMONS CAPITAL, LLC | Sold out | -165.0k |
| CV Advisors LLC | Sold out | -150.0k |
| Meteora Capital, LLC | Reduced | -94.5k |
| Shaolin Capital Management LLC | Sold out | -70.1k |
| ARS Investment Partners, LLC | Sold out | -60.8k |
| Qube Research & Technologies Ltd | Sold out | -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.
| 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 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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 2 | $74.9k | — |
| Q4 2024 | 0 | — | 2 | $389.6k | — |
| Q1 2025 | 0 | — | 1 | $672.2k | — |
| Q2 2025 | 1 | $1.5m | 2 | $729.0k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-18 | Thiam Tidjane Director | Sold | $121.6k80.0k shares |
| 2025-06-13 | Thiam Tidjane Director | Sold | $37.2k20.0k shares |
| 2025-06-12 | Thiam Tidjane Director | Sold | $36.0k20.0k shares |
| 2025-06-10 | Thiam Tidjane Director | Sold | $33.0k17.0k shares |
| 2025-06-05 | Thiam Tidjane Director | Sold | $31.1k17.0k shares |
| 2025-06-03 | Rodgers Thurman J Chief Executive Officer, director · See Note | Bought | $1.0m606.0k shares |
| 2025-06-02 | Rodgers Thurman J Chief Executive Officer, director · See Note | Bought | $31.6k21.2k shares |
| 2025-05-30 | Rodgers Thurman J Chief Executive Officer, director · See Note | Bought | $414.0k300.0k shares |
| 2025-05-27 | Thiam Tidjane Director | Sold | $44.2k32.0k shares |
| 2025-05-20 | Thiam Tidjane Director | Sold | $52.5k30.0k shares |
| 2025-05-19 | Gishen Adam Director | Sold | $19.2k10.0k shares |
| 2025-05-16 | Gishen Adam Director | Sold | $71.1k37.7k shares |
| 2025-05-14 | Thiam Tidjane Director | Sold | $39.4k20.0k shares |
| 2025-05-13 | Thiam Tidjane Director | Sold | $83.7k45.0k shares |
| 2025-05-05 | Thiam Tidjane Director | Sold | $30.0k15.8k shares |
| 2025-04-16 | Thiam Tidjane Director | Sold | $42.4k25.1k shares |
| 2025-04-08 | Thiam Tidjane Director | Sold | $87.6k69.0k 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 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 3.3m $6.0m | New |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.0m $5.5m | Added +736.6k |
| Polar Asset Management Partners Inc. 0.10% of their portfolio | 2.1m $3.8m | Reduced -360.3k |
| Carlyle Group Inc. 0.06% of their portfolio | 1.6m $2.9m | Reduced -397.0k |
| Meteora Capital, LLC 0.42% of their portfolio | 1.2m $2.3m | Reduced -94.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.2m $2.2m | Added +753.2k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 586.3k $1.1m | New |
| STATE STREET CORP 0.00% of their portfolio | 532.9k $980.6k | Added +417.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 413.9k $761.5k | Added +328.7k |
| UBS Group AG 0.00% of their portfolio | 387.8k $713.5k | Added +386.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 342.7k $630.6k | New |
| XTX Topco Ltd 0.02% of their portfolio | 300.3k $552.6k | Added +245.3k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.00% of their portfolio | 210.0k $386.4k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 202.2k $372.1k | New |
| Quinn Opportunity Partners LLC 0.03% of their portfolio | 194.5k $357.9k | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 150.7k $277.2k | New |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 150.6k $277.1k | Added +6.4k |
| Sphera Management Technology Funds Ltd 0.17% of their portfolio | 150.0k $276.0k | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 144.5k $265.9k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 138.2k $254.3k | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 116.5k $214.3k | Added +6.8k |
| MORGAN STANLEY 0.00% of their portfolio | 112.6k $207.1k | Added +75.1k |
| BARCLAYS PLC 0.00% of their portfolio | 104.7k $192.7k | Added +104.1k |
| Firsthand Capital Management, Inc. 0.33% of their portfolio | 100.0k $184.0k | New |
| Cerity Partners LLC 0.00% of their portfolio | 98.5k $181.2k | New |
| Nuveen, LLC 0.00% of their portfolio | 78.6k $144.5k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 75.1k $138.1k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 74.0k $136.1k | New |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.00% of their portfolio | 69.4k $127.7k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 57.6k $106.0k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 56.9k $104.7k | New |
| GSA CAPITAL PARTNERS LLP 0.01% of their portfolio | 52.4k $96.0k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 50.5k $92.9k | New |
| Sandia Investment Management LP 0.23% of their portfolio | 49.5k $91.1k | New |
| Van Hulzen Asset Management, LLC 0.01% of their portfolio | 45.0k $82.8k | Added +14.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 36.9k $68.0k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 32.9k $60.6k | New |
| Invesco Ltd. 0.00% of their portfolio | 30.8k $56.7k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 30.5k $57.0k | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 30.2k $55.6k | New |
| TTP Investments, Inc. 0.02% of their portfolio | 30.1k $55.4k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 28.5k $52.4k | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 28.2k $51.9k | New |
| Alpine Global Management, LLC 0.01% of their portfolio | 25.0k $46.0k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 23.0k $42.3k | Added +18.9k |
| CITIGROUP INC 0.00% of their portfolio | 20.5k $37.8k | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 18.1k $33.4k | New |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 16.5k $30.4k | New |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 15.6k $28.6k | New |
| ProShare Advisors LLC 0.00% of their portfolio | 12.4k $22.8k | New |
| Diversify Advisory Services, LLC 0.00% of their portfolio | 10.6k $16.4k | New |
| MOORE CAPITAL MANAGEMENT, LP 0.00% of their portfolio | 10.0k $18.4k | Unchanged |
| Moloney Securities Asset Management, LLC 0.00% of their portfolio | 10.0k $18.4k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 7.2k $14.0k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 6.2k $11.3k | New |
| Legal & General Group Plc 0.00% of their portfolio | 6.1k $11.2k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 5.1k $9.4k | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 4.0k $7.4k | New |
| WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio | 2.1k $3.8k | New |
| AMALGAMATED BANK 0.00% of their portfolio | 2.1k $4.0k | New |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 2.0k $3.7k | New |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 1.4k $2.5k | New |
| Sterling Capital Management LLC 0.00% of their portfolio | 1.3k $2.4k | New |
| Avalon Trust Co 0.00% of their portfolio | 52 $96 | Unchanged |
| Ancora Advisors LLC 0.00% of their portfolio | 1 $2 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |