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 ($8.0k this quarter). Holder counts are more reliable. Shares outstanding: 126.7m as of 2026-04-13, 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 ≈ $1.27.
Trends to Q1 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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 12 | 8 |
| 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 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +1.1m |
| WESTERLY CAPITAL MANAGEMENT, LLC | New | +650.0k |
| LAZARD ASSET MANAGEMENT LLC | New | +612.4k |
| AMERIPRISE FINANCIAL INC | New | +452.2k |
| STATE STREET CORP | Added | +447.7k |
| ARDSLEY ADVISORY PARTNERS LP | Added | +440.0k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +383.8k |
| BlackRock, Inc. | Added | +373.8k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +303.9k |
| Arax Advisory Partners | New | +238.5k |
Biggest sellers
| CITADEL ADVISORS LLC | Reduced | -228.0k |
| FIFTH LANE CAPITAL, LP | Sold out | -200.0k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Sold out | -138.8k |
| Meteora Capital, LLC | Reduced | -105.9k |
| Kultura Capital Management LP | Sold out | -104.8k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -87.3k |
| BARCLAYS PLC | Reduced | -79.0k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Sold out | -42.8k |
| MORGAN STANLEY | Reduced | -41.0k |
| Centiva Capital, LP | Sold out | -40.8k |
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 Q1 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 0 | — | 1 | $82.6k | — |
| Q4 2025 | 1 | $174.8k | 2 | $179.9k | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 4.1m $5.2m | Added +373.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.1m $3.9m | First filing |
| STATE STREET CORP 0.00% of their portfolio | 2.4m $3.1m | Added +447.7k |
| Polar Asset Management Partners Inc. 0.06% of their portfolio | 2.1m $2.7m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.8m $2.3m | Added +303.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 1.4m $1.8m | Added +383.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.4m $1.7m | Added +1.1m |
| ARDSLEY ADVISORY PARTNERS LP 0.19% of their portfolio | 960.0k $1.2m | Added +440.0k |
| Alyeska Investment Group, L.P. 0.00% of their portfolio | 839.6k $1.1m | Unchanged |
| WESTERLY CAPITAL MANAGEMENT, LLC 0.25% of their portfolio | 650.0k $825.5k | New |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 612.4k $777.8k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 611.8k $777.0k | Added +155.0k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 601.6k $764.0k | Added +69.1k |
| Diametric Capital, LP 0.20% of their portfolio | 587.1k $745.6k | Added +148.4k |
| XTX Topco Ltd 0.01% of their portfolio | 578.1k $734.2k | Added +61.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 550.6k $699.2k | Added +105.7k |
| Cygnus Capital Advisors, LLC 0.46% of their portfolio | 526.2k $668.0k | Added +186.0k |
| Meteora Capital, LLC 0.05% of their portfolio | 500.7k $635.9k | Reduced -105.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 468.3k $594.8k | First filing |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 452.2k $574.3k | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 439.9k $558.7k | First filing |
| Sphera Management Technology Funds Ltd 0.31% of their portfolio | 433.5k $550.5k | Unchanged |
| Carlyle Group Inc. 0.01% of their portfolio | 433.2k $550.1k | Unchanged |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 365.6k $464.3k | Reduced -10.7k |
| Arax Advisory Partners 0.01% of their portfolio | 238.5k $302.8k | New |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.00% of their portfolio | 210.0k $266.7k | Unchanged |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 185.6k $235.7k | Added +75.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 178.1k $226.2k | Added +27.4k |
| Nuveen, LLC 0.00% of their portfolio | 172.6k $219.2k | Unchanged |
| Firsthand Capital Management, Inc. 0.41% of their portfolio | 150.0k $190.5k | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 142.6k $181.1k | Reduced -11.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 140.4k $178.4k | Added +94.8k |
| ProShare Advisors LLC 0.00% of their portfolio | 133.0k $168.9k | Added +17.7k |
| Quinn Opportunity Partners LLC 0.01% of their portfolio | 124.0k $157.5k | Unchanged |
| Worth Venture Partners, LLC 0.48% of their portfolio | 120.0k $152.4k | Added +14.3k |
| UBS Group AG 0.00% of their portfolio | 105.6k $134.2k | Reduced -30.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 105.4k $133.9k | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 100.7k $127.9k | Reduced -87.3k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 100.0k $127.0k | Unchanged |
| Cerity Partners LLC 0.00% of their portfolio | 99.1k $125.9k | Added +1.0k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 94.0k $119.4k | Unchanged |
| DDD Partners, LLC 0.01% of their portfolio | 86.1k $109.3k | New |
| State of Wyoming 0.01% of their portfolio | 82.1k $104.3k | Added +3.8k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 78.3k $99.4k | Reduced -1.5k |
| MORGAN STANLEY 0.00% of their portfolio | 69.3k $88.0k | Reduced -41.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 65.9k $83.6k | Reduced -228.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 54.0k $68.6k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 45.9k $58.3k | Reduced -3.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 44.5k $57.0k | Added +14.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 43.3k $68.0k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 39.4k $48.1k | Reduced -22.9k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 38.1k $48.4k | Added +9.4k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 37.2k $47.2k | Added +14.4k |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.00% of their portfolio | 34.7k $28.8k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 34.1k $43.3k | First filing |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 32.8k $41.7k | Unchanged |
| PEAK6 LLC 0.00% of their portfolio | 32.6k $41.4k | Reduced -32.6k |
| Invesco Ltd. 0.00% of their portfolio | 32.6k $41.3k | Reduced -148 |
| Van Hulzen Asset Management, LLC 0.00% of their portfolio | 32.0k $40.6k | Reduced -8.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 30.4k $38.6k | Reduced -39.3k |
| TTP Investments, Inc. 0.02% of their portfolio | 30.1k $38.3k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 26.6k $33.7k | New |
| VERUS CAPITAL PARTNERS, LLC 0.00% of their portfolio | 25.0k $31.8k | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 21.9k $27.8k | Reduced -7.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 20.4k $25.9k | Added +1.8k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 20.2k $25.7k | Added +13.6k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 18.8k $23.8k | Added +39 |
| BARCLAYS PLC 0.00% of their portfolio | 18.4k $23.4k | Reduced -79.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 17.8k $22.6k | Added +3.5k |
| Quadrature Capital Ltd 0.00% of their portfolio | 17.5k $22.2k | New |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 16.5k $21.0k | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% of their portfolio | 15.7k $19.9k | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 12.7k $16.1k | Unchanged |
| Ascentis Wealth Management, LLC 0.00% of their portfolio | 12.0k $15.2k | Unchanged |
| R Squared Ltd 0.01% of their portfolio | 10.6k $13.5k | Reduced -23.8k |
| MOORE CAPITAL MANAGEMENT, LP 0.00% of their portfolio | 10.0k $12.7k | Unchanged |
| RWA WEALTH PARTNERS, LLC 0.00% of their portfolio | 10.0k $12.7k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 6.2k $7.8k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 6.0k $7.6k | Added +5.4k |
| Legal & General Group Plc 0.00% of their portfolio | 5.5k $7.0k | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 4.3k $5.5k | Added +470 |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 3.4k $4.3k | New |
| CITIGROUP INC 0.00% of their portfolio | 3.3k $4.2k | Added +1.9k |
| Essential Partners LLC 0.00% of their portfolio | 3.2k $4.1k | Added +3.2k |
| Sterling Capital Management LLC 0.00% of their portfolio | 2.2k $2.7k | Reduced -1.1k |
| WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio | 2.0k $2.6k | Unchanged |
| FMR LLC 0.00% of their portfolio | 1.1k $1.4k | Reduced -1.3k |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 612 $777 | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 400 $508 | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 331 $420 | Reduced -84 |
| Root Financial Partners, LLC 0.00% of their portfolio | 165 $210 | New |
| Allworth Financial LP 0.00% of their portfolio | 163 $208 | Added +133 |
| MAI Capital Management 0.00% of their portfolio | 58 $74 | New |
| Avalon Trust Co 0.00% of their portfolio | 52 $67 | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 18 $23 | New |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 14 $18 | Added +5 |
| SJS Investment Consulting Inc. 0.00% of their portfolio | 11 $14 | New |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 2 $3 | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 1 $1 | New |