SUNRUN INC RUN
COM · Common Stock · CUSIP 86771W105 · ISIN US86771W1053
American renewable energy company
- SectorIndustrials
- IndustryConstruction - Special Trade Contractors
- HeadquartersSan Francisco, CA
- Founded2007
- Websitesunrun.com
- 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 ($3.1m this quarter). Holder counts are more reliable. Shares outstanding: 240.8m as of 2026-07-31, 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 ≈ $13.37. Options: 40 managers hold calls ($372.1m notional), 30 hold puts ($176.4m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 453 |
| Q4 2022 | 452 |
| Q1 2023 | 410 |
| Q2 2023 | 400 |
| Q3 2023 | 396 |
| Q4 2023 | 403 |
| Q1 2024 | 414 |
| Q2 2024 | 419 |
| Q3 2024 | 440 |
| Q4 2024 | 398 |
| Q1 2025 | 368 |
| Q2 2025 | 368 |
| Q3 2025 | 372 |
| Q4 2025 | 411 |
| Q1 2026 | 400 |
| Q2 2026 | 397 |
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 | 201 | 212 |
| Q4 2024 | 171 | 247 |
| Q1 2025 | 184 | 185 |
| Q2 2025 | 195 | 186 |
| Q3 2025 | 188 | 193 |
| Q4 2025 | 222 | 158 |
| Q1 2026 | 195 | 198 |
| Q2 2026 | 216 | 168 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $677.2m | $460.5m | 0.68 |
| Q4 2025 | $631.0m | $481.8m | 0.76 |
| Q1 2026 | $165.0m | $183.9m | 1.11 |
| Q2 2026 | $372.1m | $176.4m | 0.47 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +7.0m |
| CITADEL ADVISORS LLC | Added | +4.5m |
| Balyasny Asset Management L.P. | Added | +3.6m |
| LuminArx Capital Management LP | New | +3.1m |
| D. E. Shaw & Co., Inc. | Added | +3.0m |
| UBS Group AG | Added | +1.7m |
| MORGAN STANLEY | Added | +1.5m |
| FMR LLC | Added | +1.3m |
| Greenvale Capital LLP | Added | +1.3m |
| AMERICAN CENTURY COMPANIES INC | Added | +1.2m |
Biggest sellers
| Alyeska Investment Group, L.P. | Sold out | -6.5m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -2.7m |
| BIT Capital GmbH | Sold out | -2.3m |
| Handelsbanken Fonder AB | Reduced | -2.1m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -1.9m |
| DEUTSCHE BANK AG\ | Reduced | -1.6m |
| Capital World Investors | Sold out | -1.3m |
| SORA INVESTORS LLC | Sold out | -1.0m |
| Holocene Advisors, LP | Sold out | -944.7k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -822.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $65.1m4.9m shares |
| JANE STREET GROUP, LLC | Added | $39.5m3.0m shares |
| Balyasny Asset Management L.P. | New | $26.8m2.0m shares |
| CITADEL ADVISORS LLC | Added | $25.9m1.9m shares |
| Caption Management, LLC | Added | $25.8m1.9m shares |
| IMC-Chicago, LLC | Added | $23.6m1.8m shares |
| BARCLAYS PLC | Added | $20.8m1.6m shares |
| Dayah Capital LLC | New | $18.7m1.4m shares |
| GROUP ONE TRADING LLC | Added | $15.8m1.2m shares |
| MASTERS CAPITAL MANAGEMENT LLC | New | $13.4m1.0m shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $27.9m2.1m shares |
| UBS Group AG | Reduced | $23.1m1.7m shares |
| JANE STREET GROUP, LLC | Added | $21.2m1.6m shares |
| CITADEL ADVISORS LLC | Added | $18.2m1.4m shares |
| GROUP ONE TRADING LLC | Reduced | $16.7m1.2m shares |
| IMC-Chicago, LLC | Added | $12.4m928.1k shares |
| Caption Management, LLC | Reduced | $7.1m529.5k shares |
| Sculptor Capital LP | Added | $6.8m506.6k shares |
| TWO SIGMA INVESTMENTS, LP | Added | $6.2m466.5k shares |
| SIMPLEX TRADING, LLC | Added | $5.7m428.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
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 |
|---|---|
| BlackRock, Inc. 13G · institution -2.1 pts · filed 2026-07-30 | 14.7% |
| GOLDMAN SACHS GROUP INC 13G · institution new · filed 2026-01-30 | 7.4% |
| Greenvale Capital LLP 13G · institution +1.0 pts · filed 2026-08-14 | 5.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.0% |
| Point72 Asset Management, L.P. 13G · passive investor new · filed 2025-06-27 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), SUSQUEHANNA SECURITIES, LLC (4.4%, 2025-11-13)
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 | — | 5 | $2.1m | $1.7m |
| Q1 2025 | 1 | $1.0m | 5 | $1.3m | $934.5k |
| Q2 2025 | 1 | $543.5k | 6 | $626.3k | — |
| Q3 2025 | 0 | — | 7 | $1.9m | $990.5k |
| Q4 2025 | 0 | — | 7 | $8.7m | $8.1m |
| Q1 2026 | 1 | $149.0k | 7 | $6.5m | $5.9m |
| Q2 2026 | 0 | — | 7 | $9.5m | $2.3m |
| Q3 2026 | 0 | — | 6 | $2.1m | $1.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-03 | Jurich Lynn Michelle Director | Sold plan | $498.0k50.0k shares |
| 2026-07-09 | Barak Maria Chief Accounting Officer | Sold plan | $39.9k3.3k shares |
| 2026-07-06 | Powell Mary Chief Executive Officer, director | Sold | $316.4k24.0k shares |
| 2026-07-06 | Abajian Danny Chief Financial Officer | Sold | $217.6k16.5k shares |
| 2026-07-06 | Dickson Paul S. Pres. & Chief Revenue Officer | Sold | $205.8k15.6k shares |
| 2026-07-06 | STEELE JEANNA Chief Legal & People Officer | Sold | $130.5k9.9k shares |
| 2026-07-06 | Barak Maria Chief Accounting Officer | Sold | $23.0k1.7k shares |
| 2026-07-01 | Jurich Lynn Michelle Director | Sold plan | $680.5k50.0k shares |
| 2026-06-11 | Lontoh Sonita Director · See Footnote | Sold | $90.0k7.5k shares |
| 2026-06-08 | Abajian Danny Chief Financial Officer | Sold | $27.2k2.0k shares |
| 2026-06-01 | Jurich Lynn Michelle Director | Sold plan | $796.0k50.0k shares |
| 2026-05-01 | Jurich Lynn Michelle Director | Sold plan | $644.5k50.0k shares |
| 2026-04-09 | Barak Maria Chief Accounting Officer | Sold plan | $109.9k8.0k shares |
| 2026-04-06 | Powell Mary Chief Executive Officer, director | Sold | $2.6m193.0k shares |
| 2026-04-06 | Abajian Danny Chief Financial Officer | Sold | $1.8m133.0k shares |
| 2026-04-06 | Dickson Paul S. Pres. & Chief Revenue Officer | Sold | $1.7m127.7k shares |
| 2026-04-06 | STEELE JEANNA Chief Legal & People Officer | Sold | $1.0m76.5k shares |
| 2026-04-06 | Barak Maria Chief Accounting Officer | Sold | $61.5k4.6k shares |
| 2026-04-01 | Jurich Lynn Michelle Director | Sold plan | $703.5k50.0k 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 41.4m $553.5m | Reduced -502.5k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 19.2m $256.7m | Added +7.0m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 13.7m $183.0m | Added +745.9k |
| Greenvale Capital LLP 19.58% of their portfolio | 13.3m $178.0m | Added +1.3m |
| STATE STREET CORP 0.00% of their portfolio | 10.5m $140.3m | Added +1.1m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 10.3m $138.1m | Added +275.3k |
| D. E. Shaw & Co., Inc. 0.08% of their portfolio | 10.2m $136.8m | Added +3.0m |
| Invesco Ltd. 0.01% of their portfolio | 10.2m $135.9m | Added +1.1m |
| PGGM Investments 3.14% of their portfolio | 9.5m $127.7m | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.24% of their portfolio | 8.0m $107.1m | Added +184.5k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 6.9m $91.8m | Added +339.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 6.4m $85.7m | Added +218.1k |
| MORGAN STANLEY 0.00% of their portfolio | 5.4m $72.5m | Added +1.5m |
| TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio | 5.0m $67.5m | Reduced -2.7m |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% of their portfolio | 5.0m $66.4m | Reduced -45.3k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 4.9m $65.0m | Added +4.5m |
| UBS Group AG 0.01% of their portfolio | 4.4m $59.2m | Added +1.7m |
| Robeco Schweiz AG 0.92% of their portfolio | 4.3m $57.0m | Added +40.7k |
| Balyasny Asset Management L.P. 0.10% of their portfolio | 3.9m $52.5m | Added +3.6m |
| Maple Rock Capital Partners Inc. 0.97% of their portfolio | 3.7m $49.4m | Added +692.4k |
| Amundi 0.01% of their portfolio | 3.4m $45.8m | Added +127.9k |
| LuminArx Capital Management LP 1.69% of their portfolio | 3.1m $3.6m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 2.9m $38.4m | Added +415.4k |
| CANYON CAPITAL ADVISORS LLC 3.75% of their portfolio | 2.5m $33.0m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 2.2m $30.0m | Added +114.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.2m $30.0m | Added +184.2k |
| FMR LLC 0.00% of their portfolio | 1.9m $24.9m | Added +1.3m |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 1.8m $24.1m | Reduced -265.2k |
| Trexquant Investment LP 0.14% of their portfolio | 1.7m $22.9m | Added +1.0m |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 1.6m $21.9m | Added +1.2m |
| ARDSLEY ADVISORY PARTNERS LP 2.32% of their portfolio | 1.6m $21.4m | Added +465.0k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 1.6m $21.0m | Added +78.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 1.4m $18.8m | Added +996.6k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 1.4m $18.6m | Added +3.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.4m $18.1m | Reduced -35.9k |
| Handelsbanken Fonder AB 0.05% of their portfolio | 1.3m $17.6m | Reduced -2.1m |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 1.2m $15.4m | Added +25.3k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 1.1m $15.2m | Added +608.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 1.1m $14.9m | Added +9.2k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 1.1m $14.3m | Reduced -822.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.0m $13.9m | Added +858.2k |
| Squarepoint Ops LLC 0.02% of their portfolio | 939.8k $12.6m | Added +178.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 933.0k $12.5m | Reduced -1.6m |
| Sourcerock Group LLC 0.60% of their portfolio | 855.8k $11.5m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 845.3k $11.3m | Reduced -67.5k |
| Diversify Advisory Services, LLC 0.14% of their portfolio | 827.1k $8.3m | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.14% of their portfolio | 827.1k $8.3m | Added +28.8k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 819.6k $11.0m | Reduced -10.5k |
| Man Group plc 0.02% of their portfolio | 768.4k $10.3m | Reduced -324.8k |
| DNB Asset Management AS 0.03% of their portfolio | 752.7k $10.1m | Reduced -2.9k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 734.8k $9.8m | Added +78.0k |
| Erste Asset Management GmbH 0.07% of their portfolio | 708.5k $9.6m | Reduced -754.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 660.6k $8.8m | Added +246.3k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 654.3k $8.8m | Added +220.2k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 616.4k $8.2m | Reduced -83.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 612.6k $8.2m | Added +10.4k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 599.0k $8.0m | Added +452.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 570.1k $7.6m | Reduced -194.3k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 563.7k $7.5m | Reduced -51.7k |
| NORGES BANK 0.00% of their portfolio | 560.0k $7.5m | Not comparable |
| Legal & General Group Plc 0.00% of their portfolio | 549.6k $7.4m | Added +7.7k |
| Nuveen, LLC 0.00% of their portfolio | 548.6k $7.3m | Reduced -202.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 521.2k $7.2m | Reduced -280.6k |
| MASTERS CAPITAL MANAGEMENT LLC 0.94% of their portfolio | 500.0k $6.7m | Unchanged |
| RWC Asset Management LLP 0.25% of their portfolio | 497.3k $6.7m | Added +81.7k |
| JUPITER ASSET MANAGEMENT LTD 0.03% of their portfolio | 483.4k $6.5m | Reduced -129.6k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 473.0k $6.3m | Added +152.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 459.7k $6.2m | Reduced -1.9m |
| Swiss National Bank 0.00% of their portfolio | 459.0k $6.1m | Unchanged |
| MIROVA 0.22% of their portfolio | 446.8k $6.0m | Added +21.4k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 427.7k $5.7m | Reduced -379.5k |
| NOMURA HOLDINGS INC 0.02% of their portfolio | 418.9k $5.6m | Added +76.6k |
| Raiffeisen Bank International AG 0.06% of their portfolio | 405.2k $5.5m | Added +5.2k |
| Creative Planning 0.00% of their portfolio | 388.7k $5.2m | Added +10.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 359.7k $4.9m | Added +24.1k |
| ALPS ADVISORS INC 0.02% of their portfolio | 352.9k $4.7m | Added +4.4k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 331.3k $4.4m | Added +17.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 327.9k $4.4m | Added +52.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 314.6k $4.2m | Reduced -750.7k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.08% of their portfolio | 299.1k $4.0m | Added +165.9k |
| NORDEN GROUP LLC 0.33% of their portfolio | 296.5k $4.0m | Added +26.3k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 294.0k $3.9m | Added +58.5k |
| OSSIAM 0.05% of their portfolio | 288.7k $3.9m | Unchanged |
| Freestone Grove Partners LP 0.02% of their portfolio | 282.7k $3.8m | Added +47.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 274.6k $3.7m | Added +7.4k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.06% of their portfolio | 242.2k $3.2m | Added +177.4k |
| Fideuram Asset Management (Ireland) dac 0.06% of their portfolio | 235.0k $3.1m | New |
| Jefferies Financial Group Inc. 0.03% of their portfolio | 234.4k $3.1m | Reduced -103.1k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 231.7k $3.1m | Reduced -20.3k |
| CITIGROUP INC 0.00% of their portfolio | 217.7k $2.9m | Reduced -41.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 215.3k $2.9m | Added +15.3k |
| Dayah Capital LLC 2.38% of their portfolio | 211.1k $2.8m | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 210.5k $2.8m | Added +10.8k |
| Voleon Capital Management LP 0.05% of their portfolio | 206.7k $2.8m | Added +155.8k |
| Candriam S.C.A. 0.01% of their portfolio | 190.4k $2.5m | New |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.58% of their portfolio | 189.0k $2.5m | Added +84.0k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 187.7k $2.5m | Added +9.2k |
| Parallax Volatility Advisers, L.P. 0.09% of their portfolio | 185.7k $2.5m | Added +166.4k |
| Susquehanna Portfolio Strategies, LLC 0.04% of their portfolio | 178.9k $2.4m | Reduced -61.7k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 178.0k $2.4m | New |