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 ($65.0m this quarter). Holder counts are more reliable. Shares outstanding: 213.1m as of 2022-10-28, 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 ≈ $27.60. Options: 30 managers hold calls ($291.2m notional), 30 hold puts ($288.9m).
Biggest calls
| CITADEL ADVISORS LLC | — | $46.8m1.7m shares |
| Parallax Volatility Advisers, L.P. | — | $42.2m1.5m shares |
| Caption Management, LLC | — | $39.5m1.4m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $35.3m1.3m shares |
| JANE STREET GROUP, LLC | — | $21.5m777.7k shares |
| BANK OF AMERICA CORP /DE/ | — | $19.4m701.7k shares |
| GROUP ONE TRADING LLC | — | $14.8m535.2k shares |
| Arosa Capital Management LP | — | $12.4m450.0k shares |
| SIMPLEX TRADING, LLC | — | $11.5m415.4k shares |
| Walleye Trading LLC | — | $7.2m261.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $41.5m1.5m shares |
| Caption Management, LLC | — | $40.4m1.5m shares |
| Parallax Volatility Advisers, L.P. | — | $37.0m1.3m shares |
| CITADEL ADVISORS LLC | — | $35.8m1.3m shares |
| Walleye Trading LLC | — | $20.8m755.3k shares |
| JANE STREET GROUP, LLC | — | $19.0m689.5k shares |
| GROUP ONE TRADING LLC | — | $18.5m669.7k shares |
| D. E. Shaw & Co., Inc. | — | $17.3m625.6k shares |
| SIMPLEX TRADING, LLC | — | $16.1m582.8k shares |
| WOLVERINE TRADING, LLC | — | $8.0m289.2k 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 in Q3 2022
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 2020 | 0 | — | 0 | — | — |
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $18.4k | 6 | $3.9m | — |
| Q1 2022 | 0 | — | 6 | $2.0m | — |
| Q2 2022 | 0 | — | 7 | $5.3m | — |
| Q3 2022 | 0 | — | 7 | $13.1m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-09-22 | Fenster Edward Harris Co-Executive Chair, director | Sold | $211.5k6.2k shares |
| 2022-09-19 | Jurich Lynn Michelle Director | Sold | $147.9k4.0k shares |
| 2022-09-19 | Fenster Edward Harris Co-Executive Chair, director | Sold | $98.2k2.6k shares |
| 2022-09-19 | STEELE JEANNA Chief Legal & People Officer | Sold | $29.6k799 shares |
| 2022-09-19 | Philpot Michelle Chief Accounting Officer | Sold | $14.8k400 shares |
| 2022-09-16 | Abajian Danny Chief Financial Officer | Sold | $10.4k279 shares |
| 2022-09-15 | Jurich Lynn Michelle Director | Sold | $175.4k4.7k shares |
| 2022-09-15 | Fenster Edward Harris Co-Executive Chair, director | Sold | $134.5k3.6k shares |
| 2022-09-15 | STEELE JEANNA Chief Legal & People Officer | Sold | $31.2k835 shares |
| 2022-09-15 | Philpot Michelle Chief Accounting Officer | Sold | $17.6k470 shares |
| 2022-09-15 | Abajian Danny Chief Financial Officer | Sold | $8.9k237 shares |
| 2022-09-12 | Jurich Lynn Michelle Co-Executive Chair, director | Sold | $2.8m75.0k shares |
| 2022-09-06 | Jurich Lynn Michelle Co-Executive Chair, director | Sold | $36.5k1.1k shares |
| 2022-09-06 | Fenster Edward Harris Co-Executive Chair, director | Sold | $24.2k736 shares |
| 2022-09-06 | STEELE JEANNA Chief Legal & People Officer | Sold | $10.5k319 shares |
| 2022-09-06 | Philpot Michelle Chief Accounting Officer | Sold | $3.6k111 shares |
| 2022-08-31 | Powell Mary Chief Executive Officer, director | Sold | $249.3k7.6k shares |
| 2022-08-16 | Fenster Edward Harris Co-Executive Chair, director | Sold | $884.6k25.0k shares |
| 2022-08-10 | Jurich Lynn Michelle Co-Executive Chair, director | Sold | $2.6m75.0k shares |
| 2022-08-08 | Jurich Lynn Michelle Co-Executive Chair, director | Sold | $3.7m100.0k shares |
| 2022-07-11 | Jurich Lynn Michelle Co-Executive Chair, director | Sold | $1.9m75.0k shares |
| 2022-07-06 | Abajian Danny Chief Financial Officer | Sold | $4.2k170 shares |
| 2022-07-06 | Dickson Paul S. Chief Revenue Officer | Sold | $3.8k153 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, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.03% of their portfolio | 31.1m $857.6m | — |
| VANGUARD GROUP INC 0.02% of their portfolio | 18.5m $511.3m | — |
| Orbis Allan Gray Ltd 2.76% of their portfolio | 12.2m $337.0m | — |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.76% of their portfolio | 7.0m $192.9m | — |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.95% of their portfolio | 6.0m $165.1m | — |
| STATE STREET CORP 0.01% of their portfolio | 5.9m $163.6m | — |
| Invesco Ltd. 0.05% of their portfolio | 5.4m $150.1m | — |
| MORGAN STANLEY 0.02% of their portfolio | 4.7m $130.4m | — |
| Amundi 0.06% of their portfolio | 3.4m $95.9m | — |
| CITADEL ADVISORS LLC 0.11% of their portfolio | 3.1m $84.8m | — |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.9m $80.5m | — |
| Handelsbanken Fonder AB 0.52% of their portfolio | 2.8m $77.8m | — |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.6m $72.3m | — |
| FMR LLC 0.01% of their portfolio | 2.6m $71.9m | — |
| Robeco Schweiz AG 1.39% of their portfolio | 2.6m $71.6m | — |
| Mirova US LLC 1.67% of their portfolio | 2.6m $71.4m | — |
| Greenvale Capital LLP 8.90% of their portfolio | 2.6m $70.9m | — |
| Phoenix Financial Ltd. 1.49% of their portfolio | 2.4m $67.3m | — |
| STOREBRAND ASSET MANAGEMENT AS 0.35% of their portfolio | 2.1m $57.6m | — |
| MIROVA 9.57% of their portfolio | 2.1m $56.9m | — |
| NEUBERGER BERMAN GROUP LLC 0.06% of their portfolio | 2.0m $55.9m | — |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.0m $55.5m | — |
| Erste Asset Management GmbH 1.23% of their portfolio | 2.0m $54.7m | — |
| DNB Asset Management AS 0.37% of their portfolio | 1.7m $48.3m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.7m $47.3m | — |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 1.7m $46.5m | — |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 1.6m $45.0m | — |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.6m $43.9m | — |
| Electron Capital Partners, LLC 2.06% of their portfolio | 1.6m $43.1m | — |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 1.5m $42.7m | — |
| NORGES BANK 0.01% of their portfolio | 1.5m $40.8m | — |
| CREDIT SUISSE AG/ 0.04% of their portfolio | 1.4m $39.1m | — |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.4m $37.4m | — |
| ALPS ADVISORS INC 0.33% of their portfolio | 1.2m $34.4m | — |
| Allianz Asset Management GmbH 0.07% of their portfolio | 1.1m $30.7m | — |
| CANYON CAPITAL ADVISORS LLC 2.93% of their portfolio | 1.1m $29.4m | — |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 1.0m $28.9m | — |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 1.0m $27.8m | — |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 979.0k $27.0m | — |
| Point72 Asset Management, L.P. 0.10% of their portfolio | 851.6k $23.5m | — |
| TORTOISE CAPITAL ADVISORS, L.L.C. 0.37% of their portfolio | 842.2k $23.2m | — |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 826.3k $22.8m | — |
| ARDSLEY ADVISORY PARTNERS LP 5.98% of their portfolio | 817.1k $22.6m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 785.7k $21.7m | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 765.8k $21.1m | — |
| Carmignac Gestion 0.45% of their portfolio | 759.6k $21.0m | — |
| DekaBank Deutsche Girozentrale 0.06% of their portfolio | 754.9k $21.4m | — |
| Caisse de depot et placement du Quebec 0.06% of their portfolio | 708.0k $19.5m | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 705.8k $19.5m | — |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 625.9k $17.3m | — |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 611.2k $16.9m | — |
| Man Group plc 0.08% of their portfolio | 597.3k $16.5m | — |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 551.6k $15.2m | — |
| MACQUARIE GROUP LTD 0.02% of their portfolio | 545.9k $15.1m | — |
| PGGM Investments 0.26% of their portfolio | 531.8k $14.7m | — |
| KAYNE ANDERSON CAPITAL ADVISORS LP 0.43% of their portfolio | 529.1k $14.6m | — |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 514.1k $14.2m | — |
| Mirae Asset Global Investments Co., Ltd. 0.04% of their portfolio | 487.5k $13.4m | — |
| Legal & General Group Plc 0.01% of their portfolio | 482.3k $13.3m | — |
| Arosa Capital Management LP 4.62% of their portfolio | 470.0k $13.0m | — |
| Swiss National Bank 0.01% of their portfolio | 448.4k $12.4m | — |
| California Public Employees Retirement System 0.01% of their portfolio | 429.6k $11.9m | — |
| Brookfield Corp /ON/ 0.04% of their portfolio | 417.1k $11.5m | — |
| GROUP ONE TRADING LLC 0.37% of their portfolio | 411.0k $11.3m | — |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 399.8k $11.0m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 395.4k $10.9m | — |
| CRAMER ROSENTHAL MCGLYNN LLC 0.48% of their portfolio | 363.6k $10.0m | — |
| Lombard Odier Asset Management (Europe) Ltd 0.51% of their portfolio | 356.0k $9.8m | — |
| Qube Research & Technologies Ltd 0.06% of their portfolio | 354.0k $9.8m | — |
| PICTET ASSET MANAGEMENT SA 0.01% of their portfolio | 352.3k $9.7m | — |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 351.4k $9.7m | — |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.05% of their portfolio | 340.9k $9.4m | — |
| AMERICAN INTERNATIONAL GROUP, INC. 0.07% of their portfolio | 334.6k $9.2m | — |
| Vontobel Holding Ltd. 0.10% of their portfolio | 318.1k $8.8m | — |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 304.8k $8.4m | — |
| GILDER GAGNON HOWE & CO LLC 0.15% of their portfolio | 303.7k $8.4m | — |
| MARSHALL WACE, LLP 0.02% of their portfolio | 294.3k $8.1m | — |
| Candriam S.C.A. 0.06% of their portfolio | 290.4k $8.0m | — |
| Retirement Systems of Alabama 0.04% of their portfolio | 277.7k $7.7m | — |
| Parallax Volatility Advisers, L.P. 0.15% of their portfolio | 277.3k $7.7m | — |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 271.7k $7.5m | — |
| Skandinaviska Enskilda Banken AB (publ) 0.06% of their portfolio | 270.7k $7.5m | — |
| NATIXIS 0.04% of their portfolio | 265.4k $7.6m | — |
| Maytree Asset Management Ltd 5.36% of their portfolio | 262.0k $7.2m | — |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 256.5k $7.1m | — |
| PUTNAM INVESTMENTS LLC 0.01% of their portfolio | 254.6k $7.0m | — |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 252.7k $7.0m | — |
| TRILLIUM ASSET MANAGEMENT, LLC 0.23% of their portfolio | 251.8k $6.9m | — |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 250.4k $6.9m | — |
| Lisanti Capital Growth, LLC 0.92% of their portfolio | 250.2k $6.9m | — |
| Swedbank AB 0.02% of their portfolio | 247.0k $6.8m | — |
| CITIGROUP INC 0.01% of their portfolio | 246.6k $6.8m | — |
| PINEBRIDGE INVESTMENTS, L.P. 0.09% of their portfolio | 246.0k $6.8m | — |
| OLD NATIONAL BANCORP /IN/ 0.11% of their portfolio | 242.9k $6.7m | — |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 237.0k $6.5m | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 234.0k $6.5m | — |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.65% of their portfolio | 232.1k $6.4m | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 229.4k $6.3m | — |
| VAN ECK ASSOCIATES CORP 0.02% of their portfolio | 219.3k $6.1m | — |
| Salient Capital Advisors, LLC 0.33% of their portfolio | 210.8k $5.8m | — |