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 ($15.2m this quarter). Holder counts are more reliable. Shares outstanding: 221.7m as of 2024-05-03, 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 ≈ $13.17. Options: 36 managers hold calls ($295.2m notional), 36 hold puts ($453.5m).
Trends to Q1 2024
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 |
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 2022 | 236 | 201 |
| Q1 2023 | 199 | 219 |
| Q2 2023 | 178 | 200 |
| Q3 2023 | 209 | 171 |
| Q4 2023 | 191 | 187 |
| Q1 2024 | 203 | 187 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $144.7m | $190.1m | 1.31 |
| Q3 2023 | $122.8m | $128.5m | 1.05 |
| Q4 2023 | $380.4m | $441.4m | 1.16 |
| Q1 2024 | $295.2m | $453.5m | 1.54 |
Biggest buyers
| MORGAN STANLEY | Added | +10.6m |
| BlackRock Inc. | Added | +7.0m |
| MILLENNIUM MANAGEMENT LLC | Added | +4.2m |
| ARDSLEY ADVISORY PARTNERS LP | Added | +2.9m |
| VANGUARD GROUP INC | Added | +2.7m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | New | +2.7m |
| Clal Insurance Enterprises Holdings Ltd | New | +2.3m |
| SOROS FUND MANAGEMENT LLC | New | +2.1m |
| Grantham, Mayo, Van Otterloo & Co. LLC | Added | +1.9m |
| SIR Capital Management, L.P. | Added | +1.5m |
Biggest sellers
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduced | -5.2m |
| D. E. Shaw & Co., Inc. | Reduced | -4.1m |
| Invesco Ltd. | Reduced | -2.1m |
| MOORE CAPITAL MANAGEMENT, LP | Sold out | -1.6m |
| Phoenix Financial Ltd. | Reduced | -1.5m |
| Point72 Asset Management, L.P. | Reduced | -1.4m |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | Sold out | -1.3m |
| FIRST TRUST ADVISORS LP | Reduced | -1.3m |
| BANK OF MONTREAL /CAN/ | Reduced | -1.1m |
| UBS Group AG | Reduced | -818.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $53.6m4.1m shares |
| CITADEL ADVISORS LLC | Added | $46.2m3.5m shares |
| MASTERS CAPITAL MANAGEMENT LLC | New | $26.4m2.0m shares |
| SIMPLEX TRADING, LLC | Added | $22.8m1.7m shares |
| D. E. Shaw & Co., Inc. | Added | $18.1m1.4m shares |
| Caption Management, LLC | Reduced | $14.0m1.1m shares |
| JANE STREET GROUP, LLC | Added | $13.3m1.0m shares |
| BNP PARIBAS FINANCIAL MARKETS | Added | $12.1m9.2k shares |
| UBS Group AG | Added | $11.8m892.1k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $10.9m829.0k shares |
Biggest puts
| Skaana Management L.P. | New | $121.6m108.0k shares |
| KGH Ltd | Unchanged | $85.7m6.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $29.2m2.2m shares |
| JANE STREET GROUP, LLC | Added | $27.2m2.1m shares |
| D. E. Shaw & Co., Inc. | Added | $16.9m1.3m shares |
| WHITEBOX ADVISORS LLC | New | $16.5m1.2m shares |
| CITADEL ADVISORS LLC | Added | $16.2m1.2m shares |
| SIMPLEX TRADING, LLC | Added | $14.8m1.1m shares |
| Caption Management, LLC | Added | $13.1m997.3k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $9.1m692.8k 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 Q1 2024
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 2022 | 0 | — | 7 | $5.3m | — |
| Q3 2022 | 0 | — | 7 | $13.1m | — |
| Q4 2022 | 0 | — | 7 | $10.6m | — |
| Q1 2023 | 0 | — | 7 | $7.7m | $248.2k |
| Q2 2023 | 0 | — | 7 | $3.0m | $2.5m |
| Q3 2023 | 0 | — | 6 | $959.6k | $588.1k |
| Q4 2023 | 0 | — | 6 | $5.5m | $5.2m |
| Q1 2024 | 1 | $97.3k | 6 | $847.2k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-18 | Jurich Lynn Michelle Director | Sold | $28.4k2.8k shares |
| 2024-03-18 | STEELE JEANNA Chief Legal & People Officer | Sold | $8.1k805 shares |
| 2024-03-18 | Abajian Danny Chief Financial Officer | Sold | $4.0k402 shares |
| 2024-03-14 | FERBER ALAN Director · See Footnote | Bought | $97.3k10.0k shares |
| 2024-03-06 | Abajian Danny Chief Financial Officer | Sold | $145.8k12.0k shares |
| 2024-03-06 | Dickson Paul S. Chief Revenue Officer | Sold | $126.2k10.4k shares |
| 2024-03-06 | Powell Mary Chief Executive Officer, director | Sold | $112.8k9.3k shares |
| 2024-03-06 | STEELE JEANNA Chief Legal & People Officer | Sold | $99.1k8.2k shares |
| 2024-03-06 | Fenster Edward Harris Director | Sold | $32.9k2.7k shares |
| 2024-03-06 | Jurich Lynn Michelle Director | Sold | $15.4k1.3k shares |
| 2024-02-29 | Abajian Danny Chief Financial Officer | Sold | $67.1k5.5k shares |
| 2024-02-29 | Powell Mary Chief Executive Officer, director | Sold | $65.7k5.4k shares |
| 2024-02-29 | Jurich Lynn Michelle Director | Sold | $58.5k4.8k shares |
| 2024-02-29 | Fenster Edward Harris Director | Sold | $37.7k3.1k shares |
| 2024-02-29 | Dickson Paul S. Chief Revenue Officer | Sold | $19.1k1.6k shares |
| 2024-02-29 | STEELE JEANNA Chief Legal & People Officer | Sold | $13.5k1.1k shares |
| 2024-01-08 | Abajian Danny Chief Financial Officer | Sold | $8.8k540 shares |
| 2024-01-08 | Dickson Paul S. Chief Revenue Officer | Sold | $4.1k253 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, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.01% of their portfolio | 39.6m $521.9m | Added +7.0m |
| VANGUARD GROUP INC 0.01% of their portfolio | 22.3m $294.2m | Added +2.7m |
| MORGAN STANLEY 0.01% of their portfolio | 19.1m $252.0m | Added +10.6m |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.70% of their portfolio | 14.6m $192.8m | Added +1.9m |
| Orbis Allan Gray Ltd 1.12% of their portfolio | 14.2m $187.6m | Added +19.0k |
| Greenvale Capital LLP 9.86% of their portfolio | 9.8m $128.5m | Added +1.4m |
| STATE STREET CORP 0.00% of their portfolio | 7.6m $100.2m | Added +901.8k |
| Invesco Ltd. 0.02% of their portfolio | 6.0m $79.2m | Reduced -2.1m |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 5.6m $74.1m | Added +4.2m |
| Amundi 0.03% of their portfolio | 5.6m $71.7m | Added +463.5k |
| Robeco Schweiz AG 1.06% of their portfolio | 4.6m $60.8m | Added +876.0k |
| Erste Asset Management GmbH 0.74% of their portfolio | 4.2m $54.0m | Added +177.0k |
| ARDSLEY ADVISORY PARTNERS LP 7.02% of their portfolio | 3.7m $48.8m | Added +2.9m |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 3.7m $48.2m | Added +873.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.6m $47.5m | Added +35.2k |
| DNB Asset Management AS 0.23% of their portfolio | 3.4m $44.7m | Reduced -562.5k |
| Handelsbanken Fonder AB 0.18% of their portfolio | 3.1m $40.8m | Reduced -301.6k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 2.9m $38.0m | Reduced -685.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.13% of their portfolio | 2.7m $35.8m | New |
| FMR LLC 0.00% of their portfolio | 2.4m $32.1m | Reduced -503.8k |
| Clal Insurance Enterprises Holdings Ltd 0.34% of their portfolio | 2.3m $30.3m | New |
| STOREBRAND ASSET MANAGEMENT AS 0.10% of their portfolio | 2.3m $29.7m | Added +294.6k |
| SOROS FUND MANAGEMENT LLC 0.64% of their portfolio | 2.1m $27.4m | New |
| Point72 Asset Management, L.P. 0.08% of their portfolio | 2.1m $27.3m | Reduced -1.4m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.9m $25.1m | Reduced -667.0k |
| Maple Rock Capital Partners Inc. 1.55% of their portfolio | 1.9m $24.4m | Added +700.0k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 1.8m $24.3m | Added +573.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.8m $23.8m | Reduced -243.9k |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 1.8m $23.4m | Added +381.4k |
| SIR Capital Management, L.P. 2.06% of their portfolio | 1.6m $20.5m | Added +1.5m |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.6m $20.5m | Reduced -193.1k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 1.6m $20.5m | Reduced -105.3k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 1.6m $20.5m | Added +1.4m |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 1.5m $19.9m | Reduced -376.1k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 1.5m $19.5m | Added +1.4m |
| Alyeska Investment Group, L.P. 0.11% of their portfolio | 1.4m $18.4m | Added +167.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 1.3m $17.5m | Added +357.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.3m $17.5m | Added +94.5k |
| Balyasny Asset Management L.P. 0.04% of their portfolio | 1.3m $16.6m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 1.2m $15.9m | Added +392.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 1.1m $14.8m | Added +325.0k |
| NORGES BANK 0.00% of their portfolio | 1.1m $14.5m | Reduced -80.5k |
| Point72 Europe (London) LLP 1.26% of their portfolio | 1.0m $13.5m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.0m $13.3m | Added +309.9k |
| MASTERS CAPITAL MANAGEMENT LLC 2.49% of their portfolio | 1.0m $13.2m | Unchanged |
| PGGM Investments 0.18% of their portfolio | 958.0k $12.6m | Unchanged |
| CANYON CAPITAL ADVISORS LLC 1.24% of their portfolio | 882.6k $11.6m | Unchanged |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 877.0k $11.6m | Reduced -1.3m |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 862.1k $11.4m | Added +130.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 840.3k $11.1m | Added +526.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 836.6k $11.0m | Added +3.9k |
| NATIXIS 0.06% of their portfolio | 832.0k $11.0m | Added +385.0k |
| Legal & General Group Plc 0.00% of their portfolio | 796.0k $10.5m | Added +286.8k |
| TORTOISE CAPITAL ADVISORS, L.L.C. 0.14% of their portfolio | 763.9k $10.1m | Reduced -186.6k |
| SORA INVESTORS LLC 1.63% of their portfolio | 750.0k $9.9m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 728.9k $9.6m | Added +344.6k |
| PINEBRIDGE INVESTMENTS, L.P. 0.07% of their portfolio | 698.9k $9.2m | Added +86.6k |
| Trexquant Investment LP 0.17% of their portfolio | 649.4k $8.6m | Added +533.9k |
| Caption Management, LLC 0.94% of their portfolio | 648.3k $8.5m | Added +463.2k |
| BARCLAYS PLC 0.00% of their portfolio | 627.1k $8.3m | Added +352.4k |
| Aquatic Capital Management LLC 0.26% of their portfolio | 612.6k $8.1m | New |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 605.5k $8.0m | Reduced -72.7k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.03% of their portfolio | 559.4k $7.4m | Added +77.9k |
| ALPS ADVISORS INC 0.05% of their portfolio | 544.3k $7.2m | Reduced -178.0k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.62% of their portfolio | 535.1k $7.1m | New |
| MIROVA 1.21% of their portfolio | 516.6k $6.8m | Reduced -236.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 511.7k $6.7m | Reduced -63.8k |
| NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio | 496.1k $5.6m | Added +5.0k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 490.5k $6.5m | Reduced -1.1m |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 474.9k $6.3m | Added +5.2k |
| TRILLIUM ASSET MANAGEMENT, LLC 0.16% of their portfolio | 467.4k $6.2m | Added +123.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% of their portfolio | 458.1k $6.0m | Reduced -5.2m |
| SEVEN EIGHT CAPITAL, LP 0.63% of their portfolio | 454.5k $6.0m | New |
| Public Sector Pension Investment Board 0.04% of their portfolio | 446.9k $5.9m | New |
| Swiss National Bank 0.00% of their portfolio | 430.2k $5.7m | Added +2.1k |
| Arosa Capital Management LP 3.63% of their portfolio | 408.0k $5.4m | New |
| Marex Group Ltd 0.17% of their portfolio | 397.2k $5.2m | Reduced -45.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 339.4k $4.5m | Added +136.3k |
| Caisse de depot et placement du Quebec 0.01% of their portfolio | 339.0k $4.5m | Added +43.7k |
| Candriam S.C.A. 0.03% of their portfolio | 306.5k $4.0m | Unchanged |
| SIMPLEX TRADING, LLC 0.12% of their portfolio | 306.1k $4.0m | New |
| Schonfeld Strategic Advisors LLC 0.03% of their portfolio | 305.1k $4.0m | Reduced -73.4k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 298.9k $3.9m | Reduced -4.1m |
| UBS Group AG 0.00% of their portfolio | 298.1k $3.9m | Reduced -818.0k |
| California Public Employees Retirement System 0.00% of their portfolio | 295.5k $3.9m | Unchanged |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 283.6k $3.7m | Reduced -105.6k |
| NOMURA HOLDINGS INC 0.03% of their portfolio | 281.4k $3.7m | Added +261.8k |
| KBC Group NV 0.01% of their portfolio | 272.8k $3.6m | Reduced -51.9k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 264.8k $3.5m | Added +18.4k |
| Creative Planning 0.00% of their portfolio | 264.4k $3.5m | Added +51.2k |
| CITIGROUP INC 0.00% of their portfolio | 263.2k $3.5m | Added +36.6k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 259.8k $3.4m | Added +67.8k |
| Man Group plc 0.01% of their portfolio | 251.5k $3.3m | New |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 245.0k $3.2m | Added +35.1k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 244.7k $4.9m | Added +5.7k |
| Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio | 242.7k $3.7m | Added +142.6k |
| ExodusPoint Capital Management, LP 0.04% of their portfolio | 241.8k $3.2m | New |
| Swedbank AB 0.00% of their portfolio | 231.8k $3.1m | Added +12.1k |
| Jump Financial, LLC 0.08% of their portfolio | 220.8k $2.9m | New |
| Sculptor Capital LP 0.06% of their portfolio | 218.1k $2.9m | Unchanged |