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 ($2.4m this quarter). Holder counts are more reliable. Shares outstanding: 238.5m as of 2026-05-01, 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 ≈ $13.54. Options: 25 managers hold calls ($165.0m notional), 27 hold puts ($183.9m).
Trends to Q1 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 |
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 | 201 | 202 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $519.0m | $290.7m | 0.56 |
| Q3 2025 | $677.2m | $460.5m | 0.68 |
| Q4 2025 | $631.0m | $481.8m | 0.76 |
| Q1 2026 | $165.0m | $183.9m | 1.11 |
Biggest buyers
| Alyeska Investment Group, L.P. | New | +6.5m |
| TWO SIGMA INVESTMENTS, LP | Added | +3.5m |
| Invesco Ltd. | Added | +3.2m |
| Grantham, Mayo, Van Otterloo & Co. LLC | Added | +2.4m |
| BIT Capital GmbH | New | +2.3m |
| BlackRock, Inc. | Added | +2.3m |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added | +2.1m |
| PGGM Investments | Added | +1.9m |
| Capital World Investors | New | +1.3m |
| Greenvale Capital LLP | Added | +1.3m |
Biggest sellers
| Contour Asset Management LLC | Sold out | -5.3m |
| GOLDMAN SACHS GROUP INC | Reduced | -5.2m |
| TWO SIGMA ADVISERS, LP | Sold out | -4.1m |
| T. Rowe Price Investment Management, Inc. | Sold out | -3.7m |
| D. E. Shaw & Co., Inc. | Reduced | -2.6m |
| Maple Rock Capital Partners Inc. | Reduced | -2.3m |
| SOROS FUND MANAGEMENT LLC | Reduced | -2.2m |
| CITADEL ADVISORS LLC | Reduced | -2.0m |
| Erste Asset Management GmbH | Reduced | -1.9m |
| Qube Research & Technologies Ltd | Sold out | -1.1m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $42.6m3.1m shares |
| JANE STREET GROUP, LLC | Reduced | $30.6m2.3m shares |
| CITADEL ADVISORS LLC | Reduced | $17.7m1.3m shares |
| IMC-Chicago, LLC | Reduced | $14.9m1.1m shares |
| Caption Management, LLC | Reduced | $11.3m831.3k shares |
| D. E. Shaw & Co., Inc. | Reduced | $7.4m544.3k shares |
| BARCLAYS PLC | Reduced | $6.8m500.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $6.7m496.1k shares |
| Point72 Asset Management, L.P. | Reduced | $5.7m422.4k shares |
| GROUP ONE TRADING LLC | Reduced | $5.7m420.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $34.2m2.5m shares |
| UBS Group AG | Added | $28.1m2.1m shares |
| JANE STREET GROUP, LLC | Reduced | $21.4m1.6m shares |
| GROUP ONE TRADING LLC | Reduced | $17.6m1.3m shares |
| CITADEL ADVISORS LLC | Reduced | $13.6m1.0m shares |
| IMC-Chicago, LLC | Reduced | $10.6m778.2k shares |
| Caption Management, LLC | Added | $9.9m728.3k shares |
| Sculptor Capital LP | Added | $6.3m462.9k shares |
| TWO SIGMA INVESTMENTS, LP | Reduced | $6.2m457.4k shares |
| GOLDMAN SACHS GROUP INC | New | $5.8m430.0k 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 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 | — | 7 | $5.5m | $4.3m |
| Q3 2024 | 0 | — | 7 | $5.0m | $4.5m |
| 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 |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-06 | Powell Mary Chief Executive Officer, director | Sold | $26.6k2.2k shares |
| 2026-03-06 | Abajian Danny Chief Financial Officer | Sold | $16.9k1.4k shares |
| 2026-03-06 | Dickson Paul S. Pres. & Chief Revenue Officer | Sold | $13.0k1.1k shares |
| 2026-03-06 | STEELE JEANNA Chief Legal & People Officer | Sold | $10.8k901 shares |
| 2026-03-06 | Jurich Lynn Michelle Director | Sold | $5.4k450 shares |
| 2026-03-03 | FERBER ALAN Director | Bought | $149.0k12.5k shares |
| 2026-03-02 | Jurich Lynn Michelle Director | Sold plan | $703.9k55.5k shares |
| 2026-02-11 | Fenster Edward Harris Director | Sold plan | $3.3m163.8k shares |
| 2026-02-02 | Jurich Lynn Michelle Director | Sold plan | $929.7k50.0k shares |
| 2026-01-09 | Barak Maria Chief Accounting Officer | Sold plan | $30.2k1.6k shares |
| 2026-01-06 | Powell Mary Chief Executive Officer, director | Sold | $155.8k8.8k shares |
| 2026-01-06 | Abajian Danny Chief Financial Officer | Sold | $128.0k7.2k shares |
| 2026-01-06 | Dickson Paul S. Pres. & Chief Revenue Officer | Sold | $108.9k6.1k shares |
| 2026-01-06 | STEELE JEANNA Chief Legal & People Officer | Sold | $78.9k4.4k shares |
| 2026-01-06 | Barak Maria Chief Accounting Officer | Sold | $21.4k1.2k shares |
| 2026-01-02 | Jurich Lynn Michelle Director | Sold plan | $964.0k50.0k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 41.9m $567.7m | Added +2.3m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 12.9m $175.4m | First filing |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 12.2m $165.2m | Reduced -5.2m |
| Greenvale Capital LLP 17.84% of their portfolio | 12.0m $162.7m | Added +1.3m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 10.0m $136.2m | First filing |
| PGGM Investments 2.27% of their portfolio | 9.5m $129.5m | Added +1.9m |
| STATE STREET CORP 0.00% of their portfolio | 9.4m $127.1m | Added +238.6k |
| Invesco Ltd. 0.01% of their portfolio | 9.1m $123.0m | Added +3.2m |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.27% of their portfolio | 7.8m $106.0m | Added +2.4m |
| TWO SIGMA INVESTMENTS, LP 0.09% of their portfolio | 7.8m $105.7m | Added +3.5m |
| D. E. Shaw & Co., Inc. 0.08% of their portfolio | 7.3m $98.5m | Reduced -2.6m |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 6.5m $88.4m | Added +165.2k |
| Alyeska Investment Group, L.P. 0.25% of their portfolio | 6.5m $88.2m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 6.2m $83.9m | Added +521.0k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.08% of their portfolio | 5.0m $67.9m | Added +2.1m |
| Robeco Schweiz AG 1.21% of their portfolio | 4.2m $57.3m | Added +1.3m |
| MORGAN STANLEY 0.00% of their portfolio | 4.0m $53.6m | Reduced -251.7k |
| Handelsbanken Fonder AB 0.15% of their portfolio | 3.4m $46.0m | Added +1.1m |
| Amundi 0.01% of their portfolio | 3.3m $44.8m | Added +1.2m |
| Maple Rock Capital Partners Inc. 1.32% of their portfolio | 3.0m $40.7m | Reduced -2.3m |
| UBS Group AG 0.01% of their portfolio | 2.7m $36.7m | Added +243.3k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 2.5m $34.1m | Added +44.9k |
| CANYON CAPITAL ADVISORS LLC 4.34% of their portfolio | 2.5m $33.5m | Added +770.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 2.5m $33.3m | Added +83.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.13% of their portfolio | 2.3m $31.3m | Reduced -1.1m |
| BIT Capital GmbH 1.73% of their portfolio | 2.3m $31.0m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 2.1m $28.9m | Reduced -38.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 2.1m $28.0m | Added +232.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.1m $27.9m | Added +883.3k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 1.9m $25.7m | Reduced -8.5k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.5m $20.2m | First filing |
| Erste Asset Management GmbH 0.16% of their portfolio | 1.5m $17.8m | Reduced -1.9m |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.4m $18.9m | Reduced -52.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 1.4m $16.7m | Added +149.9k |
| Capital World Investors 0.00% of their portfolio | 1.3m $17.4m | New |
| ARDSLEY ADVISORY PARTNERS LP 2.34% of their portfolio | 1.1m $15.4m | Reduced -345.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 1.1m $15.3m | Reduced -134.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 1.1m $15.0m | Added +335.5k |
| Man Group plc 0.03% of their portfolio | 1.1m $14.8m | Added +293.9k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 1.1m $14.4m | Added +242.0k |
| SORA INVESTORS LLC 1.27% of their portfolio | 1.0m $13.7m | Added +378.8k |
| Holocene Advisors, LP 0.03% of their portfolio | 944.7k $12.8m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 912.8k $12.4m | Added +25.0k |
| Public Sector Pension Investment Board 0.04% of their portfolio | 830.1k $11.3m | Added +27.1k |
| TUDOR INVESTMENT CORP ET AL 0.06% of their portfolio | 807.1k $10.9m | Reduced -366.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 801.8k $9.7m | Reduced -39.6k |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.17% of their portfolio | 798.2k $9.5m | Added +347.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 764.4k $10.4m | Added +14.7k |
| Squarepoint Ops LLC 0.02% of their portfolio | 761.5k $10.3m | Reduced -863.0k |
| DNB Asset Management AS 0.04% of their portfolio | 755.6k $10.2m | Reduced -16.0k |
| Nuveen, LLC 0.00% of their portfolio | 750.6k $10.2m | Reduced -99.6k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 700.0k $9.5m | Added +57.5k |
| Trexquant Investment LP 0.07% of their portfolio | 664.8k $9.0m | Added +500.3k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 656.8k $8.9m | Added +287.0k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 615.4k $8.3m | Added +9.9k |
| JUPITER ASSET MANAGEMENT LTD 0.04% of their portfolio | 613.0k $8.3m | Added +545.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 602.2k $8.2m | Added +62.8k |
| FMR LLC 0.00% of their portfolio | 547.1k $7.4m | Added +348.3k |
| Legal & General Group Plc 0.00% of their portfolio | 541.8k $7.3m | Reduced -49.1k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 529.3k $7.2m | Reduced -34.0k |
| MASTERS CAPITAL MANAGEMENT LLC 1.00% of their portfolio | 500.0k $6.8m | New |
| Swiss National Bank 0.00% of their portfolio | 459.0k $6.2m | Added +4.1k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 442.2k $6.0m | Added +63.3k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 434.1k $5.9m | Added +407.0k |
| MIROVA 0.23% of their portfolio | 425.4k $5.8m | Added +35.3k |
| RWC Asset Management LLP 0.23% of their portfolio | 415.6k $5.6m | Added +17.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 414.4k $5.6m | Added +272.2k |
| Jump Financial, LLC 0.08% of their portfolio | 410.7k $5.6m | Added +237.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 409.3k $5.6m | New |
| Raiffeisen Bank International AG 0.07% of their portfolio | 400.0k $4.9m | Added +219.9k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 392.2k $5.3m | Reduced -2.0m |
| Creative Planning 0.00% of their portfolio | 378.3k $5.1m | Reduced -44.7k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 355.7k $4.8m | Reduced -113.7k |
| Hillsdale Investment Management Inc. 0.13% of their portfolio | 352.7k $4.8m | Reduced -37.5k |
| ALPS ADVISORS INC 0.02% of their portfolio | 348.5k $4.7m | Added +40.7k |
| NOMURA HOLDINGS INC 0.04% of their portfolio | 342.4k $4.6m | Added +76.0k |
| Jefferies Financial Group Inc. 0.06% of their portfolio | 337.4k $4.6m | Added +325.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 335.6k $6.2m | Added +47.8k |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 326.2k $4.4m | Added +321.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 320.8k $4.1m | Added +114.7k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 314.3k $4.3m | Added +60.4k |
| OSSIAM 0.07% of their portfolio | 288.7k $3.9m | Unchanged |
| Aquatic Capital Management LLC 0.11% of their portfolio | 285.9k $3.9m | Added +135.8k |
| ALGERT GLOBAL LLC 0.06% of their portfolio | 275.6k $3.7m | Added +5.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 275.1k $3.7m | Added +53.9k |
| NORDEN GROUP LLC 0.35% of their portfolio | 270.2k $3.7m | Added +6.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 267.2k $3.6m | Added +49.0k |
| Vontobel Holding Ltd. 0.01% of their portfolio | 260.7k $3.5m | Added +171.1k |
| CITIGROUP INC 0.00% of their portfolio | 259.2k $3.5m | Reduced -122.8k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 252.1k $3.4m | Reduced -65.6k |
| Susquehanna Portfolio Strategies, LLC 0.05% of their portfolio | 240.5k $3.3m | Unchanged |
| Caption Management, LLC 0.15% of their portfolio | 236.9k $3.2m | New |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 235.5k $3.2m | Added +5.1k |
| Freestone Grove Partners LP 0.02% of their portfolio | 235.0k $3.2m | Added +84.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 230.7k $3.1m | Reduced -874 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 200.0k $2.7m | Added +16.5k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 199.7k $2.7m | First filing |
| PDT Partners, LLC 0.15% of their portfolio | 188.5k $2.6m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 183.8k $2.5m | Reduced -206.6k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 178.5k $2.4m | Reduced -78.1k |