RUN

Sunrun Inc$9.06 0.77%
Information TechnologyUSCUSIP 86771W105· EOD Aug 27, 2026◍ Confluence graph
Tracked 13F Holders
361
-172 QoQ
13F Value (tracked)
$3.1B
Insider Net · 180d
-$11.6M
0↑ 7↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)36 adding · 18 trimming
Insider net (180d)-$11.6M

Price & smart-money activity

$9.06 0.77%5Y -80.9%
$1.71$16.76$31.81$46.85$61.902021202220232024202520267856267715992436971527073248560456771516413625516616121705936646872751372961768766817457095871148010410464452
Hover for who · click for detailEnd-of-day closing prices52w $8.92 – $21.41

Who owns RUN?

361 tracked 13F filers

361 tracked 13F filers disclose a position in RUN as of the latest SEC 13F filings, a combined $3.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$567.7M
41.9M
+5.8%
Added · +2.3M sh
Q1 2026
2VANGUARD PORTFOLIO MANAGEMENT LLC
$175.4M
12.9M
First observed position
No prior filed position
Q1 2026
3GOLDMAN SACHS GROUP INC
$165.2M
12.2M
−30%
Reduced · −5.2M sh
Q1 2026
4Greenvale Capital LLP
$162.7M
12.0M
+12%
Added · +1.3M sh
Q1 2026
5STATE STREET CORP
$140.3M
10.5M
+12%
Added · +1.1M sh
Q2 2026
6VANGUARD CAPITAL MANAGEMENT LLC
$136.2M
10.0M
First observed position
No prior filed position
Q1 2026
7Grantham, Mayo, Van Otterloo & Co. LLC
$107.1M
8.0M
+2.4%
Added · +185K sh
Q2 2026
8TWO SIGMA INVESTMENTS, LP
$105.7M
7.8M
+79%
Added · +3.5M sh
Q1 2026
9D. E. Shaw & Co., Inc.
$98.5M
7.3M
−27%
Reduced · −2.6M sh
Q1 2026
10DIMENSIONAL FUND ADVISORS LP
$88.4M
6.5M
+2.6%
Added · +165K sh
Q1 2026
11Alyeska Investment Group, L.P.
$88.2M
6.5M
New
+6.5M sh
Q1 2026
12GEODE CAPITAL MANAGEMENT, LLC
$85.7M
6.4M
+3.5%
Added · +218K sh
Q2 2026
13BNP Paribas Asset Management Holding S.A.
$67.9M
5.0M
+74%
Added · +2.1M sh
Q1 2026
14Robeco Schweiz AG
$57.0M
4.3M
+1.0%
Added · +41K sh
Q2 2026
15MORGAN STANLEY
$53.6M
4.0M
−6.0%
Reduced · −252K sh
Q1 2026
16NORGES BANK
$62.2M
3.4M
+722%
Added · +3.0M sh
Q4 2025
17Amundi
$44.8M
3.3M
+56%
Added · +1.2M sh
Q1 2026
18Maple Rock Capital Partners Inc.
$40.7M
3.0M
−44%
Reduced · −2.3M sh
Q1 2026
19UBS Group AG
$36.7M
2.7M
+9.9%
Added · +243K sh
Q1 2026
20DEUTSCHE BANK AG\
$34.1M
2.5M
+1.8%
Added · +45K sh
Q1 2026
21CANYON CAPITAL ADVISORS LLC
$33.0M
2.5M
Held
Q2 2026
22NORTHERN TRUST CORP
$33.3M
2.5M
+3.5%
Added · +84K sh
Q1 2026
23BIT Capital GmbH
$31.0M
2.3M
New
+2.3M sh
Q1 2026
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$28.9M
2.1M
−1.8%
Reduced · −38K sh
Q1 2026
25RENAISSANCE TECHNOLOGIES LLC
$28.0M
2.1M
+13%
Added · +232K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is RUN being bought or sold by institutions?

Last quarter, 9 funds opened a new position in RUN and 27 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
9
funds
Added
27
funds
Reduced
18
funds
Exited
0
funds

Funds that own RUN also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT203 funds$254.0B
AMAZON.COM INCAMZN201 funds$192.2B
NVIDIA CORPNVDA199 funds$367.3B
META PLATFORMS INC-CLASS AMETA199 funds$106.3B
ALPHABET INC-CL AGOOGL197 funds$155.1B
BROADCOM INCAVGO196 funds$151.6B
APPLE INCAAPL192 funds$275.3B
MICRON TECHNOLOGY INCMU191 funds$39.0B
ADVANCED MICRO DEVICESAMD191 funds$36.4B
ELI LILLY & COLLY190 funds$75.1B
ALPHABET INC-CL CGOOG189 funds$119.7B
MASTERCARD INC - AMA189 funds$53.8B

Ranked by how many of RUN's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$11.6M
7 insiders
Net
-$11.6M
19 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 3, 2026Jurich Lynn MichelleDirectorSell (S)50K$498K
Jul 9, 2026Barak MariaChief Accounting OfficerSell (S)3K$40K
Jul 6, 2026Powell MaryChief Executive Officer, DirectorSell (S)24K$316K
Jul 6, 2026Dickson Paul S.Pres. & Chief Revenue OfficerSell (S)16K$206K
Jul 6, 2026Barak MariaChief Accounting OfficerSell (S)2K$23K
Jul 6, 2026Abajian DannyChief Financial OfficerSell (S)16K$218K
Jul 6, 2026STEELE JEANNAChief Legal & People OfficerSell (S)10K$131K
Jul 1, 2026Jurich Lynn MichelleDirectorSell (S)50K$680K
Jun 11, 2026Lontoh SonitaDirectorSell (S)8K$90K
Jun 8, 2026Abajian DannyChief Financial OfficerSell (S)2K$27K
Jun 1, 2026Jurich Lynn MichelleDirectorSell (S)50K$796K
May 1, 2026Jurich Lynn MichelleDirectorSell (S)50K$645K

Institutional ownership over time

178 funds-134 since Q3 2024
0175350Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $597.0M · 1 values withheld

Share classes

Class13F holdersValue held
RUNthis pagecs361 funds$3.1B
RUN 4 03/01/30SDBCV20 funds$485.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Connected entities for RUN

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Ask your agent what changed in RUN

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/RUN/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for RUN.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for RUN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.