RUN
Sunrun Inc. · Energy · Solar
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow +13.9% ·
net new positions -10.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 127.27K | $979,189 | +1 | −2 |
| Q2 2026 | 116 | -5 | 193.38M | $2.57B | +7 | −13 |
| Q1 2026 | 125 | +1 | 207.05M | $2.49B | +14 | −14 |
| Q4 2025 | 123 | -4 | 185.03M | $3.41B | +1 | −4 |
| Q3 2025 | 21 | +4 | 114.84M | $1.99B | +5 | −2 |
| Q2 2025 | 15 | +2 | 94.34M | $771.67M | +3 | −1 |
| Q1 2025 | 10 | -1 | 25.67M | $150.42M | +1 | −2 |
| Q4 2024 | 11 | -3 | 22.55M | $208.57M | n/a | −3 |
| Q3 2024 | 13 | +2 | 15.28M | $276.06M | +2 | n/a |
| Q2 2024 | 11 | n/a | 18.58M | $220.39M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 9.12M | -4.9% | $53.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Geode Capital Management ✦ (passive) | 5.46M | +2.7% | $32.01M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Soros Fund Management ✦ | 5.19M | +209.7% | $30.41M | 0.8% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Millennium Management ✦ | 2.54M | +596.7% | $14.91M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Citadel Advisors ✦ | 1.16M | +77.1% | $6.80M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | Marshall Wace ✦ | 1.12M | +91.2% | $6.56M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 7 | Point72 Asset Management ✦ | 423.99K | New | $2.48M | 0.0% | New | 1 | SEC ↗ |
| 8 | Norges Bank ✦ (passive) | 299.60K | -91.1% | $1.76M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 190.63K | +8.2% | $1.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 165.80K | -43.1% | $944,242 | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $2.48M | 0.0% |
Exited
| Wellington Management | $4.48M | was 0.0% |
| D. E. Shaw & Co. | $531,440 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 395 holders, 254.33M shares, $3.24B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 16.73K sh · $129,931
Officer · 1.77K sh · $13,753
Officer · 15.84K sh · $122,971
Officer, Director · 24.34K sh · $188,939
Officer · 10.04K sh · $77,967
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology