RUN
Sunrun Inc. · Energy · Solar
Données momentum (gérants comparables) :
étendue des détenteurs +15.4% ·
flux d'actions +8.5% ·
nouvelles positions nettes +13.3%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 117 | -6 | 196.81M | $2.62B | +7 | −12 |
| 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 | — | −3 |
| Q3 2024 | 13 | +2 | 15.28M | $276.06M | +2 | — |
| Q2 2024 | 11 | — | 18.58M | $220.39M | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 37.30M | — | $305.12M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 37.30M | — | $305.12M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 37.30M | — | $305.12M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 37.30M | — | $305.12M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 37.30M | — | $305.12M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 37.30M | — | $305.12M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 37.30M | — | $305.12M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 37.30M | — | $305.12M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 37.30M | — | $305.12M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 37.30M | — | $305.12M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 37.30M | — | $305.12M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 37.30M | — | $305.12M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 37.30M | — | $305.12M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 37.30M | — | $305.12M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 37.30M | — | $305.12M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 37.30M | — | $305.12M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passif) | 23.90M | — | $195.54M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passif) | 23.90M | — | $195.54M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passif) | 23.90M | — | $195.54M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passif) | 23.90M | — | $195.54M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passif) | 23.90M | — | $195.54M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Point72 Asset Management ✦ | 10.66M | +2415.0% | $87.23M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (passif) | 9.32M | +2.2% | $76.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | State Street Global Advisors ✦ (passif) | 9.32M | +2.2% | $76.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Geode Capital Management ✦ (passif) | 5.44M | -0.4% | $44.51M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Geode Capital Management ✦ (passif) | 5.44M | -0.4% | $44.51M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Millennium Management ✦ | 2.67M | +5.0% | $21.87M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Millennium Management ✦ | 2.67M | +5.0% | $21.87M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 2.36M | +103.3% | $19.30M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 2.36M | +103.3% | $19.30M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | D. E. Shaw & Co. ✦ | 1.51M | Nouveau | $12.31M | 0.0% | New | 1 | SEC ↗ |
| 32 | D. E. Shaw & Co. ✦ | 1.51M | Nouveau | $12.31M | 0.0% | New | 1 | SEC ↗ |
| 33 | Norges Bank ✦ (passif) | 410.96K | +37.2% | $3.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Marshall Wace ✦ | 325.25K | -71.0% | $2.66M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | T. Rowe Price ✦ | 197.63K | +3.7% | $1.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 153.34K | -7.5% | $1.18M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 153.34K | -7.5% | $1.18M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 153.34K | -7.5% | $1.18M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 153.34K | -7.5% | $1.18M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 42.66K | — | $348,923 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 42.66K | — | $348,923 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 42.66K | — | $348,923 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Wellington Management ✦ | 33.56K | Nouveau | $274,537 | 0.0% | New | 1 | SEC ↗ |
| 44 | Wellington Management ✦ | 33.56K | Nouveau | $274,537 | 0.0% | New | 1 | SEC ↗ |
| 45 | Wellington Management ✦ | 33.56K | Nouveau | $274,537 | 0.0% | New | 1 | SEC ↗ |
| 46 | Wellington Management ✦ | 33.56K | Nouveau | $274,537 | 0.0% | New | 1 | SEC ↗ |
| 47 | Gotham Asset Management ✦ | 12.82K | Nouveau | $104,868 | 0.0% | New | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| D. E. Shaw & Co. | $12.31M | 0.0% |
| D. E. Shaw & Co. | $12.31M | 0.0% |
| Wellington Management | $274,537 | 0.0% |
| Wellington Management | $274,537 | 0.0% |
| Wellington Management | $274,537 | 0.0% |
| Wellington Management | $274,537 | 0.0% |
| Gotham Asset Management | $104,868 | 0.0% |
Sorti(e)
| Soros Fund Management | $30.41M | était 0.8% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1 détenteurs, 234.90K actions, $3,185 déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.