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Security record · archived quarter

RUN

Sunrun Inc. · Energy · Solar

9.04 -1.6% mkt cap $2.16B quote delayed (FMP) · as of Aug 26 19:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
21Tracked holders
+4Δ holders
114.84MShares held
$1.99BReported value
+5New positions
−2Exits
Strongly Rising Conviction score 74/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +23.5% · share flow +11.8% · net new positions +14.3%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 37.37M +0.2% $646.13M 0.0% ▲ Add 2 SEC ↗
2 BlackRock (passive) 37.37M +0.2% $646.13M 0.0% ▲ Add 2 SEC ↗
3 BlackRock (passive) 37.37M +0.2% $646.13M 0.0% ▲ Add 2 SEC ↗
4 BlackRock (passive) 37.37M +0.2% $646.13M 0.0% ▲ Add 2 SEC ↗
5 BlackRock (passive) 37.37M +0.2% $646.13M 0.0% ▲ Add 2 SEC ↗
6 BlackRock (passive) 37.37M +0.2% $646.13M 0.0% ▲ Add 2 SEC ↗
7 BlackRock (passive) 37.37M +0.2% $646.13M 0.0% ▲ Add 2 SEC ↗
8 BlackRock (passive) 37.37M +0.2% $646.13M 0.0% ▲ Add 2 SEC ↗
9 BlackRock (passive) 37.37M +0.2% $646.13M 0.0% ▲ Add 2 SEC ↗
10 BlackRock (passive) 37.37M +0.2% $646.13M 0.0% ▲ Add 2 SEC ↗
11 BlackRock (passive) 37.37M +0.2% $646.13M 0.0% ▲ Add 2 SEC ↗
12 BlackRock (passive) 37.37M +0.2% $646.13M 0.0% ▲ Add 2 SEC ↗
13 BlackRock (passive) 37.37M +0.2% $646.13M 0.0% ▲ Add 2 SEC ↗
14 BlackRock (passive) 37.37M +0.2% $646.13M 0.0% ▲ Add 2 SEC ↗
15 BlackRock (passive) 37.37M +0.2% $646.13M 0.0% ▲ Add 2 SEC ↗
16 BlackRock (passive) 37.37M +0.2% $646.13M 0.0% ▲ Add 2 SEC ↗
17 The Vanguard Group (passive) 24.19M +1.2% $418.30M 0.0% ▲ Add 2 SEC ↗
18 The Vanguard Group (passive) 24.19M +1.2% $418.30M 0.0% ▲ Add 2 SEC ↗
19 The Vanguard Group (passive) 24.19M +1.2% $418.30M 0.0% ▲ Add 2 SEC ↗
20 The Vanguard Group (passive) 24.19M +1.2% $418.30M 0.0% ▲ Add 2 SEC ↗
21 The Vanguard Group (passive) 24.19M +1.2% $418.30M 0.0% ▲ Add 2 SEC ↗
22 D. E. Shaw & Co. 9.54M +533.8% $164.98M 0.1% ▲ Add 2 SEC ↗
23 D. E. Shaw & Co. 9.54M +533.8% $164.98M 0.1% ▲ Add 2 SEC ↗
24 D. E. Shaw & Co. 9.54M +533.8% $164.98M 0.1% ▲ Add 2 SEC ↗
25 State Street Global Advisors (passive) 9.23M -0.9% $159.65M 0.0% ▼ Trim 4 SEC ↗
26 State Street Global Advisors (passive) 9.23M -0.9% $159.65M 0.0% ▼ Trim 4 SEC ↗
27 Geode Capital Management (passive) 5.46M +0.3% $94.38M 0.0% ▲ Add 6 SEC ↗
28 Geode Capital Management (passive) 5.46M +0.3% $94.38M 0.0% ▲ Add 6 SEC ↗
29 Soros Fund Management 4.22M New $73.00M 1.7% New 1 SEC ↗
30 Soros Fund Management 4.22M New $73.00M 1.7% New 1 SEC ↗
31 Morgan Stanley 3.97M $68.58M 0.0% n/c 1 SEC ↗
32 Morgan Stanley 3.97M $68.58M 0.0% n/c 1 SEC ↗
33 Morgan Stanley 3.97M $68.58M 0.0% n/c 1 SEC ↗
34 Morgan Stanley 3.97M $68.58M 0.0% n/c 1 SEC ↗
35 Morgan Stanley 3.97M $68.58M 0.0% n/c 1 SEC ↗
36 Morgan Stanley 3.97M $68.58M 0.0% n/c 1 SEC ↗
37 Morgan Stanley 3.97M $68.58M 0.0% n/c 1 SEC ↗
38 Morgan Stanley 3.97M $68.58M 0.0% n/c 1 SEC ↗
39 Morgan Stanley 3.97M $68.58M 0.0% n/c 1 SEC ↗
40 Point72 Asset Management 3.53M -66.9% $61.05M 0.1% ▼ Trim 3 SEC ↗
41 Goldman Sachs Group 3.04M $52.64M 0.0% n/c 1 SEC ↗
42 Goldman Sachs Group 3.04M $52.64M 0.0% n/c 1 SEC ↗
43 Goldman Sachs Group 3.04M $52.64M 0.0% n/c 1 SEC ↗
44 Two Sigma Investments 2.99M New $51.72M 0.1% New 1 SEC ↗
45 Two Sigma Investments 2.99M New $51.72M 0.1% New 1 SEC ↗
46 Citadel Advisors 2.76M +17.2% $47.80M 0.0% ▲ Add 6 SEC ↗
47 Citadel Advisors 2.76M +17.2% $47.80M 0.0% ▲ Add 6 SEC ↗
48 Renaissance Technologies 1.88M New $32.45M 0.0% New 1 SEC ↗
49 JPMorgan Chase 1.80M $31.06M 0.0% n/c 1 SEC ↗
50 JPMorgan Chase 1.80M $31.06M 0.0% n/c 1 SEC ↗
51 JPMorgan Chase 1.80M $31.06M 0.0% n/c 1 SEC ↗
52 JPMorgan Chase 1.80M $31.06M 0.0% n/c 1 SEC ↗
53 JPMorgan Chase 1.80M $31.06M 0.0% n/c 1 SEC ↗
54 JPMorgan Chase 1.80M $31.06M 0.0% n/c 1 SEC ↗
55 JPMorgan Chase 1.80M $31.06M 0.0% n/c 1 SEC ↗
56 JPMorgan Chase 1.80M $31.06M 0.0% n/c 1 SEC ↗
57 JPMorgan Chase 1.80M $31.06M 0.0% n/c 1 SEC ↗
58 JPMorgan Chase 1.80M $31.06M 0.0% n/c 1 SEC ↗
59 JPMorgan Chase 1.80M $31.06M 0.0% n/c 1 SEC ↗
60 JPMorgan Chase 1.80M $31.06M 0.0% n/c 1 SEC ↗
61 Millennium Management 1.73M -35.1% $29.97M 0.0% ▼ Trim 6 SEC ↗
62 Millennium Management 1.73M -35.1% $29.97M 0.0% ▼ Trim 6 SEC ↗
63 Arrowstreet Capital 1.24M New $21.43M 0.0% New 1 SEC ↗
64 Marshall Wace 984.18K +202.6% $17.02M 0.0% ▲ Add 6 SEC ↗
65 Marshall Wace 984.18K +202.6% $17.02M 0.0% ▲ Add 6 SEC ↗
66 Marshall Wace 984.18K +202.6% $17.02M 0.0% ▲ Add 6 SEC ↗
67 Wellington Management 267.51K +697.1% $4.63M 0.0% ▲ Add 2 SEC ↗
68 Wellington Management 267.51K +697.1% $4.63M 0.0% ▲ Add 2 SEC ↗
69 Wellington Management 267.51K +697.1% $4.63M 0.0% ▲ Add 2 SEC ↗
70 T. Rowe Price 219.55K +11.1% $3.80M 0.0% ▲ Add 6 SEC ↗
71 Bridgewater Associates 213.77K New $3.70M 0.0% New 1 SEC ↗
72 AQR Capital Management 123.26K -19.6% $2.13M 0.0% ▼ Trim 6 SEC ↗
73 AQR Capital Management 123.26K -19.6% $2.13M 0.0% ▼ Trim 6 SEC ↗
74 AQR Capital Management 123.26K -19.6% $2.13M 0.0% ▼ Trim 6 SEC ↗
75 AQR Capital Management 123.26K -19.6% $2.13M 0.0% ▼ Trim 6 SEC ↗
76 AQR Capital Management 123.26K -19.6% $2.13M 0.0% ▼ Trim 6 SEC ↗
77 Fidelity (FMR) 67.55K +58.4% $1.17M 0.0% ▲ Add 2 SEC ↗
78 Fidelity (FMR) 67.55K +58.4% $1.17M 0.0% ▲ Add 2 SEC ↗
79 Fidelity (FMR) 67.55K +58.4% $1.17M 0.0% ▲ Add 2 SEC ↗
80 Fidelity (FMR) 67.55K +58.4% $1.17M 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Soros Fund Management $73.00M 1.7%
Soros Fund Management $73.00M 1.7%
Two Sigma Investments $51.72M 0.1%
Two Sigma Investments $51.72M 0.1%
Renaissance Technologies $32.45M 0.0%
Arrowstreet Capital $21.43M 0.0%
Bridgewater Associates $3.70M 0.0%

Exited

Norges Bank $3.36M was 0.0%
Gotham Asset Management $104,868 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 234.90K shares, $3,185 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2025 · Methodology · Get this via the API