Ticker · CUSIP 86771W105

RUN

SUNRUN INC

Technology·Solar

···Share

Holders (tracked)

Combined shares

44,794,358

Combined value

$824.22M

Last close

$12.40

Quarter

2025Q4

Price is -32.6% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$12.40+5.55 (+81.02%)H $21.41 · L $5.78 · Avg Vol 13.5M

Tracked holders · last 8 quarters

+2 vs previous quarter over the last 8.

SEC event timeline

29 events

Barak Maria · Chief Accounting Officer
2026-04-09
Sold $109.9K @ $13.67
Insider sell
Ken Griffin (Citadel Advisors) trimmed2026-02-17
−416,116 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+1,173,780 shares · 2025Q4
Position
Steve Cohen (Point72) exited2026-02-17
−3,530,977 shares · 2025Q4
Position
Jeremy Grantham (GMO) trimmed2026-02-17
−810,588 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+82,791 shares · 2025Q4
Position
D.E. Shaw & Co. added2026-02-17
+364,676 shares · 2025Q4
Position
Two Sigma Investments added2026-02-17
+1,350,244 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+169,612 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+1,732 shares · 2025Q4
Position
Wellington Management exited2026-02-17
−267,509 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) added2026-02-13
+90,268 shares · 2025Q4
Position
George Soros (Soros Fund Mgmt) trimmed2026-02-13
−1,992,431 shares · 2025Q4
Position
Renaissance Technologies trimmed2026-02-12
−44,000 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+3,378,770 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−1,587,311 shares · 2025Q3
Position
AQR Capital Management trimmed2025-11-14
−30,083 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−939,673 shares · 2025Q3
Position
Steve Cohen (Point72) trimmed2025-11-14
−7,132,561 shares · 2025Q3
Position
Two Sigma Investments opened position2025-11-14
+2,991,221 shares · 2025Q3
Position
D.E. Shaw & Co. added2025-11-14
+8,036,299 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+21,920 shares · 2025Q3
Position
Wellington Management added2025-11-14
+233,947 shares · 2025Q3
Position
George Soros (Soros Fund Mgmt) opened position2025-11-14
+4,221,949 shares · 2025Q3
Position
Jeremy Grantham (GMO) trimmed2025-11-13
−4,391,430 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−410,956 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) opened position2025-11-13
+213,772 shares · 2025Q3
Position
Renaissance Technologies opened position2025-11-13
+1,877,045 shares · 2025Q3
Position
Norges Bank (Norway SWF) added2025-11-12
+117,405 shares · 2024Q3
Position

Insider activity

Last 30 days

Net (open-market)

−$109.9K

Buys

0 · $0

Sells

1 · $109.9K

Unique insiders

Date	Insider	Code	Shares	Price	Value
04-10	Dickson Paul S. Pres. & Chief Revenue Officer · Officer	A	148,026	—	$0
04-10	Powell Mary Chief Executive Officer · Officer, Director	A	201,238	—	$0
04-10	STEELE JEANNA Chief Legal & People Officer · Officer	A	87,074	—	$0
04-10	Abajian Danny Chief Financial Officer · Officer	A	130,611	—	$0
04-10	Barak Maria Chief Accounting Officer · Officer	A	20,123	—	$0
04-09	Barak Maria Chief Accounting Officer · Officer	S	8,039	$13.67	$109.9K

View full insider history for RUN →

Follow-the-investor returns

If you'd copied each holder of RUN…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
George Soros (Soros Fund Mgmt)	2024Q1	$9.11	+36.1%	$27.6M
George Soros (Soros Fund Mgmt)	2024Q1	$9.11	+36.1%	$27.6M
Ken Griffin (Citadel Advisors)	2016Q3	$13.12	-5.5%	$36.0M
Ken Griffin (Citadel Advisors)	2016Q3	$13.12	-5.5%	$36.0M
Ken Griffin (Citadel Advisors)	2016Q3	$13.12	-5.5%	$36.0M
AQR Capital Management	2017Q2	$14.80	-16.2%	$2.6M
Steve Cohen (Point72)	2016Q1	$17.28	-28.3%	$1.2M
Steve Cohen (Point72)	2016Q1	$17.28	-28.3%	$1.2M
D.E. Shaw & Co.	2016Q1	$18.10	-31.5%	$122.8M
D.E. Shaw & Co.	2016Q1	$18.10	-31.5%	$122.8M
D.E. Shaw & Co.	2016Q1	$18.10	-31.5%	$122.8M
Two Sigma Investments	2017Q2	$18.23	-32.0%	$715K
Two Sigma Investments	2017Q2	$18.23	-32.0%	$715K
Two Sigma Investments	2017Q2	$18.23	-32.0%	$715K
Ray Dalio (Bridgewater Associates)	2021Q4	$18.31	-32.3%	$3.8M
Paul Tudor Jones (Tudor Investment)	2016Q2	$18.31	-32.3%	$274K
Paul Tudor Jones (Tudor Investment)	2016Q2	$18.31	-32.3%	$274K
Paul Tudor Jones (Tudor Investment)	2016Q2	$18.31	-32.3%	$274K
Izzy Englander (Millennium Mgmt)	2016Q1	$18.33	-32.3%	$23.6M
Izzy Englander (Millennium Mgmt)	2016Q1	$18.33	-32.3%	$23.6M
Izzy Englander (Millennium Mgmt)	2016Q1	$18.33	-32.3%	$23.6M
Jeremy Grantham (GMO)	2021Q1	$20.37	-39.1%	$67.2M
Renaissance Technologies	2017Q2	$20.41	-39.2%	$22.7M
T. Rowe Price	2016Q2	$26.57	-53.3%	$2.7M
Norges Bank (Norway SWF)	2016Q1	$139.63	-91.1%	$41.9M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions2

Norges Bank (Norway SWF)
+3,378,770
$62.2M
Paul Tudor Jones (Tudor Investment)
+1,173,780
$21.6M

Added to6

Two Sigma Investments
+1,350,244
$24.8M
D.E. Shaw & Co.
+364,676
$6.7M
Izzy Englander (Millennium Mgmt)
+169,612
$3.1M
Ray Dalio (Bridgewater Associates)
+90,268
$1.7M
AQR Capital Management
+82,791
$1.5M
T. Rowe Price
+1,732
$32

Trimmed4

George Soros (Soros Fund Mgmt)
−1,992,431
$36.7M
Jeremy Grantham (GMO)
−810,588
$14.9M
Ken Griffin (Citadel Advisors)
−416,116
$7.7M
Renaissance Technologies
−44,000
$810K

Exited2

Steve Cohen (Point72)
−3,530,977
$61.1M
Wellington Management
−267,509
$4.6M

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	20	52,598,195	$55.78B	—
2022Q2	18	48,157,605	$38.46B	-2
2022Q3	19	49,098,655	$1.35B	+1
2022Q4	21	49,470,179	$1.19B	+2
2023Q1	19	56,766,608	$1.14B	-2
2023Q2	20	55,954,792	$999.4M	+1
2023Q3	20	60,497,032	$759.8M	—
2023Q4	17	59,540,097	$1.17B	-3
2024Q1	18	75,842,537	$999.6M	+1
2024Q2	18	79,097,285	$938.1M	—
2024Q3	19	29,236,977	$528.0M	+1
2024Q4	18	25,778,584	$238.5M	-1
2025Q1	16	28,433,812	$166.6M	-2
2025Q2	23	51,822,574	$423.8M	+7
2025Q3	23	46,090,511	$798.5M	—
2025Q4	25	44,794,358	$824.2M	+2

Who owns RUN

25 super-investors · 2025Q4

Tracked stake

44.79M

Combined value

$824M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New4Added12Trim7Sold2

#	Manager	Shares	Value	% of book	Last action
1	D.E. Shaw & Co.	9.91M	$182M	0.1%	Added+364.7K
2	Jeremy Grantham GMO	5.42M	$100M	0.3%	Trim−810.6K
3	Two Sigma Investments	4.34M	$80M	0.1%	Added+1.35M
4	Norges Bank Norway SWF	3.38M	$62M	0.0%	New+3.38M
5	Ken Griffin Citadel Advisors	2.90M	$53M	0.0%	Trim−416.1K
6	Ken Griffin Citadel Advisors	2.51M	$46M	0.0%	Trim−416.1K
7	Ken Griffin Citadel Advisors	2.35M	$43M	0.0%	Trim−416.1K
8	George Soros Soros Fund Mgmt	2.23M	$41M	0.5%	Trim−1.99M
9	George Soros Soros Fund Mgmt	2.00M	$37M	0.4%	Trim−1.99M
10	Izzy Englander Millennium Mgmt	1.90M	$35M	0.0%	Added+169.6K
11	Renaissance Technologies	1.83M	$34M	0.1%	Trim−44.0K
12	D.E. Shaw & Co.	1.46M	$27M	0.0%	Added+364.7K
13	D.E. Shaw & Co.	1.30M	$24M	0.0%	Added+364.7K
14	Paul Tudor Jones Tudor Investment	1.17M	$22M	0.0%	New+1.17M
15	Steve Cohen Point72	536.1K	$10M	0.0%	Sold−3.53M
16	Two Sigma Investments	511.3K	$9M	0.0%	Added+1.35M
17	Ray Dalio Bridgewater Associates	304.0K	$6M	0.0%	Added+90.3K
18	T. Rowe Price	221.3K	$4M	0.0%	Added+1.7K
19	AQR Capital Management	206.1K	$4M	0.0%	Added+82.8K
20	Steve Cohen Point72	99.8K	$2M	0.0%	Sold−3.53M
21	Izzy Englander Millennium Mgmt	63.2K	$1M	0.0%	Added+169.6K
22	Two Sigma Investments	57.7K	$1M	0.0%	Added+1.35M
23	Izzy Englander Millennium Mgmt	55.0K	$1M	0.0%	Added+169.6K
24	Paul Tudor Jones Tudor Investment	22.1K	$407K	0.0%	New+1.17M
25	Paul Tudor Jones Tudor Investment	10.5K	$193K	0.0%	New+1.17M

Recent moves

20 transactions

SOLDSteve Cohen (Point72)
−3,530,977 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+169,612 · 2025Q4
ADDT. Rowe Price
+1,732 · 2025Q4
ADDAQR Capital Management
+82,791 · 2025Q4
TRIMJeremy Grantham (GMO)
−810,588 · 2025Q4
ADDD.E. Shaw & Co.
+364,676 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−416,116 · 2025Q4
ADDTwo Sigma Investments
+1,350,244 · 2025Q4
SOLDWellington Management
−267,509 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+1,173,780 · 2025Q4
TRIMGeorge Soros (Soros Fund Mgmt)
−1,992,431 · 2025Q4
ADDRay Dalio (Bridgewater Associates)
+90,268 · 2025Q4
TRIMRenaissance Technologies
−44,000 · 2025Q4
NEWNorges Bank (Norway SWF)
+3,378,770 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−1,587,311 · 2025Q3
TRIMIzzy Englander (Millennium Mgmt)
−939,673 · 2025Q3
TRIMSteve Cohen (Point72)
−7,132,561 · 2025Q3
NEWTwo Sigma Investments
+2,991,221 · 2025Q3
ADDD.E. Shaw & Co.
+8,036,299 · 2025Q3
ADDT. Rowe Price
+21,920 · 2025Q3

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