InvestorLens

RUN — SUNRUN INC

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying RUN?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
50
Institutional Conviction
Net distribution · 1 buying vs 1 selling last quarter
38
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their RUN position last quarter, 1 bought and 1 sold (50% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (George Soros)
  • +5 tracked investors reported holding RUN at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (0 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About SUNRUN INC (RUN)

SUNRUN INC (RUN) appears in the most recent 13F filings of 5 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $156M. Across recent filings, tracked investors recorded 4 new positions, 5 increased, 7 reduced, and 3 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in RUN

47
/100
Mixed Activity
Added / Increased9
Reduced7
Exited3
BearishBullish
Crowded Trade Score™

How many top investors track RUN

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

RUN Ownership Composition

How SUNRUN INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
85% of tracked value
Institutions
5
tracked investors
Total Reported
$151.5M
combined 13F value
Types2
  • Multi-Strategy / Quant85.4%
  • Macro14.6%
Multi-Strategy / Quant(3)
85.4%
Macro(2)
14.6%

Tracked investors currently reporting RUN

1 tracked investor has since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    8.2M
    Value
    $109.1M
    % Portfolio
    0.01%
  • George SorosJun 30, 2026
    Soros Fund Management
    Shares
    600K
    Value
    $8M
    % Portfolio
    0.10%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    409.6K
    Value
    $5.5M
    % Portfolio
    0.01%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    1.1M
    Value
    $14.9M
    % Portfolio
    0.01%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    1M
    Value
    $14M
    % Portfolio
    0.02%

Previously held RUN

These investors reported RUN in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Ray DalioBridgewater Associates304K$5.6MDec 31, 2025

Recent activity

Frequently asked questions

How many institutional investors hold RUN?
5 tracked institutional investors disclosed a position in RUN (SUNRUN INC) in their most recent 13F filing.
Who is the largest institutional holder of RUN?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in RUN, valued at $156M.
Did institutional ownership of RUN increase or decrease?
Across recent 13F filings, tracked investors recorded 4 new positions, 5 increased, 7 reduced, and 3 fully exited RUN.
Where does this RUN ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.