RUNNasdaqConstruction - Special Trade ContractorsFiscal year ends December 31
Sunrun Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$6.89−0.41 (-5.62%)
Close on Oct 19, 2026
- Market cap
- $1.89B
- P/E (TTM)
- 4.7
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
267M of 241M shares
Institutional holders
395
62 new, 60 sold out
Net institutional buying
12M
In Q2 2026
Insider trades, 12 months
1 buys · 51 sales
Net sold $23.39M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 35,110,288 | 14.70% | 13G (passive) amendment | Jun 30, 2026 |
| Goldman Sachs & Co. LLC | 17,281,076 | 7.40% | 13G (passive) | Dec 31, 2025 |
| Trailblazer II LLC | 14,730,614 | 6.50% | 13G (passive) | Apr 10, 2025 |
| Greenvale Capital LLP | 13,299,311 | 5.60% | 13G (passive) | Jun 30, 2026 |
| Vanguard Portfolio Management | 13,032,298 | 5.55% | 13G (passive) | Mar 31, 2026 |
| G1 Execution Services, LLC | 12,491,987 | 5.40% | 13G (passive) | Jun 30, 2025 |
| Vanguard Capital Management | 11,795,493 | 5.03% | 13G (passive) | Mar 31, 2026 |
| Point72 Asset Management, L.P. | 11,503,467 | 5.00% | 13G (passive) | Jun 26, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RUN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 41,365,957 | 17.18% | $553.48M | −502,456 | 0.01% |
| Goldman Sachs Group Inc | 19,186,790 | 7.97% | $256.72M | +7,006,879 | 0.02% |
| Vanguard Portfolio Management LLC | 13,678,906 | 5.68% | $183.02M | +745,930 | 0.01% |
| Greenvale Capital LLP | 13,304,181 | 5.52% | $178.01M | +1,304,181 | 19.44% |
| State Street Corp | 10,483,125 | 4.35% | $140.26M | +1,106,349 | 0.00% |
| Vanguard Capital Management LLC | 10,319,678 | 4.28% | $138.08M | +275,311 | 0.00% |
| D. E. Shaw & Co., Inc. | 10,227,120 | 4.25% | $136.84M | +2,965,823 | 0.07% |
| Invesco Ltd. | 10,153,355 | 4.22% | $135.85M | +1,080,130 | 0.01% |
| PGGM Investments | 9,546,965 | 3.96% | $127.74K | – | 3.14% |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,004,682 | 3.32% | $107.10M | +184,544 | 0.24% |
| Dimensional Fund Advisors LP | 6,858,527 | 2.85% | $91.77M | +339,474 | 0.02% |
| Geode Capital Management, LLC | 6,402,401 | 2.66% | $85.68M | +218,120 | 0.00% |
| Morgan Stanley | 5,418,234 | 2.25% | $72.50M | +1,468,182 | 0.00% |
| Two Sigma Investments, LP | 5,045,813 | 2.10% | $67.51M | −2,746,997 | 0.05% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,964,236 | 2.06% | $66.42M | −45,303 | 0.07% |
| Citadel Advisors LLC | 4,858,172 | 2.02% | $65.00M | +4,465,958 | 0.01% |
| UBS Group AG | 4,422,249 | 1.84% | $59.17M | +1,713,640 | 0.01% |
| Robeco Schweiz AG | 4,263,680 | 1.77% | $57.05M | +40,743 | 0.92% |
| Balyasny Asset Management L.P. | 3,925,623 | 1.63% | $52.52M | +3,569,953 | 0.07% |
| Maple Rock Capital Partners Inc. | 3,694,548 | 1.53% | $49.43M | +692,448 | 0.97% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 395 | 267M | 100.0% | 62 / 160 | 110 / 60 | 43M | 31M |
| Q1 2026 | 399 | 255M | 100.0% | 64 / 140 | 130 / 69 | 70M | 44M |
| Q4 2025 | 411 | 254M | 100.0% | 94 / 150 | 109 / 50 | 47M | 33M |
| Q3 2025 | 372 | 240M | 99.9% | 74 / 117 | 131 / 64 | 51M | 48M |
| Q2 2025 | 366 | 238M | 98.8% | 69 / 127 | 118 / 67 | 51M | 54M |
| Q1 2025 | 366 | 241M | 100.0% | 48 / 143 | 111 / 74 | 41M | 44M |
| Q4 2024 | 398 | 246M | 100.0% | 62 / 128 | 150 / 99 | 51M | 47M |
| Q3 2024 | 439 | 242M | 100.0% | 71 / 135 | 165 / 45 | 70M | 51M |
| Q2 2024 | 417 | 266M | 100.0% | 69 / 138 | 145 / 58 | 50M | 40M |
| Q1 2024 | 413 | 257M | 100.0% | 68 / 139 | 130 / 57 | 63M | 31M |
| Q4 2023 | 402 | 225M | 93.4% | 76 / 137 | 122 / 66 | 34M | 24M |
| Q3 2023 | 395 | 215M | 89.1% | 59 / 157 | 113 / 57 | 26M | 18M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of RUN | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 14,372,944 | 5.97% | $192.31M | 0.17% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 7,168,791 | 2.98% | $95.92M | 0.00% | Jun 30, 2026 |
| Invesco Solar ETF | 6,619,985 | 2.75% | $110.69M | 4.83% | May 31, 2026 |
| iShares Russell 2000 ETF | 6,087,637 | 2.53% | $81.45M | 0.10% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 5,202,976 | 2.16% | $69.62M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 3,292,306 | 1.37% | $44.05M | 0.06% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 2,736,360 | 1.14% | $36.61M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 2,555,667 | 1.06% | $25.07M | 0.07% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 2,188,526 | 0.91% | $29.28M | 0.20% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 2,187,744 | 0.91% | $29.27M | 0.17% | Jun 30, 2026 |
| GMO Resources Fund | 2,167,588 | 0.90% | $36.24M | 2.78% | May 31, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 2,143,680 | 0.89% | $28.68M | 0.35% | Jun 30, 2026 |
| GMO Climate Change Fund | 1,960,218 | 0.81% | $32.77M | 4.82% | May 31, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 1,684,462 | 0.70% | $22.54M | 0.39% | Jun 30, 2026 |
| Invesco S&P SmallCap Momentum ETF | 1,558,893 | 0.65% | $15.29M | 0.50% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mary Powell | Chief Executive Officer, Director | 1,111,535 | 0.46% | Jul 7, 2026 |
| Maria Barak | Chief Accounting Officer | 90,033 | 0.04% | Jul 9, 2026 |
| Paul S. Dickson | Pres. & Chief Revenue Officer | 839,539 | 0.35% | Jul 7, 2026 |
| Jeanna Steele | Chief Legal & People Officer | 461,715 | 0.19% | Jul 7, 2026 |
| Danny Abajian | Chief Financial Officer | 777,371 | 0.32% | Jul 7, 2026 |
| Lynn Michelle Jurich | Director | 1,967,405 | 0.82% | Aug 4, 2026 |
| Edward Harris Fenster | Director | 1,567,779 | 0.65% | Jul 2, 2026 |
| Sonita Lontoh | Director | 43,697 | 0.02% | Jun 12, 2026 |
| Alan Ferber | Director | 87,134 | 0.04% | Mar 4, 2026 |
| Craig Cornelius | Director | 11,070 | 0.00% | Jan 6, 2026 |
| Katherine August-deWilde | Director | 128,912 | 0.05% | Jan 6, 2026 |
| Leslie A. Dach | Director | 113,066 | 0.05% | Jan 6, 2026 |
| John Trinta | Director | 29,017 | 0.01% | Jan 6, 2026 |
| Manjula Talreja | Director | 39,278 | 0.02% | Jan 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Lynn Michelle Jurich Director | Aug 3, 2026 | Sale(10b5-1 plan) | −50,000 | $9.96 | $498.00K | 367,405 |
| Maria Barak Chief Accounting Officer | Jul 9, 2026 | Sale(10b5-1 plan) | −3,278 | $12.17 | $39.89K | 90,033 |
| Mary Powell Chief Executive Officer, Director | Jul 6, 2026 | Sale | −23,985 | $13.19 | $316.36K | 1,111,535 |
| Maria Barak Chief Accounting Officer | Jul 6, 2026 | Sale | −1,747 | $13.17 | $23.01K | 93,311 |
| Danny Abajian Chief Financial Officer | Jul 6, 2026 | Gift | −17,052 | – | – | 403,266 |
| Danny Abajian Chief Financial Officer | Jul 6, 2026 | Gift | +17,052 | – | – | 374,105 |
| Danny Abajian Chief Financial Officer | Jul 6, 2026 | Sale | −16,495 | $13.19 | $217.57K | 420,318 |
| Jeanna Steele Chief Legal & People Officer | Jul 6, 2026 | Sale | −9,897 | $13.19 | $130.54K | 461,715 |
| Paul S. Dickson Pres. & Chief Revenue Officer | Jul 6, 2026 | Sale | −15,613 | $13.18 | $205.78K | 839,539 |
| Lynn Michelle Jurich Director | Jul 1, 2026 | Award | +8,314 | – | – | 417,405 |
| Edward Harris Fenster Director | Jul 1, 2026 | Award | +8,314 | – | – | 1,567,779 |
| Lynn Michelle Jurich Director | Jul 1, 2026 | Sale(10b5-1 plan) | −50,000 | $13.61 | $680.50K | 409,091 |
| Sonita Lontoh Director | Jun 11, 2026 | Sale | −7,500 | $12.00 | $90.00K | 34,010 |
| Danny Abajian Chief Financial Officer | Jun 8, 2026 | Gift | −1,968 | – | – | 436,813 |
| Danny Abajian Chief Financial Officer | Jun 8, 2026 | Gift | +1,968 | – | – | 359,021 |
| Danny Abajian Chief Financial Officer | Jun 8, 2026 | Sale | −2,030 | $13.39 | $27.18K | 438,781 |
| Lynn Michelle Jurich Director | Jun 1, 2026 | Sale(10b5-1 plan) | −50,000 | $15.92 | $796.00K | 459,091 |
| Lynn Michelle Jurich Director | May 1, 2026 | Sale(10b5-1 plan) | −50,000 | $12.89 | $644.50K | 507,947 |
| Jeanna Steele Chief Legal & People Officer | Apr 10, 2026 | Award | +87,074 | – | – | 471,612 |
| Maria Barak Chief Accounting Officer | Apr 10, 2026 | Award | +20,123 | – | – | 93,086 |
| Paul S. Dickson Pres. & Chief Revenue Officer | Apr 10, 2026 | Award | +148,026 | – | – | 855,152 |
| Mary Powell Chief Executive Officer, Director | Apr 10, 2026 | Award | +201,238 | – | – | 1,135,520 |
| Danny Abajian Chief Financial Officer | Apr 10, 2026 | Award | +130,611 | – | – | 439,305 |
| Maria Barak Chief Accounting Officer | Apr 9, 2026 | Sale(10b5-1 plan) | −8,039 | $13.67 | $109.89K | 72,963 |
| Jeanna Steele Chief Legal & People Officer | Apr 6, 2026 | Sale | −76,478 | $13.25 | $1.01M | 384,538 |
| Maria Barak Chief Accounting Officer | Apr 6, 2026 | Sale | −4,641 | $13.25 | $61.49K | 81,002 |
| Danny Abajian Chief Financial Officer | Apr 6, 2026 | Gift | +123,463 | – | – | 355,085 |
| Danny Abajian Chief Financial Officer | Apr 6, 2026 | Gift | −123,463 | – | – | 308,694 |
| Danny Abajian Chief Financial Officer | Apr 6, 2026 | Sale | −132,953 | $13.25 | $1.76M | 432,157 |
| Paul S. Dickson Pres. & Chief Revenue Officer | Apr 6, 2026 | Sale | −127,673 | $13.25 | $1.69M | 707,126 |
| Mary Powell Chief Executive Officer, Director | Apr 6, 2026 | Sale | −193,002 | $13.25 | $2.56M | 934,282 |
| Lynn Michelle Jurich Director | Apr 1, 2026 | Sale(10b5-1 plan) | −50,000 | $14.07 | $703.50K | 557,947 |
| Jeanna Steele Chief Legal & People Officer | Mar 6, 2026 | Sale | −901 | $11.97 | $10.78K | 461,290 |
| Paul S. Dickson Pres. & Chief Revenue Officer | Mar 6, 2026 | Sale | −1,090 | $11.94 | $13.01K | 835,314 |
| Danny Abajian Chief Financial Officer | Mar 6, 2026 | Gift | +2,586 | – | – | 231,622 |
| Danny Abajian Chief Financial Officer | Mar 6, 2026 | Gift | −2,586 | – | – | 565,565 |
| Danny Abajian Chief Financial Officer | Mar 6, 2026 | Sale | −1,412 | $11.98 | $16.92K | 568,151 |
| Lynn Michelle Jurich Director | Mar 6, 2026 | Sale | −450 | $11.99 | $5.40K | 607,947 |
| Mary Powell Chief Executive Officer, Director | Mar 6, 2026 | Sale | −2,229 | $11.94 | $26.61K | 1,127,951 |
| Alan Ferber Director | Mar 3, 2026 | Buy | +12,500 | $11.92 | $149.00K | 77,134 |
| Lynn Michelle Jurich Director | Mar 2, 2026 | Sale(10b5-1 plan) | −5,507 | $12.33 | $67.90K | 658,397 |
| Lynn Michelle Jurich Director | Mar 2, 2026 | Sale(10b5-1 plan) | −50,000 | $12.72 | $636.00K | 608,397 |
| Mary Powell Chief Executive Officer, Director | Mar 2, 2026 | Sale | −5,357 | $12.33 | $66.05K | 1,130,180 |
| Jeanna Steele Chief Legal & People Officer | Mar 2, 2026 | Sale | −1,104 | $12.34 | $13.62K | 462,191 |
| Danny Abajian Chief Financial Officer | Mar 2, 2026 | Sale | −4,193 | $12.33 | $51.70K | 576,244 |
| Danny Abajian Chief Financial Officer | Mar 2, 2026 | Gift | +6,681 | – | – | 229,036 |
| Danny Abajian Chief Financial Officer | Mar 2, 2026 | Gift | −6,681 | – | – | 569,563 |
| Paul S. Dickson Pres. & Chief Revenue Officer | Mar 2, 2026 | Sale | −1,021 | $12.33 | $12.59K | 836,404 |
| Mary Powell Chief Executive Officer, Director | Feb 27, 2026 | Award | +220,667 | – | – | 1,134,870 |
| Danny Abajian Chief Financial Officer | Feb 27, 2026 | Award | +150,454 | – | – | 579,982 |
| Jeanna Steele Chief Legal & People Officer | Feb 27, 2026 | Award | +90,271 | – | – | 463,021 |
| Paul S. Dickson Pres. & Chief Revenue Officer | Feb 27, 2026 | Award | +170,515 | – | – | 836,910 |
| Lynn Michelle Jurich Director | Feb 27, 2026 | Award | +12,729 | – | – | 663,904 |
| Mary Powell Chief Executive Officer, Director | Feb 27, 2026 | Award | +14,065 | – | – | 879,011 |
| Mary Powell Chief Executive Officer, Director | Feb 27, 2026 | Award | +35,192 | – | – | 914,203 |
| Mary Powell Chief Executive Officer, Director | Feb 27, 2026 | Award | +221,334 | – | – | 1,135,537 |
| Jeanna Steele Chief Legal & People Officer | Feb 27, 2026 | Award | +90,545 | – | – | 463,295 |
| Jeanna Steele Chief Legal & People Officer | Feb 27, 2026 | Award | +2,864 | – | – | 358,353 |
| Jeanna Steele Chief Legal & People Officer | Feb 27, 2026 | Award | +14,397 | – | – | 372,750 |
| Danny Abajian Chief Financial Officer | Feb 27, 2026 | Award | +10,874 | – | – | 405,534 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Mary Powell Officer, Director | Oct 6, 2026 | 24,335 | $188.94K | Oct 6, 2026 | Restricted Stock Lapse - See Remarks |
| Paul S. Dickson Officer | Oct 6, 2026 | 15,837 | $122.97K | Oct 6, 2026 | Restricted Stock Lapse - See Remarks |
| Jeanna Steele Officer | Oct 6, 2026 | 10,042 | $77.97K | Oct 6, 2026 | Restricted Stock Lapse - See Remarks |
| Danny Abajian Officer | Oct 6, 2026 | 16,734 | $129.93K | Oct 6, 2026 | Restricted Stock Lapse - See Remarks |
| Maria Barak Officer | Oct 6, 2026 | 1,771 | $13.75K | Oct 6, 2026 | Restricted Stock Lapse - See Remarks |
| Lynn Michelle Jurich Director | Aug 3, 2026 | 50,000 | $498.11K | Aug 3, 2026 | Restricted Stock Lapse |
| Maria Barak Officer | Jul 9, 2026 | 3,278 | $39.89K | Jul 9, 2026 | Restricted Stock Lapse |
| Jeanna Steele Officer | Jul 6, 2026 | 9,897 | $130.52K | Jul 6, 2026 | Restricted Stock Lapse - See Remarks |
| Mary Powell Officer, Director | Jul 6, 2026 | 23,985 | $316.29K | Jul 6, 2026 | Restricted Stock Lapse - See Remarks |
| Paul S. Dickson Officer | Jul 6, 2026 | 15,613 | $205.85K | Jul 6, 2026 | Restricted Stock Lapse - See Remarks |
| Maria Barak Officer | Jul 6, 2026 | 1,747 | $23.01K | Jul 6, 2026 | Restricted Stock Lapse - See Remarks |
| Danny Abajian Officer | Jul 6, 2026 | 16,495 | $217.51K | Jul 6, 2026 | Restricted Stock Lapse - See Remarks |
| Lynn Michelle Jurich Director | Jul 1, 2026 | 50,000 | $680.32K | Jul 1, 2026 | Restricted Stock Lapse |
| Sonita Lontoh Director | Jun 11, 2026 | 7,500 | $90.00K | Jun 11, 2026 | Restricted Stock Lapse |
| Danny Abajian Officer | Jun 8, 2026 | 2,030 | $27.19K | Jun 8, 2026 | Restricted Stock Lapse - See Remarks |