SPWRNasdaqConstruction - Special Trade ContractorsFiscal year ends December 29Also trades as SPWRW
SunPower Inc.
Financials through Q2 FY2026, quarter ended Jun 28, 2026Last filing: 10-Q on Aug 21, 2026
$0.24−0.01 (-4.43%)
Close on Oct 19, 2026
- Market cap
- $43.54M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
26M
Shares held, 13F filers
Institutional holders
76
20 new, 41 sold out
Net institutional buying
-3M
In Q2 2026
Insider trades, 12 months
4 buys · 4 sales
Net sold $26.85K
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 |
|---|---|---|---|---|
| Jared Barlow | 7,299,695 | 9.30% | 13G (passive) | Jul 1, 2024 |
| Alyeska Investment Group, L.P. | 7,236,624 | 9.81% | 13G (passive) | Dec 31, 2024 |
| Carlyle Group Inc. | 7,211,351 | 8.10% | 13G (passive) amendment | Sep 30, 2025 |
| Thurman J. Rodgers | 66,307,206 | 19.50% | 13D (active) amendment | Sep 4, 2026 |
| Carlyle Holdings I L.P. | 6,385,539 | 5.40% | 13G (passive) amendment | Dec 31, 2025 |
| Barbara Hager | 44,724,680 | 14.00% | 13G (passive) | Sep 4, 2026 |
| Crosslink Capital, Inc. | 19,677,291 | 6.20% | 13G (passive) | Sep 4, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SPWR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 4,604,630 | – | $3.16M | +1,531,595 | 0.00% |
| Carlyle Group Inc. | 2,343,750 | – | $1.61M | +1,910,592 | 0.02% |
| Polar Asset Management Partners Inc. | 2,089,728 | – | $1.44M | – | 0.02% |
| Ardsley Advisory Partners LP | 1,416,065 | – | $973.26K | +456,065 | 0.10% |
| DDD Partners, LLC | 1,377,864 | – | $947.01K | +1,291,764 | 0.06% |
| Prelude Capital Management, LLC | 1,274,637 | – | $876.06K | +673,081 | 0.06% |
| BlackRock, Inc. | 1,253,980 | – | $861.86K | −2,838,754 | 0.00% |
| Renaissance Technologies LLC | 1,088,467 | – | $748.10K | −294,425 | 0.00% |
| Westerly Capital Management, LLC | 1,000,000 | – | $687.30K | +350,000 | 0.13% |
| Alyeska Investment Group, L.P. | 839,577 | – | $577.04K | – | 0.00% |
| Geode Capital Management, LLC | 773,432 | – | $532.02K | −1,032,775 | 0.00% |
| Diametric Capital, LP | 730,804 | – | $502.28K | +143,745 | 0.05% |
| Qube Research & Technologies Ltd | 611,002 | – | $419.94K | New | 0.00% |
| Yorkville Advisors Global, LP | 551,000 | – | $378.54K | New | 0.44% |
| XTX Topco Ltd | 484,608 | – | $333.07K | −93,469 | 0.00% |
| Vanguard Fiduciary Trust Co | 463,988 | – | $318.76K | +24,046 | 0.00% |
| UBS Group AG | 443,958 | – | $305.00K | +338,317 | 0.00% |
| Sphera Management Technology Funds Ltd | 433,500 | – | $297.95K | – | 0.10% |
| Morgan Stanley | 431,388 | – | $296.49K | +362,102 | 0.00% |
| Luminus Management LLC | 425,000 | – | $292.10K | New | 0.20% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 76 | 26M | 20 / 23 | 18 / 41 | 10M | 12M |
| Q1 2026 | 99 | 29M | 23 / 32 | 20 / 11 | 10M | 1M |
| Q4 2025 | 88 | 24M | 18 / 32 | 20 / 8 | 7M | 2M |
| Q3 2025 | 79 | 20M | 19 / 21 | 19 / 5 | 3M | 1M |
| Q2 2025 | 65 | 18M | 44 / 12 | 3 / 14 | 9M | 2M |
| Q1 2025 | 35 | 10M | 10 / 7 | 8 / 7 | 1M | 1M |
| Q4 2024 | 32 | 10M | 10 / 8 | 10 / 10 | 2M | 5M |
| Q3 2024 | 32 | 13M | 17 / 4 | 5 / 7 | 2M | 2M |
| Q2 2024 | 22 | 14M | 5 / 7 | 3 / 5 | 0M | 3M |
| Q1 2024 | 22 | 17M | 4 / 4 | 6 / 2 | 3M | 0M |
| Q4 2023 | 20 | 14M | 4 / 9 | 1 / 6 | 2M | 0M |
| Q3 2023 | 23 | 12M | 23 / 0 | 0 / 0 | 12M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SPWR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 3,659,111 | – | $2.51M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 681,558 | – | $468.43K | 0.00% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 414,291 | – | $439.15K | 0.00% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 345,444 | – | $366.17K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 308,954 | – | $212.34K | 0.01% | Jun 30, 2026 |
| Ultra-Small Company Market Fund | 169,500 | – | $116.50K | 0.08% | Jun 30, 2026 |
| Firsthand Alternative Energy Fund | 150,000 | – | $103.10K | 0.62% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 118,729 | – | $125.85K | 0.00% | May 31, 2026 |
| ProShares S&P Kensho Cleantech ETF | 103,865 | – | $110.10K | 1.49% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 94,965 | – | $100.66K | 0.00% | May 31, 2026 |
| Vanguard Institutional Total Stock Market Index Fund | 89,690 | – | $61.64K | 0.00% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 74,279 | – | $78.74K | 0.00% | May 31, 2026 |
| Vanguard Balanced Index Fund | 57,082 | – | $39.23K | 0.00% | Jun 30, 2026 |
| Vanguard Russell 2000 Value Index Fund | 47,927 | – | $50.80K | 0.00% | May 31, 2026 |
| Small Cap Index Fund | 24,517 | – | $25.99K | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Thurman J. Rodgers | Chief Executive Officer, Director, 10% owner | 36,696,435 | Sep 9, 2026 |
| Tom Kowalczuk | Chief Financial Officer | 1,000,000 | Jul 13, 2026 |
| Wendell Laidley | Chief Financial Officer | – | Mar 5, 2026 |
| Antonio R. Alvarez | Director | 103,557 | Sep 18, 2026 |
| Adam Gishen | Director | 140,655 | Sep 10, 2026 |
| William James Anderson | Director | 2,305,761 | Sep 9, 2026 |
| J. Daniel McCranie | Director | 2,320,683 | Sep 9, 2026 |
| Devin Whatley | Director | 6,329,424 | Sep 9, 2026 |
| Bernard Gutmann | Director | – | May 15, 2026 |
| Lothar Maier | Director | 243,169 | Mar 18, 2026 |
| Ronald J. Pasek | Director | 112,022 | Feb 25, 2026 |
| Chris Lundell | Director | 103,825 | Feb 18, 2026 |
| Tidjane Thiam | Director | 80,245 | Feb 18, 2026 |
| Jamie Elizabeth Haenggi | Director | – | Oct 29, 2025 |
| Ann Howland Doerr | 10% owner | 41,551,932 | Sep 22, 2026 |
| Barbara Hager | 10% owner | – | Sep 22, 2026 |
| Ventures Trust UTA 21296 Vallejo | 10% owner | – | Sep 22, 2026 |
| Foris Ventures, LLC | 10% owner | – | Sep 22, 2026 |
| L. John Doerr | 10% owner | 41,551,932 | Sep 22, 2026 |
| Group Sub L.P. TC | 10% owner | 3,248,366 | Dec 4, 2024 |
| Holdings II L.L.C. Carlyle | 10% owner | – | Dec 4, 2024 |
| Holdings II GP L.L.C. Carlyle | 10% owner | – | Dec 4, 2024 |
| Group Cayman Investment Holdings Sub L.P. TC | 10% owner | 2,405,461 | Dec 4, 2024 |
| Group Inc. Carlyle | 10% owner | 2,020,865 | Dec 4, 2024 |
| Holdings I. L.P. Carlyle | 10% owner | 4,936,483 | Dec 4, 2024 |
| Holdings I. GP Sub L.L.C. Carlyle | 10% owner | 1,992,427 | Dec 4, 2024 |
| Subsidiary Holdings L.L.C. CG | 10% owner | – | Dec 4, 2024 |
| Holdings I. GP Inc. Carlyle | 10% owner | 2,155,461 | Dec 4, 2024 |
| TC Group Cayman Investment Holdings, L.P. | 10% owner | 3,248,366 | Dec 4, 2024 |
| Carlyle CRSEF Solis Aggregator, S.C.Sp. | 10% owner | 1,992,427 | Dec 4, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Antonio R. Alvarez Director | Sep 17, 2026 | Gift | −3,000 | – | – | 103,557 |
| Adam Gishen Director | Sep 9, 2026 | Sale | −70,000 | $0.31 | $21.70K | 140,655 |
| J. Daniel McCranie Director | Sep 4, 2026 | Award | +983,864 | $0.25 | $245.97K | 2,227,033 |
| Devin Whatley Director | Sep 4, 2026 | Award | +393,545 | $0.25 | $98.39K | 393,545 |
| William James Anderson Director | Sep 4, 2026 | Award | +1,180,637 | $0.25 | $295.16K | 1,180,637 |
| Thurman J. Rodgers Chief Executive Officer, Director, 10% owner | Sep 4, 2026 | Option exercise | +7,870,917 | $0.25 | $1.97M | 36,687,593 |
| Thurman J. Rodgers Chief Executive Officer, Director, 10% owner | Jul 1, 2026 | Buy | +7,226,186 | – | – | 28,816,676 |
| Thurman J. Rodgers Chief Executive Officer, Director, 10% owner | Jul 1, 2026 | Buy | +633,250 | – | – | 2,471,485 |
| J. Daniel McCranie Director | Jul 1, 2026 | Buy | +93,650 | – | – | 93,650 |
| Tom Kowalczuk Chief Financial Officer | Jun 30, 2026 | Award | +1,000,000 | – | – | 1,000,000 |
| Tidjane Thiam Director | Dec 16, 2025 | Sale | −86,956 | $1.60 | $139.13K | 80,245 |
| Tidjane Thiam Director | Oct 24, 2025 | Buy | +86,956 | $2.01 | $174.78K | 167,201 |
| Adam Gishen Director | Oct 23, 2025 | Sale | −10,000 | $2.04 | $20.40K | 99,999 |
| Adam Gishen Director | Oct 23, 2025 | Sale | −10,000 | $2.04 | $20.40K | 109,999 |
| Tidjane Thiam Director | Jul 15, 2025 | Sale | −35,500 | $1.66 | $58.93K | 80,245 |
| Tidjane Thiam Director | Jul 10, 2025 | Sale | −13,300 | $1.78 | $23.67K | 115,745 |
| J. Daniel McCranie Director | Jul 9, 2025 | Award | +1,000,000 | – | – | 1,243,169 |
| Tidjane Thiam Director | Jun 18, 2025 | Sale | −80,000 | $1.52 | $121.60K | 129,045 |
| Tidjane Thiam Director | Jun 13, 2025 | Sale | −20,000 | $1.86 | $37.20K | 209,045 |
| Tidjane Thiam Director | Jun 12, 2025 | Sale | −20,000 | $1.80 | $36.00K | 229,045 |
| Tidjane Thiam Director | Jun 10, 2025 | Sale | −17,000 | $1.94 | $32.98K | 249,045 |
| Tidjane Thiam Director | Jun 5, 2025 | Sale | −17,000 | $1.83 | $31.11K | 266,045 |
| Thurman J. Rodgers Chief Executive Officer, Director, 10% owner | Jun 3, 2025 | Buy | +303,000 | $1.68 | $509.04K | 463,589 |
| Thurman J. Rodgers Chief Executive Officer, Director, 10% owner | Jun 3, 2025 | Buy | +303,000 | $1.68 | $509.04K | 463,588 |
| Thurman J. Rodgers Chief Executive Officer, Director, 10% owner | Jun 2, 2025 | Buy | +10,588 | $1.49 | $15.78K | 160,588 |
| Thurman J. Rodgers Chief Executive Officer, Director, 10% owner | Jun 2, 2025 | Buy | +10,589 | $1.49 | $15.78K | 160,589 |
| Thurman J. Rodgers Chief Executive Officer, Director, 10% owner | May 30, 2025 | Buy | +150,000 | $1.38 | $207.00K | 150,000 |
| Thurman J. Rodgers Chief Executive Officer, Director, 10% owner | May 30, 2025 | Buy | +150,000 | $1.38 | $207.00K | 150,000 |
| Tidjane Thiam Director | May 27, 2025 | Sale | −32,000 | $1.38 | $44.16K | 283,045 |
| Lothar Maier Director | May 23, 2025 | Award | +243,169 | – | – | 243,169 |
| William James Anderson Director | May 23, 2025 | Award | +142,077 | – | – | 1,076,828 |
| Ronald J. Pasek Director | May 23, 2025 | Award | +112,022 | – | – | 112,022 |
| Chris Lundell Director | May 23, 2025 | Award | +103,825 | – | – | 103,825 |
| Devin Whatley Director | May 23, 2025 | Award | +103,825 | – | – | 103,825 |
| Tidjane Thiam Director | May 23, 2025 | Award | +103,825 | – | – | 271,026 |
| Antonio R. Alvarez Director | May 23, 2025 | Award | +106,557 | – | – | 106,557 |
| J. Daniel McCranie Director | May 23, 2025 | Award | +243,169 | – | – | 243,169 |
| Adam Gishen Director | May 23, 2025 | Award | +110,656 | – | – | 210,655 |
| Tidjane Thiam Director | May 20, 2025 | Sale | −30,000 | $1.75 | $52.50K | 315,045 |
| Adam Gishen Director | May 19, 2025 | Sale | −10,000 | $1.92 | $19.20K | 119,999 |
| Adam Gishen Director | May 16, 2025 | Sale | −7,743 | $1.89 | $14.63K | 139,999 |
| Adam Gishen Director | May 16, 2025 | Sale | −10,000 | $1.89 | $18.90K | 129,999 |
| Adam Gishen Director | May 16, 2025 | Sale | −20,000 | $1.88 | $37.60K | 147,742 |
| Tidjane Thiam Director | May 14, 2025 | Sale | −20,000 | $1.97 | $39.40K | 345,045 |
| Tidjane Thiam Director | May 13, 2025 | Sale | −45,000 | $1.86 | $83.70K | 365,045 |
| Tidjane Thiam Director | May 5, 2025 | Sale | −15,800 | $1.90 | $30.02K | 410,045 |
| Tidjane Thiam Director | Apr 16, 2025 | Sale | −25,087 | $1.69 | $42.40K | 425,845 |
| Tidjane Thiam Director | Apr 8, 2025 | Sale | −68,965 | $1.27 | $87.59K | 451,652 |
| Tidjane Thiam Director | Mar 24, 2025 | Sale | −51,613 | $1.54 | $79.48K | 520,617 |
| Tidjane Thiam Director | Mar 19, 2025 | Sale | −68,965 | $1.43 | $98.62K | 572,230 |
| Tidjane Thiam Director | Mar 18, 2025 | Sale | −61,144 | $1.46 | $89.27K | 641,195 |
| Tidjane Thiam Director | Mar 17, 2025 | Sale | −32,050 | $1.51 | $48.40K | 708,309 |
| Tidjane Thiam Director | Feb 28, 2025 | Sale | −31,645 | $1.48 | $46.83K | 740,359 |
| Tidjane Thiam Director | Feb 25, 2025 | Sale | −12,121 | $1.57 | $19.03K | 772,004 |
| Tidjane Thiam Director | Feb 21, 2025 | Sale | −30,674 | $1.58 | $48.46K | 784,125 |
| Tidjane Thiam Director | Feb 18, 2025 | Sale | −17,964 | $1.67 | $30.00K | 814,799 |
| Tidjane Thiam Director | Feb 5, 2025 | Sale | −27,778 | $1.77 | $49.17K | 832,763 |
| Tidjane Thiam Director | Jan 21, 2025 | Sale | −43,478 | $1.54 | $66.96K | 860,541 |
| Tidjane Thiam Director | Jan 13, 2025 | Sale | −29,069 | $1.65 | $47.96K | 904,019 |
| Tidjane Thiam Director | Jan 10, 2025 | Sale | −28,089 | $1.71 | $48.03K | 933,088 |
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 |
|---|---|---|---|---|---|
| CRSEF Solis Holdings, L.L.C. 10% Stockholder | Jan 8, 2025 | 1,551,350 | $2.73M | Jan 8, 2025 | Cashless Exercise of warrants |
| CRSEF Solis Holdings, L.L.C. 10% Stockholder | Oct 7, 2024 | 4,297,229 | $11.65M | Oct 7, 2024 | Cashless exercise of Warrants |