Sunrun Inc. (RUN) shareholders
RUNNasdaqConstruction - Special Trade ContractorsFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 4, 2026Score 14/3074% below fair value
$8.52−0.55 (-6.06%)
Close on Nov 12, 2026Market cap $2.05BP/E 4.3Yield –
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 · 56 sales
Net sold $22.93M
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 Joint filing with The Goldman Sachs Group, Inc. (7.40%) | 17,281,076 | 7.40% | 13G (passive) | Dec 31, 2025 |
| Trailblazer II LLC Joint filing with Scott L. Shleifer (6.50%) | 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 Joint filing with SIG Brokerage, LP (5.40%), Susquehanna Fundamental Investments, LLC (5.40%) and 3 more | 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. Joint filing with Point72 Capital Advisors, Inc. (5.00%), Steven A. Cohen (5.00%) | 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% | $127.74M | – | 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)
274 funds held RUN in Q2 2026, 73% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 1,087,200 | 0.45% | Oct 7, 2026 |
| Maria Barak | Chief Accounting Officer | 85,006 | 0.04% | Nov 4, 2026 |
| Paul S. Dickson | Pres. & Chief Revenue Officer | 823,702 | 0.34% | Oct 7, 2026 |
| Jeanna Steele | Chief Legal & People Officer | 451,673 | 0.19% | Oct 7, 2026 |
| Danny Abajian | Chief Financial Officer | 760,637 | 0.32% | Oct 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 |
|---|---|---|---|---|---|---|
| Maria Barak Chief Accounting Officer | Nov 4, 2026 | Sale(10b5-1 plan) | −3,256 | $9.35 | $30.44K | 85,006 |
| Paul S. Dickson Pres. & Chief Revenue Officer | Oct 6, 2026 | Sale | −15,837 | $7.76 | $122.97K | 823,702 |
| Mary Powell Chief Executive Officer, Director | Oct 6, 2026 | Sale | −24,335 | $7.76 | $188.94K | 1,087,200 |
| Jeanna Steele Chief Legal & People Officer | Oct 6, 2026 | Sale | −10,042 | $7.76 | $77.97K | 451,673 |
| Maria Barak Chief Accounting Officer | Oct 6, 2026 | Sale | −1,771 | $7.77 | $13.75K | 88,262 |
| Danny Abajian Chief Financial Officer | Oct 6, 2026 | Gift | +16,813 | – | – | 390,918 |
| Danny Abajian Chief Financial Officer | Oct 6, 2026 | Gift | −16,813 | – | – | 369,719 |
| Danny Abajian Chief Financial Officer | Oct 6, 2026 | Sale | −16,734 | $7.76 | $129.93K | 386,532 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
30.40%
71M shares short
Days to cover
8.7
At 8M shares a day
Change since last report
-0.9%
From 72M shares
Short volume, 20 days
42.0%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Sunrun's stock actually held short. Settlement fails (shares not delivered on time) peaked at 476,686 shares on Aug 20, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Maria Barak Officer | Nov 4, 2026 | 3,256 | $30.44K | Nov 4, 2026 | Restricted Stock Lapse |
| 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 |
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