Sunrun Inc.
RUN- Exchange
- Nasdaq
- Industry
- Construction - Special Trade Contractors
- SEC CIK
- 0001469367
In the last 90 days, Sunrun Inc. insiders filed 0 open-market purchases and 6 sales; 402 institutions reported holding it in 13F filings for Q2 2026, worth $3.57B in total; Soros Fund Management is the only superinvestor holding it.
Key figures
- Market capClose on Nov 10, 2026
- $2.11B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $564.0K in total
- 6
- 13F holdersQ2 2026, +4 vs. previous quarter
- 402
- 13F valueReported value at the end of Q2 2026
- $3.57B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $2.96B
- +45.1% year over year
- Net income, FY2025
- $449.9M
- No comparable prior period
- Free cash flow, FY2025
- –
- No comparable prior period
- Revenue, Q3 FY2026
- $1.10B
- +51.7% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net income for FY2025: $449.9M (15.2% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 71.0M
- Shares sold short
- Change
- −630.5K
- −0.9% vs. previous
- Days to cover
- 8.68
- At average daily volume
Superinvestors holding RUN, Q2 2026
Go to the superinvestors tab1 superinvestor reports holding Sunrun Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Sunrun Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 4, 2026 (view filing)4:54 PM ET | Nov 4 | Same day | Barak MariaChief Accounting Officer | SSale | −3.26K | $9.35 | −$30.4K | −3.7%85.0K after | 10b5-1 |
| Oct 7, 2026 (view filing)4:26 PM ET | Oct 6 | 1 day | Dickson Paul S.Pres. & Chief Revenue Officer | SSale | −15.8K | $7.76 | −$123.0K | −1.9%823.7K after | |
| Oct 7, 2026 (view filing)4:25 PM ET | Oct 6 | 1 day | Powell MaryChief Executive Officer | SSale | −24.3K | $7.76 | −$188.9K | −2.2%1.09M after | |
| Oct 7, 2026 (view filing)4:23 PM ET | Oct 6 | 1 day | Steele JeannaChief Legal & People Officer | SSale | −10.0K | $7.76 | −$78.0K | −2.2%451.7K after | |
| Oct 7, 2026 (view filing)4:22 PM ET | Oct 6 | 1 day | Barak MariaChief Accounting Officer | SSale | −1.77K | $7.77 | −$13.8K | −2.0%88.3K after | |
| Oct 7, 2026 (view filing)4:20 PM ET | Oct 6 | 1 day | Abajian DannyChief Financial Officer | SSale | −16.7K | $7.76 | −$129.9K | −4.1%386.5K after | |
| Aug 4, 2026 (view filing)10:33 AM ET | Aug 3 | 1 day | Jurich Lynn MichelleDirector | SSale | −50.0K | $9.96 | −$498.1K | −12.0%367.4K after | 10b5-1 |
| Jul 9, 2026 (view filing)5:02 PM ET | Jul 9 | Same day | Barak MariaChief Accounting Officer | SSale | −3.28K | $12.17 | −$39.9K | −3.5%90.0K after | 10b5-1 |
| Jul 7, 2026 (view filing)5:10 PM ET | Jul 6 | 1 day | Steele JeannaChief Legal & People Officer | SSale | −9.90K | $13.19 | −$130.5K | −2.1%461.7K after | |
| Jul 7, 2026 (view filing)5:08 PM ET | Jul 6 | 1 day | Powell MaryChief Executive Officer | SSale | −24.0K | $13.19 | −$316.3K | −2.1%1.11M after |
Top 10 13F holders, Q2 2026
See all 402 holdersThe largest institutional positions in Sunrun Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 41,365,957 | $553.5M | 0.01% | −502,456−1.2% | Reduced |
| Goldman Sachs Group Inc | 19,186,790 | $256.7M | 0.03% | +7,006,879+57.5% | Added |
| Vanguard Portfolio Management LLC | 13,678,906 | $183.0M | 0.01% | +745,930+5.8% | Added |
| Greenvale Capital LLP | 13,304,181 | $178.0M | 19.58% | +1,304,181+10.9% | Added |
| State Street Corp | 10,483,125 | $140.3M | 0.00% | +1,106,349+11.8% | Added |
| Vanguard Capital Management LLC | 10,319,678 | $138.1M | 0.00% | +275,311+2.7% | Added |
| D. E. Shaw & Co., Inc. | 10,227,120 | $136.8M | 0.08% | +2,965,823+40.8% | Added |
| Invesco Ltd. | 10,153,355 | $135.9M | 0.01% | +1,080,130+11.9% | Added |
| PGGM Investments | 9,546,965 | $127.7M | 3.14% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,004,682 | $107.1M | 0.24% | +184,544+2.4% | Added |
Holders of 5% or more of RUN
See all 6 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Sunrun Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 14.70%35.1M shares | −2.10 ppfrom 16.80% | Oct 18, 20246 filings | Jul 30, 2026 | SEC |
| Goldman Sachs Group Inc | 13G | 7.40%17.3M shares | New | Jan 30, 20261 filing | Jan 30, 2026 | SEC |
| Greenvale Capital LLP | 13G | 5.60%13.3M shares | +1.00 ppfrom 4.60% | Feb 14, 20253 filings | Aug 14, 2026 | SEC |
| Vanguard Portfolio Management LLC | 13G | 5.55%13.0M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
| Vanguard Capital Management LLC | 13G | 5.03%11.8M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |
Politician trades
All politician trades in RUN2 members of Congress reported 75 trades in Sunrun Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Apr 17, 2023 |  Daniel S. Goldman House · NY | Sell (partial) | $1K-$15K |
| Jan 27, 2022 |  Alan S. Lowenthal House · CA | Buy | $1K-$15K |
| Nov 21, 2020 | Alan S. Lowenthal House · CA | Buy | $1K-$15K |
| Oct 28, 2020 | Alan S. Lowenthal House · CA | Buy | $1K-$15K |
| Oct 15, 2020 | Alan S. Lowenthal House · CA | Sell (partial) | $1K-$15K |
House · NY · Apr 17, 2023
Sell (partial)$1K-$15K
House · CA · Jan 27, 2022
Buy$1K-$15K
House · CA · Nov 21, 2020
Buy$1K-$15K
House · CA · Oct 28, 2020
Buy$1K-$15K
House · CA · Oct 15, 2020
Sell (partial)$1K-$15K