Jeremy Grantham's RUN Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 5.42 M shares of Sunrun Inc. (RUN) worth $99.64 M, representing 0.25% of the portfolio. First purchased in 2021-Q1, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in RUN, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 4.5 M shares. Largest reduction occurred in Q3 2024, reducing 5.19 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Sunrun (RUN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sunrun (RUN) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -810,588 | Reduce 13.02% | 5.42 M | $18.40 |
| Q3 2025 | -4.39 M | Reduce 41.36% | 6.23 M | $17.29 |
| Q2 2025 | -913,400 | Reduce 7.92% | 10.62 M | $8.18 |
| Q1 2025 | +908,426 | Add 8.55% | 11.53 M | $5.86 |
| Q4 2024 | -496,231 | Reduce 4.46% | 10.62 M | $9.25 |
| Q3 2024 | -5.19 M | Reduce 31.83% | 11.12 M | $18.06 |
| Q2 2024 | +1.68 M | Add 11.52% | 16.31 M | $11.86 |
| Q1 2024 | +1.92 M | Add 15.15% | 14.63 M | $13.18 |
| Q4 2023 | -1.48 M | Reduce 10.44% | 12.7 M | $19.63 |
| Q3 2023 | +3.75 M | Add 35.93% | 14.18 M | $12.56 |
| Q2 2023 | -1.08 M | Reduce 9.39% | 10.43 M | $17.86 |
| Q1 2023 | +4.5 M | Add 64.18% | 11.51 M | $20.15 |
| Q4 2022 | +1.03 M | Add 17.23% | 7.01 M | $24.02 |
| Q3 2022 | -199,126 | Reduce 3.22% | 5.98 M | $27.59 |
| Q2 2022 | +1.05 M | Add 20.52% | 6.18 M | $23.36 |
| Q1 2022 | +3.11 M | Add 153.72% | 5.13 M | $30.37 |
| Q4 2021 | +767,224 | Add 61.16% | 2.02 M | $34.30 |
| Q3 2021 | -37,332 | Reduce 2.89% | 1.25 M | $44.00 |
| Q2 2021 | +660,416 | Add 104.61% | 1.29 M | $55.78 |
| Q1 2021 | +631,299 | New Buy | 631,299 | $60.48 |
Jeremy Grantham's Sunrun Investment FAQs
Jeremy Grantham first purchased Sunrun Inc. (RUN) in Q1 2021, acquiring 631,299 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Sunrun Inc. (RUN) for 20 quarters since Q1 2021.
Jeremy Grantham's largest addition to Sunrun Inc. (RUN) was in Q1 2023, adding 11,514,410 shares worth $232.02 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 5,415,438 shares of Sunrun Inc. (RUN), valued at approximately $99.64 M.
As of the Q4 2025 filing, Sunrun Inc. (RUN) represents approximately 0.25% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Sunrun Inc. (RUN) was 16,310,540 shares, as reported at the end of Q2 2024.