Steven Cohen's RUN Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 3.53 M shares of Sunrun Inc. (RUN) worth $61.05 M, representing 0.10% of the portfolio. First purchased in 2015-Q4, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Steven Cohen has maintained a strategic position in RUN, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 10.24 M shares. Largest reduction occurred in Q3 2025, reducing 7.13 M shares.
Analysis based on 13F filings available since 2013 Q2
Steven Cohen's Sunrun (RUN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Sunrun (RUN) Trades by Steven Cohen
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2015 | +484,600 | New Buy | 484,600 | $11.77 |
| Q1 2016 | +1.18 M | Add 244.49% | 1.67 M | $6.48 |
| Q2 2016 | +110,600 | Add 6.63% | 1.78 M | $5.93 |
| Q3 2016 | -1.19 M | Reduce 66.87% | 589,700 | $6.30 |
| Q4 2016 | -589,700 | Sold Out | 589,700 | $0.00 |
| Q3 2017 | +476,100 | New Buy | 476,100 | $5.55 |
| Q4 2017 | +492,189 | Add 103.38% | 968,289 | $5.90 |
| Q1 2018 | +9,912 | Add 1.02% | 978,201 | $8.93 |
| Q2 2018 | -624,295 | Reduce 63.82% | 353,906 | $13.15 |
| Q3 2018 | -353,906 | Sold Out | 353,906 | $0.00 |
| Q4 2018 | +408,329 | New Buy | 408,329 | $10.89 |
| Q1 2019 | -408,329 | Sold Out | 408,329 | $0.00 |
| Q2 2019 | +722,079 | New Buy | 722,079 | $18.76 |
| Q3 2019 | -722,079 | Sold Out | 722,079 | $0.00 |
| Q2 2020 | +83,752 | New Buy | 83,752 | $19.72 |
| Q3 2020 | -83,752 | Sold Out | 83,752 | $0.00 |
| Q4 2020 | +572,203 | New Buy | 572,203 | $69.38 |
| Q1 2021 | -93,268 | Reduce 16.30% | 478,935 | $60.48 |
| Q2 2021 | +121,948 | Add 25.46% | 600,883 | $55.78 |
| Q3 2021 | -411,336 | Reduce 68.46% | 189,547 | $44.00 |
| Q4 2021 | +441,324 | Add 232.83% | 630,871 | $34.30 |
| Q1 2022 | -159,732 | Reduce 25.32% | 471,139 | $30.37 |
| Q2 2022 | +810,713 | Add 172.08% | 1.28 M | $23.36 |
| Q3 2022 | -430,235 | Reduce 33.56% | 851,617 | $27.59 |
| Q4 2022 | +871,943 | Add 102.39% | 1.72 M | $24.02 |
| Q1 2023 | +313,738 | Add 18.20% | 2.04 M | $20.15 |
| Q2 2023 | -1.01 M | Reduce 49.50% | 1.03 M | $17.86 |
| Q3 2023 | +2.02 M | Add 196.51% | 3.05 M | $12.56 |
| Q4 2023 | +397,572 | Add 13.03% | 3.45 M | $19.63 |
| Q1 2024 | -1.38 M | Reduce 39.94% | 2.07 M | $13.18 |
| Q2 2024 | +913,857 | Add 44.12% | 2.98 M | $11.86 |
| Q3 2024 | -641,314 | Reduce 21.48% | 2.34 M | $18.06 |
| Q4 2024 | -2.34 M | Sold Out | 2.34 M | $0.00 |
| Q1 2025 | +423,993 | New Buy | 423,993 | $5.86 |
| Q2 2025 | +10.24 M | Add 2415.03% | 10.66 M | $8.18 |
| Q3 2025 | -7.13 M | Reduce 66.89% | 3.53 M | $17.29 |
Steven Cohen's Sunrun Investment FAQs
Steven Cohen first purchased Sunrun Inc. (RUN) in Q4 2015, acquiring 484,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen has held Sunrun Inc. (RUN) for 40 quarters since Q4 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen's largest addition to Sunrun Inc. (RUN) was in Q2 2025, adding 10,663,538 shares worth $87.23 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Steven Cohen's firm, Point72 Asset Management, L.P., owns 3,530,977 shares of Sunrun Inc. (RUN), valued at approximately $61.05 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Sunrun Inc. (RUN) represents approximately 0.10% of Steven Cohen's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen's peak holding in Sunrun Inc. (RUN) was 10,663,538 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.