🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Sunrun Inc.

RUN Technology
$12.74 +$0.26 (2.13%)
Market Cap: $3.04 B
Gurus Holding
8
Popularity Rank
#744
% of Shares Held
4.88%
Net Activity (Q1 2026)
+$6.11 M

Guru Ownership Trend

Guru Analysis for Sunrun Inc. (RUN)

Sunrun Inc. (RUN), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $148.1 M.

Top institutional holders include Jeremy Grantham and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bullish. This is evidenced by a $6.11 M net inflow during the quarter.

Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, George Soros reduced exposure by 99.1%.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$43.08 M
Total Buy Value
New Buys 1
Additions 4
-$36.97 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
5

FAQs for Sunrun Inc. (RUN)

Major holders include Jeremy Grantham ($106.04 M), Renaissance Technologies (RenTech) ($28 M), Paul Tudor Jones ($10.94 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 11.63 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $6.11 M, with 5 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited RUN. The total reported sell value was $36.97 M.

Yes, 1 managers opened new positions in RUN, and 4 increased their existing holdings. The total reported buy value was $43.08 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.27% Add 44.4% 7,820,138 $106.04 M Q1 2026
0.04% Add 12.7% 2,065,245 $28 M Q1 2026
0.02% Reduce -31.2% 807,141 $10.94 M Q1 2026
0.03% Add 2759.7% 337,419 $4.58 M Q1 2026
0.00% Add 55.7% 320,767 $4.14 M Q1 2026
0.01% Reduce -49.2% 154,410 $2.09 M Q1 2026
0.31% New Buy 105,000 $1.42 M Q1 2026
0.00% Reduce -99.1% 19,500 $264,420 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form