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 Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $322.93 M.
Top institutional holders include Jeremy Grantham and George Soros.
Institutional sentiment is currently Bearish. This is evidenced by a $103.35 M net outflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 106.8%. Conversely, Paul Tudor Jones reduced exposure by 67.2%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.30% | Reduce -41.4% | 6,226,026 | $107.65 M | Q3 2025 | |
| 1.04% | New Buy | 4,221,949 | $73 M | Q3 2025 | |
| 0.10% | Reduce -66.9% | 3,530,977 | $61.05 M | Q3 2025 | |
| 0.04% | New Buy | 1,877,045 | $32.45 M | Q3 2025 | |
| 0.02% | Reduce -67.2% | 519,965 | $8.99 M | Q3 2025 | |
| 0.02% | Add 106.8% | 243,500 | $4.21 M | Q3 2025 | |
| 0.01% | New Buy | 213,772 | $3.7 M | Q3 2025 | |
| 0.05% | New Buy | 211,592 | $3.66 M | Q3 2025 | |
| 0.00% | Reduce -19.6% | 123,259 | $2.13 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Sunrun Inc. (RUN)
Major holders include Jeremy Grantham ($107.65 M), George Soros ($73 M), Steven Cohen ($61.05 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 17.17 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $103.35 M, with 5 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited RUN. The total reported sell value was $218.33 M.
Yes, 4 managers opened new positions in RUN, and 1 increased their existing holdings. The total reported buy value was $114.98 M.