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Sunrun Inc.

RUN Technology
$12.78 +$0.64 (5.27%)
Market Cap: $2.99 B
Gurus Holding
7
Popularity Rank
#975
% of Shares Held
4.77%
Net Activity (Q4 2025)
-$106.14 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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $142.8 M.

Top institutional holders include Jeremy Grantham and George Soros.

Institutional sentiment is currently Bearish. This is evidenced by a $106.14 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 125.7%. Conversely, Jefferies Group reduced exposure by 95.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$15.21 M
Total Buy Value
New Buys 0
Additions 3
-$121.36 M
Total Sell Value
Reductions 4
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
6
Net Buyers
3

FAQs for Sunrun Inc. (RUN)

Major holders include Jeremy Grantham ($99.64 M), George Soros ($41.02 M), Renaissance Technologies ($33.73 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 11.17 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $106.14 M, with 3 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited RUN. The total reported sell value was $121.36 M.

Yes, 0 managers opened new positions in RUN, and 3 increased their existing holdings. The total reported buy value was $15.21 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.25% Reduce -13.0% 5,415,438 $99.64 M Q4 2025
0.48% Reduce -47.2% 2,229,518 $41.02 M Q4 2025
0.05% Reduce -2.3% 1,833,045 $33.73 M Q4 2025
0.04% Add 125.7% 1,173,780 $21.6 M Q4 2025
0.02% Add 42.2% 304,040 $5.59 M Q4 2025
0.00% Add 67.2% 206,050 $3.79 M Q4 2025
0.00% Reduce -95.2% 11,799 $217,102 Q4 2025
Date
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