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Sunrun Inc.

RUN Technology
$8.4 +$0.07 (0.84%)
Market Cap: $2.02 B
Gurus Holding
8
Popularity Rank
#888
% of Shares Held
4.67%
Net Activity (Q2 2026)
-$5.07 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 Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $94.52 M.

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

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $5.07 M net outflow during the quarter.

Recent activity highlights George Soros who increased their stake by 412.8%. Conversely, Paul Tudor Jones reduced exposure by 47.0%.

Key Holders

Recent Activity Breakdown (Q2 2026)

+$7.02 M
Total Buy Value
New Buys 1
Additions 4
-$12.1 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for Sunrun Inc. (RUN)

Major holders include Jeremy Grantham ($107.1 M), Renaissance Technologies (RenTech) ($24.08 M), Cliff Asness ($6.33 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 11.25 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $5.07 M, with 5 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited RUN. The total reported sell value was $12.1 M.

Yes, 1 managers opened new positions in RUN, and 4 increased their existing holdings. The total reported buy value was $7.02 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.24% Add 2.4% 8,004,682 $107.1 M Q2 2026
0.03% Reduce -12.8% 1,800,045 $24.08 M Q2 2026
0.00% Add 47.5% 472,991 $6.33 M Q2 2026
0.01% Reduce -47.0% 427,676 $5.72 M Q2 2026
0.02% Reduce -30.5% 234,365 $3.14 M Q2 2026
0.58% Add 80.0% 189,000 $2.53 M Q2 2026
0.02% Add 412.8% 100,000 $1.34 M Q2 2026
0.00% New Buy 23,735 $317,574 Q2 2026
Date
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Transaction
Value
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SEC Form