undamentalytics Newsletter

Sunrun Inc.: which funds bought and sold

Institutions that bought and sold Sunrun shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 213 institutions that filed 13F reports for both quarters added to or opened positions in Sunrun, and 168 cut or closed them. Together they added a net 11.7M shares, +4.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.6M shares (+2.9%); index fund managers were net buyers of 2.4M shares (+2.8%). 53 opened a new position and 59 sold out entirely.

Bought, Q2 2026 213 institutions, 53 of them new holders Sold, Q2 2026 168 institutions, 59 of them sold out
Net change, all compared +11.7M shares (+4.6%)
Net change, active managers +1.6M shares (+2.9%), 30 bought, 25 sold

Buyers versus sellers

institutions compared, 443
Active managers and hedge funds 30 bought · 25 sold · +1.6M
Index fund managers 9 bought · 2 sold · +2.4M
Other institutions 174 bought · 141 sold · +7.6M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Goldman Sachs Group Inc +7.0M +57.5% 19.2M $257M
Citadel Advisors LLC Hedge fund +4.5M +1138.7% 4.9M $65M
Balyasny Asset Management L.P. Hedge fund +3.6M +1003.7% 3.9M $52.5M
D. E. Shaw & Co., Inc. Hedge fund +3.0M +40.8% 10.2M $137M
UBS Group AG +1.7M +63.3% 4.4M $59.2M
Morgan Stanley +1.5M +37.2% 5.4M $72.5M
FMR LLC Active manager +1.3M +239.7% 1.9M $24.9M
Greenvale Capital LLP +1.3M +10.9% 13.3M $178M
American Century Companies Inc Active manager +1.2M +269.4% 1.6M $21.9M
State Street Corp Index funds +1.1M +11.8% 10.5M $140M
Invesco Ltd. +1.1M +11.9% 10.2M $136M
Trexquant Investment LP Hedge fund +1.0M +157.8% 1.7M $22.9M
Arrowstreet Capital, Limited Partnership Hedge fund +997K +243.5% 1.4M $18.8M
Wells Fargo & Company +858K +466.9% 1.0M $13.9M
Sourcerock Group LLC +856K New position 856K $11.5M
Diversify Advisory Services, LLC +827K New position 827K $8.3M
Vanguard Portfolio Management LLC Index funds +746K +5.8% 13.7M $183M
Maple Rock Capital Partners Inc. Hedge fund +692K +23.1% 3.7M $49.4M
First Trust Advisors LP +609K +115.0% 1.1M $15.2M
Ardsley Advisory Partners LP +465K +41.0% 1.6M $21.4M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Alyeska Investment Group, L.P. Hedge fund −6.5M Sold out 0 —
Two Sigma Investments, LP Hedge fund −2.7M −35.3% 5.0M $67.5M
Bit Capital Gmbh −2.3M Sold out 0 —
Handelsbanken Fonder AB −2.1M −61.1% 1.3M $17.6M
Voloridge Investment Management, LLC Hedge fund −1.9M −80.1% 460K $6.2M
Deutsche Bank Ag\ −1.6M −62.9% 933K $12.5M
Capital World Investors Active manager −1.3M Sold out 0 —
Sora Investors LLC −1.0M Sold out 0 —
Holocene Advisors, LP Hedge fund −945K Sold out 0 —
Millennium Management LLC Hedge fund −822K −43.4% 1.1M $14.3M
Erste Asset Management Gmbh −755K −51.6% 709K $9.6M
Connor, Clark & Lunn Investment Management Ltd. −751K −70.5% 315K $4.2M
Blackrock, Inc. Index funds −502K −1.2% 41.4M $553M
Tudor Investment Corp Et Al Hedge fund −379K −47.0% 428K $5.7M
Hillsdale Investment Management Inc. −353K Sold out 0 —
Man Group PLC Hedge fund −325K −29.7% 768K $10.3M
Rockefeller Capital Management L.P. −319K −97.8% 7,020 $93,934
Jump Financial, LLC −317K −77.1% 94K $1.3M
Aquatic Capital Management LLC −286K Sold out 0 —
Jpmorgan Chase & Co −281K −35.0% 521K $7.2M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Alyeska Investment Group, L.P.Hedge fund 6.5M $88.2M
Bit Capital Gmbh 2.3M $31M
Capital World InvestorsActive manager 1.3M $17.4M
Sora Investors LLC 1.0M $13.7M
Holocene Advisors, LPHedge fund 945K $12.8M
Hillsdale Investment Management Inc. 353K $4.8M
Aquatic Capital Management LLC 286K $3.9M
Plustick Management LLC 160K $2.2M
Bridgewater Associates, LPHedge fund 154K $2.1M
Gc Wealth Management Ria, LLC 149K $2M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
391
Ten largest holders
54.7%
of 13F-reported shares
Index fund managers
33.5%
of 13F-reported shares
Active managers and hedge funds
21.1%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 30 25 4 11 +1.6M +2.9%
Index fund managers 9 2 0 0 +2.4M +2.8%
Other institutions 174 141 49 48 +7.6M +6.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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