SUNRUN INC

$RUN
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Smart money positioned

14 of the Top-200 alpha managers hold $RUN as of the latest 13F snapshot.

13F holders
13
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

14 holders · Q1 2026

$RUN is held by 14 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.96%, with an average of 0.26% of portfolio. Largest holder: Nisa Investment Advisors, LLC at 1.96%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Nisa Investment Advisors, LLC
1.96% ↓ 1.0pp
α +16.6pts
02
Twin Lions Management LLC
1.50% NEW
α +24.8pts
03
Merrion Investment Management Co, LLC
0.13% held
α +16.0pts
04
Quarry Hill Advisors, LLC
0.05% held
α +11.4pts
05
Hamel Associates, Inc.
0.03% held
α +12.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 13 · Source: 13F-HR
01
Vanguard Group Inc.
0.01% of portfolio
24,249,559 sh
02
State Street
—
9,376,776 sh
03
Two Sigma
0.09% of portfolio
7,792,810 sh
04
BIT Capital GmbH
1.73% of portfolio
2,286,978 sh
05
Renaissance Technologies
0.04% of portfolio
2,065,245 sh
06
Tudor Investment Corp. Et Al
0.06% of portfolio
807,141 sh
07
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
—
764,397 sh
08
Erste Asset Management GmbH
0.07% of portfolio
708,529 sh
09
Citadel
—
392,214 sh
10
Citigroup Inc.
—
259,199 sh
See all 13 13F holders · Pro →

Insider activity · last 90 days

50 transactions · 10 filers
09 Jul 2026
Unknown —
▼ SOLD
—
—
S
07 Jul 2026
Unknown —
▼ SOLD
—
—
S
07 Jul 2026
Unknown —
· G
—
—
G
07 Jul 2026
Unknown —
· G
—
—
G
07 Jul 2026
Unknown —
▼ SOLD
—
—
S
07 Jul 2026
Unknown —
▼ SOLD
—
—
S
07 Jul 2026
Unknown —
▼ SOLD
—
—
S
07 Jul 2026
Unknown —
▼ SOLD
—
—
S
02 Jul 2026
Unknown —
· GRANT
—
—
A
02 Jul 2026
Unknown —
· GRANT
—
—
A
01 Jul 2026
Unknown —
▼ SOLD
—
—
S
11 Jun 2026
Lontoh Sonita —
▼ SOLD
7,500
$12.00
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $RUN in the recent window.

Convergence · $RUN

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 13:36 UTC.