SUNRUN INC

$RUN
Smart money positioned

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

13F holders
399
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 1.50%, with an average of 0.17% of portfolio. Largest holder: BIT Capital GmbH at 1.50%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

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 399 · Source: 13F-HR
01
Bahl & Gaynor Inc.
0.02% of portfolio
53,318,592 sh
02
Brightline Capital Management, LLC
0.01% of portfolio
18,592,800 sh
03
Gladstone Institutional Advisory LLC
17.84% of portfolio
12,000,000 sh
04
Banyan Capital Management, Inc.
9,741,492 sh
05
Freshford Capital Management, LLC
2.27% of portfolio
9,546,965 sh
06
Deutsche Bank AG
0.01% of portfolio
9,526,660 sh
07
Axa S.a.
9,376,776 sh
08
State Street
0.01% of portfolio
9,138,182 sh
09
Commerce Bank
0.07% of portfolio
7,988,897 sh
10
TENOR CAPITAL MANAGEMENT Co., L.P.
0.27% of portfolio
7,820,138 sh
See all 399 13F holders · Pro →

Insider activity · last 90 days

50 transactions · 8 filers
11 Feb 2026
Fenster Edward Harris
▼ SOLD
29,031
$20.72
S
11 Feb 2026
Fenster Edward Harris
▼ SOLD
134,813
$19.79
S
02 Feb 2026
Jurich Lynn Michelle
▼ SOLD
1,100
$19.26
S
02 Feb 2026
Jurich Lynn Michelle
▼ SOLD
48,900
$18.58
S
09 Jan 2026
Barak Maria
▼ SOLD
1,630
$18.55
S
06 Jan 2026
Dickson Paul S.
▼ SOLD
6,119
$17.80
S
06 Jan 2026
Abajian Danny
▼ SOLD
7,190
$17.80
S
06 Jan 2026
Powell Mary
▼ SOLD
8,754
$17.80
S
06 Jan 2026
Steele Jeanna
▼ SOLD
4,430
$17.80
S
06 Jan 2026
Barak Maria
▼ SOLD
1,201
$17.80
S
02 Jan 2026
Jurich Lynn Michelle
▼ SOLD
50,000
$19.28
S
22 Dec 2025
Fenster Edward Harris
▼ SOLD
32,787
$20.00
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.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:23 UTC.