Ardsley Advisory Partners’s Sunrun RUN Stock Holding History

Ardsley Advisory Partners’s Portfolio RUN Stock Details RUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.4M	Buy	1,600,000 +465,000	+41%	+$6.27M	2.23%	7
2026 Q1	$15.4M	Sell	1,135,000 -345,000	-23%	-$5.74M	1.96%	13
2025 Q4	$27.2M	Sell	1,480,000 -120,000	-8%	-$2.3M	2.99%	5
2025 Q3	$27.7M	Buy	1,600,000 +1,290,000	+416%	+$17.3M	3.42%	4
2025 Q2	$2.54M	Sell	310,000 -1,280,000	-81%	-$10.1M	0.33%	73
2025 Q1	$9.32M	Buy	1,590,000 +645,000	+68%	+$5.31M	1.78%	12
2024 Q4	$8.74M	Sell	945,000 -175,000	-16%	-$2.17M	1.39%	18
2024 Q3	$20.2M	Sell	1,120,000 -1,237,750	-52%	-$22M	3.33%	3
2024 Q2	$27.7M	Sell	2,357,750 -1,337,500	-36%	-$16.4M	4.07%	2
2024 Q1	$48.8M	Buy	3,695,250 +2,914,900	+374%	+$40.1M	7.02%	2
2023 Q4	$15.3M	Sell	780,350 -325,650	-29%	-$4.13M	2.37%	10
2023 Q3	$13.9M	Buy	1,106,000 +381,000	+53%	+$6.27M	3.1%	6
2023 Q2	$12.9M	Buy	725,000 +103,500	+17%	+$1.92M	2.19%	8
2023 Q1	$12.5M	Sell	621,500 -280,000	-31%	-$6.53M	2.75%	9
2022 Q4	$21.7M	Buy	901,500 +84,400	+10%	+$2.25M	4.48%	4
2022 Q3	$22.6M	Buy	817,100 +120,100	+17%	+$3.74M	5.07%	3
2022 Q2	$16.3M	Buy	697,000 +532,000	+322%	+$12.8M	2.68%	8
2022 Q1	$5.03M	Sell	165,000 -125,500	-43%	-$3.5M	0.84%	43
2021 Q4	$9.96M	Buy	290,500 +5,500	+2%	+$257K	1.9%	18
2021 Q3	$12.5M	Sell	285,000 -130,500	-31%	-$6.23M	1.91%	13
2021 Q2	$23.2M	Buy	+415,500	New	+$20.1M	2.72%	9
2020 Q3	–	Sell	-500,000	Closed	-$9.86M	–	175
2020 Q2	$9.86M	Sell	500,000 -425,000	-46%	-$6.51M	2.1%	15
2020 Q1	$9.34M	Sell	925,000 -426,500	-32%	-$7M	3.66%	9
2019 Q4	$18.7M	Buy	1,351,500 +76,500	+6%	+$1.14M	2.98%	11
2019 Q3	$21.3M	Sell	1,275,000 -120,000	-9%	-$2.1M	4.78%	4
2019 Q2	$26.2M	Sell	1,395,000 -97,250	-7%	-$1.58M	4.13%	6
2019 Q1	$21M	Sell	1,492,250 -797,750	-35%	-$11M	4.03%	5
2018 Q4	$24.9M	Buy	2,290,000 +270,000	+13%	+$3.41M	6.27%	1
2018 Q3	$25.1M	Buy	2,020,000 +80,000	+4%	+$1.11M	3.39%	6
2018 Q2	$25.5M	Sell	1,940,000 -843,550	-30%	-$9.17M	3.84%	2
2018 Q1	$24.8M	Buy	2,783,550 +1,938,350	+229%	+$13.1M	3.72%	4
2017 Q4	$4.99M	Buy	845,200 +480,200	+132%	+$2.76M	0.61%	43
2017 Q3	$2.03M	Sell	365,000 -35,000	-9%	-$239K	0.27%	66
2017 Q2	$2.85M	Sell	400,000 -17,700	-4%	-$95.5K	0.44%	62
2017 Q1	$2.26M	Buy	+417,700	New	+$2.32M	0.35%	66
2016 Q2	–	Sell	-50,000	Closed	-$324K	–	191
2016 Q1	$324K	Buy	+50,000	New	+$359K	0.05%	89

Other funds holding RUN

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

REX Advisers Fairfield, Connecticut $44.3M AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Ardsley Advisory Partners's RUN Position: Q2 2026 in Review

Ardsley Advisory Partners increased its Sunrun (RUN) stake by 41% in Q2 2026, buying an estimated $6.27M and bringing the position to 1,600,000 shares worth $21.4M. The position accounts for 2.23% of the portfolio, ranked #7.

Ardsley Advisory Partners first reported a position in RUN in Q1 2016 and has held it in 36 quarters since. The position peaked at $48.8M in Q1 2024. 32 funds tracked by Wall St. Rank hold RUN as of Q2 2026.

Ardsley Advisory Partners held 1,600,000 shares of Sunrun worth $21.4M as of Q2 2026.
Ardsley Advisory Partners bought 465,000 Sunrun shares in Q2 2026, an estimated $6.27M.
Sunrun made up 2.23% of Ardsley Advisory Partners's portfolio in Q2 2026, its #7 holding.
Ardsley Advisory Partners first reported a position in Sunrun in Q1 2016 and has held it in 36 quarters since.
Ardsley Advisory Partners's Sunrun position peaked at $48.8M in Q1 2024.
32 funds tracked by Wall St. Rank held Sunrun as of Q2 2026.

Based on Ardsley Advisory Partners's 13F filing for Q2 2026, filed 13 Jul 2026.