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
2025 Q4	–	Sell	-125,000	Closed	-$2.16M	–	185
2025 Q3	$2.16M	Sell	125,000 -72,500	-37%	-$971K	0.27%	89
2025 Q2	$1.62M	Sell	197,500 -452,500	-70%	-$3.56M	0.21%	94
2025 Q1	$3.81M	Buy	650,000 +350,000	+117%	+$2.88M	0.73%	55
2024 Q4	$2.77M	Sell	300,000 -245,000	-45%	-$3.04M	0.44%	75
2024 Q3	$9.84M	Sell	545,000 -805,000	-60%	-$14.3M	1.62%	17
2024 Q2	$16M	Buy	+1,350,000	New	+$16.5M	2.35%	10
2024 Q1	–	Sell	-1,000,000	Closed	-$19.6M	–	176
2023 Q4	$19.6M	Buy	1,000,000 +850,000	+567%	+$10.8M	3.03%	6
2023 Q3	$1.88M	Buy	+150,000	New	+$2.47M	0.42%	65
2023 Q1	–	Sell	-100,000	Closed	-$2.4M	–	141
2022 Q4	$2.4M	Buy	+100,000	New	+$2.67M	0.5%	41
2022 Q3	–	Sell	-900,000	Closed	-$21M	–	145
2022 Q2	$21M	Buy	+900,000	New	+$21.6M	3.46%	6
2018 Q1	–	Sell	-50,000	Closed	-$295K	–	168
2017 Q4	$295K	Buy	+50,000	New	+$287K	0.04%	115

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.