Balyasny Asset Management
RUN icon

Balyasny Asset Management’s Sunrun RUN Stock Holding History

Balyasny Asset Management’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
Q1 		$4.82M Sell
355,670
-113,706
-24% -$1.89M 0.01% 1378
2025
Q4 		$8.64M Buy
469,376
+237,099
+102% +$4.55M 0.01% 1103
2025
Q3 		$4.02M Sell
232,277
-830,346
-78% -$11.1M 0.01% 1473
2025
Q2 		$8.69M Sell
1,062,623
-47,390
-4% -$373K 0.01% 1027
2025
Q1 		$6.5M Buy
1,110,013
+635,526
+134% +$5.23M 0.01% 1126
2024
Q4 		$4.39M Sell
474,487
-494,628
-51% -$6.14M 0.01% 1345
2024
Q3 		$17.5M Sell
969,115
-285,111
-23% -$5.07M 0.03% 696
2024
Q2 		$14.9M Sell
1,254,226
-2,328
-0.2% -$28.5K 0.03% 721
2024
Q1 		$16.6M Buy
+1,256,554
New +$17.3M 0.03% 711
2023
Q2 		– Sell
-859,560
Closed -$16M – 2723
2023
Q1 		$17.3M Buy
859,560
+474,327
+123% +$11.1M 0.04% 568
2022
Q4 		$9.25M Buy
385,233
+148,188
+63% +$3.96M 0.03% 776
2022
Q3 		$6.54M Buy
237,045
+152,445
+180% +$4.74M 0.02% 880
2022
Q2 		$1.98M Buy
+84,600
New +$2.03M 0.01% 1405
2022
Q1 		– Sell
-234,399
Closed -$8.04M – 2795
2021
Q4 		$8.04M Sell
234,399
-307,053
-57% -$14.4M 0.03% 699
2021
Q3 		$23.8M Buy
541,452
+185,698
+52% +$8.86M 0.1% 284
2021
Q2 		$19.8M Buy
355,754
+115,624
+48% +$5.58M 0.09% 298
2021
Q1 		$14.5M Buy
+240,130
New +$16.7M 0.07% 374
2020
Q3 		– Sell
-23,881
Closed -$471K – 1545
2020
Q2 		$471K Sell
23,881
-29,910
-56% -$458K ﹤0.01% 932
2020
Q1 		$543K Buy
+53,791
New +$883K 0.01% 890
2019
Q1 		– Sell
-10,710
Closed -$117K – 1617
2018
Q4 		$117K Buy
+10,710
New +$135K ﹤0.01% 1326
2017
Q4 		– Sell
-10,788
Closed -$60K – 2267
2017
Q3 		$60K Buy
+10,788
New +$73.5K ﹤0.01% 1809
2017
Q2 		– Sell
-21,168
Closed -$114K – 1695
2017
Q1 		$114K Buy
+21,168
New +$118K ﹤0.01% 1528

Other funds holding RUN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Balyasny Asset Management's RUN Position: Q1 2026 in Review

Balyasny Asset Management reduced its Sunrun (RUN) stake by 24% in Q1 2026, selling an estimated $1.89M and leaving 355,670 shares worth $4.82M. The position accounts for 0.01% of the portfolio, ranked #1378.

Balyasny Asset Management first reported a position in RUN in Q1 2017 and has held it in 22 quarters since. The position peaked at $23.8M in Q3 2021. 398 funds tracked by Wall St. Rank hold RUN as of Q1 2026.

  • Balyasny Asset Management held 355,670 shares of Sunrun worth $4.82M as of Q1 2026.
  • Balyasny Asset Management sold 113,706 Sunrun shares in Q1 2026, an estimated $1.89M.
  • Sunrun made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1378 holding.
  • Balyasny Asset Management first reported a position in Sunrun in Q1 2017 and has held it in 22 quarters since.
  • Balyasny Asset Management's Sunrun position peaked at $23.8M in Q3 2021.
  • 398 funds tracked by Wall St. Rank held Sunrun as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.