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	–	Sell	-178,000	Closed	-$3.28M	–	3443
2025 Q4	$3.28M	Buy	+178,000	New	+$3.41M	﹤0.01%	1620
2025 Q1	–	Sell	-39,300	Closed	-$364K	–	3221
2024 Q4	$364K	Sell	39,300 -175,400	-82%	-$2.18M	﹤0.01%	2312
2024 Q3	$3.88M	Buy	+214,700	New	+$3.82M	0.01%	1384
2023 Q2	–	Sell	-140,000	Closed	-$2.82M	–	2722
2023 Q1	$2.82M	Buy	140,000 +95,100	+212%	+$2.22M	0.01%	1326
2022 Q4	$1.08M	Sell	44,900 -208,000	-82%	-$5.55M	﹤0.01%	1627
2022 Q3	$6.98M	Buy	+252,900	New	+$7.87M	0.02%	850
2022 Q1	–	Sell	-1,200,000	Closed	-$41.2M	–	2794
2021 Q4	$41.2M	Buy	+1,200,000	New	+$56.2M	0.14%	185

Other funds holding RUN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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.