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 		– Sell
-96,700
Closed -$1.78M – 3444
2025
Q4 		$1.78M Buy
+96,700
New +$1.85M ﹤0.01% 1924
2025
Q3 		– Sell
-2,181,500
Closed -$17.8M – 3400
2025
Q2 		$17.8M Buy
2,181,500
+70,600
+3% +$555K 0.03% 713
2025
Q1 		$12.4M Buy
2,110,900
+1,516,300
+255% +$12.5M 0.02% 799
2024
Q4 		$5.5M Sell
594,600
-637,300
-52% -$7.92M 0.01% 1228
2024
Q3 		$22.2M Buy
1,231,900
+185,200
+18% +$3.29M 0.04% 588
2024
Q2 		$12.4M Buy
1,046,700
+746,700
+249% +$9.15M 0.02% 789
2024
Q1 		$3.95M Buy
+300,000
New +$4.12M 0.01% 1312
2023
Q3 		– Sell
-206,100
Closed -$3.68M – 2659
2023
Q2 		$3.68M Buy
206,100
+106,100
+106% +$1.97M 0.01% 1162
2023
Q1 		$2.02M Buy
+100,000
New +$2.33M 0.01% 1460

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. 397 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.
  • 397 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.