D.E. Shaw & Co
RUN icon

D.E. Shaw & Co’s Sunrun RUN Stock Holding History

D.E. Shaw & Co’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 		$7.38M Sell
544,300
-919,200
-63% -$15.3M ﹤0.01% 1870
2025
Q4 		$26.9M Sell
1,463,500
-109,500
-7% -$2.1M 0.01% 1049
2025
Q3 		$27.2M Buy
1,573,000
+503,900
+47% +$6.75M 0.02% 975
2025
Q2 		$8.75M Buy
1,069,100
+344,600
+48% +$2.71M 0.01% 1599
2025
Q1 		$4.25M Sell
724,500
-161,800
-18% -$1.33M ﹤0.01% 2014
2024
Q4 		$8.2M Buy
886,300
+107,400
+14% +$1.33M 0.01% 1625
2024
Q3 		$14.1M Sell
778,900
-865,400
-53% -$15.4M 0.01% 1209
2024
Q2 		$19.5M Buy
1,644,300
+270,200
+20% +$3.31M 0.02% 911
2024
Q1 		$18.1M Buy
1,374,100
+859,800
+167% +$11.8M 0.02% 971
2023
Q4 		$10.1M Sell
514,300
-48,900
-9% -$620K 0.01% 1358
2023
Q3 		$7.07M Buy
563,200
+22,400
+4% +$368K 0.01% 1530
2023
Q2 		$9.66M Sell
540,800
-147,100
-21% -$2.74M 0.01% 1365
2023
Q1 		$13.9M Buy
687,900
+251,500
+58% +$5.87M 0.01% 1130
2022
Q4 		$10.5M Buy
436,400
+267,200
+158% +$7.13M 0.01% 1385
2022
Q3 		$4.67M Buy
169,200
+44,500
+36% +$1.38M 0.01% 2171
2022
Q2 		$2.91M Sell
124,700
-27,100
-18% -$651K ﹤0.01% 2743
2022
Q1 		$4.61M Buy
151,800
+77,100
+103% +$2.15M ﹤0.01% 2413
2021
Q4 		$2.56M Hold
74,700
– – ﹤0.01% 3121
2021
Q3 		$3.29M Buy
74,700
+5,200
+7% +$248K ﹤0.01% 2537
2021
Q2 		$3.88M Buy
69,500
+12,900
+23% +$623K ﹤0.01% 2271
2021
Q1 		$3.42M Sell
56,600
-122,400
-68% -$8.51M ﹤0.01% 2138
2020
Q4 		$12.4M Sell
179,000
-5,300
-3% -$329K 0.01% 1240
2020
Q3 		$14.2M Buy
+184,300
New +$8.68M 0.01% 1014

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

D.E. Shaw & Co's RUN Position: Q1 2026 in Review

D.E. Shaw & Co reduced its Sunrun (RUN) stake by 27% in Q1 2026, selling an estimated $44M and leaving 7,261,297 shares worth $98.5M. The position accounts for 0.06% of the portfolio, ranked #383.

D.E. Shaw & Co first reported a position in RUN in Q3 2015 and has held it in 28 quarters since. The position peaked at $182M in Q4 2025. 397 funds tracked by Wall St. Rank hold RUN as of Q1 2026.

  • D.E. Shaw & Co held 7,261,297 shares of Sunrun worth $98.5M as of Q1 2026.
  • D.E. Shaw & Co sold 2,645,151 Sunrun shares in Q1 2026, an estimated $44M.
  • Sunrun made up 0.06% of D.E. Shaw & Co's portfolio in Q1 2026, its #383 holding.
  • D.E. Shaw & Co first reported a position in Sunrun in Q3 2015 and has held it in 28 quarters since.
  • D.E. Shaw & Co's Sunrun position peaked at $182M in Q4 2025.
  • 397 funds tracked by Wall St. Rank held Sunrun as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.