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 		$2.49M Sell
183,300
-1,121,500
-86% -$18.7M ﹤0.01% 2748
2025
Q4 		$24M Sell
1,304,800
-5,100
-0.4% -$97.8K 0.01% 1139
2025
Q3 		$22.6M Buy
1,309,900
+108,500
+9% +$1.45M 0.01% 1099
2025
Q2 		$9.83M Buy
1,201,400
+129,500
+12% +$1.02M 0.01% 1506
2025
Q1 		$6.28M Buy
1,071,900
+173,600
+19% +$1.43M 0.01% 1734
2024
Q4 		$8.31M Sell
898,300
-69,000
-7% -$857K 0.01% 1621
2024
Q3 		$17.5M Sell
967,300
-378,400
-28% -$6.72M 0.02% 1076
2024
Q2 		$16M Buy
1,345,700
+65,600
+5% +$803K 0.01% 1035
2024
Q1 		$16.9M Buy
1,280,100
+444,000
+53% +$6.1M 0.01% 1020
2023
Q4 		$16.4M Sell
836,100
-350,800
-30% -$4.45M 0.01% 1058
2023
Q3 		$14.9M Buy
1,186,900
+589,400
+99% +$9.69M 0.02% 1024
2023
Q2 		$10.7M Buy
597,500
+61,000
+11% +$1.13M 0.01% 1288
2023
Q1 		$10.8M Sell
536,500
-263,400
-33% -$6.14M 0.01% 1302
2022
Q4 		$19.2M Buy
799,900
+174,300
+28% +$4.65M 0.02% 954
2022
Q3 		$17.3M Sell
625,600
-222,100
-26% -$6.91M 0.02% 948
2022
Q2 		$19.8M Sell
847,700
-119,500
-12% -$2.87M 0.02% 877
2022
Q1 		$29.4M Buy
967,200
+372,900
+63% +$10.4M 0.03% 778
2021
Q4 		$20.4M Buy
594,300
+122,000
+26% +$5.71M 0.02% 1079
2021
Q3 		$20.8M Buy
472,300
+207,300
+78% +$9.89M 0.02% 997
2021
Q2 		$14.8M Sell
265,000
-73,300
-22% -$3.54M 0.01% 1193
2021
Q1 		$20.5M Sell
338,300
-168,900
-33% -$11.7M 0.02% 917
2020
Q4 		$35.2M Buy
507,200
+326,100
+180% +$20.2M 0.03% 659
2020
Q3 		$14M Buy
181,100
+131,700
+267% +$6.2M 0.01% 1025
2020
Q2 		$974K Hold
49,400
– – ﹤0.01% 2958
2020
Q1 		$499K Buy
+49,400
New +$811K ﹤0.01% 3214

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.