David Shaw’s Sunrun RUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $137M | Buy |
10,227,120
+2,965,823
| +41% | +$40M | 0.07% | 322 |
|
|
2026
Q1 | $98.5M | Sell |
7,261,297
-2,645,151
| -27% | -$44M | 0.06% | 383 |
|
|
2025
Q4 | $182M | Buy |
9,906,448
+364,676
| +4% | +$6.99M | 0.1% | 221 |
|
|
2025
Q3 | $165M | Buy |
9,541,772
+8,036,299
| +534% | +$108M | 0.09% | 239 |
|
|
2025
Q2 | $12.3M | Buy |
+1,505,473
| New | +$11.8M | 0.01% | 1338 |
|
|
2025
Q1 | – | Sell |
-57,453
| Closed | -$473K | – | 4679 |
|
|
2024
Q4 | $531K | Buy |
57,453
+20,145
| +54% | +$250K | ﹤0.01% | 3584 |
|
|
2024
Q3 | $674K | Buy |
+37,308
| New | +$663K | ﹤0.01% | 3528 |
|
|
2024
Q2 | – | Sell |
-298,939
| Closed | -$3.66M | – | 4799 |
|
|
2024
Q1 | $3.94M | Sell |
298,939
-4,115,825
| -93% | -$56.6M | ﹤0.01% | 2071 |
|
|
2023
Q4 | $86.7M | Buy |
4,414,764
+4,049,075
| +1,107% | +$51.4M | 0.08% | 311 |
|
|
2023
Q3 | $4.59M | Buy |
365,689
+278,687
| +320% | +$4.58M | ﹤0.01% | 1884 |
|
|
2023
Q2 | $1.55M | Buy |
87,002
+6,053
| +7% | +$113K | ﹤0.01% | 2805 |
|
|
2023
Q1 | $1.63M | Sell |
80,949
-955,108
| -92% | -$22.3M | ﹤0.01% | 2833 |
|
|
2022
Q4 | $24.9M | Buy |
1,036,057
+636,236
| +159% | +$17M | 0.03% | 779 |
|
|
2022
Q3 | $11M | Sell |
399,821
-45,726
| -10% | -$1.42M | 0.01% | 1271 |
|
|
2022
Q2 | $10.4M | Sell |
445,547
-3,784,836
| -89% | -$90.9M | 0.01% | 1359 |
|
|
2022
Q1 | $128M | Buy |
4,230,383
+1,756,349
| +71% | +$49M | 0.12% | 169 |
|
|
2021
Q4 | $84.9M | Buy |
2,474,034
+1,898,676
| +330% | +$88.9M | 0.07% | 332 |
|
|
2021
Q3 | $25.3M | Buy |
575,358
+411,186
| +250% | +$19.6M | 0.02% | 873 |
|
|
2021
Q2 | $9.16M | Sell |
164,172
-541,805
| -77% | -$26.2M | 0.01% | 1568 |
|
|
2021
Q1 | $42.7M | Buy |
+705,977
| New | +$49.1M | 0.04% | 561 |
|
|
2020
Q4 | – | Sell |
-12,679
| Closed | -$787K | – | 4132 |
|
|
2020
Q3 | $977K | Buy |
+12,679
| New | +$597K | ﹤0.01% | 2875 |
|
|
2020
Q2 | – | Sell |
-146,996
| Closed | -$2.25M | – | 4227 |
|
|
2020
Q1 | $1.49M | Buy |
146,996
+112,657
| +328% | +$1.85M | ﹤0.01% | 2425 |
|
|
2019
Q4 | $474K | Buy |
+34,339
| New | +$512K | ﹤0.01% | 3423 |
|
|
2019
Q2 | – | Sell |
-54,852
| Closed | -$771K | – | 3833 |
|
|
2019
Q1 | $771K | Sell |
54,852
-161,050
| -75% | -$2.22M | ﹤0.01% | 2750 |
|
|
2018
Q4 | $2.35M | Buy |
+215,902
| New | +$2.73M | ﹤0.01% | 2024 |
|
|
2016
Q3 | – | Sell |
-18,893
| Closed | -$112K | – | 3531 |
|
|
2016
Q2 | $112K | Buy |
18,893
+634
| +3% | +$4.19K | ﹤0.01% | 3243 |
|
|
2016
Q1 | $118K | Buy |
18,259
+2,798
| +18% | +$20.1K | ﹤0.01% | 3270 |
|
|
2015
Q4 | $182K | Sell |
15,461
-49,499
| -76% | -$451K | ﹤0.01% | 3580 |
|
|
2015
Q3 | $674K | Buy |
+64,960
| New | +$702K | ﹤0.01% | 2871 |
|
Other funds holding RUN
GC
PI
David Shaw's RUN Position: Q2 2026 in Review
David Shaw increased its Sunrun (RUN) stake by 41% in Q2 2026, buying an estimated $40M and bringing the position to 10,227,120 shares worth $137M. The position accounts for 0.07% of the portfolio, ranked #322.
David Shaw first reported a position in RUN in Q3 2015 and has held it in 29 quarters since. The position peaked at $182M in Q4 2025. 393 funds tracked by Wall St. Rank hold RUN as of Q2 2026.
- David Shaw held 10,227,120 shares of Sunrun worth $137M as of Q2 2026.
- David Shaw bought 2,965,823 Sunrun shares in Q2 2026, an estimated $40M.
- Sunrun made up 0.07% of David Shaw's portfolio in Q2 2026, its #322 holding.
- David Shaw first reported a position in Sunrun in Q3 2015 and has held it in 29 quarters since.
- David Shaw's Sunrun position peaked at $182M in Q4 2025.
- 393 funds tracked by Wall St. Rank held Sunrun as of Q2 2026.
Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.