DS
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David Shaw’s Sunrun RUN Stock Holding History

David Shaw’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
Q2 		$9.29M Buy
694,300
+150,000
+28% +$2.02M ﹤0.01% 1875
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 $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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.