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 		$2.31M Sell
172,600
-10,700
-6% -$144K ﹤0.01% 3079
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 $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.