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Dmitry Balyasny’s Sunrun RUN Stock Holding History

Dmitry Balyasny’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 		$26.8M Buy
+2,000,000
New +$27M 0.03% 592
2026
Q1 		– Sell
-178,000
Closed -$3.28M – 3443
2025
Q4 		$3.28M Buy
+178,000
New +$3.41M ﹤0.01% 1620
2025
Q1 		– Sell
-39,300
Closed -$364K – 3221
2024
Q4 		$364K Sell
39,300
-175,400
-82% -$2.18M ﹤0.01% 2312
2024
Q3 		$3.88M Buy
+214,700
New +$3.82M 0.01% 1384
2023
Q2 		– Sell
-140,000
Closed -$2.82M – 2722
2023
Q1 		$2.82M Buy
140,000
+95,100
+212% +$2.22M 0.01% 1326
2022
Q4 		$1.08M Sell
44,900
-208,000
-82% -$5.55M ﹤0.01% 1627
2022
Q3 		$6.98M Buy
+252,900
New +$7.87M 0.02% 850
2022
Q1 		– Sell
-1,200,000
Closed -$41.2M – 2794
2021
Q4 		$41.2M Buy
+1,200,000
New +$56.2M 0.14% 185

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
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

Dmitry Balyasny's RUN Position: Q2 2026 in Review

Dmitry Balyasny increased its Sunrun (RUN) stake by 1,004% in Q2 2026, buying an estimated $48.2M and bringing the position to 3,925,623 shares worth $52.5M. The position accounts for 0.07% of the portfolio, ranked #347.

Dmitry Balyasny first reported a position in RUN in Q1 2017 and has held it in 23 quarters since. 393 funds tracked by Wall St. Rank hold RUN as of Q2 2026.

  • Dmitry Balyasny held 3,925,623 shares of Sunrun worth $52.5M as of Q2 2026.
  • Dmitry Balyasny bought 3,569,953 Sunrun shares in Q2 2026, an estimated $48.2M.
  • Sunrun made up 0.07% of Dmitry Balyasny's portfolio in Q2 2026, its #347 holding.
  • Dmitry Balyasny first reported a position in Sunrun in Q1 2017 and has held it in 23 quarters since.
  • 393 funds tracked by Wall St. Rank held Sunrun as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.