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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
Q1 		– Sell
-96,700
Closed -$1.78M – 3444
2025
Q4 		$1.78M Buy
+96,700
New +$1.85M ﹤0.01% 1924
2025
Q3 		– Sell
-2,181,500
Closed -$17.8M – 3400
2025
Q2 		$17.8M Buy
2,181,500
+70,600
+3% +$555K 0.03% 713
2025
Q1 		$12.4M Buy
2,110,900
+1,516,300
+255% +$12.5M 0.02% 799
2024
Q4 		$5.5M Sell
594,600
-637,300
-52% -$7.92M 0.01% 1228
2024
Q3 		$22.2M Buy
1,231,900
+185,200
+18% +$3.29M 0.04% 588
2024
Q2 		$12.4M Buy
1,046,700
+746,700
+249% +$9.15M 0.02% 789
2024
Q1 		$3.95M Buy
+300,000
New +$4.12M 0.01% 1312
2023
Q3 		– Sell
-206,100
Closed -$3.68M – 2659
2023
Q2 		$3.68M Buy
206,100
+106,100
+106% +$1.97M 0.01% 1162
2023
Q1 		$2.02M Buy
+100,000
New +$2.33M 0.01% 1460

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.