GC
RUN icon

GMT Capital’s Sunrun RUN Stock Holding History

GMT Capital’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 		$2.25M Hold
167,900
– – 0.12% 40
2026
Q1 		$2.28M Buy
+167,900
New +$2.79M 0.1% 49
2025
Q4 		– Sell
-167,900
Closed -$2.9M – 61
2025
Q3 		$2.9M Hold
167,900
– – 0.13% 43
2025
Q2 		$1.37M Buy
+167,900
New +$1.32M 0.06% 52
2021
Q4 		– Sell
-34,301
Closed -$1.51M – 56
2021
Q3 		$1.51M Hold
34,301
– – 0.13% 51
2021
Q2 		$1.91M Hold
34,301
– – 0.14% 43
2021
Q1 		$2.08M Sell
34,301
-223,868
-87% -$15.6M 0.15% 34
2020
Q4 		$17.9M Buy
+258,169
New +$16M 1.28% 20

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

GMT Capital's RUN Position: Q2 2026 in Review

GMT Capital held its Sunrun (RUN) position steady in Q2 2026 at 167,900 shares worth $2.25M. The position accounts for 0.12% of the portfolio, ranked #40.

GMT Capital first reported a position in RUN in Q4 2020 and has held it in 8 quarters since. The position peaked at $17.9M in Q4 2020. 396 funds tracked by Wall St. Rank hold RUN as of Q2 2026.

  • GMT Capital held 167,900 shares of Sunrun worth $2.25M as of Q2 2026.
  • GMT Capital left its Sunrun share count unchanged in Q2 2026.
  • Sunrun made up 0.12% of GMT Capital's portfolio in Q2 2026, its #40 holding.
  • GMT Capital first reported a position in Sunrun in Q4 2020 and has held it in 8 quarters since.
  • GMT Capital's Sunrun position peaked at $17.9M in Q4 2020.
  • 396 funds tracked by Wall St. Rank held Sunrun as of Q2 2026.

Based on GMT Capital's 13F filing for Q2 2026, filed 14 Aug 2026.