GC
RUN icon

Greenvale Capital’s Sunrun RUN Stock Holding History

Greenvale 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 		$178M Buy
13,304,181
+1,304,181
+11% +$17.6M 19.44% 2
2026
Q1 		$163M Buy
12,000,000
+1,281,037
+12% +$21.3M 17.84% 2
2025
Q4 		$197M Sell
10,718,963
-2,689,599
-20% -$51.6M 17.95% 1
2025
Q3 		$232M Sell
13,408,562
-291,438
-2% -$3.9M 18.24% 1
2025
Q2 		$112M Sell
13,700,000
-1,450,116
-10% -$11.4M 9.53% 3
2025
Q1 		$88.8M Buy
15,150,116
+1,650,116
+12% +$13.6M 8.64% 5
2024
Q4 		$125M Buy
13,500,000
+4,516,793
+50% +$56.1M 9.25% 4
2024
Q3 		$162M Sell
8,983,207
-2,766,793
-24% -$49.2M 9.27% 5
2024
Q2 		$139M Buy
11,750,000
+2,000,000
+21% +$24.5M 8.75% 4
2024
Q1 		$129M Buy
9,750,000
+1,450,000
+17% +$19.9M 9.86% 4
2023
Q4 		$163M Buy
8,300,000
+1,100,000
+15% +$14M 13.87% 1
2023
Q3 		$90.4M Buy
7,200,000
+950,000
+15% +$15.6M 7.94% 6
2023
Q2 		$112M Buy
6,250,000
+400,000
+7% +$7.44M 7.65% 5
2023
Q1 		$118M Buy
5,850,000
+1,950,000
+50% +$45.5M 7.43% 6
2022
Q4 		$93.7M Buy
3,900,000
+1,330,000
+52% +$35.5M 8.33% 5
2022
Q3 		$70.9M Sell
2,570,000
-830,000
-24% -$25.8M 7.29% 5
2022
Q2 		$79.4M Buy
3,400,000
+1,300,000
+62% +$31.2M 8.66% 2
2022
Q1 		$63.8M Buy
+2,100,000
New +$58.6M 7.2% 8

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Greenvale Capital's RUN Position: Q2 2026 in Review

Greenvale Capital increased its Sunrun (RUN) stake by 11% in Q2 2026, buying an estimated $17.6M and bringing the position to 13,304,181 shares worth $178M. The position accounts for 19.44% of the portfolio, ranked #2.

Greenvale Capital first reported a position in RUN in Q1 2022 and has held it in 18 quarters since. The position peaked at $232M in Q3 2025. 395 funds tracked by Wall St. Rank hold RUN as of Q2 2026.

  • Greenvale Capital held 13,304,181 shares of Sunrun worth $178M as of Q2 2026.
  • Greenvale Capital bought 1,304,181 Sunrun shares in Q2 2026, an estimated $17.6M.
  • Sunrun made up 19.44% of Greenvale Capital's portfolio in Q2 2026, its #2 holding.
  • Greenvale Capital first reported a position in Sunrun in Q1 2022 and has held it in 18 quarters since.
  • Greenvale Capital's Sunrun position peaked at $232M in Q3 2025.
  • 395 funds tracked by Wall St. Rank held Sunrun as of Q2 2026.

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