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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Greenvale Capital's RUN Position: Q1 2026 in Review

Greenvale Capital increased its Sunrun (RUN) stake by 12% in Q1 2026, buying an estimated $21.3M and bringing the position to 12,000,000 shares worth $163M. The position accounts for 17.84% of the portfolio, ranked #2.

Greenvale Capital first reported a position in RUN in Q1 2022 and has held it in 17 quarters since. The position peaked at $232M in Q3 2025. 397 funds tracked by Wall St. Rank hold RUN as of Q1 2026.

  • Greenvale Capital held 12,000,000 shares of Sunrun worth $163M as of Q1 2026.
  • Greenvale Capital bought 1,281,037 Sunrun shares in Q1 2026, an estimated $21.3M.
  • Sunrun made up 17.84% of Greenvale Capital's portfolio in Q1 2026, its #2 holding.
  • Greenvale Capital first reported a position in Sunrun in Q1 2022 and has held it in 17 quarters since.
  • Greenvale Capital's Sunrun position peaked at $232M in Q3 2025.
  • 397 funds tracked by Wall St. Rank held Sunrun as of Q1 2026.

Based on Greenvale Capital's 13F filing for Q1 2026, filed 15 May 2026.