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 		$6.52M Buy
+487,000
New +$6.57M 0.71% 11
2025
Q4 		– Sell
-1,188,100
Closed -$20.5M – 19
2025
Q3 		$20.5M Sell
1,188,100
-5,811,900
-83% -$77.8M 1.62% 14
2025
Q2 		$57.3M Buy
+7,000,000
New +$55M 4.87% 12

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. 396 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.
  • 396 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.