JO
RUN icon

John Overdeck’s Sunrun RUN Stock Holding History

John Overdeck’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 		$6.24M Buy
466,500
+9,100
+2% +$123K ﹤0.01% 1934
2026
Q1 		$6.2M Sell
457,400
-53,900
-11% -$897K 0.01% 1791
2025
Q4 		$9.41M Buy
511,300
+84,500
+20% +$1.62M 0.01% 1169
2025
Q3 		$7.38M Buy
426,800
+115,200
+37% +$1.54M 0.01% 1159
2025
Q2 		$2.55M Buy
+311,600
New +$2.45M ﹤0.01% 1663
2022
Q1 		– Sell
-42,700
Closed -$1.47M – 4085
2021
Q4 		$1.47M Sell
42,700
-112,800
-73% -$5.28M ﹤0.01% 2216
2021
Q3 		$6.84M Buy
155,500
+95,500
+159% +$4.56M 0.02% 999
2021
Q2 		$3.35M Sell
60,000
-26,600
-31% -$1.28M 0.01% 1467
2021
Q1 		$5.24M Buy
86,600
+27,400
+46% +$1.9M 0.01% 1016
2020
Q4 		$4.11M Buy
59,200
+16,200
+38% +$1.01M 0.01% 1044
2020
Q3 		$3.31M Buy
43,000
+15,400
+56% +$725K 0.01% 1013
2020
Q2 		$544K Buy
27,600
+7,600
+38% +$116K ﹤0.01% 1943
2020
Q1 		$202K Sell
20,000
-5,500
-22% -$90.3K ﹤0.01% 2652
2019
Q4 		$352K Sell
25,500
-39,400
-61% -$587K ﹤0.01% 3069
2019
Q3 		$1.08M Buy
64,900
+44,500
+218% +$777K ﹤0.01% 1921
2019
Q2 		$383K Buy
+20,400
New +$332K ﹤0.01% 2692
2019
Q1 		– Sell
-12,600
Closed -$137K – 3415
2018
Q4 		$137K Sell
12,600
-10,100
-44% -$128K ﹤0.01% 2777
2018
Q3 		$282K Buy
+22,700
New +$314K ﹤0.01% 2808

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

John Overdeck's RUN Position: Q2 2026 in Review

John Overdeck reduced its Sunrun (RUN) stake by 35% in Q2 2026, selling an estimated $37.1M and leaving 5,045,813 shares worth $67.5M. The position accounts for 0.05% of the portfolio, ranked #444.

John Overdeck first reported a position in RUN in Q2 2017 and has held it in 19 quarters since. The position peaked at $167M in Q4 2020. 393 funds tracked by Wall St. Rank hold RUN as of Q2 2026.

  • John Overdeck held 5,045,813 shares of Sunrun worth $67.5M as of Q2 2026.
  • John Overdeck sold 2,746,997 Sunrun shares in Q2 2026, an estimated $37.1M.
  • Sunrun made up 0.05% of John Overdeck's portfolio in Q2 2026, its #444 holding.
  • John Overdeck first reported a position in Sunrun in Q2 2017 and has held it in 19 quarters since.
  • John Overdeck's Sunrun position peaked at $167M in Q4 2020.
  • 393 funds tracked by Wall St. Rank held Sunrun as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.