PCM
RUN icon

Polymer Capital Management’s Sunrun RUN Stock Holding History

Polymer Capital Management’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 		$716K Buy
52,815
+39,943
+310% +$665K 0.07% 291
2025
Q4 		$237K Buy
+12,872
New +$247K 0.02% 682
2025
Q3 		– Sell
-40,024
Closed -$327K – 922
2025
Q2 		$327K Buy
40,024
+4,077
+11% +$32.1K 0.04% 405
2025
Q1 		$211K Buy
+35,947
New +$296K 0.05% 430

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
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 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

Polymer Capital Management's RUN Position: Q1 2026 in Review

Polymer Capital Management increased its Sunrun (RUN) stake by 310% in Q1 2026, buying an estimated $665K and bringing the position to 52,815 shares worth $716K. The position accounts for 0.07% of the portfolio, ranked #291.

Polymer Capital Management first reported a position in RUN in Q1 2025 and has held it in 4 quarters since. 397 funds tracked by Wall St. Rank hold RUN as of Q1 2026.

  • Polymer Capital Management held 52,815 shares of Sunrun worth $716K as of Q1 2026.
  • Polymer Capital Management bought 39,943 Sunrun shares in Q1 2026, an estimated $665K.
  • Sunrun made up 0.07% of Polymer Capital Management's portfolio in Q1 2026, its #291 holding.
  • Polymer Capital Management first reported a position in Sunrun in Q1 2025 and has held it in 4 quarters since.
  • 397 funds tracked by Wall St. Rank held Sunrun as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.