Qsemble Capital Management’s Sunrun RUN Stock Holding History

Qsemble 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 Q2	$175K	Sell	13,055 -152,902	-92%	-$2.06M	0.02%	368
2026 Q1	$2.25M	Buy	165,957 +31,290	+23%	+$521K	0.17%	183
2025 Q4	$2.48M	Buy	+134,667	New	+$2.58M	0.21%	161
2025 Q2	–	Sell	-146,687	Closed	-$860K	–	568
2025 Q1	$860K	Buy	146,687 +4,646	+3%	+$38.3K	0.09%	242
2024 Q4	$1.31M	Buy	+142,041	New	+$1.76M	0.17%	179
2024 Q2	–	Sell	-32,677	Closed	-$431K	–	554
2024 Q1	$431K	Buy	+32,677	New	+$449K	0.09%	292
2023 Q4	–	Sell	-33,000	Closed	-$414K	–	464
2023 Q3	$414K	Buy	+33,000	New	+$543K	0.08%	265

Other funds holding RUN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Qsemble Capital Management's RUN Position: Q2 2026 in Review

Qsemble Capital Management reduced its Sunrun (RUN) stake by 92% in Q2 2026, selling an estimated $2.06M and leaving 13,055 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #368.

Qsemble Capital Management first reported a position in RUN in Q3 2023 and has held it in 7 quarters since. The position peaked at $2.48M in Q4 2025. 395 funds tracked by Wall St. Rank hold RUN as of Q2 2026.

Qsemble Capital Management held 13,055 shares of Sunrun worth $175K as of Q2 2026.
Qsemble Capital Management sold 152,902 Sunrun shares in Q2 2026, an estimated $2.06M.
Sunrun made up 0.02% of Qsemble Capital Management's portfolio in Q2 2026, its #368 holding.
Qsemble Capital Management first reported a position in Sunrun in Q3 2023 and has held it in 7 quarters since.
Qsemble Capital Management's Sunrun position peaked at $2.48M in Q4 2025.
395 funds tracked by Wall St. Rank held Sunrun as of Q2 2026.

Based on Qsemble Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.