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Semanteon Capital Management’s Sunrun RUN Stock Holding History

Semanteon 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 		$206K Buy
+15,176
New +$253K 2.76% 5
2025
Q1 		– Sell
-156,704
Closed -$1.45M – 344
2024
Q4 		$1.45M Buy
+156,704
New +$1.95M 0.78% 26

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

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

Semanteon Capital Management opened a new position in Sunrun (RUN) in Q1 2026: 15,176 shares worth $206K. The stake represents 2.76% of the portfolio and ranks #5 among its holdings. This is a return to the name: Semanteon Capital Management previously reported a position in RUN as recently as Q4 2024.

Semanteon Capital Management first reported a position in RUN in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.45M in Q4 2024. 398 funds tracked by Wall St. Rank hold RUN as of Q1 2026.

  • Semanteon Capital Management held 15,176 shares of Sunrun worth $206K as of Q1 2026.
  • Sunrun was a new Semanteon Capital Management position in Q1 2026.
  • Sunrun made up 2.76% of Semanteon Capital Management's portfolio in Q1 2026, its #5 holding.
  • Semanteon Capital Management first reported a position in Sunrun in Q4 2024 and has held it in 2 quarters since.
  • Semanteon Capital Management's Sunrun position peaked at $1.45M in Q4 2024.
  • 398 funds tracked by Wall St. Rank held Sunrun as of Q1 2026.

Based on Semanteon Capital Management's 13F filing for Q1 2026, filed 11 May 2026.