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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
Q2 		$195K Sell
14,611
-565
-4% -$7.62K 0.88% 87
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 $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

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

Semanteon Capital Management reduced its Sunrun (RUN) stake by 3.7% in Q2 2026, selling an estimated $7.62K and leaving 14,611 shares worth $195K. The position accounts for 0.88% of the portfolio, ranked #87.

Semanteon Capital Management first reported a position in RUN in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.45M in Q4 2024. 397 funds tracked by Wall St. Rank hold RUN as of Q2 2026.

  • Semanteon Capital Management held 14,611 shares of Sunrun worth $195K as of Q2 2026.
  • Semanteon Capital Management sold 565 Sunrun shares in Q2 2026, an estimated $7.62K.
  • Sunrun made up 0.88% of Semanteon Capital Management's portfolio in Q2 2026, its #87 holding.
  • Semanteon Capital Management first reported a position in Sunrun in Q4 2024 and has held it in 3 quarters since.
  • Semanteon Capital Management's Sunrun position peaked at $1.45M in Q4 2024.
  • 397 funds tracked by Wall St. Rank held Sunrun as of Q2 2026.

Based on Semanteon Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.