Two Sigma Investments
RUN icon

Two Sigma Investments’s Sunrun RUN Stock Holding History

Two Sigma Investments’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 		$106M Buy
7,792,810
+3,451,345
+79% +$57.5M 0.09% 264
2025
Q4 		$79.9M Buy
4,341,465
+1,350,244
+45% +$25.9M 0.11% 231
2025
Q3 		$51.7M Buy
+2,991,221
New +$40M 0.08% 320
2024
Q4 		– Sell
-86,183
Closed -$1.56M – 3438
2024
Q3 		$1.56M Buy
+86,183
New +$1.53M ﹤0.01% 1829
2021
Q4 		– Sell
-12,411
Closed -$581K – 4798
2021
Q3 		$546K Buy
+12,411
New +$592K ﹤0.01% 3176
2021
Q2 		– Sell
-474,479
Closed -$22.9M – 4489
2021
Q1 		$28.7M Sell
474,479
-1,934,009
-80% -$134M 0.07% 313
2020
Q4 		$167M Buy
2,408,488
+1,979,134
+461% +$123M 0.48% 45
2020
Q3 		$33.1M Buy
429,354
+222,964
+108% +$10.5M 0.12% 183
2020
Q2 		$4.07M Sell
206,390
-219,486
-52% -$3.36M 0.02% 742
2020
Q1 		$4.3M Buy
425,876
+9,950
+2% +$163K 0.04% 569
2019
Q4 		$5.74M Buy
415,926
+217,972
+110% +$3.25M 0.02% 886
2019
Q3 		$3.31M Sell
197,954
-66,275
-25% -$1.16M 0.01% 1101
2019
Q2 		$4.96M Buy
264,229
+215,071
+438% +$3.5M 0.02% 904
2019
Q1 		$691K Buy
+49,158
New +$677K ﹤0.01% 2052
2018
Q4 		– Sell
-303,438
Closed -$3.84M – 3446
2018
Q3 		$3.77M Buy
303,438
+39,357
+15% +$545K 0.01% 1078
2018
Q2 		$3.47M Buy
264,081
+155,346
+143% +$1.69M 0.01% 1239
2018
Q1 		$971K Buy
+108,735
New +$734K ﹤0.01% 2033
2017
Q3 		– Sell
-203,857
Closed -$1.45M – 3131
2017
Q2 		$1.45M Buy
+203,857
New +$1.1M 0.01% 1650

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments's RUN Position: Q1 2026 in Review

Two Sigma Investments increased its Sunrun (RUN) stake by 79% in Q1 2026, buying an estimated $57.5M and bringing the position to 7,792,810 shares worth $106M. The position accounts for 0.09% of the portfolio, ranked #264.

Two Sigma Investments first reported a position in RUN in Q2 2017 and has held it in 18 quarters since. The position peaked at $167M in Q4 2020. 397 funds tracked by Wall St. Rank hold RUN as of Q1 2026.

  • Two Sigma Investments held 7,792,810 shares of Sunrun worth $106M as of Q1 2026.
  • Two Sigma Investments bought 3,451,345 Sunrun shares in Q1 2026, an estimated $57.5M.
  • Sunrun made up 0.09% of Two Sigma Investments's portfolio in Q1 2026, its #264 holding.
  • Two Sigma Investments first reported a position in Sunrun in Q2 2017 and has held it in 18 quarters since.
  • Two Sigma Investments's Sunrun position peaked at $167M in Q4 2020.
  • 397 funds tracked by Wall St. Rank held Sunrun as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.