§ ELECTRICAL EQUIPMENT
USD · Electrical EquipmentRUN
SUNRUN INC
USDSector · Electrical EquipmentBeta · 2.51
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
246 increased/new, 113 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 7.0 | P/B | 1.36 |
| EPS (TTM) | 1.71 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 41.9M | 0.0% | +6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12.9M | n/a | n/a |
| Goldman Sachs | 12.2M | 0.0% | n/a |
| Greenvale Capital LLP | 12.0M | 17.8% | +12% |
| VANGUARD CAPITAL MANAGEMENT LLC | 10.0M | n/a | n/a |
| State Street | 9.4M | 0.0% | +3% |
◇ AC INTELLIGENCE
Top institutional owners for RUN as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER53.9% · 284 holders
PASSIVE / INDEX26.1% · 10 holders
DEALER / BANK20.6% · 42 holders
QUALITY / COMPOUNDER7.7% · 23 holders
SYSTEMATIC / QUANT4.6% · 16 holders
ACTIVIST3.4% · 1 holder
DEEP VALUE3.3% · 1 holder
TACTICAL / MACRO2.7% · 6 holders
INCOME / DEFENSIVE1.7% · 22 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for RUN in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
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