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RUN SUNRUN INC

2026Q2 · CUSIP 86771W105 · Solar & Clean Energy · Sector: Technology

Normal

Fund flows are within the usual range

Funds that own it
391
Institutions that reported holding it to the SEC
Net decrease in holders
6
Last quarter 397 → now 391
How unusual is that
Bottom 20%
Stronger than only 19% of US stocks
What the filings say, in one paragraph

391 funds held RUN at the end of 2026Q2, down 6 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $3.5B(YoY +63.2%), the P/E is 5.7x, return on equity is 11.6%. RUN has had 16 buying rushes in its history, and the price moved +6.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Solar & Clean Energy.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2015Q4: holders=82 2016Q1: holders=81 2016Q2: holders=99 2016Q3: holders=97 2016Q4: holders=100 2017Q1: holders=100 2017Q2: holders=112 2017Q3: holders=122 2017Q4: holders=122 2018Q1: holders=117 2018Q2: holders=140 2018Q3: holders=148 2018Q4: holders=169 2019Q1: holders=162 2019Q2: holders=173 2019Q3: holders=172 2019Q4: holders=198 2020Q1: holders=208 2020Q2: holders=206 2020Q3: holders=283 2020Q4: holders=400 2021Q1: holders=433 2021Q2: holders=473 2021Q3: holders=469 2021Q4: holders=449 2022Q1: holders=452 2022Q2: holders=411 2022Q3: holders=452 2022Q4: holders=449 2023Q1: holders=408 2023Q2: holders=398 2023Q3: holders=396 2023Q4: holders=403 2024Q1: holders=410 2024Q2: holders=420 2024Q3: holders=438 2024Q4: holders=402 2025Q1: holders=364 2025Q2: holders=367 2025Q3: holders=370 2025Q4: holders=411 2026Q1: holders=397 2026Q2: holders=391 -117 -58.5 +0 +58.5 +117 72285497 15Q417Q118Q219Q320Q422Q123Q224Q325Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 16 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q4 Top 20% -34.0% -31.7%
2024Q3 Top 20% +9.6% -15.9%
2022Q3 Top 5% -22.7% -19.5%
2021Q2 Top 5% +5.2% +32.2%
2021Q1 Top 10% +35.6% +1.1%
2020Q4 Top 5% -17.8% -37.6%
2020Q3 Top 5% +28.8% +11.7%
2020Q1 Top 10% +31.0% +215.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
184
Change in large funds
0
Total value they hold
$3.6B
Funds buying for the first time
62
Funds that sold out entirely
68
Price change that quarter
-38.0%
Funds holding puts (bearish)
23
Funds holding calls (bullish)
33

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
5.7
EPS (TTM)
$1.48
EPS YoY
—
Revenue (TTM)
$3.5B
Revenue YoY
+63.2%
Net margin
11.6%
ROE
11.6%
Debt ratio
77.7%
FCF (TTM)
—
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 0.11 2021-12-31: EPS -0.18 2022-03-31: EPS -0.42 2022-06-30: EPS -0.06 2022-09-30: EPS 0.96 2022-12-31: EPS 0.32 2023-03-31: EPS -1.12 2023-06-30: EPS 0.25 2023-09-30: EPS -4.92 2023-12-31: EPS -1.62 2024-03-31: EPS -0.40 2024-06-30: EPS 0.55 2024-09-30: EPS -0.37 2024-12-31: EPS -12.59 2025-03-31: EPS 0.20 2025-06-30: EPS 1.07 2025-09-30: EPS 0.06 2025-12-31: EPS 0.38 2026-03-31: EPS 0.62 2026-06-30: EPS 0.42 0B 0.6B 1.2B $B -13.85 -6.34 1.18 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
6 88 170 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-443M-182M79M 20162017201820192020202120222023202420252026
Latest quarter $-259M (2024-12-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.