Sunrun Inc.
MX ˙ BMV ˙ US86771W1053
SecurityMX:RUN / Sunrun Inc.
InstitutionExodusPoint Capital Management, LP
Latest Disclosed Ownership113,758 shares
Latest Disclosed Value $ 1,542,558
ExodusPoint Capital Management, LP ownership in RUN / Sunrun Inc.

On May 14, 2026 - ExodusPoint Capital Management, LP filed a 13F-HR form disclosing ownership of 113,758 shares of Sunrun Inc. (MX:RUN) valued at $1,542,558 USD as of March 31, 2026. The entity filed a previous 13F-HR on August 13, 2025 disclosing 0 shares of Sunrun Inc..

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F SUNRUN COM 86771W105 113,758 113,758 1,543 0.0124
2025-08-13 2025-06-30 13F SUNRUN COM 86771W105 0 -343,156 -100.00 0 -100.00
2025-05-14 2025-03-31 13F SUNRUN COM 86771W105 343,156 196,341 133.73 2 100.00 0.0199
2025-02-12 2024-12-31 13F SUNRUN COM 86771W105 146,815 51,972 54.80 1 0.00 0.0093
2024-11-12 2024-09-30 13F SUNRUN COM 86771W105 94,843 94,843 2 0.0104
2024-08-13 2024-06-30 13F SUNRUN COM 86771W105 0 -241,787 -100.00 0 -100.00
2024-05-14 2024-03-31 13F SUNRUN COM 86771W105 241,787 241,787 3 0.0243
2024-02-13 2023-12-31 13F SUNRUN COM 86771W105 0 -58,877 -100.00 0 0.0000
2023-11-13 2023-09-30 13F SUNRUN COM 86771W105 58,877 45,502 340.20 1 0.0071
2023-08-11 2023-06-30 13F SUNRUN COM 86771W105 13,375 13,375 0 0.0019
2023-05-11 2023-03-31 13F SUNRUN COM 86771W105 0 -12,793 -100.00 0 0.0000
2023-02-13 2022-12-31 13F SUNRUN COM 86771W105 12,793 -137,811 -91.51 0 -100.00 0.0045
2022-11-10 2022-09-30 13F SUNRUN COM 86771W105 150,604 150,604 4,155 0.0543
2022-02-11 2021-12-31 13F SUNRUN COM 86771W105 0 -67,724 -100.00 0 -100.00
2021-11-15 2021-09-30 13F SUNRUN COM 86771W105 67,724 -297,019 -81.43 2,980 -85.35 0.0402
2021-08-16 2021-06-30 13F SUNRUN COM 86771W105 364,743 175,238 92.47 20,345 77.52 0.2250
2021-05-17 2021-03-31 13F SUNRUN COM 86771W105 189,505 -15,966 -7.77 11,461 -19.61 0.1672
2021-02-16 2020-12-31 13F SUNRUN COM 86771W105 205,471 -124,626 -37.75 14,256 -43.96 0.1388
2020-11-16 2020-09-30 13F SUNRUN COM 86771W105 330,097 -204,196 -38.22 25,441 141.47 0.5069
2020-08-14 2020-06-30 13F SUNRUN COM 86771W105 534,293 334,293 167.15 10,536 421.58 0.2735
2020-05-15 2020-03-31 13F SUNRUN SUNRUN INC 86771W105 200,000 99,525 99.05 2,020 45.53 0.1109
2020-02-14 2019-12-31 13F SUNRUN COM 86771W105 100,475 68,586 215.08 1,388 160.41 0.0260
2019-11-14 2019-09-30 13F SUNRUN COM 86771W105 31,889 31,889 533 0.0187
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.