Sunrun Inc.
US ˙ NasdaqGS ˙ US86771W1053

SecurityRUN / Sunrun Inc.
InstitutionInvesco Ltd.
Latest Disclosed Ownership9,073,225 shares
Latest Disclosed Value $ 123,032,930
Invesco Ltd. reports 54.62% increase in ownership of RUN / Sunrun Inc.

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 9,073,225 shares of Sunrun Inc. (US:RUN) valued at $123,032,931 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 5,868,199 shares of Sunrun Inc.. This represents a change in shares of 54.62% during the quarter. The current value of the position is $134,737,391 USD.

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)
2026-05-12 2026-03-31 13F SUNRUN COM 86771W105 9,073,225 3,205,026 54.62 123,033 13.95 0.0023
2026-02-19 2025-12-31 13F SUNRUN COM 86771W105 5,868,199 1,231,628 26.56 107,975 34.69 0.0166
2025-11-13 2025-09-30 13F SUNRUN COM 86771W105 4,636,571 -74,369 -1.58 80,166 108.03 0.0126
2025-08-13 2025-06-30 13F SUNRUN COM 86771W105 4,710,940 -2,051,780 -30.34 38,535 -2.76 0.0066
2025-05-12 2025-03-31 13F SUNRUN COM 86771W105 6,762,720 753,841 12.55 39,630 -28.70 0.0075
2025-02-13 2024-12-31 13F SUNRUN COM 86771W105 6,008,879 1,035,096 20.81 55,582 -38.12 0.0103
2024-11-12 2024-09-30 13F SUNRUN COM 86771W105 4,973,783 -751,440 -13.13 89,827 32.29 0.0173
2024-08-13 2024-06-30 13F SUNRUN COM 86771W105 5,725,223 -283,647 -4.72 67,901 -14.26 0.0144
2024-05-14 2024-03-31 13F SUNRUN COM 86771W105 6,008,870 -2,130,959 -26.18 79,197 -50.44 0.0170
2024-02-13 2023-12-31 13F SUNRUN COM 86771W105 8,139,829 1,001,838 14.04 159,785 78.22 0.0380
2023-11-13 2023-09-30 13F SUNRUN COM 86771W105 7,137,991 416,747 6.20 89,653 -25.31 0.0241
2023-08-11 2023-06-30 13F SUNRUN COM 86771W105 6,721,244 -90,355 -1.33 120,041 -12.54 0.0315
2023-05-12 2023-03-31 13F SUNRUN COM 86771W105 6,811,599 616,493 9.95 137,254 -7.76 0.0383
2023-02-13 2022-12-31 13F SUNRUN COM 86771W105 6,195,106 754,784 13.87 148,806 -0.86 0.0436
2022-11-14 2022-09-30 13F SUNRUN COM 86771W105 5,440,322 -475,160 -8.03 150,099 8.62 0.0483
2022-08-15 2022-06-30 13F SUNRUN COM 86771W105 5,915,482 -72,958 -1.22 138,184 -24.02 0.0419
2022-05-16 2022-03-31 13F SUNRUN COM 86771W105 5,988,440 -155,979 -2.54 181,871 -13.70 0.0464
2022-02-14 2021-12-31 13F SUNRUN COM 86771W105 6,144,419 130,641 2.17 210,753 -20.35 0.0508
2021-11-15 2021-09-30 13F SUNRUN COM 86771W105 6,013,778 -459,954 -7.10 264,605 -26.72 0.0671
2021-08-17 2021-06-30 13F SUNRUN COM 86771W105 6,473,732 512,481 8.60 361,106 0.16 0.0888
2021-05-17 2021-03-31 13F SUNRUN COM 86771W105 5,961,251 842,877 16.47 360,535 1.53 0.0962
2021-02-16 2020-12-31 13F SUNRUN COM 86771W105 5,118,374 2,495,412 95.14 355,112 75.67 0.1034
2020-11-16 2020-09-30 13F SUNRUN COM 86771W105 2,622,962 133,105 5.35 202,151 311.71 0.0683
2020-08-14 2020-06-30 13F SUNRUN COM 86771W105 2,489,857 175,804 7.60 49,100 110.08 0.0176
2020-05-15 2020-03-31 13F SUNRUN COM 86771W105 2,314,053 10,693 0.46 23,372 -26.52 0.0098
2020-02-14 2019-12-31 13F SUNRUN COM 86771W105 2,303,360 73,185 3.28 31,809 -14.62 0.0099
2019-11-14 2019-09-30 13F SUNRUN COM 86771W105 2,230,175 329,516 17.34 37,255 4.48 0.0097
2019-08-14 2019-06-30 13F/A-1 SUNRUN COM 86771W105 1,900,659 -69,261 -3.52 35,656 28.74 0.0092
2019-08-14 2019-06-30 13F SUNRUN COM 86771W105 1,900,659 -69,261 35,656
2019-05-15 2019-03-31 13F SUNRUN COM 86771W105 1,969,920 120,446 6.51 27,697 37.52 0.0093
2019-02-14 2018-12-31 13F SUNRUN COM 86771W105 1,849,474 4,696 0.25 20,141 -12.24 0.0077
2018-11-14 2018-09-30 13F SUNRUN COM 86771W105 1,844,778 -36,278 -1.93 22,949 -7.22 0.0072
2018-08-14 2018-06-30 13F SUNRUN COM 86771W105 1,881,056 1,348,653 253.31 24,736 420.32 0.0082
2018-05-15 2018-03-31 13F SUNRUN COM 86771W105 532,403 -186,649 -25.96 4,754 12.07 0.0018
2018-02-14 2017-12-31 13F SUNRUN COM 86771W105 719,052 -36,655 -4.85 4,242 1.14 0.0015
2017-11-14 2017-09-30 13F SUNRUN COM 86771W105 755,707 215,053 39.78 4,194 8.96 0.0015
2017-08-14 2017-06-30 13F SUNRUN COM 86771W105 540,654 -162,129 -23.07 3,849 1.42 0.0012
2017-05-15 2017-03-31 13F SUNRUN COM 86771W105 702,783 40,807 6.16 3,795 7.97 0.0012
2017-02-14 2016-12-31 13F SUNRUN COM 86771W105 661,976 91,109 15.96 3,515 -2.28 0.0012
2016-11-14 2016-09-30 13F SUNRUN COM 86771W105 570,867 -14,935 -2.55 3,597 3.54 0.0012
2016-08-15 2016-06-30 13F SUNRUN COM 86771W105 585,802 59,226 11.25 3,474 1.82 0.0013
2016-05-16 2016-03-31 13F SUNRUN COM 86771W105 526,576 236,791 81.71 3,412 0.06 0.0014
2016-02-16 2015-12-31 13F SUNRUN COM 86771W105 289,785 29,304 11.25 3,410 26.25 0.0014
2015-11-16 2015-09-30 13F SUNRUN COM 86771W105 260,481 260,481 2,701 0.0011
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.