Sunrun Inc.
US ˙ NasdaqGS ˙ US86771W1053

SecurityRUN / Sunrun Inc.
InstitutionState Street Corp
Latest Disclosed Ownership9,376,776 shares
Latest Disclosed Value $ 127,149,083
State Street Corp reports 2.61% increase in ownership of RUN / Sunrun Inc.

On May 15, 2026 - State Street Corp filed a 13F-HR form disclosing ownership of 9,376,776 shares of Sunrun Inc. (US:RUN) valued at $127,149,083 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 9,138,182 shares of Sunrun Inc.. This represents a change in shares of 2.61% during the quarter. The current value of the position is $139,245,124 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)
2026-05-15 2026-03-31 13F SUNRUN COM 86771W105 9,376,776 238,594 2.61 127,149 -24.38 0.0044
2026-02-13 2025-12-31 13F SUNRUN COM 86771W105 9,138,182 -95,294 -1.03 168,143 5.32 0.0056
2025-11-14 2025-09-30 13F SUNRUN COM 86771W105 9,233,476 -87,172 -0.94 159,647 109.39 0.0055
2025-08-14 2025-06-30 13F SUNRUN COM 86771W105 9,320,648 205,360 2.25 76,243 42.74 0.0029
2025-05-15 2025-03-31 13F SUNRUN COM 86771W105 9,115,288 -467,378 -4.88 53,416 -39.74 0.0022
2025-02-14 2024-12-31 13F SUNRUN COM 86771W105 9,582,666 422,955 4.62 88,640 -46.42 0.0035
2024-11-14 2024-09-30 13F SUNRUN COM 86771W105 9,159,711 54,329 0.60 165,424 53.19 0.0067
2024-08-14 2024-06-30 13F SUNRUN COM 86771W105 9,105,382 1,501,980 19.75 107,990 7.76 0.0047
2024-05-15 2024-03-31 13F SUNRUN COM 86771W105 7,603,402 901,810 13.46 100,213 -23.82 0.0045
2024-02-14 2023-12-31 13F SUNRUN COM 86771W105 6,701,592 216,912 3.34 131,552 61.52 0.0064
2023-11-14 2023-09-30 13F SUNRUN COM 86771W105 6,484,680 71,562 1.12 81,448 -28.89 0.0045
2023-08-14 2023-06-30 13F SUNRUN COM 86771W105 6,413,118 121,768 1.94 114,538 -9.65 0.0060
2023-05-15 2023-03-31 13F SUNRUN COM 86771W105 6,291,350 56,973 0.91 126,768 -15.35 0.0072
2023-05-15 2022-12-31 13F/A-99 SUNRUN COM 86771W105 6,234,377 304,902 5.14 149,750 -8.46 0.0088
2023-05-15 2022-12-31 13F SUNRUN COM 86771W105 6,234,377 304,902 149,750 0.0088
2022-11-15 2022-09-30 13F SUNRUN COM 86771W105 5,929,475 177,477 3.09 163,594 21.75 0.0103
2022-08-15 2022-06-30 13F SUNRUN COM 86771W105 5,751,998 -1,170,232 -16.91 134,367 -36.09 0.0081
2022-05-16 2022-03-31 13F SUNRUN COM 86771W105 6,922,230 277,851 4.18 210,228 -7.76 0.0104
2022-02-14 2021-12-31 13F SUNRUN COM 86771W105 6,644,379 244,354 3.82 227,902 -19.07 0.0108
2021-11-15 2021-09-30 13F SUNRUN COM 86771W105 6,400,025 684,916 11.98 281,601 -11.67 0.0149
2021-08-16 2021-06-30 13F SUNRUN COM 86771W105 5,715,109 -13,565 -0.24 318,789 -7.99 0.0168
2021-07-09 2021-03-31 13F/A-1 SUNRUN COM 86771W105 5,728,674 126,764 2.26 346,470 -10.86 0.0199
2021-05-17 2021-03-31 13F SUNRUN COM 86771W105 5,728,674 126,764 346,470 0.0199
2021-02-16 2020-12-31 13F SUNRUN COM 86771W105 5,601,910 1,813,870 47.88 388,661 33.13 0.0238
2020-11-10 2020-09-30 13F SUNRUN COM 86771W105 3,788,040 430,791 12.83 291,944 340.97 0.0199
2020-08-14 2020-06-30 13F SUNRUN COM 86771W105 3,357,249 208,841 6.63 66,205 108.20 0.0048
2020-06-19 2020-03-31 13F/A-1 SUNRUN COM 86771W105 3,148,408 910,905 40.71 31,799 2.91 0.0028
2020-05-11 2020-03-31 13F SUNRUN COM 86771W105 3,148,408 910,905 31,799 2,792.5925
2020-02-06 2019-12-31 13F SUNRUN COM 86771W105 2,237,503 52,558 2.41 30,900 -15.34 0.0021
2019-11-14 2019-09-30 13F SUNRUN COM 86771W105 2,184,945 89,751 4.28 36,500 -7.14 0.0027
2019-08-14 2019-06-30 13F SUNRUN COM 86771W105 2,095,194 208,938 11.08 39,306 48.21 0.0029
2019-05-15 2019-03-31 13F SUNRUN COM 86771W105 1,886,256 -153,383 -7.52 26,521 19.40 0.0021
2019-02-12 2018-12-31 13F SUNRUN COM 86771W105 2,039,639 62,415 3.16 22,212 -9.71 0.0020
2018-11-09 2018-09-30 13F SUNRUN Common equity shares 86771W105 1,977,224 69,226 3.63 24,600 -1.96 0.0019
2018-08-14 2018-06-30 13F SUNRUN Common equity shares 86771W105 1,907,998 149,762 8.52 25,091 59.83 0.0021
2018-05-15 2018-03-31 13F SUNRUN Common equity shares 86771W105 1,758,236 -95,050 -5.13 15,699 43.59 0.0013
2018-02-14 2017-12-31 13F SUNRUN Common equity shares 86771W105 1,853,286 100,390 5.73 10,933 12.35 0.0009
2017-11-14 2017-09-30 13F SUNRUN Common equity shares 86771W105 1,752,896 124,130 7.62 9,731 -16.08 0.0008
2017-08-14 2017-06-30 13F SUNRUN Common equity shares 86771W105 1,628,766 300,923 22.66 11,596 61.75 0.0010
2017-05-15 2017-03-31 13F SUNRUN Common equity shares 86771W105 1,327,843 294,817 28.54 7,169 30.70 0.0006
2017-02-09 2016-12-31 13F SUNRUN Common equity shares 86771W105 1,033,026 113,016 12.28 5,485 -5.35 0.0005
2017-01-13 2016-09-30 13F/A-1 SUNRUN Common equity shares 86771W105 920,010 31,121 3.50 5,795 9.92 0.0006
2016-11-14 2016-09-30 13F SUNRUN Common equity shares 86771W105 920,010 5,795
2016-08-12 2016-06-30 13F SUNRUN Common equity shares 86771W105 888,889 648,446 269.69 5,272 238.38 0.0006
2016-05-20 2016-03-31 13F/A-1 SUNRUN Common equity shares 86771W105 240,443 14,904 6.61 1,558 -41.34 0.0002
2016-05-12 2016-03-31 13F SUNRUN Common equity shares 86771W105 240,443 1,558
2016-02-16 2015-12-31 13F SUNRUN Common equity shares 86771W105 225,539 39,131 20.99 2,656 37.33 0.0003
2015-11-16 2015-09-30 13F SUNRUN Common equity shares 86771W105 186,408 186,408 1,934 0.0002
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.