Sunrun Inc.
US ˙ NasdaqGS ˙ US86771W1053

SecurityRUN / Sunrun Inc.
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership12,007 shares
Latest Disclosed Value $ 207,602
Wetherby Asset Management Inc reports 1.74% increase in ownership of RUN / Sunrun Inc.

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 12,007 shares of Sunrun Inc. (US:RUN) valued at $207,601 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 11,802 shares of Sunrun Inc.. This represents a change in shares of 1.74% during the quarter. The current value of the position is $160,353 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)
2025-11-14 2025-09-30 13F SUNRUN COM 86771W105 12,007 205 1.74 208 115.63 0.0085
2025-08-14 2025-06-30 13F SUNRUN COM 86771W105 11,802 -1,554 -11.64 97 -21.95 0.0043
2025-02-14 2024-12-31 13F SUNRUN COM 86771W105 13,356 -16,509 -55.28 124 -77.18 0.0059
2024-11-14 2024-09-30 13F SUNRUN COM 86771W105 29,865 -1,648 -5.23 539 44.50 0.0247
2024-08-14 2024-06-30 13F SUNRUN COM 86771W105 31,513 -4,663 -12.89 374 -21.64 0.0176
2024-05-15 2024-03-31 13F SUNRUN COM 86771W105 36,176 4,886 15.62 477 -22.48 0.0227
2024-02-14 2023-12-31 13F SUNRUN COM 86771W105 31,290 9,887 46.19 614 129.10 0.0320
2023-11-14 2023-09-30 13F SUNRUN COM 86771W105 21,403 2,569 13.64 269 -20.24 0.0152
2023-08-14 2023-06-30 13F SUNRUN COM 86771W105 18,834 18,834 336 0.0181
2023-05-12 2023-03-31 13F SUNRUN COM 86771W105 0 -11,475 -100.00 0 -100.00
2023-02-14 2022-12-31 13F SUNRUN COM 86771W105 11,475 28 0.24 276 -12.97 0.0177
2022-11-14 2022-09-30 13F SUNRUN COM 86771W105 11,447 1,675 17.14 316 38.60 0.0223
2022-08-15 2022-06-30 13F SUNRUN COM 86771W105 9,772 -2,332 -19.27 228 -38.04 0.0156
2022-05-16 2022-03-31 13F SUNRUN COM 86771W105 12,104 12,104 368 0.0211
2021-11-15 2021-09-30 13F SUNRUN COM 86771W105 0 -4,660 -100.00 0 -100.00
2021-08-16 2021-06-30 13F SUNRUN COM 86771W105 4,660 1,695 57.17 260 13.54 0.0159
2020-12-16 2020-09-30 13F/A-01 SUNRUN COM 86771W105 2,965 -7,689 -72.17 229 9.05 0.0210
2020-11-13 2020-09-30 13F SUNRUN COM 86771W105 2,965 -7,689 229 14,566.4107
2020-08-14 2020-06-30 13F SUNRUN COM 86771W105 10,654 -537 -4.80 210 85.84 0.0199
2020-05-06 2020-03-31 13F SUNRUN COM 86771W105 11,191 193 1.75 113 -25.66 0.0127
2020-01-28 2019-12-31 13F SUNRUN COM 86771W105 10,998 890 8.80 152 -10.06 0.0150
2019-10-31 2019-09-30 13F SUNRUN COM 86771W105 10,108 -224 -2.17 169 -12.89 0.0176
2019-07-25 2019-06-30 13F SUNRUN COM 86771W105 10,332 103 1.01 194 34.72 0.0212
2019-07-25 2019-03-31 13F/A-1 SUNRUN COM 86771W105 10,229 -818 -7.40 144 20.00 0.0179
2019-05-09 2019-03-31 13F SUNRUN COM 86771W105 10,229 -818 144
2019-01-30 2018-12-31 13F SUNRUN COM 86771W105 11,047 182 1.68 120 -11.11 0.0170
2018-11-07 2018-09-30 13F SUNRUN COM 86771W105 10,865 -11,026 -50.37 135 -53.12 0.0167
2018-07-24 2018-06-30 13F SUNRUN COM 86771W105 21,891 -52,836 -70.71 288 -56.82 0.0390
2018-05-04 2018-03-31 13F SUNRUN COM 86771W105 74,727 -51,500 -40.80 667 -10.47 0.0921
2018-02-09 2017-12-31 13F SUNRUN COM 86771W105 126,227 -13,500 -9.66 745 -3.87 0.1034
2017-11-13 2017-09-30 13F SUNRUN COM 86771W105 139,727 -44,000 -23.95 775 -40.75 0.1153
2017-08-01 2017-06-30 13F SUNRUN COM 86771W105 183,727 -90,000 -32.88 1,308 -11.50 0.2225
2017-04-27 2017-03-31 13F SUNRUN COM 86771W105 273,727 -5,000 -1.79 1,478 -0.14 0.2658
2017-02-08 2016-12-31 13F SUNRUN COM 86771W105 278,727 278,727 1,480 0.2899
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.