Sunrun Inc.
MX ˙ BMV ˙ US86771W1053
SecurityMX:RUN / Sunrun Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership6,184,281 shares
Latest Disclosed Value $ 83,873,611
Geode Capital Management, Llc reports 9.20% increase in ownership of RUN / Sunrun Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 6,184,281 shares of Sunrun Inc. (MX:RUN) valued at $83,873,611 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 5,663,239 shares of Sunrun Inc.. This represents a change in shares of 9.20% during the quarter.

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 6,184,281 521,042 9.20 83,874 -19.52 0.0028
2026-02-09 2025-12-31 13F SUNRUN COM 86771W105 5,663,239 205,627 3.77 104,220 10.43 0.0064
2025-11-12 2025-09-30 13F SUNRUN COM 86771W105 5,457,612 17,037 0.31 94,376 112.04 0.0060
2025-08-08 2025-06-30 13F SUNRUN COM 86771W105 5,440,575 -21,197 -0.39 44,510 39.03 0.0031
2025-05-13 2025-03-31 13F SUNRUN COM 86771W105 5,461,772 143,957 2.71 32,013 -34.93 0.0025
2025-02-12 2024-12-31 13F SUNRUN COM 86771W105 5,317,815 2,148 0.04 49,201 -48.76 0.0038
2024-11-12 2024-09-30 13F SUNRUN COM 86771W105 5,315,667 30,549 0.58 96,019 53.16 0.0078
2024-08-09 2024-06-30 13F SUNRUN COM 86771W105 5,285,118 1,685,657 46.83 62,693 32.12 0.0055
2024-05-13 2024-03-31 13F SUNRUN COM 86771W105 3,599,461 35,163 0.99 47,451 -32.19 0.0044
2024-02-13 2023-12-31 13F SUNRUN COM 86771W105 3,564,298 107,839 3.12 69,978 61.16 0.0073
2023-11-13 2023-09-30 13F SUNRUN COM 86771W105 3,456,459 97,785 2.91 43,420 -27.62 0.0052
2023-08-11 2023-06-30 13F SUNRUN COM 86771W105 3,358,674 192,635 6.08 59,986 -5.97 0.0070
2023-05-15 2023-03-31 13F SUNRUN COM 86771W105 3,166,039 105,843 3.46 63,796 87,290.41 0.0083
2023-02-13 2022-12-31 13F SUNRUN COM 86771W105 3,060,196 143,419 4.92 74 -99.91 0.0103
2022-11-14 2022-09-30 13F SUNRUN COM 86771W105 2,916,777 60,954 2.13 80,473 20.63 0.0122
2022-08-12 2022-06-30 13F SUNRUN COM 86771W105 2,855,823 2,419 0.08 66,712 -22.93 0.0098
2022-05-13 2022-03-31 13F SUNRUN COM 86771W105 2,853,404 99,026 3.60 86,563 -8.26 0.0108
2022-02-11 2021-12-31 13F SUNRUN COM 86771W105 2,754,378 118,422 4.49 94,355 -18.55 0.0114
2021-11-12 2021-09-30 13F SUNRUN COM 86771W105 2,635,956 368,026 16.23 115,839 -8.31 0.0156
2021-08-13 2021-06-30 13F SUNRUN COM 86771W105 2,267,930 -542,997 -19.32 126,332 -25.64 0.0174
2021-05-12 2021-03-31 13F SUNRUN COM 86771W105 2,810,927 333,396 13.46 169,894 -1.09 0.0260
2021-02-12 2020-12-31 13F SUNRUN COM 86771W105 2,477,531 646,827 35.33 171,768 21.74 0.0288
2020-11-13 2020-09-30 13F SUNRUN COM 86771W105 1,830,704 380,226 26.21 141,092 393.28 0.0276
2020-08-13 2020-06-30 13F SUNRUN COM 86771W105 1,450,478 70,119 5.08 28,603 105.17 0.0061
2020-05-14 2020-03-31 13F SUNRUN COM 86771W105 1,380,359 97,313 7.58 13,941 -21.32 0.0036
2020-02-20 2019-12-31 13F/A-1 SUNRUN COM 86771W105 1,283,046 41,594 3.35 17,718 -14.56 0.0037
2020-02-13 2019-12-31 13F SUNRUN COM 86771W105 1,283,046 41,594 17,718 2,258.0037
2019-11-12 2019-09-30 13F SUNRUN COM 86771W105 1,241,452 34,315 2.84 20,738 -8.42 0.0048
2019-08-14 2019-06-30 13F SUNRUN COM 86771W105 1,207,137 166,273 15.97 22,645 54.74 0.0055
2019-05-14 2019-03-31 13F SUNRUN COM 86771W105 1,040,864 84,150 8.80 14,634 40.47 0.0038
2019-03-06 2018-12-31 13F/A-1 SUNRUN COM 86771W105 956,714 99,781 11.64 10,418 -2.27 0.0032
2019-02-13 2018-12-31 13F SUNRUN COM 86771W105 956,714 99,781 10,418
2018-11-13 2018-09-30 13F SUNRUN COM 86771W105 856,933 54,697 6.82 10,660 1.05 0.0030
2018-08-14 2018-06-30 13F SUNRUN COM 86771W105 802,236 124,954 18.45 10,549 74.42 0.0032
2018-05-15 2018-03-31 13F SUNRUN COM 86771W105 677,282 10,151 1.52 6,048 53.66 0.0020
2018-02-13 2017-12-31 13F SUNRUN COM 86771W105 667,131 7,701 1.17 3,936 7.57 0.0013
2017-11-14 2017-09-30 13F SUNRUN COM 86771W105 659,430 22,883 3.59 3,659 -19.26 0.0014
2017-08-14 2017-06-30 13F SUNRUN COM 86771W105 636,547 86,255 15.67 4,532 52.54 0.0018
2017-06-21 2017-03-31 13F/A-1 SUNRUN COM 86771W105 550,292 24,774 4.71 2,971 6.49 0.0012
2017-05-12 2017-03-31 13F SUNRUN COM 86771W105 550,292 2,971
2017-02-14 2016-12-31 13F SUNRUN COM 86771W105 525,518 124,234 30.96 2,790 10.36 0.0013
2016-11-10 2016-09-30 13F SUNRUN COM 86771W105 401,284 184,132 84.79 2,528 96.43 0.0013
2016-08-12 2016-06-30 13F SUNRUN COM 86771W105 217,152 65,179 42.89 1,287 30.79 0.0007
2016-05-13 2016-03-31 13F SUNRUN COM 86771W105 151,973 4,032 2.73 984 -43.48 0.0005
2016-02-12 2015-12-31 13F SUNRUN COM 86771W105 147,941 16,476 12.53 1,741 27.73 0.0010
2015-11-13 2015-09-30 13F SUNRUN COM 86771W105 131,465 131,465 1,363 0.0008
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.