Sunrun Inc.
MX ˙ BMV ˙ US86771W1053
SecurityMX:RUN / Sunrun Inc.
InstitutionMirova
Latest Disclosed Ownership425,416 shares
Latest Disclosed Value $ 5,768,641
Mirova reports 9.04% increase in ownership of RUN / Sunrun Inc.

On May 14, 2026 - Mirova filed a 13F-HR form disclosing ownership of 425,416 shares of Sunrun Inc. (MX:RUN) valued at $5,768,641 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 390,143 shares of Sunrun Inc.. This represents a change in shares of 9.04% 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)
2026-05-14 2026-03-31 13F SUNRUN Common Stock 86771W105 425,416 35,273 9.04 5,769 -19.64 0.2343
2026-02-13 2025-12-31 13F SUNRUN Common Stock 86771W105 390,143 -120,054 -23.53 7,179 -18.63 1.0351
2025-12-29 2025-09-30 13F SUNRUN Common Stock 86771W105 510,197 -53,494 -9.49 8,821 91.34 1.2469
2025-08-13 2025-06-30 13F SUNRUN Common Stock 86771W105 563,691 -234,438 -29.37 4,611 -1.43 0.6505
2025-05-14 2025-03-31 13F SUNRUN Common Stock 86771W105 798,129 227,667 39.91 4,677 -11.35 0.8414
2025-02-13 2024-12-31 13F SUNRUN Common Stock 86771W105 570,462 113,085 24.72 5,277 -36.13 0.9105
2024-11-13 2024-09-30 13F SUNRUN Common Stock 86771W105 457,377 -59,218 -11.46 8,260 34.84 1.4274
2024-08-13 2024-06-30 13F SUNRUN Common Stock 86771W105 516,595 0 0.00 6,127 -10.02 1.1195
2024-05-13 2024-03-31 13F SUNRUN Common Stock 86771W105 516,595 -236,370 -31.39 6,809 -53.94 1.2061
2024-02-13 2023-12-31 13F SUNRUN Common Stock 86771W105 752,965 -1,276,003 -62.89 14,781 -42.00 3.0273
2023-11-14 2023-09-30 13F SUNRUN Common Stock 86771W105 2,028,968 54,286 2.75 25,484 -27.74 5.1312
2023-08-11 2023-06-30 13F SUNRUN Common Stock 86771W105 1,974,682 -113,566 -5.44 35,268 -16.19 6.2076
2023-05-12 2023-03-31 13F SUNRUN Common Stock 86771W105 2,088,248 89,541 4.48 42,078 -12.35 6.0691
2023-02-13 2022-12-31 13F SUNRUN Common Stock 86771W105 1,998,707 -62,295 -3.02 48,009 -15.57 7.5160
2022-11-14 2022-09-30 13F SUNRUN Common Stock 86771W105 2,061,002 7,134 0.35 56,863 18.52 9.5677
2022-08-12 2022-06-30 13F SUNRUN Common Stock 86771W105 2,053,868 125,717 6.52 47,978 -18.07 6.8184
2022-05-13 2022-03-31 13F SUNRUN Common Stock 86771W105 1,928,151 138,317 7.73 58,557 -4.62 7.8381
2022-02-14 2021-12-31 13F SUNRUN Common Stock 86771W105 1,789,834 116,314 6.95 61,391 -16.63 7.3512
2021-11-12 2021-09-30 13F SUNRUN Common Stock 86771W105 1,673,520 124,351 8.03 73,634 -14.79 9.4750
2021-08-13 2021-06-30 13F SUNRUN Common Stock 86771W105 1,549,169 173,646 12.62 86,412 3.87 10.3584
2021-05-14 2021-03-31 13F SUNRUN Common Stock 86771W105 1,375,523 315,820 29.80 83,191 13.15 9.9242
2021-02-12 2020-12-31 13F SUNRUN Common Stock 86771W105 1,059,703 926,649 696.45 73,522 617.01 9.4540
2020-11-12 2020-09-30 13F SUNRUN Common Stock 86771W105 133,054 -685,844 -83.75 10,254 -36.50 1.6506
2020-08-13 2020-06-30 13F SUNRUN Common Stock 86771W105 818,898 426,490 108.69 16,149 307.49 3.7076
2020-05-14 2020-03-31 13F SUNRUN Common Stock 86771W105 392,408 378,137 2,649.69 3,963 1,911.68 1.4998
2020-02-14 2019-12-31 13F SUNRUN Common Stock 86771W105 14,271 14,271 197 0.0686
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.