Sunrun Inc.
MX ˙ BMV ˙ US86771W1053
SecurityMX:RUN / Sunrun Inc.
InstitutionRobeco Schweiz AG
Latest Disclosed Ownership4,222,937 shares
Latest Disclosed Value $ 57,263,026
Robeco Schweiz AG reports 43.31% increase in ownership of RUN / Sunrun Inc.

On May 7, 2026 - Robeco Schweiz AG filed a 13F-HR form disclosing ownership of 4,222,937 shares of Sunrun Inc. (MX:RUN) valued at $57,263,026 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 2,946,776 shares of Sunrun Inc.. This represents a change in shares of 43.31% 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)
2026-05-07 2026-03-31 13F SUNRUN COM 86771W105 4,222,937 1,276,161 43.31 57,263 5.61 1.2110
2026-02-03 2025-12-31 13F SUNRUN COM 86771W105 2,946,776 808,585 37.82 54,221 46.66 1.2149
2025-10-27 2025-09-30 13F SUNRUN COM 86771W105 2,138,191 2,138,191 36,969 0.8311
2025-02-05 2024-12-31 13F SUNRUN COM 86771W105 0 -3,117,100 -100.00 0 -100.00
2024-11-04 2024-09-30 13F SUNRUN COM 86771W105 3,117,100 -1,494,200 -32.40 56,295 2.93 1.0547
2024-08-08 2024-06-30 13F SUNRUN COM 86771W105 4,611,300 0 0.00 54,690 -10.01 1.0503
2024-04-25 2024-03-31 13F SUNRUN COM 86771W105 4,611,300 876,000 23.45 60,777 -17.11 1.0606
2024-02-14 2023-12-31 13F SUNRUN COM 86771W105 3,735,300 154,000 4.30 73,324 63.01 1.2318
2023-11-08 2023-09-30 13F SUNRUN COM 86771W105 3,581,300 945,000 35.85 44,981 -4.47 0.7604
2023-08-14 2023-06-30 13F SUNRUN COM 86771W105 2,636,300 59,000 2.29 47,084 -9.34 0.7014
2023-05-08 2023-03-31 13F SUNRUN COM 86771W105 2,577,300 -15,300 -0.59 51,933 -16.61 0.8392
2023-02-07 2022-12-31 13F SUNRUN COM 86771W105 2,592,600 -3,400 -0.13 62,274 -13.05 1.1375
2022-11-10 2022-09-30 13F SUNRUN COM 86771W105 2,596,000 96,000 3.84 71,624 1.3928
2022-08-03 2022-06-30 13F SUNRUN COM 86771W105 2,500,000 100,000 4.17 0 -100.00
2022-05-13 2022-03-31 13F SUNRUN COM 86771W105 2,400,000 1,100,000 84.62 72,888 63.46 1.0270
2022-02-08 2021-12-31 13F SUNRUN COM 86771W105 1,300,000 1,300,000 44,590 0.5780
2017-05-10 2017-03-31 13F SUNRUN COM 86771W105 0 -600,000 -100.00 0 -100.00
2017-01-10 2016-12-31 13F/A-1 SUNRUN COM 86771W105 600,000 600,000 0.00 3,198 0.2942
2017-01-09 2016-12-31 13F SUNRUN COM 86771W105 600,000 3,198
2016-11-15 2016-09-30 13F SUNRUN COM 86771W105 0 -264,000 -100.00 0 -100.00
2016-08-12 2016-06-30 13F SUNRUN COM 86771W105 264,000 -504,000 -65.62 1,492 -69.97 0.1368
2016-05-18 2016-03-31 13F SUNRUN COM 86771W105 768,000 408,243 113.48 4,969 17.86 0.4770
2016-02-16 2015-12-31 13F SUNRUN COM 86771W105 359,757 359,757 4,216 0.3612
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.