Sunrun Inc.
MX ˙ BMV ˙ US86771W1053
SecurityMX:RUN / Sunrun Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership22,188 shares
Latest Disclosed Value $ 300,871
Stifel Financial Corp reports 14.40% decrease in ownership of RUN / Sunrun Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 22,188 shares of Sunrun Inc. (MX:RUN) valued at $300,871 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 25,922 shares of Sunrun Inc.. This represents a change in shares of -14.40% 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)
2026-05-12 2026-03-31 13F SUNRUN COM 86771W105 22,188 -3,734 -14.40 301 -36.97 0.0001
2026-02-13 2025-12-31 13F SUNRUN COM 86771W105 25,922 0 0.00 477 6.25 0.0004
2025-11-12 2025-09-30 13F SUNRUN COM 86771W105 25,922 6,965 36.74 448 189.03 0.0004
2025-08-14 2025-06-30 13F SUNRUN COM 86771W105 18,957 -4,556 -19.38 155 13.14 0.0002
2025-05-14 2025-03-31 13F SUNRUN COM 86771W105 23,513 4,523 23.82 138 -21.71 0.0001
2025-02-13 2024-12-31 13F SUNRUN COM 86771W105 18,990 -2,073 -9.84 176 -53.95 0.0002
2024-11-14 2024-09-30 13F SUNRUN COM 86771W105 21,063 -2,090 -9.03 380 38.69 0.0004
2024-08-13 2024-06-30 13F SUNRUN COM 86771W105 23,153 4,015 20.98 275 8.73 0.0003
2024-05-14 2024-03-31 13F SUNRUN COM 86771W105 19,138 1,550 8.81 252 -26.96 0.0003
2024-02-12 2023-12-31 13F SUNRUN COM 86771W105 17,588 -1,764 -9.12 345 41.98 0.0004
2023-11-13 2023-09-30 13F SUNRUN COM 86771W105 19,352 -8,686 -30.98 243 -51.40 0.0003
2023-08-14 2023-06-30 13F SUNRUN COM 86771W105 28,038 -6,204 -18.12 501 -27.43 0.0007
2023-05-12 2023-03-31 13F SUNRUN COM 86771W105 34,242 1,890 5.84 690 -11.33 0.0010
2023-02-13 2022-12-31 13F SUNRUN COM 86771W105 32,352 3,819 13.38 777 -1.27 0.0012
2022-11-14 2022-09-30 13F SUNRUN COM 86771W105 28,533 6,970 32.32 787 56.15 0.0013
2022-08-15 2022-06-30 13F SUNRUN COM 86771W105 21,563 4,844 28.97 504 -0.79 0.0008
2022-05-13 2022-03-31 13F SUNRUN COM 86771W105 16,719 -4,107 -19.72 508 -28.85 0.0007
2022-02-14 2021-12-31 13F SUNRUN COM 86771W105 20,826 -10,446 -33.40 714 -48.07 0.0009
2021-11-15 2021-09-30 13F SUNRUN COM 86771W105 31,272 10,465 50.30 1,375 18.53 0.0020
2021-08-13 2021-06-30 13F SUNRUN COM 86771W105 20,807 10,094 94.22 1,160 79.01 0.0017
2021-05-14 2021-03-31 13F SUNRUN COM 86771W105 10,713 -5,084 -32.18 648 -40.88 0.0011
2021-02-12 2020-12-31 13F SUNRUN COM 86771W105 15,797 5,332 50.95 1,096 35.81 0.0020
2020-11-16 2020-09-30 13F SUNRUN COM 86771W105 10,465 -5,912 -36.10 807 149.85 0.0017
2020-08-14 2020-06-30 13F SUNRUN COM 86771W105 16,377 -1,740 -9.60 323 75.54 0.0007
2020-05-14 2020-03-31 13F SUNRUN COM 86771W105 18,117 291 1.63 184 -25.20 0.0005
2020-02-13 2019-12-31 13F SUNRUN COM 86771W105 17,826 100 0.56 246 -16.89 0.0005
2019-11-19 2019-09-30 13F/A-1 SUNRUN COM 86771W105 17,726 -6,200 -25.91 296 -34.22 0.0008
2019-11-13 2019-09-30 13F SUNRUN COM 86771W105 17,726 -6,200 296 165.9228
2019-08-14 2019-06-30 13F SUNRUN COM 86771W105 23,926 100 0.42 450 36.36 0.0012
2019-05-14 2019-03-31 13F SUNRUN COM 86771W105 23,826 3,911 19.64 330 51.38 0.0009
2019-02-13 2018-12-31 13F SUNRUN COM 86771W105 19,915 -2,459 -10.99 218 -22.14 0.0007
2018-11-13 2018-09-30 13F SUNRUN COM 86771W105 22,374 -1,385 -5.83 280 -10.26 0.0008
2018-08-14 2018-06-30 13F SUNRUN COM 86771W105 23,759 -16,510 -41.00 312 -13.33 0.0010
2018-05-11 2018-03-31 13F SUNRUN COM 86771W105 40,269 0 0.00 360 51.26 0.0011
2018-02-14 2017-12-31 13F SUNRUN COM 86771W105 40,269 40,269 238 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.