Sunrun Inc.
MX ˙ BMV ˙ US86771W1053
SecurityMX:RUN / Sunrun Inc.
InstitutionTwo Sigma Advisers, Lp
Latest Disclosed Ownership4,073,795 shares
Latest Disclosed Value $ 74,957,828
Two Sigma Advisers, Lp reports 68.78% increase in ownership of RUN / Sunrun Inc.

On February 17, 2026 - Two Sigma Advisers, Lp filed a 13F-HR form disclosing ownership of 4,073,795 shares of Sunrun Inc. (MX:RUN) valued at $74,957,828 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 2,413,610 shares of Sunrun Inc.. This represents a change in shares of 68.78% 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)
2026-02-17 2025-12-31 13F SUNRUN COM 86771W105 4,073,795 1,660,185 68.78 74,958 79.62 0.1457
2025-11-14 2025-09-30 13F SUNRUN COM 86771W105 2,413,610 2,413,610 41,731 0.0835
2021-08-16 2021-06-30 13F SUNRUN COM 86771W105 0 -1,115,930 -100.00 0 -100.00
2021-05-17 2021-03-31 13F SUNRUN COM 86771W105 1,115,930 -1,316,900 -54.13 67,491 -60.01 0.1854
2021-02-16 2020-12-31 13F SUNRUN COM 86771W105 2,432,830 1,359,330 126.63 168,790 104.01 0.4509
2020-11-16 2020-09-30 13F SUNRUN COM 86771W105 1,073,500 355,200 49.45 82,735 484.08 0.2363
2020-09-15 2020-06-30 13F/A-1 SUNRUN COM 86771W105 718,300 -75,400 -9.50 14,165 76.71 0.0416
2020-08-14 2020-06-30 13F SUNRUN COM 86771W105 718,300 -75,400 14,165 40,932.1456
2020-05-15 2020-03-31 13F SUNRUN COM 86771W105 793,700 446,400 128.53 8,016 67.14 0.0307
2020-02-14 2019-12-31 13F SUNRUN COM 86771W105 347,300 -115,400 -24.94 4,796 -37.95 0.0111
2019-11-14 2019-09-30 13F SUNRUN COM 86771W105 462,700 252,500 120.12 7,729 96.02 0.0189
2019-08-14 2019-06-30 13F SUNRUN COM 86771W105 210,200 101,100 92.67 3,943 157.04 0.0098
2019-05-15 2019-03-31 13F SUNRUN COM 86771W105 109,100 98,800 959.22 1,534 1,269.64 0.0039
2019-02-14 2018-12-31 13F SUNRUN COM 86771W105 10,300 -55,700 -84.39 112 -86.36 0.0003
2018-11-14 2018-09-30 13F SUNRUN COM 86771W105 66,000 -82,700 -55.62 821 -58.01 0.0020
2018-08-14 2018-06-30 13F SUNRUN COM 86771W105 148,700 54,900 58.53 1,955 133.29 0.0053
2018-05-15 2018-03-31 13F SUNRUN COM 86771W105 93,800 79,800 570.00 838 909.64 0.0023
2018-02-14 2017-12-31 13F SUNRUN COM 86771W105 14,000 -47,209 -77.13 83 -75.59 0.0002
2017-11-14 2017-09-30 13F SUNRUN COM 86771W105 61,209 3,855 6.72 340 -16.67 0.0010
2017-08-14 2017-06-30 13F SUNRUN COM 86771W105 57,354 57,354 408 0.0013
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.