Sunrun Inc. (RUN)
What changed in recent filings
- Institutions — 1 added · 1 reduced13F · as of end of 2026 Q2
- Free cash flow declined recentlyDec 31, 2023 → Dec 31, 2024
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Sunrun Inc. recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Aug 5, 2026Revenue +52.8% YoY · EPS $0.42Released after the close: Aug 5 close → Aug 6 close, the stock moved -10.6% · over the same window, market -0.2% · sector -0.7%
- 26Q1Released May 6, 2026Revenue +43.2% YoY · EPS $0.62Released after the close: May 6 close → May 7 close, the stock moved +7.6% · over the same window, market -0.3% · sector -1.3%
- 25Q4Released Feb 26, 2026Revenue +123.5% YoY · EPS $0.38Released after the close: Feb 26 close → Feb 27 close, the stock moved -35.1% · over the same window, market -0.5% · sector +0.3%
- 25Q3Released Nov 6, 2025Revenue +34.9% YoY · EPS $0.06Released after the close: Nov 6 close → Nov 7 close, the stock moved -16.1% · over the same window, market +0.1% · sector +1.1%
The next earnings release is estimated around Nov 5, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding Sunrun Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 2 → 2026 Q2: 2 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Sunrun Inc.
Institutions we track that reported holding this stock in their most recent 13F.
- Tudor Investment Corp0.01% of portfolio · since 2025 Q1
- Soros Fund Management0.02% of portfolio · since 2025 Q3
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
Sunrun Inc. is a residential solar energy and battery storage company focused on helping homeowners generate, store, and manage electricity at home. Sunrun designs, installs, finances, monitors, and maintains rooftop solar systems and connected storage solutions, offering flexible customer options such as leases, power purchase agreements, and direct ownership. Its home energy services include battery storage products, system monitoring, maintenance, and integrated energy management features that support backup power and more efficient use of solar generation. The company also serves commercial developers in multi-family and new home projects and sells related solar equipment and services through multiple customer channels. Sunrun plays a significant role in the U.S. distributed energy market by expanding access to clean, decentralized power for households and supporting broader home electrification.
What is the Utilities sector?
Power, gas, and water. A regulated industry with stable dividends.
Sunrun Inc. is classified under the Utilities sector. See peers below.
Sunrun Inc. key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
Sunrun Inc. vs Utilities sector benchmark
Median of 22 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
ETFs holding Sunrun Inc.
Per SEC N-PORT · 2026-06-30 · by weight · factual
RUN on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Utilities average
Peers · Utilities
RUN FAQ
What is Sunrun Inc. (RUN)?
Sunrun Inc. is a residential solar energy and battery storage company focused on helping homeowners generate, store, and manage electricity at home. Sunrun designs, installs, finances, monitors, and maintains rooftop solar systems and connected storage solutions, offering flexible customer options such as leases, power purchase agreements, and direct ownership. Its home energy services include battery storage products, system monitoring, maintenance, and integrated energy management features that support backup power and more efficient use of solar generation. The company also serves commercial developers in multi-family and new home projects and sells related solar equipment and services through multiple customer channels. Sunrun plays a significant role in the U.S. distributed energy market by expanding access to clean, decentralized power for households and supporting broader home electrification.
What sector is Sunrun Inc. in?
Sunrun Inc. is classified under Utilities. Power, gas, and water. A regulated industry with stable dividends.
What are Sunrun Inc.'s key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 63.2%, Operating margin 4.0%, Net margin 11.6%, ROE 14.4%, Debt-to-equity 4.34x. Definitions and interpretation are available on Stocklore.
Where can I analyze Sunrun Inc. (RUN) stock?
On Stocklore you can see RUN's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.