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RUN · Sunrun Inc.
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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475
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RUN

Sunrun Inc.
SEMICONDUCTORS & ELECTRONICS · MISCELLANEOUS ELECTRICAL MACHINERY, EQUIPMENT & SUPPLIES · CIK 0001469367
FORM 144 · 8☆ WATCH
INSIDER NET · 180D
-$11.6M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
226
13F, latest reported quarter
REVENUE GROWTH
+45.1%
XBRL, annual
NET MARGIN
15.2%
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$11.6M over 180 days
-$2.2M over 90 days
below 65% of Semiconductors & Electronics
CONGRESS
no member of Congress has reported trading it
FUNDS
226 funds added or opened last quarter
more than 68% of Semiconductors & Electronics
REVENUE
+45.1% year over year
more than 82% of Semiconductors & Electronics
MARGIN
15.2% net margin
more than 85% of Semiconductors & Electronics
BUYBACKS
no share repurchases reported
SHORT
no short interest reported
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$11.6M across 7 people in 180 days.
226 funds added or opened positions in the latest 13F quarter, of 400 holders.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN -43.8%
-43.8%12M
-47%-20%+7%+34%2025-092025-102025-122026-032026-052026-072026-09 2026-02-11 · Fenster Edward Harris sold $2.7M2026-04-06 · Powell Mary sold $2.6M2025-12-05 · Fenster Edward Harris sold $2.4M2026-04-06 · Abajian Danny sold $1.8M2026-04-06 · Dickson Paul S. sold $1.7M2025-11-03 · Jurich Lynn Michelle sold $1.0M2026-04-06 · STEELE JEANNA sold $1.0M2025-12-01 · Jurich Lynn Michelle sold $978.5K2026-01-02 · Jurich Lynn Michelle sold $964.0K2026-02-02 · Jurich Lynn Michelle sold $908.6K2025-09-08 · Jurich Lynn Michelle sold $872.0K2026-06-01 · Jurich Lynn Michelle sold $796.0K2026-04-01 · Jurich Lynn Michelle sold $703.5K2026-07-01 · Jurich Lynn Michelle sold $680.3K2025-12-22 · Fenster Edward Harris sold $655.7K2026-05-01 · Jurich Lynn Michelle sold $644.5K2026-03-02 · Jurich Lynn Michelle sold $636.0K2026-02-11 · Fenster Edward Harris sold $601.5K2025-10-01 · Dickson Paul S. sold $512.3K2026-08-03 · Jurich Lynn Michelle sold $498.1K2025-10-01 · Jurich Lynn Michelle sold $487.2K2025-10-01 · Jurich Lynn Michelle sold $478.3K2025-10-09 · STEELE JEANNA sold $426.0K2025-10-01 · STEELE JEANNA sold $395.2K2026-07-06 · Powell Mary sold $316.3K2025-10-07 · Dickson Paul S. sold $250.1K2025-10-06 · Powell Mary sold $226.3K2026-07-06 · Abajian Danny sold $217.5K2026-07-06 · Dickson Paul S. sold $205.9K2025-10-06 · Abajian Danny sold $175.2K2025-10-06 · Dickson Paul S. sold $157.3K2026-01-06 · Powell Mary sold $155.8K2026-03-03 · FERBER ALAN bought $149.0K2026-07-06 · STEELE JEANNA sold $130.5K2026-01-06 · Abajian Danny sold $128.0K2025-11-13 · Barak Maria sold $121.6K2026-04-09 · Barak Maria sold $109.9K2026-01-06 · Dickson Paul S. sold $108.9K2025-10-15 · STEELE JEANNA sold $97.2K2026-06-11 · Lontoh Sonita sold $90.0K2025-10-06 · STEELE JEANNA sold $85.9K2026-01-06 · STEELE JEANNA sold $78.9K2026-08-03 · Jurich Lynn Michelle filed to sell $498.1K2026-07-09 · Barak Maria filed to sell $39.9K2026-07-06 · Abajian Danny filed to sell $217.5K2026-07-06 · Barak Maria filed to sell $23.0K2026-07-06 · Dickson Paul S. filed to sell $205.9K2026-07-06 · Powell Mary filed to sell $316.3K2026-07-06 · STEELE JEANNA filed to sell $130.5K2026-07-01 · Jurich Lynn Michelle filed to sell $680.3K
INSIDER BUYINSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $11.6M sold by insiders over 180 days, 226 funds added last quarter, $2.1M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
NVDACRDOVICRMPWRVPLMALABPIMTSIMUAIPAVGOMSI
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Sunrun Inc. insiders sold a net $11.6M of stock across 402 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER
FILED
SHARES
VALUE
Jurich Lynn Michelle
Director
SELL
2026-08-03
50,000.0
$498.1K
Barak Maria
Chief Accounting Officer
SELL
2026-07-09
3,278.0
$39.9K
Abajian Danny
Chief Financial Officer
SELL
2026-07-06
16,495.0
$217.5K
Barak Maria
Chief Accounting Officer
SELL
2026-07-06
1,747.0
$23.0K
Dickson Paul S.
Pres. & Chief Revenue Officer
SELL
2026-07-06
15,613.0
$205.9K
402 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 397 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
41,365,957.0 sh
$553.5M
GOLDMAN SACHS GROUP INC
19,186,790.0 sh
$256.7M
VANGUARD PORTFOLIO MANAGEMENT LLC
13,678,906.0 sh
$183.0M
Greenvale Capital LLP
13,304,181.0 sh
$178.0M
STATE STREET CORP
10,483,125.0 sh
$140.3M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
Jurich Lynn Michelle
FILED 2026-08-03
$498.1K
Barak Maria
FILED 2026-07-09
$39.9K
Abajian Danny
FILED 2026-07-06
$217.5K
Barak Maria
FILED 2026-07-06
$23.0K
Dickson Paul S.
FILED 2026-07-06
$205.9K
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Invesco Solar ETF
$68.1M POSITION · AS OF 2026-02-28
4.3%
ALPS Clean Energy ETF
$4.3M POSITION · AS OF 2026-02-28
3.8%
GMO Climate Change Fund
$20.4M POSITION · AS OF 2026-02-28
3.3%
Global X Renewable Energy Producers ETF
$677.4K POSITION · AS OF 2026-04-30
2.2%
Fidelity Clean Energy ETF
$1.4M POSITION · AS OF 2026-03-31
2.1%
State Street(R) SPDR(R) S&P Kensho Clean Power ETF
$4.1M POSITION · AS OF 2026-03-31
2.1%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Corporate PAC
FEC · the company-connected political action committee's own receipts and spending — committee totals only, never individual donors
Sunrun Inc Political Action Committee (Sunrun Pac)
CYCLE 2026 · $216K SPENT
$249.4K
FEDERAL ELECTION COMMISSION · MATCHED BY THE PAC'S CONNECTED ORGANISATION
Executive pay vs shareholder return · Ms. Powell
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2025
$4.7M
—
$4.7M
-73%
-52%
2024
$5.5M
—
$5.5M
-87%
-68%
2023
$5.1M
—
$5.1M
-72%
-48%
2022
$4.5M
—
$4.5M
-65%
-29%
2021
$4.4M
—
$4.4M
-51%
-25%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
REVENUE$3.0B$2.0B$2.3B$2.3B
OPERATING INCOME$-126.1M$-3.7B$-2.0B$-662.2M
NET INCOME$449.9K$-2.8B$-1.6B$173.4M
EPS (DILUTED)1.71-12.81-7.410.80
OPERATING CASH FLOW$-421.4M$-766.2M$-820.7M$-848.8M
LONG-TERM DEBT$14.7B$12.9B$10.7B$8.4B
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-05 ALL SYSTEMS LIVE FOR MACHINES →