$RUN is held by 14 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.50%, with an average of 0.17% of portfolio. Largest holder: BIT Capital GmbH at 1.50%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
SUNRUN INC
13F holders
399
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 399 · Source: 13F-HR01
Bahl & Gaynor Inc.
—
—
02
Brightline Capital Management, LLC
—
—
03
Gladstone Institutional Advisory LLC
—
—
04
Banyan Capital Management, Inc.
—
—
05
Freshford Capital Management, LLC
—
—
06
Deutsche Bank AG
—
—
07
Axa S.a.
—
—
08
State Street
—
—
09
Commerce Bank
—
—
10
TENOR CAPITAL MANAGEMENT Co., L.P.
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—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
14 holders · Q1 202601
BIT Capital GmbH
1.50% NEW
α +18.3pts
02
Oxford Asset Management LLP
0.25% NEW
α +10.3pts
03
Erste Asset Management GmbH
0.16% NEW
α +33.4pts
04
Caption Management, LLC
0.14% ↓ 0.7pp
α +15.5pts
05
Voloridge Investment Management, LLC
0.13% held
α +15.5pts
06
Gmt Capital Corp.
0.10% NEW
α +30.6pts
07
Connor, Clark & Lunn Investment Management Ltd.
0.03% held
α +12.3pts
08
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
09
Banco Santander, S.A.
0.00% held
α +12.6pts
10
Costello Asset Management, INC
0.00% held
α +14.3pts
11
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
12
Citigroup Inc.
0.00% held
α +26.3pts
13
CV Advisors LLC
0.00% held
α +29.1pts
14
Quarry LP
0.00% held
α +10.6pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
50 transactions · 8 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $RUN in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $RUN lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $RUN — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 13:38 UTC.