Position in RUN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$105,670,503
+$25,787,547 QoQ
Shares Held
7,792,810
+79.5% QoQ
Ownership
3.27%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 98.03241706136811.ToString("F0")%
Shared 0.ToString("F0")%
None 1.9675829386318928.ToString("F0")%
Common Shares in RUN Over Time
Shares Held
Position Value (USD)
Derivatives in RUN
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$6,202,344
PutShares
457,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Solar
Technology · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $513,122,741 across 12 Solar names. RUN ranks #3 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENPH |
Enphase Energy, Inc.
|
5,476,240 | $207,056,634 | |
| 2 | SEDG |
Solaredge Technologies, Inc.
|
2,231,899 | $113,938,443 | |
| 3 | RUN |
Sunrun Inc.
This page
|
7,792,810 | $105,670,503 | |
| 4 | FSLR |
First Solar, Inc.
|
155,482 | $30,670,379 | |
| 5 | CSIQ |
Canadian Solar Inc.
|
2,198,303 | $30,446,496 | |
| 6 | JKS |
JinkoSolar Holding Co., Ltd.
|
638,309 | $16,219,431 | |
| 7 | ARRY |
Array Technologies, Inc.
|
602,559 | $4,356,501 | |
| 8 | SHLS |
Shoals Technologies Group, Inc.
|
330,888 | $2,177,243 |
All Filings in RUN
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $105,670,503 | 7,792,810 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $6,202,344 | 457,400 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $79,882,956 | 4,341,465 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $1,061,680 | 57,700 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $9,407,920 | 511,300 | Put | Sole | 2026-02-17 | |
| 2025-09-30 | $51,718,211 | 2,991,221 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $7,379,372 | 426,800 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $2,548,888 | 311,600 | Put | Sole | 2025-08-14 | |
| 2024-09-30 | $1,556,464 | 86,183 | Shares | Sole | 2024-11-14 | |
| 2021-12-31 | $1,323,980 | 38,600 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $1,464,610 | 42,700 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $546,084 | 12,411 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $8,694,400 | 197,600 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $6,842,000 | 155,500 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $3,346,800 | 60,000 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $3,904,600 | 70,000 | Call | Sole | 2021-08-16 | |
| 2021-03-31 | $4,034,016 | 66,700 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $28,696,489 | 474,479 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $5,237,568 | 86,600 | Put | Sole | 2021-05-17 | |
| 2020-12-31 | $4,107,296 | 59,200 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $2,261,788 | 32,600 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $167,100,897 | 2,408,488 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,314,010 | 43,000 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $33,090,312 | 429,354 | Shares | Sole | 2020-11-16 | |
| 2020-09-30 | $1,387,260 | 18,000 | Call | Sole | 2020-11-16 | |
| 2020-06-30 | $4,070,010 | 206,390 | Shares | Sole | 2020-08-14 | |
| 2020-06-30 | $544,272 | 27,600 | Put | Sole | 2020-08-14 | |
| 2020-06-30 | $447,644 | 22,700 | Call | Sole | 2020-08-14 | |
| 2020-03-31 | $246,440 | 24,400 | Call | Sole | 2020-05-15 | |
| 2020-03-31 | $202,000 | 20,000 | Put | Sole | 2020-05-15 | |
| 2020-03-31 | $4,301,347 | 425,876 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||