GEODE CAPITAL MANAGEMENT, LLC

Position in RUN — Sunrun Inc.

CIK 1214717 BOSTON, MA

Back to RUN Full portfolio

Position in RUN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$83,858,850

-$20,344,747 QoQ

Shares Held

6,184,281

+9.2% QoQ

Ownership

2.59%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in RUN Over Time

Shares Held

Position Value (USD)

Position in Solar

Technology · as of Mar 31, 2026

GEODE CAPITAL MANAGEMENT, LLC holds $1,435,230,444 across 19 Solar names. RUN ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FSLR	First Solar, Inc.	3,106,826	$612,852,496
2	NXT	Nextpower Inc.	4,410,129	$531,641,050
3	ENPH	Enphase Energy, Inc.	2,589,905	$97,924,307
4	RUN	Sunrun Inc. This page	6,184,281	$83,858,850
5	SEDG	Solaredge Technologies, Inc.	805,264	$41,108,726
6	SHLS	Shoals Technologies Group, Inc.	4,559,307	$30,000,239
7	ARRY	Array Technologies, Inc.	3,970,445	$28,706,317
8	SPWR	SunPower Inc.	1,806,207	$2,293,882

All Filings in RUN

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$83,858,850	6,184,281	+9.2%	Shares	Defined	2026-05-15
2025-12-31	$104,203,597	5,663,239	+3.8%	Shares	Defined	2026-02-09
2025-09-30	$94,362,110	5,457,612	+0.3%	Shares	Defined	2025-11-12
2025-06-30	$44,503,903	5,440,575	-0.4%	Shares	Defined	2025-08-08
2025-03-31	$32,005,983	5,461,772	+2.7%	Shares	Defined	2025-05-13
2024-12-31	$49,189,788	5,317,815	+0.0%	Shares	Defined	2025-02-12
2024-09-30	$96,000,945	5,315,667	+0.6%	Shares	Defined	2024-11-12
2024-06-30	$62,681,498	5,285,118	+46.8%	Shares	Defined	2024-08-09
2024-03-31	$47,440,895	3,599,461	+1.0%	Shares	Defined	2024-05-13
2023-12-31	$69,967,169	3,564,298	+3.1%	Shares	Defined	2024-02-13
2023-09-30	$43,413,125	3,456,459	+2.9%	Shares	Defined	2023-11-13
2023-06-30	$59,985,917	3,358,674	+6.1%	Shares	Defined	2023-08-11
2023-03-31	$63,795,685	3,166,039	+3.5%	Shares	Defined	2023-05-15
2022-12-31	$73,505,907	3,060,196	+4.9%	Shares	Defined	2023-02-13
2022-09-30	$80,473,877	2,916,777	+2.1%	Shares	Defined	2022-11-14
2022-06-30	$66,712,025	2,855,823	+0.1%	Shares	Defined	2022-08-12
2022-03-31	$86,657,879	2,853,404	+3.6%	Shares	Defined	2022-05-13
2021-12-31	$94,475,165	2,754,378	+4.5%	Shares	Defined	2022-02-11
2021-09-30	$115,982,064	2,635,956	+16.2%	Shares	Defined	2021-11-12
2021-06-30	$126,505,135	2,267,930	-19.3%	Shares	Defined	2021-08-13
2021-03-31	$170,004,864	2,810,927	+13.5%	Shares	Defined	2021-05-12
2020-12-31	$171,891,100	2,477,531	+35.3%	Shares	Defined	2021-02-12
2020-09-30	$141,092,357	1,830,704	+26.2%	Shares	Defined	2020-11-13
2020-06-30	$28,603,426	1,450,478	+5.1%	Shares	Defined	2020-08-13
2020-03-31	$13,941,625	1,380,359	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.