Grantham, Mayo, Van Otterloo & Co. LLC

Position in RUN — Sunrun Inc.

CIK 1352662 Boston, MA

Position in RUN

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$106,041,071

+$6,397,012 QoQ

Shares Held

7,820,138

+44.4% QoQ

Ownership

3.28%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 95.75494703546153.ToString("F0")% Shared 0.ToString("F0")% None 4.245052964538478.ToString("F0")%

Technology · as of Mar 31, 2026

Grantham, Mayo, Van Otterloo & Co. LLC holds $354,377,555 across 5 Solar names. RUN ranks #2 (29.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SEDG	Solaredge Technologies, Inc.	2,234,200	$114,055,910
2	RUN	Sunrun Inc. This page	7,820,138	$106,041,071
3	ARRY	Array Technologies, Inc.	10,951,942	$79,182,540
4	NXT	Nextpower Inc.	240,112	$28,945,501
5	FSLR	First Solar, Inc.	132,579	$26,152,533

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$106,041,071	7,820,138	+44.4%	Shares	Sole	2026-05-14
2025-12-31	$99,644,059	5,415,438	-13.0%	Shares	Sole	2026-02-17
2025-09-30	$107,647,989	6,226,026	-41.4%	Shares	Sole	2025-11-13
2025-06-30	$86,850,790	10,617,456	-7.9%	Shares	Sole	2025-08-13
2025-03-31	$67,570,816	11,530,856	+8.6%	Shares	Sole	2025-05-14
2024-12-31	$98,257,477	10,622,430	-4.5%	Shares	Sole	2025-02-13
2024-09-30	$200,803,017	11,118,661	-31.8%	Shares	Sole	2024-11-13
2024-06-30	$193,443,004	16,310,540	+11.5%	Shares	Sole	2024-08-13
2024-03-31	$192,770,930	14,626,019	+15.2%	Shares	Sole	2024-05-14
2023-12-31	$249,328,167	12,701,384	-10.4%	Shares	Sole	2024-02-13
2023-09-30	$178,127,251	14,182,106	+35.9%	Shares	Sole	2023-11-13
2023-06-30	$186,340,702	10,433,410	-9.4%	Shares	Sole	2023-08-14
2023-03-31	$232,015,361	11,514,410	+64.2%	Shares	Sole	2023-05-12
2022-12-31	$168,460,402	7,013,339	+17.2%	Shares	Sole	2023-02-13
2022-09-30	$165,055,492	5,982,439	-3.2%	Shares	Sole	2022-11-10
2022-06-30	$144,401,358	6,181,565	+20.5%	Shares	Sole	2022-08-12
2022-03-31	$155,772,103	5,129,144	+153.7%	Shares	Sole	2022-05-13
2021-12-31	$69,341,120	2,021,607	+61.2%	Shares	Sole	2022-02-11
2021-09-30	$55,192,852	1,254,383	-2.9%	Shares	Sole	2021-11-12
2021-06-30	$72,051,862	1,291,715	+104.6%	Shares	Sole	2021-08-12
2021-03-31	$38,180,963	631,299	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.