Position in RUN
as of Dec 31, 2025
· filed Feb 17, 2026
Position Value
$74,957,828
+$33,226,512 QoQ
Shares Held
4,073,795
+68.8% QoQ
Ownership
1.71%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 96.13063494849398.ToString("F0")%
Shared 0.ToString("F0")%
None 3.869365051506028.ToString("F0")%
Common Shares in RUN Over Time
Shares Held
Position Value (USD)
Position in Solar
Technology · as of Dec 31, 2025TWO SIGMA ADVISERS, LP holds $211,855,705 across 8 Solar names. RUN ranks #2 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENPH |
Enphase Energy, Inc.
|
2,631,109 | $84,327,043 | |
| 2 | RUN |
Sunrun Inc.
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|
4,073,795 | $74,957,828 | |
| 3 | SEDG |
Solaredge Technologies, Inc.
|
1,254,900 | $36,203,865 | |
| 4 | CSIQ |
Canadian Solar Inc.
|
422,800 | $10,049,956 | |
| 5 | JKS |
JinkoSolar Holding Co., Ltd.
|
217,147 | $5,604,564 | |
| 6 | FSLR |
First Solar, Inc.
|
1,119 | $292,316 | |
| 7 | SPRU |
Spruce Power Holding Corp
|
41,900 | $213,271 | |
| 8 | TYGO |
Tigo Energy, Inc.
|
149,900 | $206,862 |
All Filings in RUN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $74,957,828 | 4,073,795 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $41,731,316 | 2,413,610 | Shares | Sole | 2025-11-14 | |
| 2021-03-31 | $67,491,446 | 1,115,930 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $168,789,745 | 2,432,830 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $82,734,645 | 1,073,500 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $14,164,876 | 718,300 | Shares | Sole | 2020-09-15 | |
| 2020-03-31 | $8,016,370 | 793,700 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||