What is the 13F Pro Quality Score for RUN?

13F Pro ranks Sunrun Inc. (RUN) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View RUN's current score at https://13fpro.ai/research/RUN (free sign-up required for the full ranking).

Which hedge funds own the most RUN stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of RUN include BlackRock,, LINDEN ADVISORS, VANGUARD PORTFOLIO MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/RUN as soon as new 13F filings post.

Where does 13F Pro source RUN data?

All Sunrun Inc. fundamentals and ownership data come directly from SEC EDGAR. Sunrun Inc. files with the SEC under CIK 1469367. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is RUN in?

Sunrun Inc. (RUN) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

How often is RUN research updated on 13F Pro?

RUN's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Sunrun Inc.(RUN)Stock Analysis

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13F Pro Quality Score

54.6/100

Rank #1,208 of 2,879 stocksTOP 50%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

57.0/100

Profitability

87.5/100

Balance Sheet

53.4/100

Earnings Quality

30.0/100

Free Cash Flow

14.0/100

Institutional Flow

51.5/100

Revenue Scale

66.5/100

Dilution Risk

30.7/100

RUN Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Sunrun Inc. (RUN), a Technology sector company. 13F Pro's AI-powered ranking engine scores RUN at 54.6/100 on a 32-signal composite quality model, placing it at rank #1,208 of 2,879 stocks — the top half of the AI-ranked universe. RUN scores in the top quartile across profitability (87.5). Areas of concern include free cash flow (14.0) and earnings quality (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 30.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Sunrun Inc. reports quarterly revenue of $722.2M, net income of $167.6M, an operating margin of -6.0%. Top institutional holders of RUN by reported 13-F value include BlackRock,, LINDEN ADVISORS, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. RUN trades on the Nasdaq exchange and files with the SEC under CIK 1469367. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate RUN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Sunrun Inc. directly from SEC EDGAR. Sunrun Inc.'s 13F Pro composite quality score has ranged between 8 and 65 since 2021, currently 54.6 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

✦

Fun facts about Sunrun Inc.

Quirks, history, and lore behind RUN — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. clean energy company · small-cap · listed on Nasdaq · headquartered in California.
2
The Numbers
Annual revenue in the range of $2 billion, yet it has carried significant debt while chasing growth — because installing hardware on rooftops at scale is expensive before the sun pays you back.
3
The History
Founded in 2007, it rode the Obama-era clean energy boom and went public, becoming one of the largest players in a then-nascent industry built around residential solar leasing.
4
The Secret
It doesn't just sell you panels — it sells you a subscription to the sun, owning the equipment on your roof and charging you monthly for the power it generates.
5
The Lore
It has installed solar on hundreds of thousands of American homes and competes fiercely with rivals like Vivint Solar — which it eventually acquired to become the undisputed U.S. residential solar leader.
6
The Giveaway
The largest residential solar and storage company in the United States — its ticker literally tells you to RUN toward renewable energy.

▶ Think you know your stocks? Play the Daily Ticker

Revenue

Q1 2026

$722.2M

Net Income

Q1 2026

$167.6M

Free Cash Flow

Q1 2026

$10.6M

Operating Margin

Q1 2026

-6.0%

ROIC

Q1 2026

-0.2%

D/E Ratio

Q1 2026

4.43

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+45.1% YoY

$2.96BFY 2025

FY19 $858.6MFY22 $2.32BFY24 $2.04BFY25 $2.96B

Net Income

+115.8% YoY

$449.9MFY 2025

FY19 $26.3MFY22 $173.4MFY24 $-2.85BFY25 $449.9M

Operating Income

+96.6% YoY

$-126.1MFY 2025

FY19 $-215.7MFY22 $-662.2MFY24 $-3.70BFY25 $-126.1M

EPS (Diluted)

+113.3% YoY

$1.71FY 2025

FY19 $0.21FY22 $0.80FY24 $-12.81FY25 $1.71

Total Assets

+13.6% YoY

$22.61BFY 2025

FY19 $5.81BFY22 $19.27BFY24 $19.90BFY25 $22.61B

Total Debt

+13.9% YoY

$14.70BFY 2025

FY19 $2.29BFY22 $8.40BFY24 $12.90BFY25 $14.70B

Op. Cash Flow

+45.0% YoY

$-421.4MFY 2025

FY19 $-204.5MFY22 $-848.8MFY24 $-766.2MFY25 $-421.4M

Metric	FY 2025	FY 2024	FY 2022	FY 2019	FY 2018	FY 2017
Revenue	$2.96B +45.1%	$2.04B -12.2%	$2.32B +170.4%	$858.6M +13.0%	$760.0M +42.7%	$532.5M
Net Income	$449.9M +115.8%	$-2.85B -1741.6%	$173.4M +558.4%	$26.3M -1.2%	$26.7M -78.8%	$125.5M
Operating Income	$-126.1M +96.6%	$-3.70B -458.0%	$-662.2M -206.9%	$-215.7M -77.0%	$-121.9M +32.7%	$-181.1M
EPS (Diluted)	$1.71 +113.3%	$-12.81 -1701.3%	$0.80 +281.0%	$0.21 -8.7%	$0.23 -80.2%	$1.16
Total Assets	$22.61B +13.6%	$19.90B +3.3%	$19.27B +231.9%	$5.81B +22.2%	$4.75B +19.8%	$3.96B
Total Debt	$14.70B +13.9%	$12.90B +53.6%	$8.40B +266.7%	$2.29B +28.4%	$1.78B +35.5%	$1.32B
Operating Cash Flow	$-421.4M +45.0%	$-766.2M +9.7%	$-848.8M -315.1%	$-204.5M -227.4%	$-62.5M +35.0%	$-96.1M

AI Insight: RUN Financial Trends

Q4 2025 marks Sunrun's first positive operating income and operating cash flow in at least six quarters, but debt has climbed to $14.8B with equity still less than half its pre-impairment level.

• Revenue surged from $504M in Q1 2025 to $1,159M in Q4 2025, then moderated to $722M in Q1 2026, suggesting a large seasonal or one-time boost.

• Operating income turned positive for the first time — reaching $97M in Q4 2025 — after losses ranging from -$112M to -$3,256M across the prior six quarters.

• Operating cash flow turned positive in Q4 2025 ($97M) and Q1 2026 ($11M), ending a streak of deeply negative OCF including -$293M in Q2 2025.

• Total debt rose steadily from $11,962M in Q2 2024 to $14,795M in Q1 2026, a $2.8B increase, while equity remains at $3,341M — well below the $5,366M in Q2 2024.

⚠ Operating income reverted to -$44M in Q1 2026 after the Q4 2025 breakout — sustainability of profitability remains unproven.

⚠ Equity has not recovered to pre-Q4 2024 impairment levels ($2,814M net loss); balance sheet repair is slow relative to rising debt.

⚠ Q4 2025 revenue of $1,159M — nearly double adjacent quarters — warrants scrutiny for one-time items that may not recur.

AI Insight: RUN Ratio Trends

Sunrun's operating margin turned positive in Q4 2025 for the first time in at least six quarters, but Q1 2026 slipped back to -6.0%, signaling fragile profitability.

• Operating margin improved from -24.4% in Q2 2024 to a peak of 8.4% in Q4 2025, a meaningful multi-quarter recovery.

• ROIC turned positive at 2.2% in Q4 2025 after six consecutive negative quarters, but reversed to -1.0% in Q1 2026.

• D/E nearly doubled from 2.23 in Q2 2024 to 5.19 in Q1 2025 and remains elevated at 4.43 in Q1 2026.

• NPM is highly volatile, swinging from -15.6% in Q3 2024 to 49.1% in Q2 2025 to 23.2% in Q1 2026, suggesting one-off items dominate.

⚠ Operating margin relapsed to -6.0% in Q1 2026 after Q4 2025's 8.4% — sustainability of the profitability inflection is unproven.

⚠ D/E remains at 4.43 with persistently negative ROIC on a TTM basis (-0.3%), raising capital efficiency concerns at current leverage.

⚠ Q4 2024 showed extreme ROA of -56.6% and ROIC of -84.3% — monitor whether similar one-off charges resurface.

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Available Research

13F Pro tracks comprehensive data for Sunrun Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of RUN

BlackRock, Inc.
$567.7M41,868,413 sh
LINDEN ADVISORS LP
$205.8M172,585,000 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$175.4M12,932,976 sh
GOLDMAN SACHS GROUP INC
$165.2M12,179,911 sh
Greenvale Capital LLP
$162.7M12,000,000 sh
VANGUARD CAPITAL MANAGEMENT LLC
$136.2M10,044,367 sh
STATE STREET CORP
$127.1M9,376,776 sh
Invesco Ltd.
$123.0M9,073,225 sh
Grantham, Mayo, Van Otterloo & Co. LLC
$106.0M7,820,138 sh
TWO SIGMA INVESTMENTS, LP
$105.7M7,792,810 sh

Fund	Value	Shares
BlackRock, Inc.	$567.7M	41,868,413
LINDEN ADVISORS LP	$205.8M	172,585,000
VANGUARD PORTFOLIO MANAGEMENT LLC	$175.4M	12,932,976
GOLDMAN SACHS GROUP INC	$165.2M	12,179,911
Greenvale Capital LLP	$162.7M	12,000,000
VANGUARD CAPITAL MANAGEMENT LLC	$136.2M	10,044,367
STATE STREET CORP	$127.1M	9,376,776
Invesco Ltd.	$123.0M	9,073,225
Grantham, Mayo, Van Otterloo & Co. LLC	$106.0M	7,820,138
TWO SIGMA INVESTMENTS, LP	$105.7M	7,792,810

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Is RUN a good stock to buy?

13F Pro's AI-powered analysis of Sunrun Inc. (RUN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for RUN are available on the RUN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own RUN?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling RUN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Sunrun Inc.'s investment landscape.